Petrinovich Pugh & Company, LLP
Address: 333 W Santa Clara St Suite 800, San Jose, CA 95113 Hours: Closed ⋅ Opens 8AM Thu Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturday8AM–5PMSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (408) 287-7911Website: : : : Category: : : : Place name: Website: http://www.ppandco.com/ Category: Accounting Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Petrinovich Pugh & Company, LLP Employees
Marcum LLP September 2015 - Present
Marcum LLP December 2013 - Present
McGladrey October 2013 - December 2013
McGladrey October 2012 - October 2013
McGladrey May 2011 - October 2012
Petrinovich Pugh & Company, LLP September 2006 - May 2011
Texas Rangers Baseball Club June 2005 - April 2006
Skills
Accounting, Auditing, Financial Analysis, CPA, Revenue Recognition, Financial Reporting, Financial Modeling, US GAAP, Financial Accounting, Finance, GAAP, Internal Controls, Assurance
Education
Santa Clara University 2006 — 2006
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
Santa Clara University 2000 — 2005
Bachelor of Arts (B.A.), Marketing
Santa Clara University - Leavey School of Business 2000 — 2004
Bachelor's degree, Marketing
ServiceNow - The Enterprise IT Cloud Company July 2014 - January 2015
Petrinovich Pugh & Company, LLP June 2013 - July 2014
Appcelerator June 2011 - September 2011
Stanford University September 2009 - June 2010
Skills
HTML5, CSS, JavaScript, jQuery, AJAX, AngularJS, PHP, MySQL, Apache, MongoDB, Node.js, Socket.io, CodeIgniter, Financial Reporting, Financial Accounting, Accounting, Internal Controls, Finance, Tax, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Linux, Web Development
Education
Coding Dojo 2015 — 2015
Computer Programming
Stanford University 2012 — 2013
Master of Science (M.S.), Management Science & Engineering
Stanford University 2008 — 2012
Bachelor of Arts (B.A.), Chinese
Santa Clara University - Leavey School of Business 2012 — 2012
Certificate of Advanced Accounting Proficiency Program
David Douglas High School 2004 — 2008
Good & Fowler, LLP September 2014 - Present
Petrinovich Pugh & Company, LLP June 2012 - September 2014
Changing Tides Family Services September 2011 - May 2012
David L. Moonie & Co., LLP July 2008 - May 2012
Skills
Bookkeeping, Accounting, Auditing, Government, Non-profits, ProSystem fx Tax, CCH ProSystem fx, QuickBooks, Microsoft Office, Budgets, Nonprofits, Tax Preparation, US GAAP, CPA, Tax
Education
UCLA
Bachelor of Arts (B.A.), Economics
New Relic, Inc. August 2015 - Present
Petrinovich Pugh & Company, LLP October 2013 - July 2015
PwC November 2010 - August 2013
Johanson & Yau Accountancy Corporation February 2010 - April 2010
Wonder Ice Cream, LLC April 2007 - August 2009
Skills
Accounting, Tax, Tax Returns, GAAP, Income Tax, Internal Controls, Financial Analysis, Corporate Tax, SEC filings, Tax Preparation, International Tax, Tax Research, Management, Tax Accounting, Big 4, Revenue Recognition, Financial Statements
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science, Accounting
Bellarmine College Preparatory 2002 — 2006
Armanino LLP January 2015 - Present
Petrinovich Pugh & Company, LLP June 2015 - August 2015
Berger Lewis Accountancy Corporation August 2013 - December 2014
Casey, Neilon & Associates, LLC August 2012 - August 2013
Skills
CCH ProSystem fx, GAAP, Financial Audits, Corporate Tax, Partnership Taxation, Single Audit, Microsoft Excel, Tax Preparation, Tax
Education
University of Nevada-Reno 2010 — 2012
Bachelor of Science (BS), Accounting
College of San Mateo 2008 — 2010
Accounting and Business/Management
Petrinovich Pugh & Company, LLP September 2015 - Present
BDO USA, LLP September 2013 - Present
Perkins& Co. July 2012 - August 2013
Novogradac & Company LLP November 2010 - June 2012
Fruci and Associates January 2009 - April 2009
Carr Sales Company June 2006 - December 2007
Skills
Detail Orientation, Outstanding Customer..., Efficient, Auditing, Tax, Partnership Taxation, Accounting, Financial Reporting, Tax Preparation, Reconciliation, Financial Accounting, GAAP, Audit, Fixed Assets, Consolidation, Forecasting, Excel, Journal Entries, Word, Real Estate, Microsoft Word, Microsoft Excel, Accounts Receivable, Assurance, Account Reconciliation, Payroll, Financial Statements, QuickBooks, Accounts Payable, General Ledger, US GAAP, Tax Accounting
Education
Eastern Washington University 2008 — 2010
BA
