May 29, 2015 ,

Position:

  • Shareholder

Years of Experience:

  • Thirteen

Education:

  • San Jose State University, San Jose, M.S. (Accountancy)
  • California Polytechnic State University, San Luis Obispo, B.S. (Agriculture) Minor in Agribusiness

Experience:

  • Serves a variety of clients including nonprofit organizations, trade associations, benefit plans, and privately held businesses.
  • Responsible for oversight of all aspects of attestation engagements including planning, execution, and presentation of results to governing boards and committees.
  • Oversees audits including federal grants pursuant to Uniform Guidance and Government Auditing Standards. 
  • Provides clients with recommendations on a wide variety of issues including internal financial controls and general operating matters.
  • Provides internal and external training on financial matters and audit procedures.
  • Co-chair of the firm’s Quality Control Committee.

Professional Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Recent Continuing Education:

  • AICPA National Not-for-Profit Industry Conference
  • AICPA, Construction Contractors: Accounting, Auditing, and Tax
  • Solving Complex Single Audit Issues for Government and Nonprofit Organization
  • Cost Allocation in Nonprofits
  • Not-for-Profit Accounting and Reporting: From Start to Finish
  • CalCPA Employee Benefit Plan Industry Conference
  • Various in-house training related to Accounting and Auditing, Internal Control Structure, Fraud, Single Audit Act, and Nonprofit Organizations