Audit, Accounting and Attestation

• Audits
• Reviews
• Compilations
• Agreed-upon procedures
• Internal auditing
• Internal control evaluations
• Fraud investigations and prevention
• Attestation services
• Financial statement preparation
• Forecasts and projections
• SSAE 16 (SAS 70) reviews
• Industry experience (alphabetical)
  • Colleges and universities
  • Construction contractors
  • CPA firms
  • Employee benefit plans (ERISA pension and health & welfare plans) 
  • Financial institutions
  • Governmental entities
  • Health care organizations
  • Manufacturers
  • Municipalities
  • Not-for-profit organizations
  • School districts
  • SEC
  • State and local governments
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Forensic Accounting

• Anti-fraud policy review
• Fraud risk assessment
• Investigations
• Litigation consultations
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Peer Review

• System and engagement reviews
• Consulting reviews
• Monitoring (inspections)
• Peer Review Guide
• How to prepare for a peer review
• Engagement deficiencies commonly noted in peer reviews
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System and Process Design and Analysis

• Assess, document, and evaluate current design
• Identify areas of opportunity
• Facilitate group sessions to discover areas of improvements and identify alternate solutions
• Analyze competing solutions
• Recommend an action plan
• Lead individuals to become "change-embracers"
• Establish timetables to implement, monitor and reinforce changes
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Strategic Planning

• Facilitation
• Identify long-range organizational goals
• Identify current and desired stakeholders
• Assess organizational strengths
• Assess core products and services
• Assess market viability and competition
• Analyze obstacles that challenge success
• Identify specific strategies to achieve specific goals
• Determine benchmarks that best measure progress
• Schedule timetables to complete strategic tasks.
• Assign accountability for monitoring and follow-up
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Business Operations

• Cash flow monitoring
• Cost analysis
• Tax planning
• Budgeting
• Business plan preparation
• Financial projections and forecasts
• Technology implementation
• Forecast of employee requirements
• Employee hiring and evaluation
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Technology

• Specific technology package knowledge:
  • IDEA data extraction software (DES)
  • Mindjet MindManager
  • SmartDraw VP
  • Microsoft Office suite
  • OpenOffice suite
  • Microsoft Windows
  • QuickBooks Pro
  • Norton Internet Security suite
• Creative Solutions (Virtual Office and Engagement CS implementation, use, and training)
• Software training
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Authored Educational Programs

• Audit, accounting, and attestation topics
• Software application training
• Problem-solving and group facilitation
• CPA continuing education courses:
• Audit Planning: A Practical Guide to Integrating the Standards
• Nonprofit Issues with Fraud, Risk Assessment, Internal Control and Volunteers
• AICPA peer review course, Advanced Training Course for Reviewers: Current Issues in Practice Monitoring (past author)
• AICPA peer review course, Peer Review: Are You Ready? (current author)
• Advanced Reviewers' Symposium (peer reviewer training course for CalCPA)
• The Future of the Accounting Profession: Assurance Services and Meeting the New Challenges
• How to Perform an Executive Level Review of Audit and Accounting Engagements
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