Petrinovich Pugh & Company, LLP June 2006 - Present
Skills
Desktop Support, CCH, Wireless Routers, Quality Assurance, Websense, Dreamweaver, Windows 7, Windows XP Professional, Windows Server, Virtual PC, axcient, HTML, Data Entry, Database Administration, Backup Solutions, Firewalls, Bilingual-Spanish, Operating Systems, Microsoft Office, VMware, Computer Hardware, Testing, Troubleshooting, Hardware, Outlook, Word, PowerPoint, Problem Solving, Excel
Education
San Jose State University 2002 — 2008
BS, Industrial Technology With Concentration in Computer Electronics
Dos Pueblos High School 1998 — 2002
Diploma
Rieber, Fohs & Associates Accountancy Corporation December 2014 - Present
Davidson, Fohs & Associates Accountancy Corp January 2014 - December 2014
Lacy A. Rieber, CPA December 2011 - January 2014
Hutchinson and Bloodgood LLP October 2010 - October 2011
Petrinovich Pugh & Company, LLP January 2007 - October 2010
Performance Research & Design, Inc April 2004 - January 2007
His Manna Inc 2002 - 2004
Skills
Tax, Auditing, Accounting, Tax Preparation, Bookkeeping, Account Reconciliation, Accounts Payable, Accounts Receivable, CPA, Corporate Tax, Financial Planners, Financial Reporting, Financial Statements, Fixed Assets, Nonprofits, Payroll, QuickBooks, Tax Research, GAAP, Income Tax, US GAAP, Financial Accounting, Tax Returns, Tax Accounting, Internal Controls, Payroll Taxes, Sarbanes-Oxley Act, Partnership Taxation, Revenue Recognition, General Ledger, Tax Advisory, Strategic Financial..., SEC filings, International Tax
Education
San Jose State University 2006 — 2007
Masters, Accounting
University of Hawaii at Manoa 2001 — 2002
BA, History
Sonoma State University 2000 — 2001
BA, History
Cabrillo College 1997 — 2000
AA, History/Photograhy
Deloitte July 2014 - Present
Petrinovich Pugh & Company, LLP November 2012 - January 2014
Law Offices of M. Franklin Parrish April 2010 - May 2012
Education
Saint Mary's College of California
Bachelor of Science (B.S.), Business Administration (International Concentration)
Universidad Carlos III de Madrid
Spanish Culture and Language Studies
Santa Clara University - Leavey School of Business
Certificate of Advanced Accounting Proficiency (CAAP)
Petrinovich Pugh & Company, LLP August 2000 - Present
PPCo Technology Solutions, LLC a subsidiary of Petrinovich Pugh & Company, LLP August 2000 - Present
Skills
Small Business, Business Continuity..., Virtualization, Document Management, Encryption, Project Management, Strategic Planning, Cloud Computing, MSP Practitioner, Practice Management, Professional Services, Microsoft Certified..., ERP, Law Firm Administration, Sonicwall, Rackspace, Microsoft Dynamics, Network Security, Consulting, Disaster Recovery, IT Management, IT Strategy, Business Continuity, Management, Sales
Education
Santa Clara University 1996 — 2001
Bachelor of Science (BS) and Bachelor of Arts (BA), Organization and Management of Information Systems (OMIS) and History
Petrinovich Pugh & Company, LLP May 2015 - Present
RAVIX GROUP INC 2013 - Present
Impermium (Acq. by Google) July 2013 - January 2014
Neoconix January 2012 - April 2013
Infinium Properties, LLC 2009 - 2012
Golden Crest Wealth Management & Insurance Services 2007 - 2009
Cisco Systems 2006 - 2007
Skills
Corporate Finance, Forecasting, Strategic Financial..., Start-ups, Finance, Budgets, Auditing, Accounting, Financial Analysis, Financial Modeling, Financial Reporting
Education
Santa Clara University 2013 — 2014
CAAP Program, Accounting
University of Southern California
BA, Economics
DR Horton May 2013 - Present
Bloom Energy June 2012 - May 2013
Petrinovich Pugh & Company, LLP September 2011 - June 2012
High Street Partners March 2011 - August 2011
PricewaterhouseCoopers September 2010 - March 2011
Acorn Asset Management February 2008 - December 2008
Lennar January 2004 - February 2008
County of Santa Clara September 2001 - September 2003
Skills
Accounting, JD Edwards, General Ledger, Accounts Payable, Financial Reporting, Microsoft Word, Financial Analysis, Sarbanes-Oxley Act, Revenue Recognition, Tax Preparation, Auditing, Cost Accounting, GAAP, US GAAP, SEC filings
Education
San Jose State University 2009 — 2010
MS, Accountancy
California Polytechnic State University-San Luis Obispo 1995 — 1999
BS, Biological Sciences
Bank of the West December 2014 - Present
Beneficial State Bank December 2012 - November 2014
