Caitlin Harvey, CPA, MBA
Caitlin has been serving AAFCPAs’ clients since 2010 and is responsible for planning and executing financial audits for sophisticated nonprofit organizations, including: multiservice human & social services providers, behavioral health agencies, legal service agencies and community health centers. She specializes in audits in accordance with generally accepted auditing standards, Uniform Guidance/Single Audit and Government Auditing Standards, as well as the Massachusetts Uniform Financial Report (UFR).
Caitlin develops a deep understanding of the client’s business by examining operations and processes from the inside out; this enables her to view controls issues and concerns from the perspective of the Audit Committee and Senior Management. She is responsible for monitoring and reporting regarding the productivity of staff, and adherence to work plan schedules on each assignment. She provides interim updates regarding observations, findings and recommendations to business line and senior management. Caitlin also has extensive experience with the preparation and filing of the Federal Form 990 and Form 990-T unrelated business income tax (UBIT) returns.
Caitlin is an active member of AAF’s Healthcare and Cost Report Committees. She is also a member and coach of AAF’s internal professional accountant development program, and a member of the firm’s Women’s Opportunity Network.
- Assumption College – Masters of Business Administration
- Assumption College – Bachelor of Science, Accounting, summa cum laude
Professional and Civic Associations
- American Institute of Certified Public Accountants
- Massachusetts Society of Certified Public Accountants