Greenstein, Rogoff, Olsen & Co., LLP
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Greenstein, Rogoff, Olsen & Co., LLP Employees
Employee
Years
Job
Industry
Keerti Gulati CPA, MBA Keerti Gulati CPA, MBA's Greenstein, Rogoff, Olsen & Co., LLP Experience July 2013 - July 2014
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US September 2015 - Present
Frank, Rimerman + Co. LLP October 2014 - September 2015
Greenstein, Rogoff, Olsen & Co., LLP July 2013 - July 2014
Standard Chartered Bank July 2007 - November 2009
HSBC September 2006 - October 2006
Skills
Fundraising, Market Research, Public Relations, Business Strategy, Relationship Management, Research, Marketing Strategy, Marketing, Business Development, Marketing Communications, Team Management, Management, Program Management, Strategy, Business Planning, Accounting, CPA, Change Management, Business Analysis, Project Management, Organizational..., Human Resources, Banking, Microsoft Excel, Finance, Data Analysis, Leadership, Financial Analysis, Training, Management Consulting, QuickBooks, Bank Reconciliation, Tax Preparation, Analysis, Consulting, Financial Modeling, Budgets, Entrepreneurship, Analytics, Corporate Finance, Mergers & Acquisitions, Valuation, Risk Management, Business Valuation, Auditing, Financial Reporting, Strategic Financial..., Competitive Analysis
Education
Stanford University 2012 — 2014
Certificate Program, Creative Writing
Stanford University 2010 — 2011
Business courses, High Performance Management, Creativity and Leadership, Taxes
Indian Society for Training and Development 2008 — 2011
Diploma in Training and Development, Training and Development
S.P. Jain Institute of Management & Research 2005 — 2007
Master of Business Administration (MBA), Marketing
Shri Ram College of Commerce 2002 — 2005
B.Com(hons), Commerce
St. Xavier School - Delhi 1996 — 2002
High School, Sciences
CRPF 1989 — 1996
California Board of Accountancy
Certified Public Accountant, License number- 124714
KPMG US September 2015 - Present
Frank, Rimerman + Co. LLP October 2014 - September 2015
Greenstein, Rogoff, Olsen & Co., LLP July 2013 - July 2014
Standard Chartered Bank July 2007 - November 2009
HSBC September 2006 - October 2006
Skills
Fundraising, Market Research, Public Relations, Business Strategy, Relationship Management, Research, Marketing Strategy, Marketing, Business Development, Marketing Communications, Team Management, Management, Program Management, Strategy, Business Planning, Accounting, CPA, Change Management, Business Analysis, Project Management, Organizational..., Human Resources, Banking, Microsoft Excel, Finance, Data Analysis, Leadership, Financial Analysis, Training, Management Consulting, QuickBooks, Bank Reconciliation, Tax Preparation, Analysis, Consulting, Financial Modeling, Budgets, Entrepreneurship, Analytics, Corporate Finance, Mergers & Acquisitions, Valuation, Risk Management, Business Valuation, Auditing, Financial Reporting, Strategic Financial..., Competitive Analysis
Education
Stanford University 2012 — 2014
Certificate Program, Creative Writing
Stanford University 2010 — 2011
Business courses, High Performance Management, Creativity and Leadership, Taxes
Indian Society for Training and Development 2008 — 2011
Diploma in Training and Development, Training and Development
S.P. Jain Institute of Management & Research 2005 — 2007
Master of Business Administration (MBA), Marketing
Shri Ram College of Commerce 2002 — 2005
B.Com(hons), Commerce
St. Xavier School - Delhi 1996 — 2002
High School, Sciences
CRPF 1989 — 1996
California Board of Accountancy
Certified Public Accountant, License number- 124714
Anna Vivian Anna Vivian's Greenstein, Rogoff, Olsen & Co., LLP Experience December 2009 - September 2010
Job Director of Global HR at KCP Dynamics
Industry Human Resources
Experience
KCP Dynamics Group January 2015 - Present
KCP Dynamics April 2014 - January 2015
Tectura March 2012 - March 2014
Phacil, Inc October 2010 - March 2012
Greenstein, Rogoff, Olsen & Co., LLP December 2009 - September 2010
Skills
Technical Recruiting, Performance Management, Report Writing, Technical Writing, Training & Development, Microsoft Office, Research, HRIS, Jobvite, Onboarding, Human Resources, Employee Training, Leadership, Training, Employee Relations, Employee Benefits, Consulting
Education
San Jose State University 2008 — 2010
BS, Business Management
KCP Dynamics Group January 2015 - Present
KCP Dynamics April 2014 - January 2015
Tectura March 2012 - March 2014
Phacil, Inc October 2010 - March 2012
Greenstein, Rogoff, Olsen & Co., LLP December 2009 - September 2010
Skills
Technical Recruiting, Performance Management, Report Writing, Technical Writing, Training & Development, Microsoft Office, Research, HRIS, Jobvite, Onboarding, Human Resources, Employee Training, Leadership, Training, Employee Relations, Employee Benefits, Consulting
Education
San Jose State University 2008 — 2010
BS, Business Management
Caryn Esposo's Greenstein, Rogoff, Olsen & Co., LLP Experience 2005 - 2007
Job
Industry Accounting
Experience
Poshmark April 2014 - Present
Tagged 2011 - 2013
LucasArts 2010 - 2011
Fujitsu 2008 - 2010
Greenstein, Rogoff, Olsen & Co., LLP 2005 - 2007
Skills
Microsoft Excel, General Ledger, Financial Reporting, Account Reconciliation, Accounting, Sarbanes-Oxley Act, QuickBooks, Financial Analysis, Accounts Receivable, Revenue Recognition, Accounts Payable, Variance Analysis, Forecasting, Fixed Assets, Accruals, Journal Entries, Financial Modeling, Cash Flow, Hyperion Enterprise, Payroll, Start-ups, US GAAP, Internal Controls, Internal Audit, Cost Control, GAAP
Education
University of San Francisco
Bachelor of Business Administration
Poshmark April 2014 - Present
Tagged 2011 - 2013
LucasArts 2010 - 2011
Fujitsu 2008 - 2010
Greenstein, Rogoff, Olsen & Co., LLP 2005 - 2007
Skills
Microsoft Excel, General Ledger, Financial Reporting, Account Reconciliation, Accounting, Sarbanes-Oxley Act, QuickBooks, Financial Analysis, Accounts Receivable, Revenue Recognition, Accounts Payable, Variance Analysis, Forecasting, Fixed Assets, Accruals, Journal Entries, Financial Modeling, Cash Flow, Hyperion Enterprise, Payroll, Start-ups, US GAAP, Internal Controls, Internal Audit, Cost Control, GAAP
Education
University of San Francisco
Bachelor of Business Administration
