Roxie works with state and local governments, commercial entities, non-profits, and California community colleges, advising on how to proactively identify, prioritize, and meet numerous state, and federal laws and regulations. She is heavily involved in leading employee benefit plan and OMB Circular A-133 audits. Roxie understands and guides organizations through the complex regulatory environment her clients have to work within. Her detail-oriented approach provides a much-needed perspective, resulting in:
- Directing one of California’s largest community colleges through complying with new Governmental Accounting Standards Board (GASB) pronouncements. The college’s policy was to contract audit services for only one term, but they were so pleased, they requested Roxie’s team for two consecutive terms.
- Overseeing a major refinance for an agricultural operation, including detailed analysis and pro forma financial statements that facilitated a choice from among options.
- Assisting people with implementing new Financial Accounting Standards Board (FASB) and GASB pronouncements, enabling auditees to meet imminent financial reporting requirements by the related deadlines.
Roxie monitors the firm’s internal quality control processes and procedures to assure that quality services and products are delivered every time. She also trains clients and team members on the most current employee benefit plan practices and other compliance-related topics. Her deep knowledge and patient demeanor makes Roxie an excellent coach regarding the most efficient and effective processes for meeting accounting standards. This ensure that clients are complying with state and federal requirements, and permits them to focus more on the things they enjoy most.