Areas of Expertise:
- Financial and compliance audits
- Local governments, including municipalities and school districts
- 501(c) non-profit organizations
- Recipient of the Advanced Single Audit Certificate from the AICPA
- Single Audits (Uniform Guidance)
- Tax returns for non-profits
- Federal program-specific audits and agreed-upon procedures
- Development impact fee assurance reporting
Professional Accomplishments:
- Instructor at conferences for school districts and other local governments sponsored by Arizona Association of School Business Officials, Government Finance Officers Association of Arizona and our firm
- Instructor at trainings sponsored by the Alliance of Arizona Nonprofits
- Member of the ASCPA Not-for-Profit Conference Planning Committee
- Frequent presenter at lunch workshops for non-profit organizations sponsored by our firm
- Board member for Girls on the Run Maricopa & Pinal Counties
Articles and Presentations:
COVID-19 Effects on NFP Financial Statements and Disclosures
Coming Soon! Change to Not-for-Profit Expense Reporting (Part 2)
Memberships:
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants
- Government Finance Officers Association
- Government Finance Officers Association of Arizona
- AICPA Not-for-Profit Section
- Arizona Association of School Business Officials