Background
Amy is a Manager with Wessel & Company. She began her career in 1999 and joined Wessel & Company in 2006.
Professional and Industry Experience
Amy supervises government and nonprofit audits and has extensive experience related to federal (OMB A-133) and state compliance auditing. Amy is the lead auditor on our school district single audits and has an in-depth working knowledge of the Department of Education’s Title I and Title II Programs. Amy is a highly skilled compliance auditor with experience in analyzing processes and recommending internal control improvements.
Amy is also a Certified Specialist in Estate Planning CSEP, she consults with individuals to settle and/or plan their estates to preservation wealth and limit tax exposure.
Amy and meets the continuing professional education requirements of the profession.
Speaking Engagements
Wessel & Company Not For Profit Roundtables
The New 990 Training - Various clients and organizations
Niche/Specialty
Governmental and A-133 Compliance Audit
Non Profit Organizations
Estate & Trust
Law
Education, Licenses & Certifications
Indiana University of Pennsylvania - BS in Business Administration with a Major in Accounting
Certified Public Accountant (CPA)
Certified Specialist in Estate Planning (CSEP)
Professional Associations
Pennsylvania Institute of Certified Public Accountants (PICPA)
American Institute of Certified Public Accountants (AICPA)
Estate Planning Council
