Overview
I started my career in public accounting over 20 years ago. My specializations include the construction and nonprofit industries. In addition to assisting clients reduce taxes through proactive tax planning, I help to improve their internal financial records and controls. Assessing key risks and then planning to address those risks is another specialty of mine.
I direct my focus towards being proactive with our clients. Communication is certainly important and plays a prominent role as well. I understand that there may be multiple players involved and I work to coordinate all aspects with team members in order to reach each solution and goal. This approach allows me to respond quickly to the unique needs of clients.
Education
Bachelor of Science from California State University, Chico
In the community
American Institute of Certified Public Accountants (AICPA), member
California Society of Certified Public Accountants (CalCPA), member
Association of Certified Fraud Examiners, member
Sacramento Regional Builders Exchange, Secretary
SRBX Education Foundation, Trustee
Sacramento Construction Management Education Foundation, Treasurer
Safety Center Incorporated, past Treasurer
NAIOP, past Treasurer
Commercial Real Estate Women Sacramento, past programs committee co-chair, member