Christie Foley Christie Foley's Greenstein, Rogoff, Olsen & Co., LLP Experience January 2012 - April 2012
Job Tax Analyst at TaxHawk
Industry Accounting
Experience
TaxHawk, Inc May 2012 - Present
Greenstein, Rogoff, Olsen & Co., LLP January 2012 - April 2012
Marriott Undergraduate Women in Business 2009 - April 2012
IBC Advanced Technologies 2008 - April 2012
Skills
Accounting, Financial Accounting, Financial Analysis, Auditing, Tax Research, Income Tax, Analysis, Tax, Tax Preparation, Internal Controls, Access
Education
Brigham Young University 2008 — 2012
BS, Accounting
TaxHawk, Inc May 2012 - Present
Greenstein, Rogoff, Olsen & Co., LLP January 2012 - April 2012
Marriott Undergraduate Women in Business 2009 - April 2012
IBC Advanced Technologies 2008 - April 2012
Skills
Accounting, Financial Accounting, Financial Analysis, Auditing, Tax Research, Income Tax, Analysis, Tax, Tax Preparation, Internal Controls, Access
Education
Brigham Young University 2008 — 2012
BS, Accounting
James Itthipornvanich's Greenstein, Rogoff, Olsen & Co., LLP Experience November 2011 - Present
Job Media Specialist at GROCO CPAs & Advisors
Industry Computer Software
Experience
Greenstein, Rogoff, Olsen & Co., LLP November 2011 - Present
Skills
Social Media, Microsoft Office, HTML, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Research, Public Speaking, Teamwork, Coding Languages, Sales, Mac OS, Communication, Time Management, Leadership, Social Networking
Education
Brigham Young University - Idaho 2014 — 2017
Bachelor's Degree, Computer Engineering
Mission College 2011 — 2012
Greenstein, Rogoff, Olsen & Co., LLP November 2011 - Present
Skills
Social Media, Microsoft Office, HTML, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Research, Public Speaking, Teamwork, Coding Languages, Sales, Mac OS, Communication, Time Management, Leadership, Social Networking
Education
Brigham Young University - Idaho 2014 — 2017
Bachelor's Degree, Computer Engineering
Mission College 2011 — 2012
Greg Dixon Greg Dixon's Greenstein, Rogoff, Olsen & Co., LLP Experience May 2008 - July 2008
Job CPA, Deloitte, Audit Manager
Industry Accounting
Experience
Deloitte September 2011 - Present
PwC 2010 - August 2011
Jon M Huntsman School of Business August 2009 - May 2010
Greenstein, Rogoff, Olsen & Co., LLP May 2008 - July 2008
PwC January 2008 - April 2008
Skills
US GAAP, SEC filings, Auditing, Private Equity, Assurance, Financial Reporting, Team Leadership, Financial Accounting, Revenue Recognition, Financial Instruments, Business Valuation, Hedge Funds, Tax, GAAP, Accounting, Internal Controls, Microsoft Excel, CPA, Sarbanes-Oxley Act, Financial Statements, Analysis, Microsoft Office, Financial Analysis, Finance
Education
Utah State University - Jon M. Huntsman School of Business 2009 — 2010
MAcc, Accounting
Brigham Young University - Idaho 2006 — 2009
Bachelor of Accounting, Accounting, French
Deloitte September 2011 - Present
PwC 2010 - August 2011
Jon M Huntsman School of Business August 2009 - May 2010
Greenstein, Rogoff, Olsen & Co., LLP May 2008 - July 2008
PwC January 2008 - April 2008
Skills
US GAAP, SEC filings, Auditing, Private Equity, Assurance, Financial Reporting, Team Leadership, Financial Accounting, Revenue Recognition, Financial Instruments, Business Valuation, Hedge Funds, Tax, GAAP, Accounting, Internal Controls, Microsoft Excel, CPA, Sarbanes-Oxley Act, Financial Statements, Analysis, Microsoft Office, Financial Analysis, Finance
Education
Utah State University - Jon M. Huntsman School of Business 2009 — 2010
MAcc, Accounting
Brigham Young University - Idaho 2006 — 2009
Bachelor of Accounting, Accounting, French
Peggy Butler Peggy Butler's Greenstein, Rogoff, Olsen & Co., LLP Experience December 1989 - Present
Job Staff accountant at Greenstein, Rogoff, Olsen & Co., LLP
Industry Accounting
Experience
Greenstein, Rogoff, Olsen & Co., LLP December 1989 - Present
Skills
Payroll, Bookkeeping, Tax, Tax Preparation, Income Tax, Tax Accounting, Tax Returns, US GAAP
Education
Luther College
Greenstein, Rogoff, Olsen & Co., LLP December 1989 - Present
Skills
Payroll, Bookkeeping, Tax, Tax Preparation, Income Tax, Tax Accounting, Tax Returns, US GAAP
Education
Luther College
Dat Nguyen Dat Nguyen's Greenstein, Rogoff, Olsen & Co., LLP Experience August 2011 - December 2011
Job Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
Brigham Young University October 2011 - Present
Nomura June 2014 - August 2014
Sorenson Capital May 2013 - August 2013
StepStone Group January 2013 - April 2013
Beneficial Financial Group January 2012 - April 2012
Greenstein, Rogoff, Olsen & Co., LLP August 2011 - December 2011
Skills
Microsoft Office, C++, Tutoring, Visual Basic, Accounting, Attention To Detail, Quick Study, PeopleSoft, Business Objects, Valuation, DCF Valuation, LBO, Investment Banking, Private Equity, VBA, Financial Modeling, Financial Analysis, Analysis, Due Diligence, Economics, Investments
Education
Brigham Young University 2010 — 2015
Master's degree, Accounting
Hanoi Amsterdam High School 2006 — 2009
Math, Physics, and Chemistry
Deloitte September 2015 - Present
Brigham Young University October 2011 - Present
Nomura June 2014 - August 2014
Sorenson Capital May 2013 - August 2013
StepStone Group January 2013 - April 2013
Beneficial Financial Group January 2012 - April 2012
Greenstein, Rogoff, Olsen & Co., LLP August 2011 - December 2011
Skills
Microsoft Office, C++, Tutoring, Visual Basic, Accounting, Attention To Detail, Quick Study, PeopleSoft, Business Objects, Valuation, DCF Valuation, LBO, Investment Banking, Private Equity, VBA, Financial Modeling, Financial Analysis, Analysis, Due Diligence, Economics, Investments
Education
Brigham Young University 2010 — 2015
Master's degree, Accounting
Hanoi Amsterdam High School 2006 — 2009
Math, Physics, and Chemistry
Tanya Hadzhieva, CPA Tanya Hadzhieva, CPA's Greenstein, Rogoff, Olsen & Co., LLP Experience January 2011 - Present
Job Senior Accountant at Greenstein, Rogoff, Olsen & Co., LLP
Industry Accounting
Experience
Greenstein, Rogoff, Olsen & Co., LLP January 2011 - Present
John G. Mattos PTA July 2013 - July 2015
Fremont Chamber of Commerce- Fremont Leadership Class 2015 September 2014 - May 2015
BYU Management Society Silicon Valley January 2012 - December 2012
