“Planning for a Successful Audit” Webinar: Watch the replay
Join the Jones & Roth Nonprofit Team for an overview of the financial statement audit process so you know what to expect and how to best prepare for your audit. We highlight the common mistakes to avoid and share our tips and best practices to get audit-ready.
In this presentation, we cover:
- Understanding the audit process — roles, phases, and key outcomes
- Best practices and common pitfalls
- Pre-audit preparation steps
- Document and records readiness
Who should watch this webinar?
- Executive Directors
- Chief Financial Officers
- Controllers
- Financial Directors / Managers
- Board Members
About our Presenters
Aaron Sachs, CPA
Jones & Roth CPAs & Business Advisors
Aaron Sachs is a member of the firm’s Nonprofit and Private Company Services teams. He joined Jones & Roth in 2013 and enjoys helping companies from a wide variety of industries identify opportunities for improving the quality and efficiency of the financial reporting process in conjunction with providing assurance services. Aaron’s experience with private companies and nonprofit organizations includes audits, reviews, and federal single audits; and information return preparation services.
Tyler Weber, CPA
Jones & Roth CPAs & Business Advisors
Tyler joined Jones & Roth in 2018. Prior to joining Jones & Roth, he worked for a local CPA preparing 1040s and bookkeeping. Tyler has developed expertise in tax and audit services.
Brooke Lomica, CPA
Jones & Roth CPAs & Business Advisors
Brooke Lomica joined Jones & Roth in 2019 as an intern, and has been a full-time team member since 2020. She has worked with multiple specialty teams across the firm and is now a Manager.
