Areas of Expertise:

• Working with school districts, local governments, and non-profits
• Recipient of the Advanced Single Audit Certificate from the AICPA
• Financial statement and compliance audits
• Employee benefit plan audits
• Annual Comprehensive Financial Report submissions to ASBO and GFOA 
• Instructor for workshops and conferences sponsored by HeinfeldMeech
• Presenter at AASBO Annual Conferences and trainings 
• Program-specific audits and agreed-upon procedures
• Tax return preparation (Form 990) for non-profits

Articles and Presentations:

Good Audit Evidence

Outside Vendors: Protecting Your Data

Is This Contribution Conditional?

Public Disclosure of Form 990

• Net Asset Requirement Changes for Non-Profits (video)
• Changes to Not-for-Profit Expense Reporting (Part 1)
• Quick Tips for Spotting Billing Schemes

Memberships:

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