As a member of the Nonprofit Practice, Peter brings more than 25 years of nonprofit experience to our clients. His proven expertise includes financial reporting, budgeting, operational efficiency, staff and board development, internal controls, fundraising, and strategic planning. Peter also uses his interpersonal skills for facilitating trainings and team building opportunities to achieve peak performance and engagement of staff and volunteers.

In the more than 25 years of nonprofit experience, he has engaged with numerous nonprofits including Association for Child Development, Childhelp, Boys & Girls Clubs of America, Junior Achievement USA®, Juvenile Diabetes Research Foundation, Make-A-Wish Foundation of America, Phoenix Children’s Hospital, and YMCA of the USA.

Peter is a member of the American Institute of CPAs and Arizona Society of CPAs. He also holds a Certified Fund Raising Executive (CFRE) designation, which is the only internationally recognized professional credential for philanthropic fundraising executives.

He is a graduate of Grand Valley State University, Allendale, Michigan, with a degree in business administration, an M.B.A. degree, and an M.S.T. degree.

A member of FORVIS National Nonprofit Advisory Services Practice and Center of Excellence. Neely has more than 20 years of audit and advisory experience in public accounting. Her expertise includes financial statement audits, Single Audits, grants management, assessments and compliance, outsourced accounting functions, standards implementation, internal audit procedures, strategic planning, and tax-exempt matters for a wide range of nonprofit entities. Neely also performs forensic work related to various cases for technical matters for nonprofits.

In addition to handling the accounting, consulting, and audit needs of her clients, she advises clients on operational efficiencies, internal controls, and governance issues and routinely shares best practices with clients gained from working with a variety of organizations. She is a highly sought national speaker on technical matters in the accounting community. Neely also served in the United States Navy for four years. 

Neely is a member of the American Institute of CPAs, Texas Society of Certified Public Accountants, where she serves as a board member, TXCPA -Dallas, where she serves as a board member and the Association of Certified Fraud Examiners, Inc. She holds the Certified Fraud Examiner (CFE) designation.

She has been involved with many other professional associations, including Dallas Social Venture Partners, Finance Chair, Arthritis Foundation, Dallas Heroes Project, and Great Girls Network. 

Neely is a 2000 magna cum laude graduate of Old Dominion University, Norfolk, Virginia, with a bachelor’s degree in accounting.