CPA & Forensic Accounting
- Bachelor’s Degree in Business Administration with a concentration in Accounting from Cal Poly, San Luis Obispo - September 1998.
- Started my career at PricewaterhouseCoopers, LLP in San Jose, California during the IPO boom of the late 1990’s.
- Have run my own business for a majority of the last 20 years.
- Certified Public Accountant in the state of California since January 2001.
Why I Love Numbers
Whether it is diagnosing a complicated spreadsheet and trying to find errors, or digging in deep to people's personal lives, I realized that my approach and skill set is quite the same. I use my talent for deep investigative research alongside of my ability to deeply connect. Then, I work my way through the process of:
- Getting all the facts
- Learning the backstory
- Determining outside details
- and, knowing where you want to go next
This skillset allows me offer my clients sound advice that they can use to move forward in their lives.
Public Speaking Topics
I am also a public speaker! I would love to come to your organization or event to educate and empower others to find financial stability.
Forensic Accounting
Confessions of a Forensic Accountant
What is Forensic Accounting and How it Differs from Regular Accounting
How Forensic Accounting Pays for Itself
Wills & Trusts
Fiduciary Accounting for Wills & Trusts, Guardianship
Best Practices:
Fiduciary Responsibility as a Trustee
Staging Age Trusts
Understanding Trust Litigation
Know What You're Signing: Read The Trust & Understand the Rules
*All topics are informational and not legal advice.
CPA: Make it Make Sense!
A Day in the Life of a CPA
CPA Best Practices
What Is Financial Literacy?
Financial Intimacy: Knowing thr Numbers Inside and Out
Presented:
The Divorce Transition Professionals (DTP)™
CABR California Association of Business Brokers
South Placer Estate Planning Council
California Society of CPA’s Estate Planning State Committee
