CalCPA Company
Industry: Professional association
DescriptionThe California Society of Certified Public Accountants is the largest statewide professional association of certified public accountants in the United States with more than 42,000 members. Headquarters: Burlingame, CA Founded: 1909 Type of business: Professional association
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CalCPA Employees
Western Shield Label Company July 2014 - Present
CalCPA January 2013 - December 2013
Pathway Capital Management August 2013 - October 2013
American Honda Motor Company, Inc. August 2012 - August 2013
Skills
Microsoft Office, Visio, Peachtree, Tax Software, SnagIt, Lotus Notes, Windows Vista, Windows 7, Social Media Measurement, Market Research, Video Conferencing, Microsoft Excel, PowerPoint, Time Management, Accounting, QuickBooks, Management, Microsoft Word, Customer Service, Public Speaking, Leadership, Budgets, Team Building, Access
Education
California State University-Long Beach 2012 — 2014
Bachelor's degree, Accountancy
Cypress College 2009 — 2011
Associate of Arts (AA), Business Administration and Management, General, 3.8
Slugger International, LLC February 2014 - Present
DOG for DOG (Heart United LLC) July 2013 - Present
KPMG June 2010 - July 2013
Michael B. Allmon & Associates, LLP, CPAs October 2008 - September 2011
CalCPA 2009 - 2010
The Loyolan August 2008 - July 2009
Skills
Accounting, US GAAP, CPA, Financial Reporting, Financial Analysis, Finance, Microsoft Excel, Financial Accounting, Internal Controls, Income Tax, Corporate Tax, Budgets, GAAP, Microsoft Office, QuickBooks, Financial Statements, Revenue Recognition, Cash Management, Cash Flow, Investing, Budgeting, Financial Planning, Organic Growth, Consolidation, Financial Statement..., Financial Modeling, Payroll, Forecasting, Accounts Receivable, Accounts Payable, Small Business, Managerial Finance, Strategic Planning, Management, Strategy, Leadership, NetSuite, Xero, Financial Statement..., Big 4, Certified Public...
Education
Loyola Marymount University 2008 — 2010
Bachelor of Science, Accounting
Boston University 2007 — 2008
Hospitality Administration/Management
Burr Pilger Mayer (BPM) September 2014 - Present
CalCPA October 2013 - October 2014
Accounting and Finance Women's Association September 2013 - September 2014
Burr Pilger Mayer (BPM) June 2014 - August 2014
Private Family September 2011 - August 2014
Hi Five Bay Area Sports September 2012 - May 2014
Menlo College August 2012 - May 2013
Skills
Microsoft Word, Accounting, Teamwork, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Accounts Payable, Bookkeeping, Access, Accounts Receivable
Education
Menlo College 2011 — 2015
Bachelor of Science (BS), Accounting
Menlo College 2011 — 2015
Bachelor's degree, Accounting
Loyola Marymount University, Ethnic and Intercultural Services Department August 2014 - Present
Loyola Marymount University, Office of Career and Professional Development August 2012 - Present
Southern California Edison (SCE) May 2014 - August 2014
CalCPA January 2013 - December 2013
Loyola Marymount University, Women's Studies Department January 2013 - December 2013
KPMG June 2013 - August 2013
University of Portland, The Beacon January 2012 - May 2012
College of Southern Nevada 2009 - 2011
College of Southern Nevada 2009 - 2011
Skills
Social Media, Facebook, Social Networking, Event Planning, Microsoft Office, Microsoft Excel, Leadership, Management, Teamwork, Data Analysis, Time Management, Spanish, Outlook, Analysis, Community Outreach, Newsletters, Teaching, PowerPoint, Microsoft Word, Interviews, Access, Event Management, Career Counseling
