Kyle Roberts

Overview

Kyle provides Client Accounting and Advisory Services (CAAS) to nonprofit organizations and foundations. With a decade of serving nonprofits, he has experience working with a diverse range of entities, including those with complex investment portfolios, multi-entity structures, planned giving and endowments, and organizations that receive federal funds from various agencies. Kyle's clients primarily consist of private foundations, social service organizations, and professional and business associations.

Through providing CAAS services to nonprofit organizations and foundations, Kyle has technical experience in a variety of related areas. This includes outsourced CFO services, nonprofit accounting, business system implementation, internal controls, process improvement, monthly closing and forecasts, and budgeting. With his diverse skill set, Kyle is able to provide comprehensive support to his clients and help them achieve their financial goals.

Education

North Dakota State University - B.S. Accounting

North Dakota State University - Masters of Accountancy (MAcc)

In the community

American Institute of Certified Public Accountants, Member

Minnesota Society of Certified Public Accountants, Member

 

Volunteer - Scouting America