OUM Company
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OUM Employees
Employee
Years
Job
Industry
Gina Perrone, CPA Gina Perrone, CPA's OUM Experience December 2010 - September 2011
Job Tax Manager at Lending Club
Industry Accounting
Experience
Lending Club March 2015 - Present
Lending Club December 2013 - Present
OUM & Co. LLP September 2011 - December 2013
OUM December 2010 - September 2011
Deloitte Tax LLP June 2007 - December 2010
Deloitte Tax, LLP June 2006 - August 2006
Woodberry Events, Inc. June 2005 - August 2005
Skills
Tax, CPA, Tax Returns, Partnership Taxation, Accounting, Trusts, High Net Worth..., Tax Preparation, Tax Research, Corporate Tax, Tax Accounting, S Corporations, Sales Tax
Education
California Polytechnic State University-San Luis Obispo 2004 — 2007
Business Administration, Accounting Major, Economics Minor
Lending Club March 2015 - Present
Lending Club December 2013 - Present
OUM & Co. LLP September 2011 - December 2013
OUM December 2010 - September 2011
Deloitte Tax LLP June 2007 - December 2010
Deloitte Tax, LLP June 2006 - August 2006
Woodberry Events, Inc. June 2005 - August 2005
Skills
Tax, CPA, Tax Returns, Partnership Taxation, Accounting, Trusts, High Net Worth..., Tax Preparation, Tax Research, Corporate Tax, Tax Accounting, S Corporations, Sales Tax
Education
California Polytechnic State University-San Luis Obispo 2004 — 2007
Business Administration, Accounting Major, Economics Minor
Stephen Estes, CPA Stephen Estes, CPA's OUM Experience November 2011 - November 2012
Job Tax Manager at GALLINA LLP
Industry Accounting
Experience
GALLINA LLP August 2015 - Present
EisnerAmper LLP November 2012 - August 2015
OUM November 2011 - November 2012
Krohn + Company, CPAs December 2009 - November 2011
ThomasYork, LLP 2008 - 2009
BFA Structures January 2005 - May 2008
Skills
Tax Research, CCH Research, Partnership Taxation, Gift Tax, Tax Preparation, Financial Statements, Partnerships, Corporate Law, Auditing, QuickBooks, Financial Reporting, Accounting, Tax, GAAP, Financial Accounting, General Ledger, Bookkeeping, Small Business, Income Tax, Budgets, Corporate Tax, Microsoft Excel, Tax Returns, CPA, Golf Courses, Wineries, Vineyard, Restaurants, CCH ProSystem fx, S Corporations, Finance, Financial Analysis, Tax Accounting
Education
California State University-Chico 2003 — 2008
Bachelors of Science, Business Administration- Accounting
Golden Gate University
In process, MS Tax
GALLINA LLP August 2015 - Present
EisnerAmper LLP November 2012 - August 2015
OUM November 2011 - November 2012
Krohn + Company, CPAs December 2009 - November 2011
ThomasYork, LLP 2008 - 2009
BFA Structures January 2005 - May 2008
Skills
Tax Research, CCH Research, Partnership Taxation, Gift Tax, Tax Preparation, Financial Statements, Partnerships, Corporate Law, Auditing, QuickBooks, Financial Reporting, Accounting, Tax, GAAP, Financial Accounting, General Ledger, Bookkeeping, Small Business, Income Tax, Budgets, Corporate Tax, Microsoft Excel, Tax Returns, CPA, Golf Courses, Wineries, Vineyard, Restaurants, CCH ProSystem fx, S Corporations, Finance, Financial Analysis, Tax Accounting
Education
California State University-Chico 2003 — 2008
Bachelors of Science, Business Administration- Accounting
Golden Gate University
In process, MS Tax
Phillip Emmerich, CPA Phillip Emmerich, CPA's OUM Experience July 2011 - May 2013
Job Senior Accountant
Industry Financial Services
Experience
Credit Karma April 2014 - May 2015
Syntropy May 2013 - April 2014
OUM July 2011 - May 2013
Deloitte August 2008 - July 2011
University of California January 2007 - June 2008
University of California July 2005 - July 2006
