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Holly Perez

Senior Manager

Phone: 816-945-5142
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Overview

Holly joined the organization in 2002 and is a licensed CPA in the Kansas City office of CBIZ and Mayer Hoffman McCann P.C.* She specialized in not-for-profit, compliance and U.S. Department of Housing and Urban Development tax credits. Her responsibilities include performing medium to large audit engagements, assisting in the preparation of financial statements for non-public companies, and resolving critical audit and risk issues. She drives the day-to-day activities of audit engagement, assists in designing the approach to audits, and guides the field staff in their auditing efforts. Holly works with clients to understand their organization, procedures and internal policies.

Education

Masters of Accountancy, Truman State University

B.S., Accounting, Truman State University

Professional Designations

  • Certified Public Accountant, Kansas, Missouri & Washington D.C.

Community Involvement

  • Ozanam - Board of Directors, Treasurer, Administrative Committee, Program Committee

Professional Memberships

  • American Institute of Certified Public Accountants
  • Missouri Society of Certified Public Accountants

 

*CBIZ is associated with Mayer Hoffman McCann P.C. (MHM), a national, independent CPA firm through an alternative practice structure. The two companies are separate and independent legal entities that work together to serve clients' business needs. CBIZ, Inc. and its Accounting, Tax and Advisory companies are not licensed CPA firms. CBIZ offers tax, consulting and advisory, and non-attest accounting services. MHM offers audit and all other attest services. CBIZ and MHM are members of Kreston International -- an association of separate and independent legal entities.

 

Speaking Engagements

Mayer Hoffman McCann P.C. National Not-for-Profit Industry Training (internal) - Holly has taught courses for NFP industry professionals. Some of the classes she instructed were entitled:

  • Introduction to Non-Profit Accounting and GAAP
  • Introduction to Single Audits

National Urban League Conference, October 2002 - "Key Areas to Consider Regarding Grant Compliance"

Virginia Housing Development Authority Annual Sub-Grantee Training - "HUD Housing Counseling, NFMC & EHLP"

Associated Offices

Kansas City - CBIZ MHM, LLC - Kansas City 700 West 47th Street
Suite 1100
Kansas CityMO  64112
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