Board of Directors
As Managing Partner of Wegner CPAs and Partner in Charge of our Washington DC office, I am licensed in Wisconsin, Illinois, Washington DC, Virginia, and Maryland and have more than twenty-five years’ experience performing financial statement audits and tax consultation for non-profit organizations.
In addition to performing audits, I regularly provide management consulting to organizations on topics such as executive compensation, budgeting, investment policies, and internal control systems. My diverse non-profit client base allows me to not only communicate ideas to clients in a particular industry, but to share systems, operations and successes of my clients from a variety of business settings and industries.
I am dedicated to helping clients implement control systems and strategies that protect the organization, its people and its assets, preventing problems in the future. I have extensive experience providing specialized services to non-profit clients, including:
Value-added financial services such as cash projection models, establishing investment and financial policies, internal control systems and accounting system development for start-up non-profit organizations
Fraud analysis and investigations
Human resource and employee selection services
Client representation during Internal Revenue Service and Wisconsin Department of Revenue audits
Identifying strategies for clients to reduce the cost of annual audits
Assisting clients in developing strategies to expend organization membership bases