Skills
Tax, Income Tax, ProSystem fx Tax, GoSystems, Tax Research, Financial Accounting, Accounting, Corporate Tax, Tax Returns, Account Reconciliation
Education
University of California, Santa Barbara 2004 — 2008
Business Economics, Accounting
Credit Karma April 2014 - May 2015
Syntropy May 2013 - April 2014
OUM July 2011 - May 2013
Deloitte August 2008 - July 2011
University of California January 2007 - June 2008
University of California July 2005 - July 2006
Skills
Tax, Income Tax, ProSystem fx Tax, GoSystems, Tax Research, Financial Accounting, Accounting, Corporate Tax, Tax Returns, Account Reconciliation
Education
University of California, Santa Barbara 2004 — 2008
Business Economics, Accounting
Kimberly Go Kimberly Go's OUM Experience June 2010 - August 2011
Job Senior Auditor at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP September 2011 - Present
OUM June 2010 - August 2011
Skills
Accounting, QuickBooks, GAAP, Auditing, Financial Reporting, Financial Statements, Financial Accounting, Accounts Payable, Account Reconciliation, Sarbanes-Oxley Act, Tax Preparation, Income Tax, Internal Controls, Bookkeeping, Financial Analysis, Tax, Start-ups, Corporate Tax, General Ledger, Microsoft Excel, Due Diligence
Education
University of California, San Diego 2007 — 2009
BS
Lowell High School
OUM & Co. LLP September 2011 - Present
OUM June 2010 - August 2011
Skills
Accounting, QuickBooks, GAAP, Auditing, Financial Reporting, Financial Statements, Financial Accounting, Accounts Payable, Account Reconciliation, Sarbanes-Oxley Act, Tax Preparation, Income Tax, Internal Controls, Bookkeeping, Financial Analysis, Tax, Start-ups, Corporate Tax, General Ledger, Microsoft Excel, Due Diligence
Education
University of California, San Diego 2007 — 2009
BS
Lowell High School
Doug Pallotta Doug Pallotta's OUM Experience September 1997 - Present
Job Partner at OUM & Co. LLP
Industry Accounting
Experience
OUM September 1997 - Present
Skills
Auditing, SEC filings, Tax, GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, SEC Financial Reporting, CPA, US GAAP, Golf, Revenue Recognition, Internal Audit, SOX 404, Sarbanes-Oxley, Due Diligence, Financial Statements, Tax Accounting, Life Science Industry, Technology, 404 Compliance, Biotechnology, Pharmaceutical Industry, Insurance Brokerage, Professional Services, Manufacturing, Consumer Products, Food Industry, SEC Filings, Start-ups
Education
California State University-Hayward - School of Business and Economics 1999 — 2001
MBA, Finance
California State University-Hayward - School of Business and Economics 1993 — 1997
BA, Accounting
Clayton Valley HS
OUM September 1997 - Present
Skills
Auditing, SEC filings, Tax, GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, SEC Financial Reporting, CPA, US GAAP, Golf, Revenue Recognition, Internal Audit, SOX 404, Sarbanes-Oxley, Due Diligence, Financial Statements, Tax Accounting, Life Science Industry, Technology, 404 Compliance, Biotechnology, Pharmaceutical Industry, Insurance Brokerage, Professional Services, Manufacturing, Consumer Products, Food Industry, SEC Filings, Start-ups
Education
California State University-Hayward - School of Business and Economics 1999 — 2001
MBA, Finance
California State University-Hayward - School of Business and Economics 1993 — 1997
BA, Accounting
Clayton Valley HS
Nicholas Goepp Nicholas Goepp's OUM Experience September 2009 - June 2011
Job Senior Underwriter at Arch Insurance Group
Industry Insurance
Experience
Arch Insurance Group March 2015 - Present
ACE Group January 2014 - February 2015
ACE Group June 2012 - January 2014
OUM September 2009 - June 2011
