Experience

Lowell has been a Certified Public Accountant for over 20 years. His professional experience spans both public accounting and private industry, serving construction contractors and unions to manufacturers and not-for-profits. After 4 years in public accounting performing compilations, reviews and audits as well as preparing tax returns,
Lowell moved into the not-for-profit sector. He served as controller of a very large social service agency as well as within the United Way system for nearly 16 years. He subsequently was Vice-President of Finance and CFO for a social service agency serving developmentally disabled clients prior to joining Ahlbeck & Company in July 2008.

With nearly 20 years serving not-for-profits, Lowell has developed expertise in this industry to resolve both common and unique issues. He is very experienced in internal financial reporting, including aspects related to preparation of financial statements and Form 990, IT systems,
budgeting/trend analysis, consolidations, expense allocations and agency reorganization to increase efficiencies and reduce excess costs. Lowell is also experienced with OMB Circular A-133 engagements, Consolidated Financial Reports and other grant reporting. Although he specializes in serving not-for-profits, Lowell has also prepared employee benefit plan filings as well as payroll tax returns and related compliance reporting.