Education
Loyola Marymount University 2012 — 2015
Bachelor of Science (B.S.), Accounting, Senior
University of Portland 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business and History
College of Southern Nevada 2009 — 2011
Associate of Arts (A.A.), General Studies
Deloitte & Touche LLP August 2015 - Present
Deloitte & Touche LLP September 2014 - August 2015
CalCPA January 2013 - January 2014
Deloitte June 2013 - July 2013
Franklin Sports June 2011 - July 2011
Andrew M. Hull, Attorney at Law May 2011 - June 2011
Skills
Accounting, Teamwork, Microsoft Office, PowerPoint, Financial Reporting, Financial Analysis, Financial Accounting, QuickBooks, Microsoft Word, Customer Service, Marketing Strategy, Microsoft Excel, Internal Controls, Budgets, Access, GAAP, US GAAP, External Audit, Financial Statements, Revenue Recognition, Auditing, SEC filings, Sarbanes-Oxley Act, IFRS, Leadership, Negotiation
Education
Menlo College 2010 — 2014
Bachelor of Science, Business Management, Accounting
Cactus High School 2006 — 2010
A.V. Arias & Co. 1981 - Present
CalCPA 2010 - 2010
Corporate Finance Council 1983 - 2009
KPMG 1965 - 1981
Skills
Accounting, Partnership Taxation, QuickBooks, Nonprofits, Income Tax, Financial Analysis, Financial Reporting, Estate Tax Planning, Corporate Tax, Tax Law, Auditing, Estate Planning, Tax, Internal Controls, Tax Returns, LLC, Strategic Financial..., Gift Tax, Investments, Due Diligence, Private Equity, Tax Preparation, Small Business, Trusts, CPA, Wealth Management, Corporate Finance, Business Planning, SEC filings, Financial Planning, International Tax, Tax Accounting
Education
California State University-Northridge 1963 — 1965
B.S., Accountancy
University of Southern California 1961 — 1963
Accountancy
Cobalt Marketing & Communications June 2009 - Present
General Business June 2006 - Present
Visa USA November 2008 - January 2009
CHME /California Home Medical Equipment October 2008 - January 2009
San Mateo Unified High School District March 2008 - May 2008
CalCPA February 2007 - May 2007
Notre Dame de Namur University September 2006 - January 2007
BANK OF AMERICA, August 1985 - March 2000
Skills
Microsoft Office, Microsoft Excel, Databases, Editing, Customer Service, Microsoft Word, PowerPoint, Access, Proofreading, Accurate Data Entry
Education
Lowell High School, San Francisco, CA
High School Diploma
University of California, Berkeley
BA, Anthropology
KPMG US August 2014 - Present
Roger CPA Review January 2012 - May 2014
California State University, Chico August 2009 - May 2014
CalCPA January 2013 - December 2013
California State University, Chico January 2012 - December 2012
KPMG US June 2012 - August 2012
Meester & Co. CPA's January 2011 - May 2012
2009, 2010 June 2009 - August 2011
California State University, Chico January 2011 - May 2011
Durkin Construction, Inc June 2002 - August 2009
Skills
Accounting
Education
California State University-Chico 2009 — 2013
Accounting and Finance
California State University-Chico
Bachelors of Science, Business Administration; an Option; Accounting and Finance
AICPA January 2013 - Present
YH Advisors, Inc. October 2011 - Present
CalCPA 2010 - January 2014
Windes & McClaughry Accountancy Corporation August 2007 - October 2011
Raimondo Pettit Group 2006 - 2007
Duckworth & Mehner, LLP 2006 - 2007
Grant Thornton 2004 - 2006
Skills
Accounting, Tax, Auditing, Income Tax, CPA, Tax Preparation, QuickBooks, Exempt Organizations, Non-profits, Education
Education
University of Southern California - Marshall School of Business 2007 — 2009
Master's degree, Taxation
