Chad M. Rosen, CPA, MBA, MS
Managing Member

  • Certified Public Accountant
  • Meets requirements of government auditing standards, also known as the "Yellow Book" (necessary to perform Single Audits)
  • Certified QuickBooks ProAdvisor
  • Regularly completes continuing professional education in the field of nonprofit audit and accounting

  • Adjunct professor at the University of Texas at Dallas
  • Frequent presenter on topics related to the nonprofit community, including nonprofit financial statements and QuickBooks for nonprofits
  • Works with numerous nonprofits in the DFW area

  • Founder and member of the Nonprofit Accounting Society of Dallas
  • Member of the Plano/Richardson CPA Study Group
  • Member of the American Institute of Certified Public Accountants
  • Member of The Phi Beta Kappa Society | The Nation's Oldest Academic Honor Society

  • MBA in Finance, Cohort Scholar (UTD)
  • MS in Accounting (UTD)
  • BA, Magna cum Laude (UCLA)
About the Owner
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