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Cherry
<br />Bekaert
<br />Proposal for City of Santa Ana
<br />Jack has spent the past nine years specializing in providing audit and advisory services to
<br />governments of all sizes, including municipalities, state agencies, counties, school districts,
<br />colleges, special districts, and tribes. His experience includes audit preparation and fieldwork,
<br />policy and procedure creation, lease implementation, SBITA review, Debtbook implementation,
<br />I FAN GASB technical accounting assistance, internal control review, risk assessments, state
<br />Jack McKee, compliance review, and ACFR preparation and review. Jack has helped numerous
<br />CPA CGFM governmental entities implement new accounting standards. Services to these clients included
<br />Senior Manager the review and classification of SBITA and Lease contracts, amortization schedule creation,
<br />journal entry preparation, and drafting of new footnotes for the implementation.
<br />Vicki has more than 10 years providing audit and advisory services to government entities of
<br />all sizes, including municipalities, counties, school districts, and special districts, including audit
<br />engagements with Single Audits. Her experiences include fund reporting, internal controls,
<br />budgeting, GASB 87, Leases and GASB 96, Subscription Based IT Arrangements (SBITA)
<br />implementation, Debtbook implementation, GASB technical accounting assistance, including
<br />Vicki Dallas, cash, capital assets, and SEFA reconciliations, assistance with financial accounting software,
<br />CPA, CITP and financial statements, including Annual Comprehensive Financial Reports, preparation, and
<br />Senior Manager review.
<br />Nicholas has over four years of experience auditing governmental and Not -for -Profit entities,
<br />,Iiv,
<br />including performing Single Audits. He has audited complex areas including pension and
<br />Nicholas OPEB, leases, and debt refunding, amongst other areas. He also serves on the Annual
<br />Keathley, CPA, Comprehensive Financial Report (ACFR) preparation team and has assisting with various
<br />CFE, CITP account reconciliation projects
<br />Manager
<br />Bailee has spent her entire career working with state and local governments and is a leader in
<br />the firm's GASB 101 implementation team. Prior to joining Cherry Bekaert, she spent one year
<br />in the Postgraduate Technical Assistant program at the Governmental Accounting Standards
<br />Board (GASB), allowing her to bring a unique perspective and background in financial
<br />le standard setting to our clients. As a result of her time spent as a member of the teams
<br />Senior Associate Bailee Ssociate developing standards that are set to become effective for governmental entities over the next
<br />few years, she is able to provide insights and expertise as standards continue to develop.
<br />Tatiana is an Associate who's dedicated her entire career to servicing governmental clients
<br />and is a leader of the firm's GASB 101 implementation team. Since she joined Cherry Bekaert,
<br />she has worked with over 40 different cities and counties, state agencies, school districts,
<br />colleges/universities, , as well as privately -owned businesses. She primarily focuses on the
<br />implementation of new accounting standards, financial data compliance/control reviews and
<br />Tatiana Britton, complex accounting ledger reconciliations. As lead staff, Tatiana assists with accounting
<br />MBA standard compliance services and physical asset / accounting record compliance review
<br />Associate projects to help clients overcome financial reporting, compliance and accounting challenges.
<br />ii. Firm's nearest address serving the City of Santa Ana and headquarters address.
<br />Our nearest office is in Los Angeles (1925 Century Park E, Suite 1700, Los Angeles, CA 90067), and our headquarters
<br />in is North Carolina (3800 Glenwood Ave, Ste 200, Raleigh, NC 27612). The proposed engagement team is part of our
<br />national Government accounting advisory team, located across our Firm. We have collaborated with clients like the
<br />City to employ technology and tools that provided high quality engagements with flexible scheduling and greater cost
<br />efficiency. However, we understand building knowledge and trust for complex accounting pronouncements is important
<br />and frequent interaction is necessary. We utilize Microsoft Teams to meet remotely with clients and Suralink° to stay
<br />engaged with the City throughout the engagement. We understand that remote/virtual work does not work for all parts
<br />of the engagement and will determine appropriate on -site time and resources for the needs of the City. We will work
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