Theresa & Johnny's Real Comfort Food December 2006 - August 2009
Bohemian Club April 2008 - June 2009
Carol Budd Goepp, CPA January 2006 - June 2009
Giants Enterprises June 2006 - August 2006
Skills
QuickBooks, Auditing, Microsoft Excel, Customer Service, Nonprofits, Accounting, Financial Reporting, Spreadsheets, Financial Analysis, GAAP, SEC filings, Payroll, Analysis, Tax, General Ledger, Internal Controls, Insurance, Commercial Insurance, Finance, Property & Casualty..., Underwriting, Management, Microsoft Office
Education
University of San Francisco 2007 — 2009
Bachelor of Science, Accounting
Carleton College 2004 — 2006
Arch Insurance Group March 2015 - Present
ACE Group January 2014 - February 2015
ACE Group June 2012 - January 2014
OUM September 2009 - June 2011
Theresa & Johnny's Real Comfort Food December 2006 - August 2009
Bohemian Club April 2008 - June 2009
Carol Budd Goepp, CPA January 2006 - June 2009
Giants Enterprises June 2006 - August 2006
Skills
QuickBooks, Auditing, Microsoft Excel, Customer Service, Nonprofits, Accounting, Financial Reporting, Spreadsheets, Financial Analysis, GAAP, SEC filings, Payroll, Analysis, Tax, General Ledger, Internal Controls, Insurance, Commercial Insurance, Finance, Property & Casualty..., Underwriting, Management, Microsoft Office
Education
University of San Francisco 2007 — 2009
Bachelor of Science, Accounting
Carleton College 2004 — 2006
Jesse Morelli, CPA Jesse Morelli, CPA's OUM Experience January 2012 - May 2013
Job Controller at Redwood Mortgage
Industry Accounting
Experience
Redwood Mortgage December 2014 - Present
Redwood Mortgage May 2013 - December 2014
OUM January 2012 - May 2013
Krohn + Company CPAs August 2008 - December 2011
Legacy Tax Advisors December 2007 - June 2008
Reznick Group January 2006 - December 2007
Skills
CPA, SEC Financial Reporting, Corporate Tax, Managerial Finance, Financial Reporting, Public Company..., Financial Analysis, Planning Budgeting &..., GAAP, Financial Accounting, Tax Research, Partnership Taxation, Tax, Pass-through Entities, Rental Real Estate, Small Business Tax, Accounting for Small..., Tax Preparation, ProSystem fx Tax, Accounting, Payroll Taxes, Tax Advisory, Income Tax, Tax Accounting, QuickBooks, SEC filings, US GAAP
Education
American University - Kogod School of Business 2002 — 2006
B.S., Accounting with a Minor in Communications
Aptos High School 1998 — 2002
Redwood Mortgage December 2014 - Present
Redwood Mortgage May 2013 - December 2014
OUM January 2012 - May 2013
Krohn + Company CPAs August 2008 - December 2011
Legacy Tax Advisors December 2007 - June 2008
Reznick Group January 2006 - December 2007
Skills
CPA, SEC Financial Reporting, Corporate Tax, Managerial Finance, Financial Reporting, Public Company..., Financial Analysis, Planning Budgeting &..., GAAP, Financial Accounting, Tax Research, Partnership Taxation, Tax, Pass-through Entities, Rental Real Estate, Small Business Tax, Accounting for Small..., Tax Preparation, ProSystem fx Tax, Accounting, Payroll Taxes, Tax Advisory, Income Tax, Tax Accounting, QuickBooks, SEC filings, US GAAP
Education
American University - Kogod School of Business 2002 — 2006
B.S., Accounting with a Minor in Communications
Aptos High School 1998 — 2002
Jacqueline Fitch Jacqueline Fitch's OUM Experience June 2007 - May 2009
Job Office Manager at Broad St Smiles & Senior Tax Manager at Bartlett, Pringle & Wolf, LLP
Industry Accounting
Experience
Broad St Smiles by Dr. Craig Fitch December 2012 - Present
Bartlett, Pringle & Wolf, LLP August 2009 - Present
OUM June 2007 - May 2009
Callaway Golf October 1996 - September 2006
Public Accounting 1984 - 1995