BYU Management Society Silicon Valley March 2011 - December 2011
Bank of the West March 2008 - December 2010
Top Flight Gymnastics August 2004 - March 2008
Skills
Financial Reporting, Tax, Quickbooks, Excel, Tax Preparation, PowerPoint, Microsoft Office, Outlook, Word, Bookkeeping, General Ledger, Account Reconciliation, Due Diligence, Financial Accounting, Spreadsheets, Banking, Reconciliation, Research, Microsoft Word, QuickBooks, Microsoft Excel, Auditing, Accounting, Financial Analysis, GAAP, Tax Accounting, Corporate Tax, Tax Returns
Education
University of National and World Economics 1998 — 2002
BA, Arts of Economics with Accounting Specialization
University of National and World Economy 1998 — 2002
Greenstein, Rogoff, Olsen & Co., LLP January 2011 - Present
John G. Mattos PTA July 2013 - July 2015
Fremont Chamber of Commerce- Fremont Leadership Class 2015 September 2014 - May 2015
BYU Management Society Silicon Valley January 2012 - December 2012
BYU Management Society Silicon Valley March 2011 - December 2011
Bank of the West March 2008 - December 2010
Top Flight Gymnastics August 2004 - March 2008
Skills
Financial Reporting, Tax, Quickbooks, Excel, Tax Preparation, PowerPoint, Microsoft Office, Outlook, Word, Bookkeeping, General Ledger, Account Reconciliation, Due Diligence, Financial Accounting, Spreadsheets, Banking, Reconciliation, Research, Microsoft Word, QuickBooks, Microsoft Excel, Auditing, Accounting, Financial Analysis, GAAP, Tax Accounting, Corporate Tax, Tax Returns
Education
University of National and World Economics 1998 — 2002
BA, Arts of Economics with Accounting Specialization
University of National and World Economy 1998 — 2002
Chuck Roberts Chuck Roberts's Greenstein, Rogoff, Olsen & Co., LLP Experience August 2008 - Present
Job M&A Director at Greenstein, Rogoff, Olsen & Co., LLP, CPAs (GROCO)
Industry Accounting
Experience
Greenstein, Rogoff, Olsen & Co., LLP August 2008 - Present
RIT Inc. January 2004 - July 2008
Prime Credit Reports of Puerto Rico 1997 - 2004
First American CREDCO/First Advantage 1992 - 1997
Prime Credit Reports Inc. October 1989 - November 1992
Skills
Mergers, Due Diligence, Accounting, Financial Analysis, Private Equity, Auditing, Strategic Financial..., QuickBooks, Valuation, Business Development, Corporate Branding
Education
University of San Francisco
BS, Information Systems Management
Greenstein, Rogoff, Olsen & Co., LLP August 2008 - Present
RIT Inc. January 2004 - July 2008
Prime Credit Reports of Puerto Rico 1997 - 2004
First American CREDCO/First Advantage 1992 - 1997
Prime Credit Reports Inc. October 1989 - November 1992
Skills
Mergers, Due Diligence, Accounting, Financial Analysis, Private Equity, Auditing, Strategic Financial..., QuickBooks, Valuation, Business Development, Corporate Branding
Education
University of San Francisco
BS, Information Systems Management
Jennifer Lee Scherbel Jennifer Lee Scherbel's Greenstein, Rogoff, Olsen & Co., LLP Experience January 2011 - October 2011
Job Associate
Industry Accounting
Experience
PwC September 2013 - Present
Hawkins Cloward & Simister January 2013 - April 2013
Acclaim Companies October 2011 - January 2013
Greenstein, Rogoff, Olsen & Co., LLP January 2011 - October 2011
Brickline Pavers April 2010 - December 2010
BYU-I January 2005 - August 2010
Greenstein, Rogoff, Olsen & Co., LLP January 2010 - April 2010
Miles CPA January 2009 - April 2009
Skills
Tax, Accounting, Income Tax, Financial Reporting, Quickbooks, Tax Preparation, Excel, Word, PowerPoint, Microsoft Office, Spanish, Accounts Payable, Bookkeeping, Outlook, English
Education
Brigham Young University - Idaho 2004 — 2010
Bachelors of Science, Accounting
PwC September 2013 - Present
Hawkins Cloward & Simister January 2013 - April 2013
Acclaim Companies October 2011 - January 2013
Greenstein, Rogoff, Olsen & Co., LLP January 2011 - October 2011
Brickline Pavers April 2010 - December 2010
BYU-I January 2005 - August 2010
Greenstein, Rogoff, Olsen & Co., LLP January 2010 - April 2010
Miles CPA January 2009 - April 2009
Skills
Tax, Accounting, Income Tax, Financial Reporting, Quickbooks, Tax Preparation, Excel, Word, PowerPoint, Microsoft Office, Spanish, Accounts Payable, Bookkeeping, Outlook, English
Education
Brigham Young University - Idaho 2004 — 2010
Bachelors of Science, Accounting
Cindy Liu Cindy Liu's Greenstein, Rogoff, Olsen & Co., LLP Experience January 2007 - August 2009
Job Senior Tax Analyst at Palo Alto Networks
Industry Accounting
Experience
Palo Alto Networks March 2014 - Present
SAP November 2012 - October 2013
Greenstein, Rogoff, Olsen & Co., LLP January 2007 - August 2009
Waterman Fallahee Hanson & Associates January 2005 - December 2006
Skills
Tax Returns, GAAP, International Tax, Corporate Tax, Tax Preparation, Tax Research, Income Tax, US GAAP, Tax, Tax Accounting, Financial Reporting, QuickBooks, Accounting, Strategic Financial..., IFRS, SAP, Revenue Recognition, CPA, Financial Accounting
Education
Golden Gate University 2010 — 2012
Master of Science (MS), Taxation, 3.7 / 4.0
University of California, Los Angeles 1999 — 2002
Bachelor of Arts (B.A.), Business/Managerial Economics, Accounting, 3.5 / 4.0
Palo Alto Networks March 2014 - Present
SAP November 2012 - October 2013
Greenstein, Rogoff, Olsen & Co., LLP January 2007 - August 2009
Waterman Fallahee Hanson & Associates January 2005 - December 2006
Skills
Tax Returns, GAAP, International Tax, Corporate Tax, Tax Preparation, Tax Research, Income Tax, US GAAP, Tax, Tax Accounting, Financial Reporting, QuickBooks, Accounting, Strategic Financial..., IFRS, SAP, Revenue Recognition, CPA, Financial Accounting
Education
Golden Gate University 2010 — 2012
Master of Science (MS), Taxation, 3.7 / 4.0
University of California, Los Angeles 1999 — 2002
Bachelor of Arts (B.A.), Business/Managerial Economics, Accounting, 3.5 / 4.0
Melissa Sorensen Melissa Sorensen's Greenstein, Rogoff, Olsen & Co., LLP Experience June 2012 - Present
Job Staff Accountant at Greenstein, Rogoff, Olsen, & Co., LLP
Industry Accounting
Experience
Greenstein, Rogoff, Olsen & Co., LLP June 2012 - Present
Harold B. Lee Library - BYU April 2011 - April 2012
Skills
Microsoft Word, Accounting, Microsoft Excel, PowerPoint, QuickBooks, Microsoft Office, Tax, Income Tax, Bookkeeping, Financial Analysis
Education
Brigham Young University 2008 — 2012
