Tag Archives: Katherine Shell

Do Your Due Diligence!

Has someone ever asked you: “Do your due diligence?” It is a common phrase in the business office and more specifically, purchasing department. Today, we will discuss the importance of this phrase and performing due diligence as it relates to … read more >

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How to Write an Effective Corrective Action Plan

Your entity is near the end of the audit process, and you can see the light at the end of the tunnel. Unfortunately, there is one roadblock—the entity received a significant deficiency or material weakness finding in the report and … read more >

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Katherine Shell, CPA

Areas of Expertise: Working with school districts, municipalities, and non-profit organizations Financial statement and compliance audits Recipient of the Advanced Single Audit Certificate from the AICPA Reviews of Annual Comprehensive Financial Reports for ASBO International’s Certificate of Excellence Program Reviews … read more >

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Are Your Cash Receipts Properly Receipted?

Recording cash received is a significant process to almost all entities. It can be especially complicated for school districts in order to meet all requirements in the USFR Compliance Questionnaire. This article will discuss five important processes to consider in … read more >

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Most Frequently Asked Questions of 2021

Have you ever asked, “Why are the auditors asking for this?” Believe it or not, this is a very common (and understandable) question, and we also receive a variety of other questions throughout the audit process. So rest assured that … read more >

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What Impact Will the Pandemic Have on Audits?

In today’s new “normal” during the Coronavirus pandemic, there are many uncertainties, and audits are no exception. While there are several unknowns, one thing is certain – your audit will certainly occur, and there will likely be no relief in … read more >

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The Benefits of Taking Handwritten Notes

Do you remember that presentation from last week? In today’s technological world, we are constantly communicating. According to research performed by the University of Missouri, the average person spends at least 70 to 80% of their day communicating. There are … read more >

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