Nikki has more than 20 years of public accounting experience, leads the Firm’s nonprofit team, and oversees Client Advisory Services (CAS). She holds certified public accountant licenses in Arizona and California, and provides accounting, audit, review, and tax services to privately-held companies and nonprofits in Scottsdale, Chandler, Phoenix, and throughout Arizona.
With private companies, she educates owners about best practices and appropriate standards for their business. Using financial information from balance sheets, income and cash flow statements, she helps clients understand revenues and profits and identify areas of improvement.
As the partner-in-charge of Client Advisory Services (CAS), she works with a variety of companies in different industries. Some of her clients include medical and health care groups and practices, education and support services, real estate management companies, and churches and religious organizations.
Leading the Firm’s nonprofit team, she manages reviews and audits, and provides insight into dynamics of governance, finance policies, and accounting procedures. Recognizing the unique operations of tax-exempt entities and governmental scrutiny concerning nonprofits, she assists management with maintaining the highest level of fiduciary compliance.
Adams State College, Bachelor of Science, Accounting
Not-for-Profit Certificate II
Accounting
Audits, reviews, and compilations
Client advisory services (CAS)
Internal control evaluations
Employee benefit plan audits
Certified Public Accountant - State of Arizona
Certified Public Accountant - State of California
Associated General Contractors of America, Arizona Chapter
Arizona Builders Alliance (ABA)