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Proposal for City of Santa Ana
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<br />Professional & Civic Involvement
<br /> Tennessee Society of CPAs, Government and Not-
<br />for-Profit Committee
<br /> Association of Government Accountants
<br /> Tennessee GFOA
<br /> Founding member of Cherry Bekaert’s
<br />Governmental Standards Outlook Committee
<br />Vicki Dallas, CPA, CITP
<br />Senior Manager, Cherry Bekaert
<br />Advisory LLC
<br />Government Accounting Advisory
<br />Services
<br />As a Senior Manager in the Firm’s Government and
<br />Public Sector based out of El Paso, Texas, Vicki has
<br />spent the past 10 years specializing in providing audit
<br />and advisory services to government entities of all
<br />sizes, including municipalities, counties, school
<br />districts, and special districts, including audit
<br />engagements with Single Audits. Her experiences
<br />include fund reporting, Uniform Guidance compliance,
<br />internal controls, budgeting, GASB 87, Leases and
<br />GASB 96, Subscription Based IT Arrangements
<br />(SBITA) implementation, GASB technical accounting
<br />assistance, including cash, capital assets, and SEFA
<br />reconciliations, assistance with financial accounting
<br />software, including QuickBooks, and financial
<br />statements, including Annual Comprehensive Financial
<br />Reports, preparation, and review.
<br />Education
<br />Master of Accounting, New Mexico State University
<br />Bachelor of Science, Southwestern Assemblies of God
<br />University
<br />Areas of Expertise
<br /> Governmental Accounting Pronouncement
<br />Implementation
<br /> Internal Control Evaluation and Transformation
<br /> Risk Advisory
<br /> GASB Technical Accounting Assistance
<br /> Grants Management
<br /> Federal Award Compliance
<br />Professional & Civic Involvement
<br /> American Institute of Certified Public Accountants
<br /> Texas Society of CPAs
<br /> President - AGA, El Paso Chapter
<br />Nicholas Keathley, CPA, CFE,
<br />CITP
<br />Manager, Cherry Bekaert Advisory
<br />LLC
<br />Nicholas has over four years of experience auditing
<br />governmental and Not-for-Profit entities, including
<br />performing Single Audits. He also serves on the Annual
<br />Comprehensive Financial Report (ACFR) preparation
<br />team and has assisting with various account
<br />reconciliation projects. He has audited complex areas
<br />including pension and OPEB, leases, and debt
<br />refunding, amongst other areas. As an auditor, he
<br />planned and performed risk assessments and tests of
<br />controls, conducted fieldwork and testing, and drafted
<br />financial statements for various governmental and Not-
<br />for-Profit entities. Nicholas had to consider the risks
<br />related to information technology (IT) as part of the
<br />financial statement risk assessment by gaining an
<br />understanding of an entity’s IT control environment and
<br />identifying and evaluating IT controls. Nicholas often
<br />had to test significant IT controls to lower the assessed
<br />risk over IT controls to an acceptable level. Examples
<br />of IT controls he often tested include: application, user
<br />access, backup and recovery, and security
<br />management controls. Control deficiencies and
<br />recommendations were communicated with the entity.
<br />Education
<br />Master of Accountancy, The University of Texas Rio
<br />Grande Valley
<br />Bachelor of Business Administration, Accountancy,
<br />The University of Texas Rio Grande Valley
<br />Areas of Expertise
<br /> Governmental & Not-for-Profit Accounting/Auditing
<br /> Governmental and Not-for-Profit Financial
<br />Statements
<br /> Texas Governmental Auditing and Accounting
<br /> Federal Grants Compliance
<br /> IT General Controls and Application Controls
<br /> Internal Control over Financial Reporting
<br /> Financial Close and Reporting
<br />Professional & Civic Involvement
<br /> Member of the American Institute of Certified
<br />Public Accountants (AICPA)
<br /> Member of the Texas Society of Certified Public
<br />Accountants (TXCPA)
<br /> Member of Association of Certified Fraud
<br />Examiners (ACFE)
<br />
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<br />City Council 12 – 64 5/20/2025
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