California State University-Long Beach - College of Business Administration 2001 — 2005
Bachelors of Science, Business - Accounting
Barbara Feliciano, CPA 2002 - Present
Brethren Hillcrest Homes August 2010 - Present
University of Redlands June 2013 - Present
California Society of Tax Consultants January 2013 - December 2014
California P.E.O. Home November 2006 - July 2010
CALCPA 2007 - 2010
Southern California Presbyterian Homes 1998 - 2006
Inter Valley Health Plan 1983 - 1986
Skills
Accounting, Financial Analysis, Financial Reporting, Tax, Non-profits, Payroll, Internal Controls, Financial Accounting, Compliance, Tax Preparation, Financial Management, Income Tax, Microsoft Office, Accounts Payable, Insurance, Small Business, Accounts Receivable, Management Consulting, Analysis, General Ledger, Employee Benefits, QuickBooks, CPA, Budgets, Business Valuation, Corporate Tax, Bookkeeping, Microsoft Excel, Financial Audits, Cost Accounting, Finance, Nonprofits, Managerial Finance, Service Management, Financial Services, Customer Service, Accountants, Partnership Taxation, Financial Statements, Account Reconciliation, IRS, Strategic Financial..., Tax Accounting, Tax Returns, Sales Tax, Bank Reconciliation, Financial Planners, Financial Modeling, Cash Flow Forecasting, US GAAP
Education
University of La Verne 1994 — 1996
Finished 26 units in the Masters of Health Administration Program, MHA
Cal Poly Pomona 1986 — 1988
Bs, Accounting
Aera Energy LLC October 2013 - Present
Wayne Long & Co., CPAs June 2007 - October 2013
CalCPA May 2012 - Present
Skills
Accounting, Lacerte, Auditing, GAAP, Account Reconciliation, Tax, General Ledger, Financial Statements, Corporate Tax, Bank Reconciliation, Accruals, Microsoft Excel, Tax Preparation, Microsoft Word, Fixed Assets, Financial Reporting, Accounts Receivable, Accounts Payable, Financial Analysis, Tax Accounting, Income Tax, CPA, Payroll, Sales Tax, Tax Returns, Cost Accounting, Partnership Taxation, Accountants, QuickBooks, Assurance, Small Business, Strategic Financial..., Revenue Recognition, US GAAP, Bookkeeping, Preparation, Sarbanes-Oxley Act, Invoicing, Journal Entries, S Corporations, Internal Controls, Financial Accounting, SEC filings, Internal Audit, Finance, Tax Research, Analysis
Education
California State University-Bakersfield 2004 — 2008
Business, Accounting and Management
Harvest Financial January 2000 - Present
BNI Napa Valley Networkers October 2013 - Present
NAIFA California 2009 - Present
CalCPA 2001 - Present
Napa Chamber of Commerce 2000 - Present
Wildlife Rescue of Napa County 2011 - 2014
Kemmerer, Mills Parker and Daniels July 1994 - October 1998
Jaeger Family April 1991 - July 1994
Skills
Investments, Strategic Financial..., Insurance, Financial Advisory, Estate Planning, Financial Analysis, Retirement, Business Planning, Securities, Strategic Planning, Marketing, Public Speaking, Team Building, Budgets, Disability Insurance, Life and disability..., Financial planning and..., Small Business, Non-profits, Real Estate
Education
Santa Clara University 1974 — 1980
BSC, MBA, Finance
Branson School (before it was Branson) 1972 — 1974
High School
CalCPA May 2014 - Present
Michael Yip Films 2006 - Present
Chinese Software Professionals Association April 2014 - March 2015
Moody Street Pictures 2003 - 2006
The Monitor Group 2000 - 2003
Sony Pictures Entertainment 1992 - 1999
"The Lawnmower Man", New Line Cinema 1990 - 1992
Lear Levin Productions 1989 - 1990
The Jim Henson Company 1987 - 1989
Nippon Television 1986 - 1989
Skills