Education
San Diego State University-California State University
MS, Accountancy - Tax Emphasis
University of California at Santa Barbara
Broad St Smiles by Dr. Craig Fitch December 2012 - Present
Bartlett, Pringle & Wolf, LLP August 2009 - Present
OUM June 2007 - May 2009
Callaway Golf October 1996 - September 2006
Public Accounting 1984 - 1995
Education
San Diego State University-California State University
MS, Accountancy - Tax Emphasis
University of California at Santa Barbara
Kelly McCann Kelly McCann's OUM Experience July 2010 - May 2014
Job Financial Controller at Principle Power
Industry Accounting
Experience
Principle Power November 2014 - Present
Progistics Distribution June 2014 - October 2014
OUM & Co. LLP December 2013 - May 2014
OUM July 2010 - May 2014
Conco Cement July 2005 - January 2009
Claim Jumper Restaurants April 1998 - July 2002
Skills
Quickbooks, Bookkeeping, Reconciliation, Peachtree, Accounting, Financial Reporting, Microsoft Office, Crystal Reports, Tax, Sales Tax, Outlook, Excel, General Ledger, Accruals, Account Reconciliation, Fixed Assets, Financial Accounting, Accounts Payable, QuickBooks, Microsoft Excel, Auditing, Tax Research, Financial Statements, Payroll Taxes, Partnership Taxation
Education
California State University-East Bay 2007 — 2010
M.S Taxation, Taxation
California State University-Hayward 2007 — 2010
Master of Business Administration (M.B.A.), Accounting
California State University-East Bay 2005 — 2007
B.S, Business Administration with option in Accounting
Principle Power November 2014 - Present
Progistics Distribution June 2014 - October 2014
OUM & Co. LLP December 2013 - May 2014
OUM July 2010 - May 2014
Conco Cement July 2005 - January 2009
Claim Jumper Restaurants April 1998 - July 2002
Skills
Quickbooks, Bookkeeping, Reconciliation, Peachtree, Accounting, Financial Reporting, Microsoft Office, Crystal Reports, Tax, Sales Tax, Outlook, Excel, General Ledger, Accruals, Account Reconciliation, Fixed Assets, Financial Accounting, Accounts Payable, QuickBooks, Microsoft Excel, Auditing, Tax Research, Financial Statements, Payroll Taxes, Partnership Taxation
Education
California State University-East Bay 2007 — 2010
M.S Taxation, Taxation
California State University-Hayward 2007 — 2010
Master of Business Administration (M.B.A.), Accounting
California State University-East Bay 2005 — 2007
B.S, Business Administration with option in Accounting
Willena Brooks Willena Brooks's OUM Experience June 2014 - Present
Job Advisory Committee Member at OUM
Industry Health, Wellness and Fitness
Experience
OUM June 2014 - Present
ChiroCare For Women, LLC. January 2009 - Present
Mommy & Me Chiropractic, Ltd January 2005 - November 2007
Skills
Diversified, Thompson Technique, Myofascial Release, Trigger Point Therapy, Physical Therapy, Chiropractic, Pregnancy Chiropractic, Women's Health, Headaches, Pregnancy, Prenatal Care, Wellness, Neck Pain, Pain Management, Healthcare, Nutritional Counseling
Education
Logan University 2002 — 2004
Doctorate of Chiropractic, Chiropractic
Life University 2000 — 2002
Chiropractic Program
Norfolk State University 1996 — 2000
B.S., Chemistry (pre-med)
Norfolk State University 1996 — 2000
Bachelor of Science Degree, Chemistry (Pre-Med)
Chiropractic Techniques
Logan College of Chiropractic
Doctorate of Chiropractic
OUM June 2014 - Present
ChiroCare For Women, LLC. January 2009 - Present
Mommy & Me Chiropractic, Ltd January 2005 - November 2007
Skills
Diversified, Thompson Technique, Myofascial Release, Trigger Point Therapy, Physical Therapy, Chiropractic, Pregnancy Chiropractic, Women's Health, Headaches, Pregnancy, Prenatal Care, Wellness, Neck Pain, Pain Management, Healthcare, Nutritional Counseling
