Jill L. Schultz, CPA
Audit Principal | Minneapolis Office
952-920-6603
Nonprofits
Governments
Transportation
Financial Institutions
Manufacturing
Construction & Real Estate
AICPA
MNCPA
MNCPA Young Professionals
Minnesota Council of Nonprofits
Minneapolis Chamber
Executive Women’s Council
Ramsey County Sheriff’s Foundation Board of Directors
Association of Women Contractors
How Jill got here
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Bachelor of Arts in Accounting from Luther College
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Joined the Minneapolis practice in December 2004
How Jill Approaches Work
“Every client deserves to feel like they are your most important client and that their project is the most important thing you are working on.”
Related Service Resources
5 Questions to Ask Yourself Before Selecting an Auditor
Searching for an audit firm can be a time-consuming and stressful task. However, it can be maneuvered easier if you know what to look for, have realistic expectations, and ask the right questions.
document Organization for Your 401k Plan Audit
s discussed in part two of our 401k blog series, one of the purposes of a retirement plan audit is to ensure the plan operates in compliance with both plan documents and IRS and DOL regulations. To do this, your auditor will request access to several documents. Some will be plan-specific documents, while others will be HR and related documents.
401k Plan Audit: Form 5500 and Audit Financial Statements
Your business is growing, and so is your 401k plan. But when a plan reaches a specific size, it must be audited by an independent accounting firm.