Petrinovich Pugh & Company, LLP January 2012 - October 2012
The Golf Club at Boulder Ridge May 2007 - January 2012
Novelwave LLC October 2005 - May 2007
The Childrens Discovery Museum June 2004 - November 2005
Skills
Analysis, Budgets, Forecasting, Management, Microsoft Excel, Microsoft Office, Auditing, Accounting, Accounts Payable
Education
San Jose State University 2005 — 2010
Bachelor of Science, Business Administration with concentration in Finance
Petrinovich Pugh & Company, LLP July 2013 - Present
Petrinovich Pugh & Co January 1999 - June 2013
Skills
Tax, Accounting, International tax..., estate and gift planning, Estate and trust..., audit, employee benefit plan..., tax compliance for..., Start-ups, Mergers & Acquisitions, Auditing, Estate Planning, Financial Analysis, Employee Benefits, Financial Reporting, US GAAP, Income Tax, Corporate Tax, Tax Preparation, Revenue Recognition, Financial Audits, GAAP, Strategic Financial..., CPA, QuickBooks, Tax Research, Financial Accounting, Internal Controls, Assurance, International Tax, Estate Tax Planning, Tax Accounting, Estate Administration, Partnership Taxation
Education
San Jose State University 1997 — 1998
B.A., Accounting
Xiamen University 1992 — 1996
B.S., International Business
San Jose State University
MST, taxation
middle school
Petrinovich Pugh & Company, LLP November 2014 - Present
Foodcomm International February 2014 - July 2014
Calypso Technology June 2011 - December 2013
LP Capital Advisors June 2010 - February 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Accounting, Business Analysis, Financial Modeling, PowerPoint, Calypso, Testing, Capital Markets, Equity Derivatives, Financial Statements
Education
Santa Clara University - Leavey School of Business 2014 — 2014
Certificate of Advanced Accounting Proficiency (CAAP)
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Managerial Economics
Perrone & Associates August 2009 - Present
Knight & Company - Certified Public Accountants, Inc. October 2008 - August 2009
Bianchi, Kasavan & Pope January 2008 - October 2008
Froshman, Billings, Williams, Chan & Lewandoski February 2007 - June 2007
Petrinovich Pugh & Company, LLP January 2005 - April 2006
Veritas Software 2001 - 2002
Skills
Accounting, Tax Returns, Tax, Tax Preparation, Tax Research, Corporate Tax, Tax Accounting, QuickBooks, Income Tax, Financial Reporting, US GAAP, Financial Statements, Journal Entries, Account Reconciliation, General Ledger
Education
Golden Gate University 1999 — 2003
Masters Degree, Taxation
San Jose State University 1991 — 1997
B.S., Accounting
Petrinovich Pugh & Company, LLP August 2015 - Present
Willis Re July 2013 - Present
Indiana University Bloomington August 2009 - May 2013
GALLINA LLP June 2012 - August 2012
Glenn M. Gelman & Associates May 2011 - August 2011
Union for Reform Judaism June 2008 - August 2010
Skills
Time Management, Accounting, Management, Social Media, Microsoft Excel, Access, Microsoft Office, Financial Analysis, Tax Preparation, Auditing, Corporate Tax, Microsoft Word, Data Analysis, QuickBooks, Teamwork, Nonprofits, PowerPoint
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS), Real Estate Finance and Accounting
Petrinovich Pugh & Company, LLP July 2013 - Present
Petrinovich Pugh & Company, LLP September 2009 - July 2013
Skills
Accounting, Budgets, Auditing, Contract Negotiation, Financial Reporting, Financial Analysis, Microsoft Office, Bookkeeping, PowerPoint, Financial Accounting, Forecasting, Outlook, Microsoft Word, Proposal Development, Event Planning, Staff Development, Meeting Planning, Newsletter Production, Newsletter Design, WordPress, Social Media Marketing, Marketing Strategy
Education
University of Southern California
Psychology
Calvetti Ferguson January 2015 - Present
Calvetti Ferguson November 2013 - December 2014
Petrinovich Pugh & Company, LLP January 2013 - October 2013
Sagent Management January 2012 - December 2012
PwC September 2008 - April 2010
KPMG China July 2007 - July 2007
Skills
Tax, Corporate Tax, Accounting, Internal Controls, Auditing, QuickBooks, Tax Research, Financial Reporting, CPA, IFRS, Corporation Tax..., Income Tax, Tax Returns, Financial Statements, US GAAP, GoSystems, Annual Audit and IPO..., GoSystem, ProSystem fx Tax, Tax Accounting
Education
San Jose State University 2011 — 2012
MS, Taxation
Sun Yat-Sen University 2004 — 2008
BS, Accounting
Petrinovich Pugh & Company, LLP December 2014 - Present
