Kimberly D. Robertson

Partner

Assurance

Nonprofit & Social Sector, Nonprofit Assurance Services, Risk Management & Compliance

About Kimberly

Kimberly Robertson is a partner in the Assurance Services Division in the Firm’s Washington, DC office. She came to Marcum via the Firm’s merger with Raffa, P.C., one of the nation’s preeminent public accounting and business consulting firms, specializing in nonprofits.

Ms. Robertson has more than 30 years of experience serving the nonprofit and government industries, and brings a deep bench of experience as auditor and consultant to public charities, foundations, advocacy groups, trade associations, healthcare organizations, international organizations, private and charter schools and school systems, colleges and universities and state and local government. Having served as a hospital Trustee for over 10 years, she also has extensive experience with hospitals, long-term care facilities and urgent care and outpatient centers.

Ms. Robertson is an instructor of accounting, auditing and procedures required under the Office of Management and Budget Circulars A-133, A-110 A-122, the Single Audit Act and the Uniform Grant Guidance. In addition, she has assisted nonprofit and government entities in the development and implementation of accounting policies and procedures and is particularly skilled in performing organizational assessments, facilitating strategic planning sessions, and assisting clients in indirect cost rate proposals and internal control assessments. She has delivered seminars for the American Institute of Certified Public Accountants, American Society of Association Executives (ASAE), National Education Association, National Association of Health
Service Executives, National Grants Management Association as well as other nonprofit organizations, and has and has contributed articles for ASAE’s magazine and serves on the editorial board for The Nonprofit Audit Guide.

Professional & Civic Affiliations

  • Leadership Greater Washington, Member
  • Adventist HealthCare, Board Member & Immediate Past Chair
  • American Hospital Association, Former Regional Policy Board Member
  • Maryland Lottery and Gaming Control Commission, Former Chair
  • Greater Washington Society of Certified Public Accountants, Member
  • Maryland Society of Certified Public Accountants, Member
  • National Association of Black Accountants, Member
Expertise

Financial Audits
Uniform Guidance Audits
Indirect Cost Rates
Organizational Assessments
Internal Control Reviews and Assessments
Strategic Planning
Endowments
Investments

Industry Focus

Charitable and Community Organizations
Trade Associations
Advocacy Organizations
Colleges and Universities
Private and Charter Schools
International Organizations
Healthcare Organizations
Government and Government Contractors
Financial Services

Education

Bachelor of Science, Accounting
University of Maryland