- Documenting Board Approval for Payroll Contracts
- Travel Reimbursements – Tips for Uncommon Scenarios
- Why Segregation of Duties Matters in an IT Environment
- Don’t Hold Your Breath: Why Water and Wastewater Rates in Arizona Aren’t Falling Anytime Soon
- Do Your Due Diligence!
- What Happens When Cash Isn’t Reconciled
- Adjacent Ways Projects: Capitalize or Expense?
- Excel Made Easy – VLOOKUP and XLOOKUP
- Physical Inventory Considerations
- I Submitted a December Budget Revision, Now What?
Tag Archives: consulting
The Art of Troubleshooting
I am frequently asked what I do as a financial consultant, and I often answer that I am basically a professional question answerer and problem solver. I spend hours each day providing responses to inquiries from clients and business contacts … read more
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Tagged advisory services, consulting, CPA firm, government, grant school, Sara Kirk, school district, troubleshooting
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Do I Need To Do a December Budget Revision?
You may be sitting in your office thinking, “Now what…do I really get a break?” You just submitted the many required reports to meet the October 15th deadline but are unsure of where to go from here. Now that you … read more
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Tagged 2023, accounting, Alex Cooksey, Arizona, budget, consulting, revision, school district
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Policies and Procedures, Please
What are policies and procedures? By definition, a policy is “a course or principle of action adopted or proposed by a government, party business, or individual” – in other words, the rules or guidelines that should be followed. Whereas, a … read more
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Tagged consulting, government, internal controls, NPO, policy and procedures manual, school district, Virlene Cloyd
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What is a Compensation Study and Why Should Your District Want One?
With the changing labor environment, there are more and more discussions about pay, benefits, and other key factors in attracting quality employees. How do you know if your pay is competitive? Searching labor statistic websites and talking to your neighbor … read more
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Tagged Arizona, compensation study, consulting, HR, Melanie Askew, payroll, salary study, school district
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Data Analytics in Auditing and Consulting – Part II
Part I of this article discussed HeinfeldMeech’s use of IDEA and IDEA Script to perform data analytics. Along with IDEA, the firm has recently been exploring the use of Python programming to enhance our data analytics procedures. Python is an … read more
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Tagged auditing, consulting, CPA firm, data analysis, data analytics, data mining, financial report, machine learning, Python, school district, text mining
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School District Physical Inventory Process
Do you know the last time your district completed a full physical inventory over all assets? Did you know that federal rules require an inventory of equipment to be completed every two years and that state rules require the physical … read more
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Tagged Alex Cooksey, Arizona, audit, capital assets, consulting, internal control, inventory, physical inventory, school district
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