Digital Media, Video Production, Marketing Strategy, Strategy, Video, Web Video, New Media, Television, Film, Final Cut Pro, Media Production, Post Production, Video Editing, Entertainment, Adobe Creative Suite, Social Networking, Broadcast, Producing, Commercials, Editing, Blogging, Film Production, Documentaries, Sound, Creative Writing, Videography, Camera, HD Video, Directing
Education
New York University
BFA
University of California, Berkeley
BA
H&R Block January 2015 - Present
CalCPA December 2011 - December 2012
Beta Alpha Psi - Delta Beta Chapter May 2011 - December 2011
Volunteer Income Tax Assistance January 2008 - December 2010
Student Leadership Institute June 2008 - June 2009
Skills
Interpersonal..., Team Leadership, Team Motivator, Intercultural..., Organizational..., Social Networking, Creative Development, Innovative Problem..., Collaboration Solutions, Public Speaking, Public Relations, Marketing Strategy, Value Creation, Consultation, Professional Networking, Idea Generation, Research Analysis, Critical Thinking, Analytical Approach
Education
California State University-Fullerton 2007 — 2013
BA, Accounting, Finance, Senior
California State University-Fullerton - College of Business and Economics 2007 — 2013
Bachelor's, Business Administration concentrated in Accounting and Finance, Senior
Siino & Associates LLC May 2008 - Present
Saint Mary's College of California 2010 - 2012
Nelson & Associates 2003 - 2008
Big Brothers Big Sisters of the Bay Area 1984 - 2007
A4C 1999 - 2003
Grant Thornton July 1994 - June 1999
CalCPA 1985 - 1994
CalCPA 1985 - 1994
Hood and Strong CPAs 1980 - 1994
Skills
Start-ups, Finance, SEC filings, Temporary Placement, Sarbanes-Oxley Act, Accounting, Consulting, Management, Financial Analysis, Business Analysis, Due Diligence, Financial Modeling, Auditing, Executive Search, Project Management, Internal Controls, Talent Acquisition, Leadership, Temporary Staffing, Applicant Tracking..., Forecasting, Budgets, Mergers & Acquisitions, Cost Accounting, Process Improvement, Revenue Recognition, Mergers, Internal Audit, Financial Accounting, Sarbanes-Oxley, Business Process..., Financial Reporting, Management Consulting, Recruiting, Strategic Financial..., Strategic Planning
Education
California State University-Hayward - School of Business and Economics 1984 — 1990
MBA, Finance
Saint Mary's College of California 1976 — 1980
BS, Accounting
De La Salle High School
Burr, Pilger & Mayer Inc. September 1997 - Present
CalCPA May 2011 - May 2011
Schachter, Kristoff, et al September 1980 - September 1990
Skills
Accounting, Tax, Financial Reporting, Auditing, Internal Controls, QuickBooks, Corporate Tax, CPA, Tax Accounting, Tax Research, IT Audit, Xero, Small Business, GAAP, Tax Preparation, Partnership Taxation, Financial Accounting, US GAAP, Business Valuation, Revenue Recognition, Sarbanes-Oxley Act, Financial Analysis, Accountants, Software Selection, Income Tax
Education
San Francisco State University, College of Business 1993 — 1997
BS, Accounting
Burr Pilger Mayer July 2015 - Present
Burr Pilger Mayer September 2014 - June 2015
Autodesk July 2014 - August 2014
Burr Pilger Mayer January 2014 - April 2014
San Francisco Maritime National Park Association September 2012 - January 2014
CalCPA January 2013 - December 2013
Reedland Capital Partners July 2012 - December 2012
College of Marin August 2010 - May 2012
Buckelew Programs December 2010 - February 2012
Skills
Accounting, QuickBooks, Microsoft Excel, Account Reconciliation, Microsoft Office, Tax, Finance, Customer Service, Bookkeeping, Financial Accounting, Public Speaking, Financial Reporting, Peer Tutoring, Financial Analysis, Investment Management, Personal Budgeting, Financial Statement...
