Nonprofit Update / Agreed Upon Procedures / Internal Controls (E1710759)

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.