Bio
Stacie has more than 14 years of experience in public accounting. She specializes in serving nonprofit organizations, higher education, social service, healthcare and religious organizations, and she has extensive experience providing single audit services. She also provides audits, reviews and other attestation services to for-profit entities in the retail, consumer products, financial services and professional services industries.
She works collaboratively with her clients, to keep them informed of accounting regulations that can impact their audit. She also provides specialized expertise on complex accounting issues, including revenue recognition, convertible debt instruments, investments and fair value measurements, endowment accounting, equity compensation, board governance and benchmarks for financial performance. In addition, she has experience performing gap analyses and developing process and workflow charts to strengthen internal controls and mitigate risk.
Stacie is a member of the American Institute of Certified Public Accountants and the California Society of CPAs. She is a former adjunct professor of accounting at the University of San Francisco, and she received a B.S. in accounting and an MBA from Arizona State University.
Experience
In the higher education sector, small and medium-sized colleges and universities will face increasing challenges around controlling costs, increasing enrollment and balancing the financial aid packages they offer. If they can’t address these problems, some colleges may be acquired or merged with other institutions, or may have to cut back on programs.
Although technology is also a challenge for many organizations, it will be part of the solution. Institutions can leverage technology to drive efficiency and control costs, or to improve the effectiveness of their marketing, for example.
