Who We Are

Qualifications

CPA licensed in Colorado since 2019
CPA licensed in Arizona since 1994
Certified Association Executive (CAE) since 2022
16 years of experience as a CFO of non-profit organizations
7 years of experience as an auditor of non-profit organizations
Board member of two non-profit organizations

Experience

  • Financial Forecasting & Reporting
  • Budgeting
  • Strategic Planning
  • Non-profit Accounting Experts
  • Financial Analysis
  • Managing audits
  • Public Policy & Advocacy
  • Financial, Managerial & Cost Accounting
  • Internal Controls
  • Team Building & Leadership
  • Public Speaking & Board Presentations
  • Insurance & Risk Management
  • Cash Management
  • Payroll
  • Banking Relationships & Debt Restructuring
  • Capital Projects
  • Business Development
  • Payroll Tax & 990’s