Bachelor, Accounting
Greenstein, Rogoff, Olsen & Co., LLP June 2012 - Present
Harold B. Lee Library - BYU April 2011 - April 2012
Skills
Microsoft Word, Accounting, Microsoft Excel, PowerPoint, QuickBooks, Microsoft Office, Tax, Income Tax, Bookkeeping, Financial Analysis
Education
Brigham Young University 2008 — 2012
Bachelor, Accounting
Parry Garff's Greenstein, Rogoff, Olsen & Co., LLP Experience January 2011 - April 2011
Job Stayathome dad
Industry Research
Experience
Brigham Young University August 2012 - April 2014
Brigham Young University September 2012 - September 2013
Brigham Young University, January 2013 - July 2013
EQUINOX Owner Operator Solutions Inc. January 2012 - April 2012
Greenstein, Rogoff, Olsen & Co., LLP January 2011 - April 2011
BYU Study Abroad April 2010 - June 2010
Jon Wood CPA, Benicia, CA April 2009 - August 2009
ADVENTURES FOR A CAUSE December 2007 - September 2008
CAMP WP LLC dba PAULA'S PLACE, Ann Arbor, MI May 2004 - August 2007
The Church of Jesus Christ of Latter-Day Saints July 2005 - July 2007
Education
Brigham Young University 2004 — 2010
BS, Accounting
Brigham Young University August 2012 - April 2014
Brigham Young University September 2012 - September 2013
Brigham Young University, January 2013 - July 2013
EQUINOX Owner Operator Solutions Inc. January 2012 - April 2012
Greenstein, Rogoff, Olsen & Co., LLP January 2011 - April 2011
BYU Study Abroad April 2010 - June 2010
Jon Wood CPA, Benicia, CA April 2009 - August 2009
ADVENTURES FOR A CAUSE December 2007 - September 2008
CAMP WP LLC dba PAULA'S PLACE, Ann Arbor, MI May 2004 - August 2007
The Church of Jesus Christ of Latter-Day Saints July 2005 - July 2007
Education
Brigham Young University 2004 — 2010
BS, Accounting
Amber Spencer Amber Spencer's Greenstein, Rogoff, Olsen & Co., LLP Experience May 2013 - August 2013
Job Graphic Designer at Insignia
Industry Graphic Design
Experience
Insignia January 2014 - Present
Bayberry Design May 2012 - Present
Greenstein, Rogoff, Olsen & Co., LLP May 2013 - August 2013
Lands' End August 2010 - June 2011
Skills
Blogging, Newsletters, Social Media, Marketing, Graphic Design, Leadership, Logo Design, Management, Publishing, Small Business, Product Development, Wellness, Nutrition, Teaching, Adobe Creative Suite, Mac, Illustrator, Photoshop, Web Design, Adobe Acrobat, PowerPoint
Education
BYU-Idaho 2004 — 2010
Bachelors of Science, Exercise Physiology
Insignia January 2014 - Present
Bayberry Design May 2012 - Present
Greenstein, Rogoff, Olsen & Co., LLP May 2013 - August 2013
Lands' End August 2010 - June 2011
Skills
Blogging, Newsletters, Social Media, Marketing, Graphic Design, Leadership, Logo Design, Management, Publishing, Small Business, Product Development, Wellness, Nutrition, Teaching, Adobe Creative Suite, Mac, Illustrator, Photoshop, Web Design, Adobe Acrobat, PowerPoint
Education
BYU-Idaho 2004 — 2010
Bachelors of Science, Exercise Physiology
Harry Rothenberg Harry Rothenberg's Greenstein, Rogoff, Olsen & Co., LLP Experience November 1995 - December 1996
Job Tax and Accounting Consultant at Harry Rothenberg CPA
Industry Accounting
Experience
Excelfore Corporation January 2009 - Present
Harry Rothenberg CPA January 1986 - Present
PriceWaterhouse LLC January 1997 - May 2000
Greenstein, Rogoff, Olsen & Co., LLP November 1995 - December 1996
Skills
High Net Worth..., Start-ups, Corporate Controller, Small & Medium Size...
Education
University of South Florida - College of Business Administration
MBA, Business Administration
Excelfore Corporation January 2009 - Present
Harry Rothenberg CPA January 1986 - Present
PriceWaterhouse LLC January 1997 - May 2000
Greenstein, Rogoff, Olsen & Co., LLP November 1995 - December 1996
Skills
High Net Worth..., Start-ups, Corporate Controller, Small & Medium Size...
Education
University of South Florida - College of Business Administration
MBA, Business Administration
Evonne House Evonne House's Greenstein, Rogoff, Olsen & Co., LLP Experience July 2013 - June 2015
Job SPS Consultant at Robert Half Finance & Accounting
Industry Accounting
Experience
Robert Half Finance & Accounting June 2015 - Present
Greenstein, Rogoff, Olsen & Co., LLP July 2013 - June 2015
PwC June 2011 - June 2013
Mercer Street Salon July 2005 - September 2009
Vidal Sassoon August 2003 - January 2005
Skills
Accounting, Financial Accounting, Financial Reporting, GoSystems, Tax Research, Corporate Tax, Account Reconciliation, International Tax, Tax Accounting, Big 4, Financial Analysis, Accounts Payable, US GAAP, Bookkeeping, GAAP, Tax Preparation, Tax, Financial Planning, Microsoft Excel, Partnership Taxation
Education
San Francisco State University 2007 — 2010
BA, Accounting
Robert Half Finance & Accounting June 2015 - Present
Greenstein, Rogoff, Olsen & Co., LLP July 2013 - June 2015
PwC June 2011 - June 2013
Mercer Street Salon July 2005 - September 2009
Vidal Sassoon August 2003 - January 2005
Skills
Accounting, Financial Accounting, Financial Reporting, GoSystems, Tax Research, Corporate Tax, Account Reconciliation, International Tax, Tax Accounting, Big 4, Financial Analysis, Accounts Payable, US GAAP, Bookkeeping, GAAP, Tax Preparation, Tax, Financial Planning, Microsoft Excel, Partnership Taxation
Education
San Francisco State University 2007 — 2010
BA, Accounting
Stephen Goveia, Global Head of Strategy Stephen Goveia, Global Head of Strategy's Greenstein, Rogoff, Olsen & Co., LLP Experience November 2008 - March 2011
Job Adjunct Professor at FACULTY
Industry Computer Software
Experience
NCORD Healthcare LLC July 2014 - Present
Faculty September 2008 - Present
Tectura March 2011 - January 2014
Greenstein, Rogoff, Olsen & Co., LLP November 2008 - March 2011
Madeira Ventures LLC January 2003 - November 2008
Sybersay Communications Inc. April 2001 - December 2002
Knowledge Universe April 1997 - April 2001
Sega of America, Inc. December 1992 - March 1997
Coopers & Lybrand April 1987 - December 1992
Levi Strauss & Co. January 1979 - December 1986
Skills