Education
Golden Gate University 2012 — 2013
Bachelor of Science (BS), Business (Accounting), 3.84
College of Marin 2009 — 2012
Associate of Arts (AA), Language, Arts, & Humanities, 3.74
College of Marin 2009 — 2011
Associate of Arts (A.A.), Business Administration, 3.72
Armanino LLP August 2015 - Present
Pleasanton Unified School District October 2008 - August 2015
CALCPA 2015 - 2015
AFWA 2015 - 2015
Community Presbyterian Church, Danville, Ca 2015 - 2015
Skills
accounting student, Public Speaking, Microsoft Office, Teaching, Project Management, Strategic Planning, Customer Service, Accounting, Budgets
Education
Foothill College 2012 — 2013
Accounting, income tax accounting, A, intermediate accounting 3, A, auditing A, governmental
Chabot College 2010 — 2011
accounting, financial accounting 1A, managerial accounting, intermediate accounting 1 and 2
University Of Keele, Keele, Staffordshire, U.K. 1990 — 1993
B.A. Hons in Economics and Political Science, minor in Human Biology
Vistage May 2014 - Present
CalCPA May 2012 - May 2015
Robert Half Management Resources October 2011 - April 2014
Girls on the Run of San Diego 2009 - 2013
Transition Staffing Group April 2010 - October 2011
Vaco November 2007 - April 2010
The Siegfried Group June 2007 - November 2007
Deloitte & Touche, LLP 2004 - 2007
KPMG 2000 - 2004
Skills
Strategic Financial..., Mergers & Acquisitions, Management, Enterprise Risk..., Due Diligence, Executive Coaching, Executive Level..., Executive Search, Board Development, Leadership Development, Internal Controls, Auditing, Accounting, Financial Analysis, Financial Statements, Finance, Sarbanes-Oxley Act, SEC filings, Internal Audit, Financial Reporting, Tax, Financial Accounting, GAAP, Consolidation, Corporate Tax, US GAAP, Managerial Finance, Financial Planning, CPA, Analysis, Fixed Assets, Financial Modeling, Income Tax, Payroll, External Audit, IFRS, Big 4, IT Audit, Account Reconciliation, Audit, Tax Compliance, Financial Management, Sarbanes-Oxley, Tax Research, SEC reporting, SOX, Compliance, Mergers, SEC Filings, Leadership
Education
San Diego State University-California State University 2004 — 2005
MS, Taxation
University of California, Riverside 2002 — 2004
BS, Business Administration with an emphasis in Accounting
Driscoll Strawberry Associates September 2015 - Present
Driscoll Strawberry Associates May 2015 - Present
Flanagan's Irish-American Pub April 2014 - April 2015
BevMo! December 2013 - March 2015
CalCPA January 2014 - December 2014
Skills
Microsoft Excel, Accounting, Accounts Receivable, Accounts Payable, Financial Reporting, Time Management, Communication, Customer Service, Microsoft Office, Account Reconciliation, Finance, Bank Reconciliation, Data Entry, Event Planning, Presentations, Income Tax, PowerPoint, Microsoft Word, Hyperion, Sales, Outlook, Process Flow..., Financial Analysis, US GAAP, Business Ethics, Supply Chain, Agribusiness, Variance Analysis, Pivot Tables
Education
California State University-Monterey Bay 2013 — 2015
Bachelor of Science (B.S.), Business Administration, Accounting
Butte College 2008 — 2013
Associate of Arts (AA), Social Sciences
BDO USA, LLP September 2014 - Present
CalCPA 2015 - 2015
CalCPA 2015 - 2015
Moss Adams LLP January 2014 - September 2014
Moss Adams LLP December 2011 - December 2013
Citizen's Bank June 2011 - November 2011
KPMG January 2011 - April 2011
Johnson & Wales University May 2008 - January 2011
Winchester Investments May 2008 - September 2008
Back Bay Mortgage Company July 2007 - March 2008
Skills
