BBR LLP
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BBR LLP Employees
Independent Consultant January 2014 - Present
East Bay Integrated Care, Inc. January 2012 - December 2013
Celerity August 2011 - January 2012
Macias Gini & O'Connell LLP (MGO) June 2009 - July 2011
BBR LLP April 2005 - April 2009
R & A CPA'S January 2002 - February 2005
Xoxo Clothing Company Inc April 1999 - 2002
Price Waterhouse October 1992 - July 1999
Skills
Accounting, Microsoft Office, Microsoft Excel, Budgets, Customer Service, Financial Analysis, Financial Reporting, Management, Microsoft Word, Auditing
Education
San Francisco State University 1989 — 1992
Bachelor of Business Administration (BBA) - Magna Cum Laude, Accounting, Cum GPA 3.8
Steinbruner Hill CPAs June 2015 - Present
PMB Helin Donovan January 2013 - May 2015
BBR LLP June 1995 - December 2012
Skills
Tax, Accounting, Tax Preparation, CPA, Income Tax, QuickBooks, Financial Accounting, Corporate Tax, Financial Reporting
Education
University of San Diego
BBA, Accounting
The Crucible June 2014 - Present
The Crucible May 2013 - June 2014
California Shakespeare Theater January 2010 - April 2013
BBR LLP May 2009 - October 2009
Skills
Arts Administration, Art, Sculpture, Visual Arts, Contemporary Art, Art Education, Editing, Fine Art, Nonprofits, Drawing, Scheduling, Office Management, Customer Service, Museums
Education
California State University-East Bay 2011 — 2014
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts, Minor in Art History
Diablo Valley College 2009 — 2011
Deloitte January 2014 - Present
PMB Helin Donovan January 2013 - December 2013
BBR LLP January 2010 - December 2012
Monterey Plaza Hotel & Spa January 2006 - December 2010
Chipinaw summer camp June 2004 - August 2005
Skills
Auditing, Tax, Income Tax, CPA, Accounting, QuickBooks, GAAP, Tax Preparation, General Ledger, Financial Reporting, Account Reconciliation, Financial Accounting, Bookkeeping, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Financial Analysis, Forecasting, Microsoft Excel, Budgets
Education
CSU Monterey Bay 2009 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, Summa Cum Laude with distinction(GPA >3.9)
Monterey Peninsula College 2006 — 2008
Associate of Arts (AA), General Studies, A
Chuvash State Teachers' Training University 2000 — 2004
Liberal Studies, Russian Language and Literature, A (no GPA in Russia)
Bong Hillberg Lewis Fischesser LLP 2012 - Present
Macias Gini & O'Connell LLP 2009 - 2011
BBR LLP 2008 - 2009
Skills
Financial Reporting, Single Audit, Auditing
Education
Saint Mary's College of California 2004 — 2008
BS: Business Administration w/ Emphasis in Financial Services
SteinbrunerHill CPAs June 2015 - Present
International School of Monterey 2007 - Present
PMB Helin Donovan January 2013 - May 2015
BBR LLP July 1990 - December 2012
Dunlap, Steinbruner & Lubow CPAs January 2000 - December 2007
Skills
Tax, Estate Planning, Mergers, Real Estate, Management Consulting, Business Entity Planning, Public Speaking, Auditing, Accounting, Corporate Tax, Mergers & Acquisitions, Nonprofits, Leadership, Income Tax, CPA, Strategic Planning, Financial Reporting, Business, Financial Analysis, Start-ups, Business Planning, Project Planning, Budgets, Small Business, Trusts
Education
Santa Clara University 1986 — 1990
BSC, Business - Accounting
Santa Clara University - Leavey School of Business 1986 — 1990
Accounting
Potomac River Group, LLC March 2013 - Present
BBR LLP 2008 - 2010
Peninsula Gardens, Inc. 2005 - 2008
WestAir Communications, Inc 1996 - 2005
Skills
Financial Accounting, Accounting, Account Reconciliation, Bookkeeping, Account Management, Accounts Payable, Accounts Receivable, Financial Analysis, Office Management, Microsoft Office, Asset Managment, General Ledger, Financial Statement..., Cash Management, ADP Payroll, Payroll Taxes, Sales Tax, Accurate Data Entry, Inventory Management, Inventory Analysis, Purchase Management, Hiring Personnel, New Hire Orientations, Financial Statements, Invoicing, Financial Reporting, Tax Preparation, Auditing
Education
Green River Community College
Accounting and Business/Management
Monterey Peninsula College
Accounting and Business/Management
Sumner Senior High
General Studies
Vanderbilt CPAs PC December 2011 - Present
BBR LLP January 2007 - November 2011
Hanson Rotter Green February 1982 - December 2006
Skills
