Nonprofits are not a “sideline” for us.

Jim Martin, CPA, CEBS, CMA, MBA, has served as CFO of an $8 billion government public pension fund, a 130,000 member statewide association, and a public Housing Authority. He has been responsible for budgets ranging from $25 to $656 million and reported to boards ranging in size from 5 to 54.

Jim’s areas of expertise include public and private pension funds, membership organizations, community foundations, health care, and employee benefits.  In addition to his focus on internal controls as the foundation for a successful operation, he’s always looking for continuous improvement opportunities to maximize efficiencies.

Jim’s broad and diverse experiences make him a valued and in-demand management team member for each of his clients.

In his spare time, Jim enjoys playing racquetball and working on cars.

Mandi Arthur has many years of experience both designing and managing accounting information systems. She also has the business operations experience that promotes a successful link with operational leaders.

Another strength of Mandi’s is her knowledge of technology. This allows her to recommend the labor-saving benefits of technological solutions while balancing the costs of investment and implementation. Software vendors often understate the challenges of integrating a database with an accounting system. Mandi has “been there, done that” in a way that will help ensure your integration success.

Her strong attention to detail coupled with seeking improvements in efficiency will allow your organization to focus more on its mission.

As a Florida native, Mandi enjoys many outdoor activities with her husband and two young children. She is also passionate about music and grateful to live in an area where she can share her passion for the arts alongside her family and friends.

Angie Shock, CPA (inactive), has a rich and varied background in accounting, finance, and operations.  Her deep understanding of cash flow analysis has allowed her to assist large and complex organizations with effectively managing cash in a rapidly changing environment.

Angie also has extensive experience developing and writing internal control processes as well as pricing, construction, New Market Tax Credits, and debt management.

In her personal time, Angie likes to swim, walk, and read.  Her guilty pleasures are crime podcasts and Instagram cooking sites.