Education
Logan University 2002 — 2004
Doctorate of Chiropractic, Chiropractic
Life University 2000 — 2002
Chiropractic Program
Norfolk State University 1996 — 2000
B.S., Chemistry (pre-med)
Norfolk State University 1996 — 2000
Bachelor of Science Degree, Chemistry (Pre-Med)
Chiropractic Techniques
Logan College of Chiropractic
Doctorate of Chiropractic
Brandon Yip, CPA's OUM Experience May 2006 - Present
Job Manager
Industry Accounting
Experience
OUM May 2006 - Present
Skills
Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, GAAP, Professional Services
Education
Mills High School
Mills High School
University of California, Davis
B.A., Economics
OUM May 2006 - Present
Skills
Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, GAAP, Professional Services
Education
Mills High School
Mills High School
University of California, Davis
B.A., Economics
Helen Nakamura's OUM Experience November 2005 - May 2007
Job Independent Bookkeeper & Tax Accountant
Industry Accounting
Experience
Jack London Square, Oakland August 2009 - Present
OUM November 2005 - May 2007
PricewaterhouseCoopers July 2000 - October 2005
Skills
Partnership Taxation, Tax Accounting
Education
University of California, Berkeley 1996 — 2000
BA, Economics
Jack London Square, Oakland August 2009 - Present
OUM November 2005 - May 2007
PricewaterhouseCoopers July 2000 - October 2005
Skills
Partnership Taxation, Tax Accounting
Education
University of California, Berkeley 1996 — 2000
BA, Economics
Rebecca Abdenour-Gebhardt, CPA's OUM Experience September 2007 - Present
Job Auditor at OUM
Industry Accounting
Experience
OUM September 2007 - Present
Hayward Area Recreation and Park District 2000 - 2010
Johanson & Yau Accountancy Corporation January 2007 - April 2007
Skills
Auditing, Financial Reporting, Accounting, Microsoft Excel, Microsoft Word, QuickBooks, Government Auditing, Financial Statement..., Auditing Standards, Audits of Employee..., GASB, SEC filings, GAAP, Assurance, US GAAP, CPA, Financial Statements, Internal Controls, Financial Accounting, SOX 404, Financial Analysis, PCAOB standards, COSO Framework, Analysis, General Ledger, Sarbanes-Oxley Act, Research, Training, Account Reconciliation, Finance, Tax, Income Tax, Nonprofits, Leadership, Microsoft Office, Public Speaking, Due Diligence, Teaching, Customer Service, PowerPoint, Internal Audit
Education
Saint Mary's College of California 2015 — 2019
Master of Business Administration (MBA)
California State University-Hayward - School of Business and Economics 2006 — 2007
Accounting
University of California, Davis 2002 — 2006
Bachelor of Science (BS), Business/Managerial Economics
University of California, Davis 2002 — 2006
Bachelor of Arts (BA), Drama and Dramatics/Theatre Arts, General
OUM September 2007 - Present
Hayward Area Recreation and Park District 2000 - 2010
Johanson & Yau Accountancy Corporation January 2007 - April 2007
Skills
Auditing, Financial Reporting, Accounting, Microsoft Excel, Microsoft Word, QuickBooks, Government Auditing, Financial Statement..., Auditing Standards, Audits of Employee..., GASB, SEC filings, GAAP, Assurance, US GAAP, CPA, Financial Statements, Internal Controls, Financial Accounting, SOX 404, Financial Analysis, PCAOB standards, COSO Framework, Analysis, General Ledger, Sarbanes-Oxley Act, Research, Training, Account Reconciliation, Finance, Tax, Income Tax, Nonprofits, Leadership, Microsoft Office, Public Speaking, Due Diligence, Teaching, Customer Service, PowerPoint, Internal Audit
Education
Saint Mary's College of California 2015 — 2019