Accounting, Accounts Payable, Accounts Receivable, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, GAAP, General Ledger, Individual Tax, Microsoft Office, Payroll, Spreadsheets, Trust Tax, Analysis, Leadership, Budgets, Tax Preparation, Tax, Bookkeeping, Internal Controls, US GAAP, Human Resources, QuickBooks, Assurance, Income Tax, Finance, Sarbanes-Oxley Act, SEC filings, Investments, Corporate Tax, Cash Flow, Internal Audit, Cash Management, Account Reconciliation, Managerial Finance, Customer Satisfaction, SEC Filings, CPA, Microsoft Excel
Education
Johnson and Wales University 2005 — 2011
Associates/Bachelors/MBA, Accounting, Finance, Management, Investments, Psychology, Culinary arts
Carson High School 2001 — 2005
Diploma, General Studies
Pastenieks, Bucheli & Falasco, LLP (CPAs) July 2010 - Present
Warmerdam CPA Group October 2000 - June 2010
CalCPA 2010 - 2010
Skills
Tax Preparation, Financial Reporting, Accounting, Quickbooks, Auditing, Corporate Tax, Management Consulting, Tax, Tax Compliance, Small Business, Income Tax, Small Business..., Partnership Taxation, CPA, Financial Statements, S Corporations, Tax Returns, Forensic Accounting, Sales Tax, QuickBooks
Education
California State University Stanislaus 1987 — 1991
Bachelor of Science, Concentration in Accounting
CalCPA January 2003 - Present
Better Business Bureau of San Mateo 1991 - 1999
Skills
Non-profits, Event Planning, Editing
Education
Notre Dame de Namur University 1999 — 2002
B.A., English
Walpole December 2000 - Present
CALCPA 2014 - 2015
CALCPA 2014 - 2015
Jarabin Gaggs & Hunt LLP July 1996 - November 2000
Schramm & Raddue 1988 - 1996
Skills
Tax, Income Tax, Accounting, Payroll, QuickBooks, Financial Reporting, Estate Tax Planning, LLC, Tax Preparation, Partnership Taxation, Corporate Tax, CPA, Strategic Planning, Estate Administration, Estate Planning, GAAP, Auditing, Corporate Governance, Mergers & Acquisitions, Tax Research, Tax Accounting, Tax Law
Education
Golden Gate University 2001 — 2005
MST, Accounting/Tax
University of California, Santa Barbara 1985 — 1988
BS, Political Science
Golden Gate University February 2007 - Present
Self-employed September 1976 - Present
AICPA 2009 - 2011
San Francisco State University September 1976 - June 2010
CALCPA 2005 - 2006
Price Waterhouse 1972 - 1976
Skills
Tax, Accounting, Corporate Tax, Tax Considerations of..., Tax Considerations of..., Designer and Teacher of..., Tax Preparation, CPA, Income Tax, QuickBooks, Auditing, Selling Businesses, Analysis, Bookkeeping, Finance, Financial Accounting, Financial Statements, GAAP, Mergers, Strategic Financial..., Tax Accounting, Tax Advisory, Tax Law, Tax Research, Tax Returns, US GAAP
Education
Duke University School of Law 1969 — 1972
Juris Doctor, Law
The Ohio State University Fisher College of Business 1965 — 1969
BS, Accounting
calcpa 2013 - Present
RINA Accountancy Corporation December 2010 - Present
Bertorelli Gandi Won& Behti 1986 - January 2011
Skills
Partnership Accounting, Tax, Strategic Financial..., Estate Tax Planning, Income Tax, Tax Preparation, Accounting, International Tax, Financial Planners, Business Valuation, Partnership Taxation, Corporate Tax, High Net Worth..., Tax Accounting, Tax Research, Trusts, Estate Planning, CPA, Tax Advisory
Education
Golden Gate University 1982 — 1985
MS TAX, TAXATION
Saint Patricks High School 1958 — 1967
Senior Cambridge, O levels
CalCPA November 2013 - Present
HP November 2012 - Present
Triverium June 2012 - October 2012
Zecco Holdings February 2007 - May 2012
Zecco February 2007 - May 2012
MARSYS August 2002 - February 2007
E*TRADE Financial June 2004 - January 2005
Krames 2000 - 2002
The StayWell Company 2000 - 2002
Skills
