Chad is the managing partner at Smith Marion & Co., LLP. The firm has 3 offices, 2 in California and 1 in Tennessee. The firm’s audit practice is focused on grant funded Nonprofits and Governmental entities. Chad is the lead partner on HUD funded organizations including Housing Authorities, Low Income Housing Tax Credit Properties, Multifamily Housing, Single Audit and FHA Lenders. He is a frequent speaker on GASB and HUD related issues regarding implementation and updates. He has extensive auditing and consulting experience which range from small housing authorities with 3 total employees to the 2nd largest housing authority in the U.S.
With more than 20 years of experience, Chad has assisted his clients with the ever-changing HUD industry, including the GAAP conversion, Asset Management implementation, and the recent GASB updates. Several of the firm’s clients have a longer tenure than Chad himself. This is a testament to Smith Marion’s philosophy of treating every client as if they are the only client.
Chad is a member of the AICPA, past president of California Society of CPAs, Tennessee Society of CPAs, Government Audit Quality Center, and Certified Fraud Examiner’s Society as a CFE. He also serves on a GASB task force. He is licensed in both California and Tennessee and travels to clients across the U.S.