Lindsey Chavez

Lindsey has over 10 years of experience in public and private accounting with an audit and bookkeeping background focused on nonprofit.

As a Supervisor on the Advisory team, Lindsey leverages her deep expertise to help businesses and nonprofits streamline and optimize their accounting processes. She takes a technology-forward approach, implementing cloud-based applications and other cutting-edge tools to drive efficiency and deliver value to clients.

Lindsey is a Sage Intacct Certified Implementation Specialist and Certified Accounting Consultant. With these advanced qualifications, Lindsey works closely with the Firm’s outsourced accounting team to provide innovative solutions tailored to each client’s unique operational needs. Her work enables organizations to improve financial oversight, reduce manual effort and focus on their core mission.

Prior to her current Advisory role, Lindsey honed her skills in audit and bookkeeping functions, giving her a well-rounded perspective on accounting best practices. This hands-on foundation, coupled with her passion for client service and process improvement, positions her as a trusted partner to nonprofit leaders.

Lindsey Chavez holds an active CPA license in California.