Areas of Expertise:
- Working with governments and non-profits
- Audits, examinations, AUPs, and compilations
- Audit standards
- Yellow Book and Single Audits (Uniform Guidance)
- GASB pronouncements
- Financial statement and compliance audits
- GASB 67/68 and GASB 74/75 attestation procedures
- Development impact fee assurance procedures
- Annual Comprehensive Financial Reports
- Tax return preparation (Form 990) for non-profit organizations
Professional Accomplishments:
- Member of the Arizona State Board of Accountancy Accounting and Auditing Advisory Committee
- Member of the University of Arizona Dhaliwal-Reidy School of Accountancy Advisory Board
- Recipient of the Advanced Single Audit Certificate from the AICPA
- Former member of Digital CPA Conference (DCPA) Advisory Board
- Presenters at conferences sponsored by AICPA, AASBO and GFOAz
- Presenter at HeinfeldMeech conferences and workshops
Memberships:
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants
Articles:
What to Know About the Change in the Classification of Agency Funds (Student Activities Funds)
Revenue or Reimbursement – Determining the Proper Accounting Treatment