Overview
CLA’s promise to get to know you and help you speaks volumes of who we are. We pride ourselves in bridging our clients to the accounting industry through expertise for charter schools and nonprofits. Being an advocate to our clients, not only facilitates exemplary services in our audit, tax, and accounting engagements, but instills the value of betterment for our community, as a whole. I am proud to be part of the CLA family and personally stand by our promise.
I have practiced public accounting since 2005. I assist in the preparation of financial statements and performs on-site audits for charter schools, nonprofit organizations, and higher education institutions. Along with providing accounting services, I conduct a wide variety of audits, including federal and state compliance audits and assists in preparation of financial statements under FASB Basis of Accounting. I also have experience assessing, observing, and testing the internal control environment and grant compliance. I am a member of the Firm’s Charter School and Nonprofit Practice.
Education
University of California, Santa Barbara
In the community
Professional involvement:
- Certified Public Accountant in the state of California
- American Institute of Certified Public Accountants (AICPA), member
- California Society of Certified Public Accountants (CalCPA), member
- California Charter Schools Association (CCSA), member
Community involvement:
- California Society of Certified Public Accountants (CalCPA)
- Board Member (July 2022 - Current)
- ConnectMed International,
- Advisory Committee (February 2022 - Current)
- Treasurer and Board Member (June 2015 - February 2022)
- Playworks Education Energized, Board Member
- Advisory Committee, Southern California Region (April 2017 - June 2022)
- Ascend Pan-Asian Leaders, Los Angeles Metro Chapter
- Member (February 2019 - Current)