Bachelor of Science in Accounting from California State University, Sacramento
As Managing Principal for the Construction and Real Estate practice, Teresa has served clients for nearly three decades by focusing on the unique needs and challenges of construction companies. In her own words, "My number one goal is to provide timely and exceptional service to our clients." She provides auditing, accounting, and tax services to CLA's clients with an emphasis in California.
While growing up, Teresa assisted her parents in their family contracting business. After earning her degree, she became interested in construction finance. She specializes in audit and attestation, taxation, and consulting. She has specific experience helping clients select their accounting systems, including software and hardware, and also trains controllers and bookkeepers. Additionally, Teresa consults on mergers and acquisitions, business organization, continuation and valuation, and estate planning.
Teresa finds great satisfaction in exceeding client expectations and tries to do just that for each new client. This provides that every client will receive their information in a timely manner and allows clients to meet any and all outside obligations. For Teresa, being honest is a priority, which decreases downtime. She knows how to ask the right question and put together a team of advisors that will get the job done.
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In the community
American Institute of Certified Public Accountants (AICPA), member
California Society of Certified Public Accountants (CalCPA), member
Associated General Contractors of America (AGC), North Bay Chapter, member
Northern California Engineering Contractors Association (NCECA), past board member and past Affiliate of the Year
North Coast Builders Exchange, member
Novato Chamber of Commerce, member
Boys and Girls Club of Marin and Southern Sonoma Counties, audit committee member