Susan L. Paulsen, CPA, MS, NHA Susan has thirty-five years of experience in accounting, auditing and consulting for not-for-profit and health care organizations, in addition to general businesses and organizations.
Susan has a BA in Business Administration and an MS in Accounting from California State University in Sacramento, California and is a licensed CPA in the state of Washington. Susan is considered an expert in not-for-profit and nursing home accounting and reimbursement.
The following are some of the associations and committees that Susan has been or is currently affiliated with:
National Association of Certified Fraud Examiners
WSCPA, Board of Directors (past two terms) Annual Accounting and Auditing Conference Committee, Chair, 1997-1998 Member of Not-for Profit and Health Care Committees, Health Care Committee, Chair, five years
ASWA, President of Seattle Chapter, 1989-1990
AICPA, Health Care Accounting and Auditing Guide Revision Task Force (current member), Health Care Expert Panel, Not-for-profit Virtual Panel, Health Care Industries Committee, 1989-1991 National Health Care Conference Planning Committee - 1991
Susan is a licensed nursing home administrator in Washington state. In addition, Susan has served on the Board of the American Association of Nurse Assessment Coordinators (AANAC), and is certified as a Resident Assessment Coordinator – Credentialed (RAC-C). This certification is nationally recognized and is the result of extensive training and testing to complete the certification.
Susan has been an instructor in governmental and not-for-profit accounting at the University of Washington, Bellevue Community College, and for the WSCPA.
Dennis L. Megaard, CPA, PFS, NHA
Dennis has 30 years of providing accounting, auditing and consulting to not-for-profit and health care organizations as well as general accounting, auditing and tax services for small businesses and individuals.
Dennis has a BA degree in accounting from the University of Washington, and is licensed as a CPA and as a nursing home administrator in Washington State. He is also a registered general securities representative (Series 7 and Series 66) and an investment advisor representative, licensed in the state of Washington. Additionally, he holds an insurance agent's license for life, disability, and long term care insurance in Washington state.
Experience in health care accounting and consulting includes all facets of the Medicaid reimbursement program. In addition, Dennis has worked extensively in the areas of financial feasibility review, evaluation of financing alternatives, and debt restructuring in the context of acquisitions, expansions and business diversification. He has also served a variety of health care and social service organizations including nursing homes, assisted living facilities, group homes, mental health transitional facilities, United Way member organizations and HUD insured mortgagors.
In addition, Dennis has served as controller (on contract) for a Seattle-based contractor. His responsibilities included: financial reporting oversight; tax planning and compliance; monitoring of employee benefits reporting and procedures; risk management and insurance matters; inventory systems and controls; job costing applications and analysis; guidance to owners on shareholder issues – buy/sell matters, valuations, distributions; and, financial policies and procedures.
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Previous and current affiliations in which Dennis has participated include:
AICPA, WSCPA, Accounting and Auditing Conference Task Force, Peer Review Committee, Health Care Industries Committee, Taxation Committee, Accounting and Auditing Standards Committee, United Way Audit Review Committee,
Washington State Board of Accountancy, Continuing Professional Education Committee, Chairman; Participation in community resource planning as a Board officer, and consultant.
Holly Liu, CPA
Holly is an Accounting Manager for Paulsen, Megaard & Co., PS and has been with the firm for over twelve years. She has more than thirteen years of professional accounting experience. Holly is responsible for health care cost reimbursement/compliance and auditing assignments, tax return preparation, and the ongoing accounting engagements of the firm.
Holly is involved in the preparation of Medicare and Medicaid cost reports and other reimbursement services, including private-pay, Medicaid and Medicare accounting and billing to payment procedures. She participates and manages audits of financial statements and completion of monthly, quarterly, and annual financial statements. She prepares business and payroll tax returns, and individual, partnership, and corporate tax returns. Holly’s other responsibilities include balance sheet reconciliation’s and, completion of monthly and year-end closings. She is proficient in many accounting software applications and consults for clients on their software systems, administration and usage.
Holly is also registered as a general securities representative (Series 7 and Series 66) and as an investment advisor representative, licensed in the states of Washington and California. Holly holds an insurance agent's license for life, disability, and long term care insurance in the state of Washington.
Through the management contract that the firm has with the skilled nursing facility, Holly is responsible for the entire financial reporting process, including monthly financial statements, reports for the auditors, audit , federal tax returns, management reports, and training business office staff on accounting procedures.
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Committee Service and Affiliations:
ASWA, WSCPA Chapter Board of Directors 2001 - 2002, AICPA
Education and Licensing:
BA, Accounting, University of Washington, Seattle, Washington
CPA License, Series 7, General Securities Representative, Series 66, Uniform Combined State Investment Advisor Representative, State of Washington.
State of Washington insurance license for life and disability insurance.
Jenni is the office administrator for PM&C. She oversees administrative functions and employees as well as firm project management. She provides human resource, client and firm accounting and bookkeeping, communications services, and participates in quality control and efficiency assurance.
Jenni has provided innovative organizational skills for the firm's systems. She is proficient in office administration, manages databases and purchasing. Her skills also include accounts receivable and payable. Jenni is involved in the preparation of client packets and materials and HUD audit FASS submissions. Her software application knowledge is in MS Word, Excel, QuickBooks, Accpac, Outlook, Pagemaker, Publisher and various online systems.
Exemplary marketing and customer relation skills make Jenni a tremendous asset to the firm. Her knowledge and experience in revenue generation can serve as a resource for clients looking for fresh ideas.
Education and Licensing
BS, Tourism Management,
Completion of extensive professional sales and marketing training.
Afton is the office assistant for the firm. She is responsible for handling office tasks, answering phones, filing, copying, data entry and mailings. Afton is also responsible for the majority of the word processing and office organzation. With Afton's attention to detail, she is very quick to resolve client issues while handling her other duties.
Afton is proficient in many computer applications. Her skills also include accounts receivable and payable. She is involved in the monthly accounting preparation for clients and the firm. Afton is proficient in Microsoft Office Suite, which includes Word, Excel, Power Point, and Outlook. She is also very skillful when it comes to troubleshooting problems with computer applications.
BA, Business Administration, University of Washington, Bothell, Washington; MBA, Seattle University, 2008
Brad Jackson, MBA, CFP
Certified Financial Planner
Brad specializes in comprehensive wealth management for individuals, families and business owners. This includes, but is not limited to, investment strategies, 401(k) and retirement plans, disability income insurance, life insurance, long-term care insurance, charitable gifting strategies, estate conservation, and business succession planning. Brad has over 9 years of experience in the financial services profession.
Brad is a CERTIFIED FINANCIAL PLANNERTM professional, or CFP®. He has passed the Financial Industry Regulatory Authority (FINRA) Series 3, 7, 63, 65, & 66 exams. Brad is licensed to sell Insurance in WA and NV. Brad received his Bachelor of Science from the University of Nevada in Reno and his Master of Business Administration from the University of Phoenix.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Brad is licensed in Arizona, California, Kentucky, Nevada, North Dakota, Oregon, Pennsylvania, and Washington. This is not an offer to sell securities in any other state or jurisdiction. Insurance services offered through 1st Global Insurance Services, Inc.
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Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc.
We currently have individuals licensed to offer securities in the states of Arizona, California, Georgia, Kentucky, Nevada, North Dakota, Oregon, Pennsylvania, Virginia and Washington. This is not an offer to sell securities in any other state or jurisdiction."