CERTIFIED PUBLIC ACCOUNTANT


May 19, 2012

Nicole Waddell, CPA, CGMA

Nicole Waddell, CPA firm was established as a sole practice providing Audit services of 401k Employee Benefit Plans, financial consulting and guidance services for specialized industries of Not-for-Profit organizations, Small Business and Tribal Governments.  

 Services:

  • Employee benefit plan audits 401(k) limited scope - Large plan
  • Not-for-profit 501(c)3 fund accounting, audit consulting, budgeting, payroll
  • Tribal Government & Enterprise accounting, audit consulting, budgeting, payroll
  • Tribal Government financial guidance & assistance to council, executive, and legislative branches of government

Additional services:

  • Board of Director service
  • Budget guidance & preparation assistance
  • Cash flow projections
  • Grant management assistance
  • Internal control policy development
  • Pre & Post-audit assistance
  • Speaking engagements
  • Tax preparation: individuals, not-for-profit, small business
  • Temporary contract CFO services
  • Working with Grant Agencies, Attorneys and Auditors
  • Working with Tribes on "High Risk"

 

CPA Seal - Oval - Red with Text

About me:

Licensed  - Certified Public Accountant.   Designation "A"      http://www.dca.ca.gov/cba/

Education -  Bachelor of Science Accounting 2001, Associate of Science Accounting 1998.

Experience - Public Accounting since 2001, Audits of Employee Benefit Plans, Not-For-Profit, Tribal Government A-133, HUD programs and Home Owner Associations (CIRA).

Specialization - 401(k) employee benefit plan audits (all industries), Not-for-Profit, Tribal Government accounting.  Chartered Global Management Accountant (CGMA), Certfied Tribal Financial Manager (ASU / NAFOA)

Memberships -  American Institute of Certified Public Accountants (AICPA), AICPA Employee Benefit Plan Audit Quality Center (EBPAQC)

I participate in CalCPA Peer Review Program and complete 80 hours of Continuing Professional Education during every two year license renewal period  to keep me on the leading edge of ever-changing laws and regulations. 

A computerized office and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.  To inquire further please send me an email through my contact page. 

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.