Areas of Expertise:
- Working with school districts, municipalities, community grant schools, and non-profits
- Recipient of the Advanced Single Audit Certificate from the AICPA
- Financial statement and compliance audits
- Annual Comprehensive Financial Reports
- Tax return preparation (Form 990) for non-profits
- Staff development and training
- Special education programs review and cost study
- Management advisory services for Arizona school districts
Professional Accomplishments:
- Member of the ASCPA Board of Directors (Chair for 2025-2026)
- Graduate of the AICPA’s Leadership Academy
- Member of the AICPA Young Member Leadership Committee (2020-2023)
- Member of the ASCPA Leadership and Growth Alliance Committee (2020-2023)
- Instructor for Audit & Compliance Workshops sponsored by the Arizona Association of School Business Officials (AASBO)
- Presenter of microcourse at ASBO International’s Envision 2020 Virtual Conference
- Presenter at AASBO conferences and workshops
- Instructor for governmental and non-profit accounting and compliance workshops sponsored by our firm
Articles and Presentations:
- Arizona School District Travel Reimbursement Changes and Tips to Avoid Common Travel Reimbursement Noncompliance
- Student Attendance and Average Daily Membership Changes
- The Potential Impacts to Nonprofit Organizations Caused by the Coronavirus
- Annual Hours of Instruction
- Clarification on High School ADM/FTE
- Uniform Guidance – A Brief Overview of the Methods of Procurement (video)
- Helpful Suggestions to Correct Common Errors in Form 990 Functional Expense Reporting
- What Goes into a Mission Statement Anyway?
- Travel Reimburseables for Arizona School Districts
- Are Your Assets Impaired?
Memberships:
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants