Accounting and Auditing Update (E1604079)

Kristen E. Crouchelli, a Senior Audit Manager in the SobelCo Nonprofit & Social Services Practice, having earned additional credentials as a Public School Accountant, brings a depth of experience in the nonprofit community to complement her role on this specialized niche team. Since she began her career in 2006, Kristen has had a passion for working with nonprofit organizations. She began by serving in a regional CPA firm’s nonprofit group and then transitioned to a role as Controller for a large, multi-program social services agency in the state where she managed the daily accounting functions, budgets and annual audit of the financial statements as well as the employee benefit plan audit.

With dual perspectives gained from having had significant responsibilities as a CPA serving nonprofit clients as well as from assuming the prestigious position as Controller working from within a nonprofit, Kristen has been able to apply her insights and real-world experiences, adding significant value to our team and our clients. Her current engagements primarily involve working with small clients, charter schools, schools for the disabled, and large organizations that are subject to Uniform Grant Guidance audits.

Kristen’s commitment to the firm’s culture goes beyond her external client-centric philosophy to also include her internal focus on being an effective mentor and role model for her colleagues. She specifically enjoys having the opportunity to assist in strengthening the nonprofit practice by taking charge of the team’s in-house technical training program.

Julie Helman serves as an Audit Manager for Sobel & Co.’s Nonprofit and Social Services Practice. She has more than twenty years of experience in nonprofit accounting, including ten years in public accounting for multiple firms (including a “Big 4” firm) and ten years with two different nonprofit organizations. This experience of serving nonprofit clients from both the audit/consulting perspective and the client perspective enables her to provide clients with unique insights.

At Sobel & Co., she actively participates in our internal training program, ensuring that our staff receives appropriate nonprofit training to allow us to meet Government Auditing Standards for audits of federal and state grants. She is a member of the American Institute of Certified Public Accountants, and serves on the Nonprofit Interest Group of the New Jersey Society of Certified Public Accountants. She also volunteers with her son’s Troop 8, Boy Scouts of America.

Ms. Helman is a graduate of the University of Richmond, Virginia, where she received a Bachelor of Science degree in Accounting.

Brad is an assurance principal at CLA (CliftonLarsonAllen LLP). He has significant experience in financial reporting, tax compliance and planning for closely held businesses, SEC registrants, nonprofit organizations and strategic business planning, and in industries, such as real estate, construction, architectural and engineering, retail, hospitality and manufacturing. Brad is a member of the AICPA and the NJCPA, and was a former NJCPA president. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth.