Contact

Mitch Davis, CPA

Partner

Audit & Assurance

Mitch received his Master of Accountancy in 2011 and his CPA license in 2012. He has experience working with a number of different tax-exempt organizations and specializes in performing financial statement and compliance audits and preparing tax returns for a variety of non-profit organizations. He is also a technical reviewer for nonprofit tax returns for the Wegner office in Milwaukee.

Experienced in financial audits of voluntary health and welfare organizations, human service organizations, religious, and other not-for-profit organizations
Experienced in compliance audits, including Federal A-133, Government Auditing Standards, the State Single Audit Guidelines, the Provider Agency Audit Guide, and the Wisconsin Department of Health Services Audit Guide

Certified Public Accountant (CPA)

Wisconsin Institute of Certified Public Accountants (WICPA)

Master of Professional Accountancy, University of Wisconsin – Milwaukee
BBA, College of Business, Major in Accounting, University of Wisconsin – Milwaukee

Office

Milwaukee, WI

(262) 696-5193

Service Area

Non-Profit

Specialties

Compliance Audit
Form 990 Preparation
Financial Audit

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Authored Content

Upcoming Changes to Single Audits: Updated Uniform Guidance Issued by OMB

04/24/24

In April of 2024, the Office of Management and Budget (OMB) released new revisions to the OMB Guidance for Grants and Agreements, updating the name to OMB Guidance for Federal Financial Assistance. The overarching…

Indirect Cost Allocation & Federal Awards

09/18/23

Cost allocation is the process of distributing an organization’s expenses across various programs or departments. Proper allocation ensures expenses are reasonably and equitably charged across all programs and can help avoid potential audit issues….