ASP.NET, ASP.NET MVC, ASP.NET AJAX, C#, Entity Framework, WCF, Salesforce.com, Microsoft SQL Server, XML, XSLT, JavaScript, HTML, CSS, jQuery, Telerik, Agile Methodologies, OOP, AOP, DHTML, Continuous Integration, .NET, AJAX, SaaS, Software Development, Project Management, SQL, Databases
Education
Gomel'ski Dzjaržauny Tehnièny Universitet imja P.O. Suhogo 1983 — 1987
BS, Computer Science
Fazio Incorporated March 2004 - Present
CALCPA 1978 - Present
J. Robert Scott (Furniture) June 1996 - February 2004
House of Fabrics December 1979 - August 1987
Skills
Start-ups, Leadership, Management, Insurance, Team Building, Financial Modeling, Customer Service, Leadership Development, Budgets, Coaching
Education
California State University-Northridge 1974 — 1976
BS, Business, Accounting
University of California, Los Angeles 1966 — 1970
CalCPA Program AssociateCalifornia Society of CPAs/CalCPA Education FoundationOctober 2001 - Present
Skills
Non-profits, Nonprofits, Accounting, Event Planning, QuickBooks, Financial Reporting, Financial Analysis
Education
California State University-East Bay 1998 — 2001
B.S., Business Administration - Finance
Patrick D. Rogan, CPA memberBNI2006 - Present
CalCPA 1978 - Present
AICPA 1978 - Present
Skills
Financial Reporting, CPA, Start-ups, Accounting, Auditing, Corporate Finance, Tax Preparation, Strategic Financial..., Small Business, Internal Audit, Balance, QuickBooks, Coaching, Income Tax, Financial Planners, Estate Planning, Financial Accounting
Education
California State University-Los Angeles
BS, Business with an Accounting concentration
National University
MBA, Business with an emphasis on Technology Management
California Society of CPAs February 1993 - Present
CalCPA 1993 - Present
California Society of CPAs/CalCPA Education Foundation 1993 - Present
Bobbi Petrov Equestrian training 1989 - 2009
Skills
Copywriting, Marketing Communications, Email Marketing, Online Marketing, Event Planning, Strategic Communications, Newsletters, Event Management, Publishing, Press Releases, Social Media Marketing, Direct Marketing, Social Media, Corporate Communications, Marketing Strategy, Non-profits, Copy Editing, Editing, Marketing, Internal Communications, Public Speaking, Facebook, SEO, Web Analytics, Sponsorship, Nonprofits, Advertising, B2B, Blogging, Media Relations, Public Relations
Education
State University of New York at Albany 1963 — 1966
BA, English
Mt Upton High School 1959 — 1963
diploma, Academic
CalCPA May 2014 - Present
City of Bakersfield July 2009 - Present
US Army December 2008 - November 2009
City of Bakersfield February 2008 - June 2009
CBIZ February 2006 - February 2008
US Army March 1999 - February 2007
Skills
Payroll, Invoicing, Budgets, Accounting, Tax, Accounts Payable, Auditing, Finance, Strategic Planning, Policy, Leadership, Government, Internal Controls, Tax Preparation, Military, GAAP, Microsoft Office, Staff Development, PowerPoint, Internal Audit, Managerial Finance, Financial Statements, Microsoft Excel, Outlook, Microsoft Word, Financial Accounting
Education
Golden Gate University 2013 — 2016
Masters of Science in Taxation, Taxation
California State University-Bakersfield 2000 — 2006
BS - Business Admin, Concentration in Accounting
Gray, Salt & Associates, LLP March 2011 - Present
CalCPA 2000 - Present
Kaufman Schmid Gray & Salt LLP January 2009 - February 2011
Skills
Tax, Tax Preparation, Small Business, CPA, Forensic Accounting, QuickBooks, Accounting, Income Tax, Management Consulting, Financial Analysis, Tax Returns, Nonprofits, Internal Controls, Budgets, International Operations, Corporate Tax, Financial Reporting, Partnership Taxation, Tax Accounting, Sales Tax, Revenue Recognition, SEC filings, Financial Planners, IRS
Education
