Overview
- Financial reporting services including audits, reviews, and compilations
- Agreed upon procedures including internal control assessments
- Extensive experience servicing nonprofit organizations and privately held for profit organizations
- Extensive experience servicing senior living entities and continuing care retirement communities
- Operational consulting services for senior living and healthcare providers
- Compliance audits of defined contribution employee benefit plans
- Involved in quality control of legacy WNDE firm
Education
- Bachelor ofSscience in Accounting from California State University, Fullerton
- Master’s Business Administration with an Emphasis in Finance from California State University, Fullerton
- Certified Public Accountant in the State of California
In the community
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Greater Irvine Chamber of Commerce
- LeadingAge California
