Amy Guerra, CPA, Director of Not-for-Profit Services

Background

Amy has more than 20 years of experience providing assurance services to not-for-profit and healthcare entities. Specifically, Amy has extensive experience with audits of human service organizations, trade associations, private and operating foundations, and other not-for-profit organizations. Amy also has significant experience with audits subject to Government Auditing Standards and the Uniform Guidance. Clients served range from $20M to $300M in annual revenues.

Prior to joining Warady & Davis LLP, Amy acted as the Assurance Technical Director, Nonprofit and Healthcare Industries with BDO USA, P.C..

Areas of Specialization

• Serves as team leader on not-for-profit engagements, working on most difficult parts of job, and conducts engagement and quality control reviews.
• Supports audit engagement teams in navigating complex auditing, accounting matters, reporting issues, and compliance issues.
• Researches and disseminates information to the engagement teams related to recent pronouncements issued by the FASB and others that set standards for the nonprofit sector.
• Applies technical knowledge to develop, administer, and deliver both internal and external webinars and training courses.
• Presents and discusses financial information, misstatements, and other communications with the organization’s management, senior executives and board.
• Authors comprehensive, research-driven not-for-profit technical articles.
• Possesses knowledge in the preparation, review, and analysis of the Form 990.

Professional Affiliations

• American Institute of Certified Public Accountants
• Member of the Illinois CPA Society Not-for-Profit Organizations Committee
• Member of Healthcare Financial Managers Association
• MSI Global Alliance

Education

• B.S., Accounting, University of Illinois at Urbana-Champaign
• C.P.A. license in the State of Illinois