Areas of Expertise:

  • Working with school districts, municipalities and nonprofits
  • Governmental and non-profit accounting
  • Financial statement and compliance audits
  • Single Audits (Uniform Guidance)
  • Presenter at training events sponsored by AASBO, GFOAz and our firm
  • Annual Comprehensive Financial Reports for submission to ASBO International and GFOA
  • Agreed-upon procedures
  • Internal audit services
  • Performance audits of Arizona school districts
  • USFR compliance and ADE guidelines 
  • MAS compliance reviews for Arizona courts 
  • Agreed-upon procedures 
  • Tax return (Form 990) preparation for 501(c) non-profits 

Articles:

Strengthening Conflict of Interest Practices

Three More Procurement Tips from an Auditor

The Importance of Cash Reconciliations

 

Memberships: 

  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants