Principals

Kathleen M. Clayton, CPA
Principal, Not-For-Profit Services Group

Experience
Ms. Clayton has over 20 years of experience in providing auditing, accounting, tax and consulting services to privately held businesses and not-for-profit organizations. She specializes in preparing tax exempt status applications, consulting on charitable regulations and providing outsourced management and accounting services to numerous organizations.

Industry Expertise
• Membership Organizations
• Public Charities
• Private Foundations
• Family Owned Businesses
• Restaurants and Franchises

Licenses
• Certified Public Accountant, New Jersey
• Certified Public Accountant, New York
• Public School Accountant, New Jersey
• Series 7 and 66
• Health and Life Insurance

Education
MBA in Business Administration, Rider University
BBS in Accounting and Management, St. Bonaventure University

Affiliations
New Jersey Society of Certified Public Accountants
American Institute of Certified Public Accountants

Publication & Speeches, Affiliations
Speaker for Union County Division of Cultural and Heritage Affairs, "Budgets Without Fear"
Instructor for Essex College Financial Management Series, "Basis Tax Issues for NonProfits," "Successful Grant Writing," and "New Fund Raising Ideas."
Two Hundred Club of Union County, First Vice President and Scholarship Chairperson