Topics Include:
A Buffet of Accounting Services
When should we have an audit vs. a review vs. consulting? We’ll walk through the different service options and help you understand the reasons for selecting one over the other.
Preparing for Year-End
As the end of the year rapidly approaches, it is time to review your year-end task list. Join us as we discuss the essentials, such as 1099 preparation and donor statements, to consider and provide an opportunity to share ideas or ask your questions.
Handouts
Presenters
Hannah Lanser, CPA, Manager, Wegner CPAs
Since joining the firm in September 2012, Hannah has worked primarily with non-profit organizations. Hannah has a passion for financial stewardship and accountability and is a lead auditor and consultant for non-profits and religious organizations in Wisconsin, New York, and Washington, D.C. She is a firm believer that strong financial and administrative systems result in greater organizational success. Hannah annually attends continuing professional education seminars on accounting, auditing, compliance, and tax issues.
Melodi Bunting, CPA, CMA, CGMA, Training and Career Development Manager, Wegner CPAs
Melodi develops and coordinates effective internal and external training opportunities, and constructs a career development plan for each staff member of the Assurance department. Additionally, Melodi works with the audit team performing audits and tax return preparation for a number of different tax-exempt organizations. Melodi annually attends continuing professional education seminars on accounting, auditing, compliance, and tax issues.