Consolidation, Due Diligence, Accounting, Business Process, Enterprise Software, Financial Reporting, Employee Benefits, Executive Management, Personnel Management, Coaching, Consulting, Business Process..., Start-ups, Outsourcing, Leadership, Venture Capital, Go-to-market Strategy, Financial Accounting, Mergers, Integration, Financial Analysis, Forecasting, Selling, Strategic Financial..., Recruiting, Management, Entrepreneurship, Internal Controls, Process Improvement, Public Speaking, Managerial Finance, Training, Talent Management, New Business Development, Payroll, Mergers & Acquisitions, Restructuring, Small Business, Corporate Governance, Budgets, Financial Modeling, Management Consulting, Finance, ERP, Business Planning, HR Consulting, Acquisition Integration, US GAAP, Human Resources, Employee Training
Education
University of South Carolina - The Moore School of Business
MBA
NCORD Healthcare LLC July 2014 - Present
Faculty September 2008 - Present
Tectura March 2011 - January 2014
Greenstein, Rogoff, Olsen & Co., LLP November 2008 - March 2011
Madeira Ventures LLC January 2003 - November 2008
Sybersay Communications Inc. April 2001 - December 2002
Knowledge Universe April 1997 - April 2001
Sega of America, Inc. December 1992 - March 1997
Coopers & Lybrand April 1987 - December 1992
Levi Strauss & Co. January 1979 - December 1986
Skills
Consolidation, Due Diligence, Accounting, Business Process, Enterprise Software, Financial Reporting, Employee Benefits, Executive Management, Personnel Management, Coaching, Consulting, Business Process..., Start-ups, Outsourcing, Leadership, Venture Capital, Go-to-market Strategy, Financial Accounting, Mergers, Integration, Financial Analysis, Forecasting, Selling, Strategic Financial..., Recruiting, Management, Entrepreneurship, Internal Controls, Process Improvement, Public Speaking, Managerial Finance, Training, Talent Management, New Business Development, Payroll, Mergers & Acquisitions, Restructuring, Small Business, Corporate Governance, Budgets, Financial Modeling, Management Consulting, Finance, ERP, Business Planning, HR Consulting, Acquisition Integration, US GAAP, Human Resources, Employee Training
Education
University of South Carolina - The Moore School of Business
MBA
Darcie Vaughan Darcie Vaughan's Greenstein, Rogoff, Olsen & Co., LLP Experience January 2004 - June 2004
Job Vice President of Operations at Pacific Summit Resources, LLC, an enterprise of the National Center for APEC
Industry International Trade and Development
Experience
Pacific Summit Resources, LLC November 2013 - Present
National Center for APEC (APEC 2011 USA Host Committee) July 2011 - June 2012
CAFECOSA June 2004 - June 2011
Greenstein, Rogoff, Olsen & Co., LLP January 2004 - June 2004
Bond Curtis LLP November 2002 - November 2003
Koko Interactive January 2000 - June 2002
Colliers International July 1997 - November 1998
Weinstein, Fischer, Riley, Erickson and Wolfe January 1990 - June 1997
Skills
Strategic Partnerships, Marketing, Marketing Communications, Strategy, Marketing Strategy, New Business Development, Management, Program Management, Strategic Planning, Leadership, International Business, Event Planning
Education
Golden Gate University 2003 — 2004
Marketing
University of Washington 1992 — 1994
Pacific Summit Resources, LLC November 2013 - Present
National Center for APEC (APEC 2011 USA Host Committee) July 2011 - June 2012
CAFECOSA June 2004 - June 2011
Greenstein, Rogoff, Olsen & Co., LLP January 2004 - June 2004
Bond Curtis LLP November 2002 - November 2003
Koko Interactive January 2000 - June 2002
Colliers International July 1997 - November 1998
Weinstein, Fischer, Riley, Erickson and Wolfe January 1990 - June 1997
Skills
Strategic Partnerships, Marketing, Marketing Communications, Strategy, Marketing Strategy, New Business Development, Management, Program Management, Strategic Planning, Leadership, International Business, Event Planning
Education
Golden Gate University 2003 — 2004
Marketing
University of Washington 1992 — 1994
Brian Ho Brian Ho's Greenstein, Rogoff, Olsen & Co., LLP Experience August 2011 - November 2011
Job Brigham Young University
Industry Investment Management
Experience
Independent iOS Developer January 2015 - Present
Brigham Young University January 2014 - April 2015
University Venture Fund October 2013 - February 2015
EY June 2014 - August 2014
Deloitte May 2013 - August 2013
Brigham Young University January 2013 - April 2013
Brigham Young University April 2012 - December 2012
The "ROC Fund" Real Estate Opportunity Capital Fund, L.P. November 2011 - February 2012
Greenstein, Rogoff, Olsen & Co., LLP August 2011 - November 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, DCF, Microsoft Excel, Business Valuation, Due Diligence, Investments, Research, C++, Stata, Pascal, VBA, Bloomberg Terminal, Access
Education
Brigham Young University 2011 — 2015
Master's degree, Accounting
Independent iOS Developer January 2015 - Present
Brigham Young University January 2014 - April 2015
University Venture Fund October 2013 - February 2015
EY June 2014 - August 2014
Deloitte May 2013 - August 2013
Brigham Young University January 2013 - April 2013
Brigham Young University April 2012 - December 2012
The "ROC Fund" Real Estate Opportunity Capital Fund, L.P. November 2011 - February 2012
Greenstein, Rogoff, Olsen & Co., LLP August 2011 - November 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, DCF, Microsoft Excel, Business Valuation, Due Diligence, Investments, Research, C++, Stata, Pascal, VBA, Bloomberg Terminal, Access
Education
Brigham Young University 2011 — 2015
Master's degree, Accounting
Jeff Penovich Jeff Penovich's Greenstein, Rogoff, Olsen & Co., LLP Experience January 2012 - April 2012
Job Assoicate IT Analyst at Gap Inc./GapTech
Industry Information Technology and Services
Experience
Gap Inc./GapTech July 2014 - Present
Brigham Young University September 2013 - Present
Gap Inc. June 2013 - Present
BYU Custodial November 2010 - September 2012
MicroBusiness Mentors January 2012 - May 2012
Greenstein, Rogoff, Olsen & Co., LLP January 2012 - April 2012
Opinionology September 2011 - November 2011
The Church of Jesus Christ of Latter-day Saints April 2008 - April 2010
Candyman Inc September 2007 - April 2008
Skills
Spanish, Microsoft Excel, Microsoft Office, Access, Leadership, Microsoft Word, Databases, Budgets, Marketing, Customer Service, Project Management
Education
Brigham Young University 2009 — 2014
Associates, MSM-undergrad-Business Management
Brigham Young University
BS, Business Management, Information SystemsApr
Gap Inc./GapTech July 2014 - Present
Brigham Young University September 2013 - Present
