Oct 8, 2015 ,

Position:

  • Manager

Years of Experience:

  • Six

Education:

  • California State University, Sacramento, B.S., Business Administration (Accountancy)

Experience:

  • Manager on a variety of audits including nonprofit, charter schools, governmental entities, joint power authorities, employee benefit plans, and privately held businesses.
  • Manages and supervises staff on each engagement, with varying degrees of experience. Responsible for financial statement presentation, footnotes, management letters and other required communications.
  • Assists in the daily progress of audit fieldwork
  • Conducts audits of federal financial assistance programs pursuant to OMB Circular A-133/Uniform Guidance and Government Auditing Standards.
  • Conducts audits in accordance with Guide for Annual Audits of K-12 Local Education Agencies and State Compliance Planning.
  • Experience in the preparation of a variety of individual, trust, partnership, tax exempt, and corporation tax returns.
  • Member of the Firm’s nonprofit team

Professional Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Recent Continuing Education:

  • AICPA, Foundations in Governmental Accounting
  • AICPA, Applying A-133 to Nonprofit and Government Organizations
  • AICPA, National Not-for-Profit Conference
  • AICPA, Auditing Defined Contribution Plans
  • AICPA, Not-for-Profits: Start to Finish
  • California Professional Ethics
  • Various in-house training related to Accounting and Auditing, Internal Control Structure, Fraud, Single Audit Act, GASB Updates, Nonprofit, Joint Powers Authorities.