RESPONSIBILITIES AND EXPERTISE
Kate started with Soren McAdam in 2014. She is experienced in assisting clients with their accounting, financial statement, and taxation needs, particularly in the health care and not-for-profit industries. She also has expertise in assisting clients with the Sarbanes-Oxley Act, including implementation of SOX
compliance programs and internal controls consultations.
EDUCATION
- Bachelor of Science in Accounting from California Baptist University
- Licensed Certified Public Accountant in the State of California
- Ongoing continuing professional education with emphasis in the area of healthcare and not-for-profits
PROFESSIONAL AND COMMUNITY ORGANIZATIONS
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
PERSONAL
Outside of work, Kate enjoys spending time with her husband, family, and friends. She loves to travel to
new places, play and watch sports, and just generally enjoys being outdoors.
