• Senior Associate

Years of Experience:

  • Eleven


  • Sonoma State University, B.S., Business Administration (Accountancy)


  • Previous experience includes four years as Accounting Manager responsible
    for AP, AR, Fixed Asset, Payroll and General Ledger.
  • Experienced in all aspects of bookkeeping from day-to-day entries for
    accounts payable and accounts receivable to reconciliations of cash
    and credit accounts, monthly/annual journal entries, and general ledger
    reconciliations through preparation, of financial statements.
  • Six years of prior experience in the preparation of a variety of individual, trust,
    partnership, tax-exempt and corporation returns.
  • Experienced in developing policies and procedures with focus on efficiency
    and technology integration within a controlled environment.
  • Preparation of sales and use tax, property tax and payroll tax returns including
    quarterly returns, year-end W-2 and W-3 reporting and 1099s.
  • Experience with QuickBooks, MAS90, NetSuite Software Systems, and
    Microsoft Office Programs.