Anna Baumgardner
Manager CPA
Anna Baumgardner joined the Aldridge Borden - OneSource team in 2023, drawn by its friendly, supportive culture and ample growth opportunities. As an advisor, she assists non-profits in maintaining reliable financials and provides essential advisory services. Anna's passion for working with people who believe in their missions and value collaboration keeps her motivated. She loves her clients' friendly personalities and enjoys collaboratively building their organizations. Her team consists of amazing, can-do individuals who excel at solving problems and sharing life and business hacks, making work an enriching experience.
Outside of work, Anna spends time outdoors with her family and dogs or dabbles in photography. Her daily essentials include her pets, getting outside, exercise, and music. Anna is passionate about finding things that bring joy and understanding the "why" behind how things work. If she weren't an accountant, she might be a ghostwriter, cowpunch, or photographer.
Education
- Master’s in Accountancy from the University of Texas at Arlington
Professional Affiliations
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the Texas Society of CPAs
Get to know your advisor.
- Ask me about my most recent blog
- My philosophy is: Leave no regrets for things you didn't do, and no excuse for lack of trying. Send it.
Recent Articles & Insights by Anna Baumgardner
IRS Releases 2025 Rate Adjustments
For the 2025 tax year, the IRS has released the standard deductions, marginal tax rates, and related common-use figures adjusted for inflation.
Why You Need Financial Reports More Than Once Per Year
When faced with the phrase “financial reports,” most business owners think of year-end statements presented to owners and shareholders, summarizing how the business performed over the last year. But a proactive business owner needs to get a pulse on operating results more than once per year, in order to make effective decisions during the year. You need interim financial statements.
Overhead Expenses: to Allocate or Not to Allocate?
Not only should expenses be carefully recorded according to the type of expense, but not-for-profits must also categorize expenses according to the activity, or class, that the expense supports. Outside of standard financial statement preparation, these activities, or classes, are also separated on the annual Form 990. One of the most challenging aspects of accounting for not-for-profits is determining whether the overhead expenses incurred are allocable to the various functional areas of your organization.