Bonita High School
California State Polytechnic University-Pomona
Undergrad, Behavioral Sciences
CalCPA April 2001 - Present
Education
Eastern Michigan University
BA
Autodesk January 2015 - Present
CalCPA January 2013 - Present
KKR June 2014 - December 2014
San Francisco State University August 2013 - May 2014
Chella Textiles January 2007 - August 2008
Apio Fresh March 2001 - August 2003
United States Air Force April 1995 - March 2000
Skills
Accounting, Microsoft Excel, Bookkeeping, Budgets, Financial Reporting, General Ledger, Financial Accounting, CPA, Microsoft Office, Internal Controls, Financial Statements, Public Speaking, Public Relations, Auditing, Photoshop, Illustrator, Employee Benefits, PowerPoint, Event Planning, Microsoft Word, Vlookup, MS Excel Pivot Tables, MS Project, Microsoft Publisher, Bank Reconciliation, Tax Preparation, Tax Accounting, Internal Audit, Sarbanes-Oxley Act
Education
San Francisco State University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CITY COLLEGE OF SAN FRANCISCO 2009 — 2010
Accounting and Finance
Santa Barbara Business College-Santa Maria 2000 — 2001
Business School Certificate, Accounting
California College of the Arts
Skyline College
Linda G Montgomery CPA Tax & accounting services for individuals & closely held businessesTrustee & Tax Advisory BoardGolden Gate University2004 - Present
CalCPA 2000 - Present
Tax-Aid 1993 - Present
PricewaterhouseCoopers 1986 - 1991
Coopers & Lybrand 1986 - 1991
Education
Golden Gate University 1982 — 1984
MBA, Taxation
California State University-East Bay 1979 — 1981
MBA, Accounting
Sensiba San Filippo LLP January 2014 - April 2014
CalCPA August 2013 - 2014
Accounting and Finance Department at San Jose State University September 2012 - December 2013
Becker Professional Education September 2012 - 2013
International Programs and Services at Ohlone College June 2010 - June 2012
Skills
Accounting, Cantonese, Microsoft Excel, Financial Reporting, Data Analysis, Teamwork, Access, Microsoft Word, QuickBooks
Education
San Jose State University 2011 — 2013
Bachelor of Science (BS)
Ohlone College 2009 — 2011
City University of Hong Kong 2006 — 2008
CalCPA 2010 - Present
Daniells Phillips Vaughan & Bock CPAs & Advisors January 2012 - September 2013
Brown Armstrong Accountancy Corporation February 2011 - April 2011
Wayne Long & Co., CPAs June 2010 - August 2010
Various Agencies June 2008 - September 2008
First Horizon Home Loans February 2005 - July 2007
Skills
Accounting, Tax, Fixed Asset Management, Trust Accounting, Fiduciary Services, Management Reports, Tax Preparation, Microsoft Excel, QuickBooks, General Ledger, Financial Reporting, Access, Accounts Payable, Lacerte, Financial Statements, Account Reconciliation, Fixed Assets, Auditing, Journal Entries
Education
California State University-Bakersfield 2009 — 2011
Bachelor's, Accounting
MENDEZ PETTY MORENO,LLP January 2012 - Present
CALCPA 2011 - 2012
MENDEZ PETTY,LLP July 2006 - December 2011
Skills
Accounting, Tax, GAAP, Auditing, Financial Reporting, Tax Preparation, Strategic Planning, US GAAP
Education
California State University-Bakersfield 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Illumina June 2015 - Present
CalCPA January 2014 - Present
Mira Mesa Bible Baptist Church August 2013 - Present
ALPFA SDSU Student Chapter August 2014 - December 2014
U.S. Dept. of Health and Human Services Office of Audit Services February 2014 - May 2014
Student Accounting Society January 2014 - May 2014
Skills
Research, Project Planning, Auditing, Teamwork, Time Management, PowerPoint, Microsoft Excel
Education
San Diego State University-California State University 2013 — 2016