Areas of Expertise:

• Audit and other assurance services for school districts, municipalities and non-profit organizations
• Recipient of the Advanced Single Audit Certificate from the AICPA
• Annual Comprehensive Financial Reports
• Single Audits (Uniform Guidance)
• Agreed-upon procedures
• Presenter at conferences and trainings sponsored by HeinfeldMeech, GFOAz, AASBO, AGA Phoenix Chapter, and the Native American Grant School Association
• Approved team member for the AICPA’s Peer Review Program
• Former ASCPA Northern Chapter Board President
• MAS compliance reviews for courts
• Development impact fee assurance engagements
• Tax return preparation (Form 990) for non-profits

Articles and Presentations:

Single Audit Threshold Changes

Using AI for Communication in Government Finance

Alternative Examination Engagement for Certain CSLFRF Recipients

Important Guidance on the State and Local Fiscal Recovery Funds Program

Arizona Election Law and How School Districts are Impacted

Tips for Effective Capital Asset Reporting for School Districts

How to Run Effective Meetings

What Can You Spend Tax Credits On?

Memberships:

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