Heather Perry, CPAAudit Member
Her duties include overseeing all aspects of the audit. Those duties include ensuring that the engagement is properly staffed with the required experience and abilities, scheduling the fieldwork, reviewing financial statements, and meeting all applicable audit and tax deadlines. Throughout the engagement, Heather is in contact with the audit team and client to ensure exceptional client service is provided. In addition, she provides a resource for the client concerning acquisition and rehabilitation strategies, grant and loan considerations, and accounting treatment of complex transactions.
Heather is the member in charge of scheduling and work flow for the entire Audit Department at DOZ. She annually exceeds the minimum levels of continuing education required for Certified Public Accountants. Heather has also spoken at a number of conferences and trade association meetings on the topics of affordable housing finance and compliance.
B.S., Butler University – Indianapolis, Indiana
-Member, Indiana CPA Society