Education

California State University, San Bernardino Bachelor of Arts in Business Administration, concentration in Accounting

  • Member of Vistage International – An International CEO Membership Organization
  • California Charter Schools Conference Presenter

 

 

Overview

Over 25 years experience working with nonprofits and charter schools through the United States providing assurance, tax and consulting services.

  • Extensive knowledge of federal audits, community colleges, college foundations, and K-12 school districts as well.
  • He specializes in not-for-profit external controllerships and taxation services for tax exempt organizations, individuals, partnerships, and corporations.
  • Conducts internal control reviews and analyses, cash flow analyses, and cash management reviews and he investigates and reports on fraud related cases.
  • Assist with year-end closings and accounting related issues, and he assists and reviews financial projections and budgets.

 

Upcoming speaking engagements

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Resources and event materials

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In the community

  • American Institute of Certified Public Accountants 
  • California Society of Certified Public Accountants 
  • California Charter Schools Association
  • California Association of School Business Officials
  • Western Association of College and University Business Officials
  • National Alliance of Public Charter Schools