Gap Inc. June 2013 - Present
BYU Custodial November 2010 - September 2012
MicroBusiness Mentors January 2012 - May 2012
Greenstein, Rogoff, Olsen & Co., LLP January 2012 - April 2012
Opinionology September 2011 - November 2011
The Church of Jesus Christ of Latter-day Saints April 2008 - April 2010
Candyman Inc September 2007 - April 2008
Skills
Spanish, Microsoft Excel, Microsoft Office, Access, Leadership, Microsoft Word, Databases, Budgets, Marketing, Customer Service, Project Management
Education
Brigham Young University 2009 — 2014
Associates, MSM-undergrad-Business Management
Brigham Young University
BS, Business Management, Information SystemsApr
Ronald H. Cohen, CPA, Tax Partner Ronald H. Cohen, CPA, Tax Partner's Greenstein, Rogoff, Olsen & Co., LLP Experience November 2006 - Present
Job Tax Partner (Domestic and International) at Greenstein, Rogoff, Olsen & Co., LLP
Industry Accounting
Experience
Ohlone College 2008 - Present
Greenstein, Rogoff, Olsen & Co., LLP November 2006 - Present
KLA-Tencor Corporation 1996 - 2003
Pacific Telesis Group/AirTouch Communications (Spin Off) 1989 - 1996
Arthur Andersen, LLP July 1981 - July 1983
Skills
International Tax, Auditing, Corporate Tax, Income Tax, Accounting, Tax, Tax Returns, Tax Preparation, Start-ups, CPA, GAAP, Financial Accounting, IRS, Tax Accounting, Bookkeeping, LLC
Education
Golden Gate University
MST, Master of Science in Taxation
University of Illinois at Chicago
BS, Accounting
Ohlone College 2008 - Present
Greenstein, Rogoff, Olsen & Co., LLP November 2006 - Present
KLA-Tencor Corporation 1996 - 2003
Pacific Telesis Group/AirTouch Communications (Spin Off) 1989 - 1996
Arthur Andersen, LLP July 1981 - July 1983
Skills
International Tax, Auditing, Corporate Tax, Income Tax, Accounting, Tax, Tax Returns, Tax Preparation, Start-ups, CPA, GAAP, Financial Accounting, IRS, Tax Accounting, Bookkeeping, LLC
Education
Golden Gate University
MST, Master of Science in Taxation
University of Illinois at Chicago
BS, Accounting
Chase Brown's Greenstein, Rogoff, Olsen & Co., LLP Experience January 2012 - April 2012
Job Assurance Staff at EY
Industry Accounting
Experience
EY June 2015 - Present
EY January 2014 - May 2015
BYU-Idaho January 2011 - July 2013
BYU-Idaho September 2007 - July 2013
Ernst & Young June 2012 - August 2012
Greenstein, Rogoff, Olsen & Co., LLP January 2012 - April 2012
Skills
Tax Preparation, Corporate Tax, International Tax, Tax Accounting, Client/server, Market Analysis, Tax, Financial Accounting, Accounting, Microsoft Excel, QuickBooks, Financial Analysis, Public Speaking, Bookkeeping, Financial Statements, Nonprofits, Teamwork, Entrepreneurship, Training
Education
Brigham Young University - Idaho 2007 — 2013
Bachelor of Science (BS), Accounting and Business/Management, 3.8 GPA
EY June 2015 - Present
EY January 2014 - May 2015
BYU-Idaho January 2011 - July 2013
BYU-Idaho September 2007 - July 2013
Ernst & Young June 2012 - August 2012
Greenstein, Rogoff, Olsen & Co., LLP January 2012 - April 2012
Skills
Tax Preparation, Corporate Tax, International Tax, Tax Accounting, Client/server, Market Analysis, Tax, Financial Accounting, Accounting, Microsoft Excel, QuickBooks, Financial Analysis, Public Speaking, Bookkeeping, Financial Statements, Nonprofits, Teamwork, Entrepreneurship, Training
Education
Brigham Young University - Idaho 2007 — 2013
Bachelor of Science (BS), Accounting and Business/Management, 3.8 GPA
Sangini Goenka's Greenstein, Rogoff, Olsen & Co., LLP Experience August 2000 - December 2002
Job Tax Advisor to High Net Worth Families and Related Entities, Leading the New York Office of Frank, Rimerman + Co. LLP
Industry Accounting
Experience
Frank, Rimerman + Co. LLP January 2003 - Present
Greenstein, Rogoff, Olsen & Co., LLP August 2000 - December 2002
Education
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting
University of Mumbai
Bachelor's in Accounting, Accounting
Frank, Rimerman + Co. LLP January 2003 - Present
Greenstein, Rogoff, Olsen & Co., LLP August 2000 - December 2002
Education
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting
University of Mumbai
Bachelor's in Accounting, Accounting
Vivian Yuan, CPA's Greenstein, Rogoff, Olsen & Co., LLP Experience September 2013 - Present
Job Tax Manager
Industry Accounting
Experience
Greenstein, Rogoff, Olsen & Co., LLP September 2013 - Present
Fremont Chamber of Commerce September 2013 - May 2014
Montage Services Inc. June 2010 - May 2013
True Partners Consulting July 2008 - January 2010
University of Notre Dame 2007 - 2008
Ernst & Young 2006 - 2006
Skills
Tax, Tax Research, Corporate Tax, Tax Returns, QuickBooks, State Tax, Auditing, International Tax, Long-term Customer..., GAAP, Internal Audit, Income Tax, Accounting, Finance, Partnership Taxation, US GAAP, Tax Preparation, Tax Advisory, Financial Accounting
Education
University of Notre Dame 2007 — 2008
Master of Science in Accountancy, Cum Laude
Queen's University 2007 — 2007
Business School Exchange
Peking University 2003 — 2007
BBA, Finance & Accounting
Fremont Leadership
Greenstein, Rogoff, Olsen & Co., LLP September 2013 - Present
Fremont Chamber of Commerce September 2013 - May 2014
Montage Services Inc. June 2010 - May 2013
True Partners Consulting July 2008 - January 2010
University of Notre Dame 2007 - 2008
Ernst & Young 2006 - 2006
Skills
Tax, Tax Research, Corporate Tax, Tax Returns, QuickBooks, State Tax, Auditing, International Tax, Long-term Customer..., GAAP, Internal Audit, Income Tax, Accounting, Finance, Partnership Taxation, US GAAP, Tax Preparation, Tax Advisory, Financial Accounting
Education
University of Notre Dame 2007 — 2008
Master of Science in Accountancy, Cum Laude
Queen's University 2007 — 2007
Business School Exchange
Peking University 2003 — 2007
BBA, Finance & Accounting
Fremont Leadership
Cinthia Sheu's Greenstein, Rogoff, Olsen & Co., LLP Experience January 1996 - November 1996
Job VP Finance at Vivo Ventures
Industry Venture Capital & Private Equity
Experience
VIVO Ventures June 2003 - Present
VIVO Ventures June 2003 - Present
Infinity Capital, LLC October 2000 - May 2003
PricewaterhouseCoopers LLP December 1996 - September 2000
Greenstein, Rogoff, Olsen & Co., LLP January 1996 - November 1996
Kimpton Hotel and Restaurant Group March 1995 - December 1995
Skills
