Areas of Expertise:
- Working with school districts, local governmental entities, and nonprofits
- Governmental and non-profit accounting
- Financial statement and compliance audits
- Recipient of the Advanced Single Audit Certificate from the AICPA
- USFR compliance
- Presenter at non-profit workshops sponsored by our firm
- ARPA grant application reviews
- Agreed-upon procedures and attestations
- Tax return (Form 990) preparation for non-profit organizations
- Approved team members for the AICPA’s Peer Review Program
- Reviews of Annual Comprehensive Financial Reports for ASBO International’s Certificate of Excellence Program
- Meritorious Budget Award reviews for ASBO International
Memberships:
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants
Articles:
Understanding GASB Statement No. 102: A New Standard for Government Risk Disclosures
New Financial Statement Governmental Fund Presentation for School District Clients
Tips to Have Your Capital Asset Schedules Ready for Your Audit