Anne McCaleb, CPA

Nonprofit audits and reviews

From a virtual base in Coos County, Oregon, Anne McCaleb, CPA serves clients in Oregon and Northern California. The practice's current focus is audit and review work for nonprofit organizations. It describes its nonprofit engagements as accounting solutions shaped around the particular needs of each organization, and presents its focus as giving these engagements dedicated time, knowledge and resources.

Audits of employee benefit plans

The second part of the practice is the audit of employee benefit plans. The practice invites plan administrators to choose a trusted auditor to review their plans, and it says it concentrates on large 401(k) plans. Benefit plan audits involve a detailed examination of the plan's records and compliance, and the practice presents its experience in this area as a reason plan administrators can rely on its work.

Work done directly by the CPA

The CPA says the practice does not hand projects to staff. Each engagement therefore receives the CPA's own knowledge and experience, both as an accountant and as someone who has run a small business. Before entering practice, the CPA spent twenty years in the day-to-day operations of a small construction-trade business owned by a family member, which the CPA says gives an understanding of the pressures an owner faces.

Working remotely across two states

Because the practice is virtual, it serves clients in Oregon and California without geographic limits. The CPA describes a casual, approachable manner, and an aim that clients feel comfortable discussing personal financial matters without judgment. Clients can request additional information and proposals through the practice's website pages.

More than ten years in the niche

The company says it has more than ten years of experience in its audit specialties, and that it has built a reputation for thorough, reliable and timely results. It also says it focuses solely on these engagements, so that its time, knowledge and resources go into the work it is best placed to deliver.