Kimberly D. Morrison, CPA


Kimberly D. Morrison, CPA

Kimberly D. Morrison, CPA has served nonprofit organizations for more than 20 years. Kim has extensive experience in auditing, internal controls, endowment accounting, accounting for charitable trusts and annuities, compliance issues for political organizations, deputized fund raising and numerous other related areas.

Education

  • Master of Accountancy, August 1989 and Bachelor of Business Administration, May 1988, Stetson University, Accounting major, Management and Information Systems minor
  • Licensed CPA authorized to practice in numerous states

Honors and Awards

  • Passed CPA exam on first sitting, November 1989
  • Omicron Delta Kappa National Leadership Honor Society
  • Mortar Board, Rho Lambda National Panhellenic Honor Society
  • Dean’s List, Honor Roll, numerous semesters
  • Who’s Who Among Colleges and Universities
  • FICPA Academic Scholarship
  • School of Business Foundation Merit and Leadership Award
  • Daytona Beach Panhellenic Scholarship

Professional Experience

  • Batts Morrison Wales & Lee – Shareholder
  • Performance and oversight of audit engagements and related tax return preparation
  • Leader – Continuing Professional Education courses for in-charge accountants on nonprofit engagements
  • Technical audit reviewer
  • Firm Peer Review coordinator
  • Reviewer of nonprofit organization tax returns
  • Assistant Editor – The Nonprofit Watchman™ newsletter for nonprofit leaders

Affiliations

  • Member – American Institute of Certified Public Accountants
  • Member – Florida Institute of Certified Public Accountants