Overview
Alex is a manager in CLA’s nonprofit assurance practice, bringing several years of public accounting experience to the nonprofit sector. Alex specializes in providing audit, tax, and business advisory services to a diverse range of associations, foundations, and other exempt organizations. With extensive knowledge of business operations and financial statements within the nonprofit industry, Alex is well-equipped to address the unique challenges faced by these organizations.
In the role of engagement manager, Alex oversees all phases of audit work, including the supervision of associates, planning, fieldwork, and financial reporting for numerous high-profile organizations. Alex frequently consults with clients on emerging accounting principles and audit standards and is responsible for developing written communications for governance. Additionally, Alex is a prolific writer and speaker, contributing regularly to nonprofit accounting blogs and leading learning sessions.
Key Focus
• Nonprofit financial statements audit
• Forms 990 tax preparation
• Federal grant compliance and requirements of the Uniform Grant Guidance
Education
Bachelor of Accounting, Magna Cum Laude, The George Washington University
In the community
Professional involvement
- Certified Public Accountant in the District of Columbia, Maryland, and Commonwealth of Virginia
- American Institute of Certified Public Accountants (AICPA)
- Greater Washington Society of CPAs (GWSCPA) – Nonprofit Basic Task Force - Member
Previous speaking and writing engagements
- 2023 GWSCPA Nonprofit Symposium Session Speaker – “Accounting for Uncertainty in Significant Estimates in Nonprofit Financial Statements”
- 2024 GWSCPA Nonprofit Symposium Session Speaker – “Financial Sustainability Strategies for Nonprofit Organizations”
- Author of “529 Plans: An Effort to Increase Professional Certifications” – CLA Nonprofit Blog
- Author of “Association Audit Results: Three Essential Insights for Governance” – CLA Nonprofit Blog