Business, QuickBooks, Income Tax, Tax, Estate Tax Planning, Accounting, Tax Preparation, CPA, Tax Returns, Real Estate, Financial Planners, Estate Planning, Corporate Tax, Trusts, Small Business, LLC, Forensic Accounting, GAAP, Bookkeeping, Auditing, Tax Law, Financial Reporting, Partnership Taxation, General Ledger, Tax Accounting, Corporate Tax Planning, Financial Planning
Education
Golden Gate University
MsFinance
Anderson & Company, Certified Public Accountants & Advisors December 2013 - Present
Burr Pilger Mayer July 2011 - December 2013
Burr Pilger Mayer, Inc September 2005 - June 2011
BBR LLP January 2000 - August 2005
Skills
GAAP, Partnership Taxation, Tax Research, Corporate Tax, Tax Accounting, Income Tax, Accounting, CPA, Tax Preparation, Tax, US GAAP, Tax Advisory, FIN 48, Business Valuation, QuickBooks
Education
Univeristy of California Santa Barbara 1981 — 1984
Bachelor of Arts (B.A.), Mathmatics and Economics, emphasis in Accounting
San Joaquin Delta College 1979 — 1981
Associate of Arts (A.A.), General Studies
PMB Helin Donovan January 2013 - Present
BBR LLP January 2009 - December 2012
Artco June 2008 - December 2008
Ogden Studios January 2008 - April 2008
Pump It Up Parties January 2006 - April 2008
Bank of the West January 2006 - April 2006
Skills
QuickBooks, Accounting, Tax Preparation, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, General Ledger, Tax Returns, Payroll, Property Tax, Accounts Payable, Accounts Receivable
Education
Brigham Young University - Idaho 2004 — 2008
Bachelor's Degree, Economics
Alhambra High School 2000 — 2004
High School
Christopher C. Platt, CPA September 2013 - Present
Community Foundation for Monterey County November 2012 - August 2013
BBR LLP August 2009 - October 2012
BKP Certified Public Accountants January 2007 - August 2009
Skills
Income Tax, Payroll Taxes, Accounting, Auditing, Bookkeeping, QuickBooks, General Ledger, GoFileRoom, ProSystem fx Tax, UltraTax CS, Fixed Assets, Fixed Assets CS, ProSystem Fixed Assets, Non-Profit Accounting, Personal Finance, ProSystem FX Engagement, Variance Analysis, Financial Accounting, Corporate Tax, Tax Preparation
Education
California State University-Monterey Bay 2005 — 2008
Bachelor of Science (BS), Business Administration
Monterey Peninsula College
Associate of Arts (AA), University Studies
PMB Helin Donovan January 2013 - Present
BBR LLP 2006 - December 2012
Skills
Accounting, Tax, Tax Preparation, Estate Planning, Non-profits, High Net Worth..., Trusts, Small Business
Education
Golden Gate University 1992 — 1995
MS Taxation, Taxation
UC Berkeley 1971 — 1975
BS Business, Haas School of Business
Yes To Inc November 2013 - Present
Dorfman Pacific September 2011 - October 2013
BBR LLP February 2011 - July 2011
Crawford, Pimentel & Co., Inc. July 2008 - January 2011
McDougal & Co., Inc. CPAs August 2007 - May 2008
Timco Worldwide, Inc. January 2007 - June 2007
Neoforma 2004 - 2005
Skills
Accounting, QuickBooks, Financial Reporting, Microsoft Excel, GAAP, General Ledger, Microsoft Office, Financial Analysis, PowerPoint, Auditing, Account Reconciliation, Financial Accounting, Microsoft Word, Data Entry, Tax, Bookkeeping, Payroll, Management, Customer Service, Business Analysis, Income Tax, Tax Preparation, Corporate Tax, Tax Accounting, Accounts Payable, Accounts Receivable, Fixed Assets, Commission, Corporate Finance
Education
University of California, Davis 2003 — 2007
BS, Managerial Economics
PMB Helin Donovan January 2013 - Present
JLG Technologies, Inc. May 2009 - Present
Junior League of Monterey County, Inc. June 2010 - May 2013
BBR, LLP April 2008 - December 2012
Ernst & Young 2004 - 2008
Education
San Diego State University-California State University 2003 — 2004
MS, Accountancy
University of California, San Diego 1998 — 2002
McNamara Law Firm May 2009 - Present
BBR LLP March 1990 - March 2009
Skills
Servers, Citrix, PowerPoint, Microsoft Office, Document Management, Telecommunications, VPN, Data Center, Microsoft Word, Windows Server, Virtualization, Networking, WAN, Project Management, DNS, TCP/IP, Microsoft Excel, Access, Active Directory, Software Documentation
Education
Heald College 1983 — 1985
Bong Hillberg Lewis Fischesser LLP 2012 - Present
AuditFile 2011 - Present
MGO 2009 - 2012
BBR LLP 2002 - 2009
KPMG 1999 - 2001
Skills
Professional Services, Hospitals, Audit, Non-profits, Financial Reporting, Auditing, Tax, Nonprofits, CPA, Tax Returns, Tax Advisory, QuickBooks, Budgets, Accounting, Management, Employee Benefits, US GAAP, SEC filings, GAAP, Corporate Tax, Tax Preparation, Income Tax, Mergers & Acquisitions, Internal Controls, Small Business, SEC Filings