Master of Business Administration (MBA)
California State University-Hayward - School of Business and Economics 2006 — 2007
Accounting
University of California, Davis 2002 — 2006
Bachelor of Science (BS), Business/Managerial Economics
University of California, Davis 2002 — 2006
Bachelor of Arts (BA), Drama and Dramatics/Theatre Arts, General
Robert Karmann, CPA's OUM Experience July 2006 - May 2008
Job Accounting Professional
Industry Accounting
Experience
Vavrinek, Trine, Day & Co., LLP June 2008 - November 2009
OUM July 2006 - May 2008
Macias Gini & O'Connell LLP June 2002 - June 2006
Lindquist LLP January 1995 - May 2002
Skills
GAAP, US GAAP, Variance Analysis, Auditing, General Ledger, Internal Controls, Accounting, Financial Reporting, Budgets, CPA, Financial Statements, SEC filings, Tax
Education
California State University-Sacramento
The University of Texas at El Paso
Vavrinek, Trine, Day & Co., LLP June 2008 - November 2009
OUM July 2006 - May 2008
Macias Gini & O'Connell LLP June 2002 - June 2006
Lindquist LLP January 1995 - May 2002
Skills
GAAP, US GAAP, Variance Analysis, Auditing, General Ledger, Internal Controls, Accounting, Financial Reporting, Budgets, CPA, Financial Statements, SEC filings, Tax
Education
California State University-Sacramento
The University of Texas at El Paso
Cynthia Barranon's OUM Experience November 2011 - Present
Job Tax Supervisor at OUM
Industry Accounting
Experience
OUM November 2011 - Present
Skills
Tax, Bookkeeping, Accounting, Income Tax, Corporate Tax, Personal Tax Planning, Business Tax Planning, Auditing, CPA, Start-ups, Due Diligence, Accounts Payable, Tax Accounting, Tax Research
Education
California State University-San Marcos - College of Business Administration 2004 — 2007
Bachelor of Science, Option; Accountancy
OUM November 2011 - Present
Skills
Tax, Bookkeeping, Accounting, Income Tax, Corporate Tax, Personal Tax Planning, Business Tax Planning, Auditing, CPA, Start-ups, Due Diligence, Accounts Payable, Tax Accounting, Tax Research
Education
California State University-San Marcos - College of Business Administration 2004 — 2007
Bachelor of Science, Option; Accountancy
Candy Hong's OUM Experience June 2008 - August 2008
Job Assurance Services Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2014 - Present
Moss Adams LLP November 2012 - June 2014
SingerLewak LLP January 2011 - September 2012
SingerLewak LLP November 2009 - December 2010
OUM June 2008 - August 2008
Kumon September 2001 - June 2007
Skills
Auditing, US GAAP, Financial Audits, Microsoft Office, Cantonese, Financial Accounting, Journal Entries, Internal Audit, Variance Analysis, CCH ProSystem fx, Accounting, Caseware, SOX 404, C-Corp, Research, Checkpoint, PwC Comperio, Microsoft Excel, Financial Reporting, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
Bachelor of Science, Business Administration
National Taiwan University 2009 — 2009
Business Chinese
Napa Valley College 2005 — 2007
Moss Adams LLP June 2014 - Present
Moss Adams LLP November 2012 - June 2014
SingerLewak LLP January 2011 - September 2012
SingerLewak LLP November 2009 - December 2010
OUM June 2008 - August 2008
Kumon September 2001 - June 2007
Skills
Auditing, US GAAP, Financial Audits, Microsoft Office, Cantonese, Financial Accounting, Journal Entries, Internal Audit, Variance Analysis, CCH ProSystem fx, Accounting, Caseware, SOX 404, C-Corp, Research, Checkpoint, PwC Comperio, Microsoft Excel, Financial Reporting, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
Bachelor of Science, Business Administration
National Taiwan University 2009 — 2009
Business Chinese
Napa Valley College 2005 — 2007