Kathy is a managing director with Baker Tilly’s Pennsylvania healthcare and not-for-profit practice. She has more than 30 years of experience in public accounting. Kathy specializes in serving not-for-profit organizations and educational institutions. As a fieldwork engagement team leader, Kathy is responsible for planning engagements, reviewing work papers and financial statements prepared by staff, and supervising seniors and staff assigned to the engagement.
- Provides engagement management over a portfolio of not-for-profit and higher education clients
- Plans engagements and performs detailed review of all audit work papers
- Reviews draft financial statements prepared by management or assists management with preparation of draft financial statements
- Coaches and trains staff assigned to the engagement
- Provides additional help and guidance to clients on various accounting topics throughout the year
- Provides guidance on new standards to be adopted related to new pronouncements issued by Financial Accounting Standards Board (FASB)
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)