Venture Capital, Financial Reporting, Accounting, GAAP, Financial Accounting, Auditing, Tax, Budget, General Ledger, QuickBooks, Due Diligence, Private Equity, Microsoft Excel
Education
University of Texas at Dallas - Naveen Jindal School of Management 1992 — 1994
MS Accounting
National Taiwan University 1987 — 1991
BA, Economics
VIVO Ventures June 2003 - Present
VIVO Ventures June 2003 - Present
Infinity Capital, LLC October 2000 - May 2003
PricewaterhouseCoopers LLP December 1996 - September 2000
Greenstein, Rogoff, Olsen & Co., LLP January 1996 - November 1996
Kimpton Hotel and Restaurant Group March 1995 - December 1995
Skills
Venture Capital, Financial Reporting, Accounting, GAAP, Financial Accounting, Auditing, Tax, Budget, General Ledger, QuickBooks, Due Diligence, Private Equity, Microsoft Excel
Education
University of Texas at Dallas - Naveen Jindal School of Management 1992 — 1994
MS Accounting
National Taiwan University 1987 — 1991
BA, Economics
Myke Olsen's Greenstein, Rogoff, Olsen & Co., LLP Experience January 2008 - April 2008
Job Staff Accountant at philosophy
Industry Accounting
Experience
Cole Capital January 2015 - Present
philosophy July 2013 - December 2014
International Franchise Solutions May 2010 - July 2013
GVNW Consulting May 2009 - May 2010
Greenstein, Rogoff, Olsen & Co., LLP January 2008 - April 2008
Fox Peterson, LLC January 2004 - April 2007
Skills
Accounting, Auditing, Financial Reporting, Financial Analysis, Franchising, Tax Preparation, Bookkeeping, GAAP, Financial Statements, Customer Service, Small Business, Microsoft Office, QuickBooks, US GAAP, Income Tax, Tax Accounting, Fixed Assets, Tax, General Ledger, Microsoft Excel
Education
Brigham Young University - Idaho 2007 — 2009
Bachelor of Science (B.S.), Accounting
Mesa Community College 2004 — 2007
Associates in Arts, Business
Cole Capital January 2015 - Present
philosophy July 2013 - December 2014
International Franchise Solutions May 2010 - July 2013
GVNW Consulting May 2009 - May 2010
Greenstein, Rogoff, Olsen & Co., LLP January 2008 - April 2008
Fox Peterson, LLC January 2004 - April 2007
Skills
Accounting, Auditing, Financial Reporting, Financial Analysis, Franchising, Tax Preparation, Bookkeeping, GAAP, Financial Statements, Customer Service, Small Business, Microsoft Office, QuickBooks, US GAAP, Income Tax, Tax Accounting, Fixed Assets, Tax, General Ledger, Microsoft Excel
Education
Brigham Young University - Idaho 2007 — 2009
Bachelor of Science (B.S.), Accounting
Mesa Community College 2004 — 2007
Associates in Arts, Business
Aaron Olsen's Greenstein, Rogoff, Olsen & Co., LLP Experience August 2011 - Present
Job Producer & Entrepreneur in House
Industry Accounting
Experience
Greenstein, Rogoff, Olsen & Co., LLP August 2011 - Present
Olsen Media December 2010 - August 2011
Greenstein, Rogoff, Olsen & Co., LLP February 2010 - April 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, QuickBooks, Outlook, Accounting, Tax Preparation, Adobe Creative Suite, Spanish, Video Editing, Social Media, Access, Facebook, Bookkeeping, Financial Accounting, Video Production
Education
Brigham Young University - Idaho
Bachelor's Degree, Accounting
Brigham Young University - Idaho
Cluster, Communication, General
Brigham Young University - Idaho
Cluster, Spanish, Accounting
Greenstein, Rogoff, Olsen & Co., LLP August 2011 - Present
Olsen Media December 2010 - August 2011
Greenstein, Rogoff, Olsen & Co., LLP February 2010 - April 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, QuickBooks, Outlook, Accounting, Tax Preparation, Adobe Creative Suite, Spanish, Video Editing, Social Media, Access, Facebook, Bookkeeping, Financial Accounting, Video Production
Education
Brigham Young University - Idaho
Bachelor's Degree, Accounting
Brigham Young University - Idaho
Cluster, Communication, General
Brigham Young University - Idaho
Cluster, Spanish, Accounting
Chen S. Wang 解 秀 琴's Greenstein, Rogoff, Olsen & Co., LLP Experience August 1997 - Present
Job Tax Manager at Greenstein, Rogoff, Olsen & Co., LLP
Industry Accounting
Experience
Greenstein, Rogoff, Olsen & Co., LLP August 1997 - Present
Greenstein, Rogoff, Olsen & Co., LLP August 1997 - Present
Mervyns November 2006 - February 2009
Greensteing, Rogoff, Olsen & CO August 1997 - October 2006
Jones, Henle & Schunck, A Accountancy Corp January 1986 - July 1997
Education
Ming Chuan University
AA, Business Adminstrative
Greenstein, Rogoff, Olsen & Co., LLP August 1997 - Present
Greenstein, Rogoff, Olsen & Co., LLP August 1997 - Present
Mervyns November 2006 - February 2009
Greensteing, Rogoff, Olsen & CO August 1997 - October 2006
Jones, Henle & Schunck, A Accountancy Corp January 1986 - July 1997
Education
Ming Chuan University
AA, Business Adminstrative
Kacie Cook's Greenstein, Rogoff, Olsen & Co., LLP Experience January 2010 - April 2010
Job Senior Tax Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC September 2011 - July 2014
PwC January 2011 - April 2011
Greenstein, Rogoff, Olsen & Co., LLP January 2010 - April 2010
Skills
Tax, Tax Accounting, Accounting, Tax Preparation, Tax Research, Corporate Tax, GAAP, Income Tax, CPA, Financial Accounting, Partnership Taxation, QuickBooks, Tax Returns, Microsoft Excel, Fixed Assets, Access, Microsoft Office, Financial Reporting, Tax Advisory
Education
Brigham Young University - Idaho 2008 — 2011
Bachelor of Science, Accounting
Skagit Valley Community College 2006 — 2008
Associate of Arts, General
PwC July 2014 - Present
PwC September 2011 - July 2014
PwC January 2011 - April 2011
Greenstein, Rogoff, Olsen & Co., LLP January 2010 - April 2010
Skills
Tax, Tax Accounting, Accounting, Tax Preparation, Tax Research, Corporate Tax, GAAP, Income Tax, CPA, Financial Accounting, Partnership Taxation, QuickBooks, Tax Returns, Microsoft Excel, Fixed Assets, Access, Microsoft Office, Financial Reporting, Tax Advisory
Education
Brigham Young University - Idaho 2008 — 2011
Bachelor of Science, Accounting
Skagit Valley Community College 2006 — 2008
Associate of Arts, General
Rupinder K. Janda, CPA, MBA's Greenstein, Rogoff, Olsen & Co., LLP Experience August 2012 - Present
Job Experienced Tax & Accounting Professional
Industry Accounting
Experience
Greenstein, Rogoff, Olsen & Co., LLP August 2012 - Present
Greenstein, Rogoff, Olsen & Co., LLP September 2007 - August 2012
