An overall ok firm.
Pros: a mix of accounting cultures.
Cons: not enough staff to perform the work needed.
• Client industries: Not-for-Profit, A-133, Healthcare, ESOP, 401(k) and 403(b) Employee Benefit Plans, Real Estate, and Commercial.
Running audit, review, and agreed upon procedures engagements under GAAP and GAS from planning to wrap up which included detail review of the lower level staffs work product.
Generating and issuing consolidated and combined financial statements under GAAP, GAS, and OMB Circular A133 standards.
Managing teams of up to six auditors and tax preparers.
Drafting high-level accounting and tax memos under ASC Topics- 360, 740, 805, 810, 815, 820, 840, and 976.
Auditing and accounting for pledge and contributions receivables with and without time and or donor restrictions.
Auditing purchase price allocations and tested goodwill valuation analysis under ASC Topic- 360.
Auditing level 1 and 3 alternative investments in accordance with ASC Topic 820.
Assisting clients in preparing the Schedule of Expenditures based upon the federal award and grant contract (SEFA).
Auditing SEFA based on the compliance requirements of OMB Circular A133.
Coordinating 990/990T, LLC, S-Corp, and C-Corp tax return preparation and prepared of accrual to cash basis conversions.
Mentoring staff and assisted human resources with staffing policies, procedures, and evaluations.
Maintaining engagement budgets, generation and collection of client billings.