spaull@ritzholman.com

Sara Paull’s Area of Expertise

Nonprofit Accounting Services

Biography

Sara Paull, is a supervisor and member of the firm’s nonprofit team. Since joining the firm in 2015, she has focused on nonprofit audit as well as providing tax services to nonprofit organizations. Sara’s areas of concentration include:

• Nonprofit audit, review and compilations with a large concentration of audits subject to Federal Uniform Guidance and state auditing standards
• Preparation of the form 990 and state tax returns
• Preparation of the form 990-PF for Private Foundations
• Charitable organizations and associations
• Charter, Choice and Partnership schools
• Agreed-upon-procedures and audits of or charter, MPS Non- Instrumentality Charter and Choice schools
• Financial operations analysis, helping nonprofits operate more efficiently and effectively
• Knowledgeable of GAAS, GAGAS and GAAP audits standards
• Leads and coordinates the new hire audit training program
• Mentors young professionals through the RitzHolman Coaching Program

Affiliations

• American Institute of Certified Public Accountants (AICPA)
• Wisconsin Institute of Certified Public Accountants (WICPA)

Volunteer Work

Grand Avenue Club Treasurer (2015-2019)

Education

• Bachelor’s Degree in Psychology, Brown University
• Master’s Degree in Accounting, University of Wisconsin-Milwaukee

Certification

Certified Public Accountant (CPA)

 

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