Novogradac & Company LLP January 2007 - March 2007
Skills
Accounting, International Tax, Tax, Financial Reporting, Financial Accounting, Auditing, Financial Planning, Financial Analysis, Quickbooks, Tax Preparation, Income Tax, Microsoft Office, General Ledger, GAAP, Reconciliation, Account Reconciliation, PowerPoint, Accruals, Cash Flow, Payroll, US GAAP, Reconciliations, Corporate Tax, Tax Returns, Fixed Assets, LLC, Due Diligence, Journal Entries, Sales Tax, Payroll Taxes, Tax Accounting, Bookkeeping, Variance Analysis, International Accounting, Depreciation, Preparation, Balance, General Ledger..., Use Tax, Monthly Close, Tax Return Preparation, Tax Research, Expenses, Ledger, Audit, Tax Compliance, Accountants, Business Valuation, Revenue Recognition, CPA
Education
California State University-Hayward 2005 — 2008
MBA, Finance, Accounting, GPA 3.8
Greenstein, Rogoff, Olsen & Co., LLP August 2012 - Present
Greenstein, Rogoff, Olsen & Co., LLP September 2007 - August 2012
Novogradac & Company LLP January 2007 - March 2007
Skills
Accounting, International Tax, Tax, Financial Reporting, Financial Accounting, Auditing, Financial Planning, Financial Analysis, Quickbooks, Tax Preparation, Income Tax, Microsoft Office, General Ledger, GAAP, Reconciliation, Account Reconciliation, PowerPoint, Accruals, Cash Flow, Payroll, US GAAP, Reconciliations, Corporate Tax, Tax Returns, Fixed Assets, LLC, Due Diligence, Journal Entries, Sales Tax, Payroll Taxes, Tax Accounting, Bookkeeping, Variance Analysis, International Accounting, Depreciation, Preparation, Balance, General Ledger..., Use Tax, Monthly Close, Tax Return Preparation, Tax Research, Expenses, Ledger, Audit, Tax Compliance, Accountants, Business Valuation, Revenue Recognition, CPA
Education
California State University-Hayward 2005 — 2008
MBA, Finance, Accounting, GPA 3.8
Tram Burfeindt's Greenstein, Rogoff, Olsen & Co., LLP Experience January 2015 - Present
Job CPA at Greenstein, Rogoff, Olsen & Co, LLP
Industry Accounting
Experience
Greenstein, Rogoff, Olsen & Co., LLP January 2015 - Present
Dr. Grewe & Partner LLP January 2013 - January 2015
Rethmeier, CPA April 2009 - May 2011
Skills
Income Tax, Fixed Assets, Financial Statements, Auditing, Variance Analysis, Tax, Financial Analysis, Accounting, Accounts Receivable, General Ledger, Internal Controls, GAAP, Invoicing, Finance, CPA, Tax Accounting
Education
California State University-San Marcos 2008 — 2011
Bachelor of Science, Business Administration; Accountancy, 3.6
Greenstein, Rogoff, Olsen & Co., LLP January 2015 - Present
Dr. Grewe & Partner LLP January 2013 - January 2015
Rethmeier, CPA April 2009 - May 2011
Skills
Income Tax, Fixed Assets, Financial Statements, Auditing, Variance Analysis, Tax, Financial Analysis, Accounting, Accounts Receivable, General Ledger, Internal Controls, GAAP, Invoicing, Finance, CPA, Tax Accounting
Education
California State University-San Marcos 2008 — 2011
Bachelor of Science, Business Administration; Accountancy, 3.6
Rose Lu Chen's Greenstein, Rogoff, Olsen & Co., LLP Experience October 2006 - Present
Job Director at Greenstein, Rogoff, Olsen & Co., LLP
Industry Accounting
Experience
Greenstein, Rogoff, Olsen & Co., LLP October 2006 - Present
Stephen Wang Accountancy April 2006 - September 2006
Skills
International Tax, Tax, Financial Planning, Mergers, Venture Capital, Accounting, Business Valuation, LLC, Financial Reporting, Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Tax Returns, Partnership Taxation, US GAAP
Education
California State University-East Bay 2004 — 2006
MBA, Accounting and Finance
Fudan University
BA, Econ
Greenstein, Rogoff, Olsen & Co., LLP October 2006 - Present
Stephen Wang Accountancy April 2006 - September 2006
Skills
International Tax, Tax, Financial Planning, Mergers, Venture Capital, Accounting, Business Valuation, LLC, Financial Reporting, Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Tax Returns, Partnership Taxation, US GAAP
Education
California State University-East Bay 2004 — 2006
MBA, Accounting and Finance
Fudan University
BA, Econ
Chunmei Amy Wang, CPA's Greenstein, Rogoff, Olsen & Co., LLP Experience October 2013 - Present
Job Staff Accountant at Greenstein, Rogoff, Olsen & Co., LLP
Industry Accounting
Experience
Greenstein, Rogoff, Olsen & Co., LLP October 2013 - Present
Greenstein, Rogoff, Olsen & Co., LLP July 2013 - October 2013
VITA Taxation Program November 2009 - April 2010
University of Louisiana at Lafayette January 2004 - May 2006
Skills
CPA, Financial Analysis, ProSystem fx Tax, Advanced Excel Skills, Proficiency with..., Creative Solutions..., ATB, BNA, Partnership Taxation, Corporate Tax, Tax Preparation, Tax Projection, Research, Auditing, Tax Returns
Education
California State University-Los Angeles
MS, Accountancy
University of Louisiana at Lafayette
MS, Interpersonal and Organizational Communication
University of International Business and Economics, Beijing, China
Bachelor's degree, Economics, Business English
Greenstein, Rogoff, Olsen & Co., LLP October 2013 - Present
Greenstein, Rogoff, Olsen & Co., LLP July 2013 - October 2013
VITA Taxation Program November 2009 - April 2010
University of Louisiana at Lafayette January 2004 - May 2006
Skills
CPA, Financial Analysis, ProSystem fx Tax, Advanced Excel Skills, Proficiency with..., Creative Solutions..., ATB, BNA, Partnership Taxation, Corporate Tax, Tax Preparation, Tax Projection, Research, Auditing, Tax Returns
Education
California State University-Los Angeles
MS, Accountancy
University of Louisiana at Lafayette
MS, Interpersonal and Organizational Communication
University of International Business and Economics, Beijing, China
Bachelor's degree, Economics, Business English
Susan Harms's Greenstein, Rogoff, Olsen & Co., LLP Experience 1990 - 2002
Job Secretary/Bookkeeper at First Baptist Church Dinuba
Industry Accounting
Experience
First Baptist Church Dinuba August 2009 - Present
Greenstein, Rogoff, Olsen & Co., LLP 1990 - 2002
Education
California State University, Fresno 1971 — 1975
Bachelor's degree
Dinuba High School 1967 — 1971
High School Diploma
First Baptist Church Dinuba August 2009 - Present
Greenstein, Rogoff, Olsen & Co., LLP 1990 - 2002
Education
California State University, Fresno 1971 — 1975
Bachelor's degree
Dinuba High School 1967 — 1971
High School Diploma