Education
Santa Clara University
BSC
St Ignatius College Prep
BBR LLP May 2012 - Present
LMGW CPA's LLP January 2012 - April 2012
BBR LLP July 2009 - December 2011
Holtz Rubenstein Reminick LLP August 2008 - July 2009
Tanton and Company September 2006 - August 2008
PricewaterhouseCoopers July 2005 - September 2006
Education
San Jose State University 2010 — 2011
MST
California Polytechnic State University-San Luis Obispo 2000 — 2004
Economics, Finance, Accounting
PMB Helin Donovan January 2013 - Present
BBR LLP June 2007 - Present
THe Wellness Community - SF East Bay April 2004 - June 2007
Tut Systems September 1997 - October 2001
Skills
QuickBooks, Financial Reporting, Accounting, Tax Preparation, Payroll Taxes, Sales Tax, General Ledger, Small Business, Bookkeeping, Year End Accounts, Tax Returns, Financial Accounting, Account Reconciliation, Income Tax, Financial Statements
Education
University of California, Berkeley 1983 — 1985
University of California, Berkeley
BBR LLP July 2007 - August 2008
Arcadian Health Plan January 2007 - July 2007
Armanino McKenna LLP September 2005 - December 2006
Burr, Pilger & Mayer LLP September 2004 - September 2005
Leibowitz Shumaker Berger & Rubens September 2001 - September 2004
Gap Inc. January 1998 - August 2001
Levi Strauss & Co. June 1995 - August 1997
Levi Strauss & Co. August 1992 - June 1995
Education
Michigan State University
Batchelor of Science, Accounting
Visa Inc. July 2010 - Present
Mowat Mackie & Anderson LLP December 2008 - May 2010
BBR LLP 2007 - 2008
BDO Dunwoody LLP November 2005 - September 2007
Skills
Tax, GAAP, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Account Reconciliation
Education
University of British Columbia 2000 — 2003
Commerce, Accounting
The University of British Columbia
Bcomm - Accounting Co-op, Accounting
Kaiser Permanente January 2011 - Present
BBR LLP July 2009 - December 2010
CBS Television Distribution August 2006 - November 2008
Skills
Financial Modeling, Accounting, Financial Analysis, Microsoft Excel, Customer Service, Data Analysis, Financial Reporting
Education
University of Southern California 2003 — 2007
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Business Administration
UCLA Extension
Bianchi, Kasavan & Pope, LLP December 2011 - Present
Hayashi & Wayland January 2009 - July 2011
BBR LLP January 2007 - November 2008
Hanson Rotter Green January 2001 - December 2006
Hanson Rotter Green CPAs January 2001 - December 2006
PwC January 1999 - December 2000
Ernst & Young January 1998 - December 1999
Education
University of Southern California 1995 — 1997
Master Degree in Business Taxation, TAX
University of California, Santa Barbara 1988 — 1994
Bachelor's Degree in Business Economics, Accounting
ReBoot Camp November 2009 - Present
Daniel B. Longnecker, CPA January 2009 - Present
BBR LLP March 2008 - May 2008
Bregante + Company, LLP August 2007 - December 2007
Daoro Zydel & Holland LLP November 2003 - August 2007
United States Marine Corps February 1990 - June 1995
Education
California State University-Hayward - School of Business and Economics 2002 — 2003
Master of Business Administration, Accounting and Management Sciences
California State University-Hayward - School of Business and Economics 1998 — 2001
Bachelor of Science, Accounting
Diablo Valley College 1995 — 1998
Associate in Arts, General
Steinbruner Hill CPAs June 2015 - Present
PMB Helin Donovan January 2013 - May 2015
BBR LLP April 2008 - December 2012
Education
California State University, Monterey Bay
Macias Gini & O'Connell September 2010 - March 2012
BBR LLP October 2003 - September 2010
Hemming Morse, Inc. June 1999 - October 2003
Skills
Tax Preparation, Income Tax
Education
California State University-Chico 1995 — 1999
BS Business Administration, Accounting
Lindquist, von Husen & Joyce August 2012 - Present
Mowat Mackie & Anderson LLP August 2004 - August 2012
Wardrobe for Opportunity September 1996 - December 2006
BBR LLP August 1996 - July 2004
Sprint Nextel January 1995 - June 1996
Simco Investment Co. January 1989 - December 1994
Skills
Auditing, Tax, External Audit, Accounting, Financial Reporting, QuickBooks, Internal Controls, Income Tax, Tax Preparation, Assurance, GAAP, CPA, Account Reconciliation, Single Audit, Journal Entries, OMB Circular A-133, Accounts Payable, Bookkeeping
Education
California State University-Hayward 1988 — 1992
Accounting and Finance
California State University-Long Beach
Bachelor of Science (B.S.), Medical Microbiology