Overview
Mindy has 10 years of experience providing audit and accounting services for manufacturing and transportation, closely-held businesses, and employee benefit plan clients. She has served as the manager on many of these engagements and, as such, is responsible for maintaining workflow by assigning tasks to accounting and clerical staff, monitoring an audit’s progress, recommending controls and process adjustments, enforcing standards, and following legal guidelines.
She is current with all standards and requirements with Generally Accepted Accounting Principles (GAAP), as well as the Employee Retirement Income Security Act (ERISA) and U.S. Department of Labor (DOL) regulations.
External Audits
- Developing and implementing engagement work plans to perform financial audits, which include accounting, data processing and management controls in order to successfully complete audits
- Determining the effectiveness of internal controls, policies and procedures
- Performing audit procedures to gain sufficient knowledge to support the audit opinion issued
- Assisting with the preparation of clients’ financial statements
- Organizing and compiling audit reports to convey audit findings to clients’ high-level management
- Providing advice, information and research to clients to assist in their management responsibilities
Employee Benefit Plan Audits
- Planning and performing employee benefit audits of defined benefit plans, including defined contribution plans, health and welfare plans, and pensions
- Providing consulting services to develop effective internal controls for the entity
- Ensuring compliance with plan documents, as well as ERISA and DOL requirements
Tax Services
- Preparing federal and state tax filings for closely held corporations, partnerships, and individuals
News & Events
News
Community & Professional Affiliations
Theatre Harrisburg, Treasurer
Leadership Harrisburg Area, Community Leadership Series, Class of 2015
United Way of the Capital Region, Women’s Leadership Network and Bridges Society Member
Pennsylvania Institute of Certified Public Accountants (PICPA), Member
Industries
Education
Juniata College, Bachelor of Science Degree, Accounting
Credentials & Designations
- Certified Public Accountant (CPA), Pennsylvania