Alison Upton
Managing Director, Audit
Alison is a managing director in 乐鱼（Leyu）体育官网鈥檚 Triad office. She specializes in providing Audit services to higher education and other not-for-profit organizations. Alison has over 17 years of experience in providing professional audit services to several types of clients including colleges & universities, not-for-profit organizations, hedge fund, and healthcare entities in compliance with U.S. GAAP. Her audit experience includes:
- Financial statements audits over not-for-profit and for-profit organizations, including non-for-profit and for-profit organizations with international operations and significant endowment investment portfolios
- Employee Benefit Plan audits for plans of not-for-profit and for-profit organizations
- Single audits and program-specific audits performed in accordance with Uniform Guidance over federal grant expenditures for colleges & universities, healthcare entities, and other non-profit organizations inclusive of research and development, student financial aid, U.S. Agency for International Development, CARES Act funding, and other programs
- State single audits performed in accordance with the state statutes and reporting requirements