Barry S. Graham, CPA, CMA

Senior Audit Manager
Year Joined
2011
Services

PPP Loan Forgiveness Application Assistance
Accounting
Assurance
Audits, reviews, and compilations
Internal control reviews
Agreed-upon procedures (AUP)

Education

Boston University, Bachelor of Arts, Majors in Economics and International Relations
University of Massachusetts, Master of Science, Accounting

Industries
Technology, Manufacturing, Distribution, Nonprofit, Agriculture
Professional Affiliations

Certified Public Accountant - State of Arizona
Institute of Management Accountants (IMA), AZ Valley of the Sun Chapter Board, Education Committee

Civic & Charitable Affiliations
City of Scottsdale Planning Commission
Scottsdale Leadership Class 28
Languages
Spanish
Personal Interests
Exercising, traveling, history, and politics
About Barry

Barry is a member of the Firm’s SBA Paycheck Protection Program (PPP) Loan Forgiveness Application Assistance task force, helping businesses and nonprofits navigate the forgiveness process. With over 10 years of combined business and public accounting experience, he manages financial statement audits, reviews, and compilations, and leads agreed-upon procedures (AUPs) engagements. He oversees the Firm’s nonprofit team and assists tax-exempt entities with compliance and reporting requirements. Actively involved in planning, fieldwork, and reporting, he ensures clients receive appropriate levels of service and communication.

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