Meet Our Team

Our team includes many experts who provide coordinated advice for non-profit organizations, churches, and clergy members. We would like you to meet our advisory team.

  • Mark Nicholas

    CPA, CVA, CFE, CFF, MAFF

  • Jessica MacDonald

    CPA, CVA, CFE, MANAGER

  • Michael Nash

    ACCOUNTANT

  • Sharon Butler

    ENROLLED AGENT

  • Jaimie Klawitter

    CPA, CVA, MANAGER

  • Kathleen Boudeman-Nicholas

    CPA, CVA, MANAGER

  • Kenneth J. Schmidt III

    CPA, MANAGER

  • Judy Hall

    ACCOUNTANT

  • Olivia Khouaja

    CPA, SENIOR ACCOUNTANT

  • Vickie May

    MANAGER OF OFFICE SERIVICES

  • Kathy Holt

    ACCOUNTANT, INSTRUCTOR

  • Heather Cartright

    ACCOUNTANT, INSTRUCTOR

About Us

We are a long-established firm that distinguishes ourself through a genuine entrepreneurial spirit and ready adaptability. A leader in our specialized areas of accounting, we collaborate with non-profits, churches, communities, and partners throughout the United States.

EXPERTISE

  • Since we began in 1969, our firm has specialized in fund accounting and minister taxation.

  • Unlike other CPA firms, we do not stop at compliance. We go beyond compliance to advise and teach our clients.

  • We make it a point to stay up-to-date on IRS changes and rules that apply to nonprofit organizations and minister taxation. Our depth of knowledge remains relevant to today’s laws and our clients’ needs.

STRATEGIC PLANNING

  • We are advisors who apply our accounting expertise to strategic planning. Our work goes beyond compliance.

  • Working with you to address your core needs and goals, we develop a strategic plan that positions you for financial success.

  • Strategic planning and positive cash flow will help your organization be more sustainable, position you to grow your services, and make a bigger impact.

  • Our use of technology allows us to connect with people across the United States. Though not in the same physical location, we are able to work with you and your team on a personal level.

  • We develop a complete understanding of your needs and tailor our advice to your unique situation.

COMMUNICATION

TEAM

  • Our firm is collaborative. We utilize our combined knowledge to develop the strategic planning that addresses your needs and helps you reach your goals.

  • You have a team of advisors to guide you.

  • We also work with your legal representation, financial advisors, and consultants, which provides coordinated advice and cohesive management for your organization.

Learn More About Our Services