49ers Management Company July 2014 - Present
Mary Kay Independent Business Owner December 2013 - Present
City of Menlo Park May 2014 - December 2014
MAcarbon September 2013 - December 2014
Mike Sulpizio CPA January 2014 - April 2014
Nelson Staffing June 2013 - January 2014
CIG Corp October 2012 - September 2013
WBS Enterprises June 2012 - October 2012
Rossi and Company February 2012 - June 2012
Skills
Microsoft Office, QuickBooks, Management, Customer Service, Cash Management, Real Estate, Office Administration, Organizational..., Team Leadership, Public Speaking, Proficient Typing Skills, Problem Solving, Team Building, Direct Sales, Accounting, Microsoft Excel
Education
Menlo College 2013 — 2014
Bachelor of Science (B.S.), Business Administration with concentration in Accounting
College of San Mateo 2010 — 2013
Associate of Arts (A.A.), Accounting
Menlo Ventures June 2015 - Present
Petrinovich Pugh & Company, LLP December 2014 - June 2015
PwC July 2013 - December 2014
PwC July 2011 - June 2013
PwC October 2009 - June 2011
PwC June 2007 - August 2007
Skills
Tax, Private Equity, CPA, Tax Research, Tax Accounting, Income Tax, GAAP, Accounting, Partnership Taxation, International Tax, PowerPoint, Financial Analysis, Big 4, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2008 — 2009
Master of Science in Accounting, Taxation
California Polytechnic State University-San Luis Obispo 2006 — 2008
Bachelor of Science, Accounting
California Polytechnic State University-San Luis Obispo 2002 — 2006
Mechanical Engineering
Petrinovich Pugh & Company, LLP August 2006 - Present
Bicker & Company January 2006 - August 2006
Structure Law Group, LLP March 2005 - January 2006
Skills
Accounting, CPA, QuickBooks, Tax Preparation, Tax Advisory, Corporate Tax, Assurance, Auditing, Consulting, US GAAP, Financial Analysis, Revenue Recognition, Financial Accounting, Financial Reporting, Tax, Nonprofits, Bookkeeping, Income Tax, Financial Statements, GAAP, Internal Controls, Financial Audits, Strategic Financial..., Accounts Receivable, Business Valuation, Tax Research, S Corporations, Sarbanes-Oxley Act, Financial Modeling, SEC filings, Cash Flow, Cash Management, General Ledger, Corporate Finance, Due Diligence, Forecasting, Finance, Tax Returns, Accounts Payable, Mergers & Acquisitions, Budgets
Education
San Jose State University 2002 — 2006
Bachelor's degree, Accounting
Valley Christian High School
Petrinovich Pugh & Company, LLP July 2015 - Present
Caliber Accounting Group July 2014 - July 2015
PwC January 2014 - March 2014
PwC June 2013 - August 2013
State of California November 2007 - February 2011
Gottschalks November 2005 - November 2007
Skills
Bookkeeping, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, QuickBooks, Finance, Financial Reporting, Financial Accounting, Auditing, Tax, Tax Accounting, Tax Preparation, Pinterest, Twitter, Facebook, Marketing, Social Media Marketing, Marketing Research, PRIZM, Payroll, Customer Service, Sales, Mergent, Factiva, ABI/Inform
Education
California Polytechnic State University-San Luis Obispo 2013 — 2014
Masters of Taxation, Taxation
California Polytechnic State University-San Luis Obispo 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business/ Accounting, Senior
Cuesta College 2006 — 2011
Associate of Arts (A.A.), General Studies
Petrinovich Pugh & Company, LLP November 2014 - Present
Santa Clara University September 2009 - 2013
Environmental Alternatives July 2012 - September 2012
Alzheimer's Activity Center September 2011 - December 2011
Mission Skilled Nursing January 2011 - April 2011
Skills
Public Speaking, PowerPoint, Facebook, Event Planning, Social Media, Social Networking
Education
Santa Clara University 2014 — 2014
Certificate of Accounting Proficiency, Accounting
Santa Clara University 2009 — 2013
Bachelor of Arts (B.A.), Sociology, GPA: 3.2
Petrinovich Pugh & Company, LLP January 1994 - Present
Skills
CPA, Tax, Auditing, US GAAP, Tax Preparation, Corporate Tax, Accounting, Financial Reporting, GAAP, Revenue Recognition, Financial Analysis
Education
Cal Poly San Luis Obispo 1989 — 1992
Bachelor of Science, Business Administration
Bellarmine College Preparatory 1985 — 1988
High School Diploma
Petrinovich Pugh & Company, LLP January 2011 - October 2012
KPMG January 2009 - December 2010
Starwood Hotels January 2007 - November 2008
Sterling Hotels- Back Bay Inn October 2005 - May 2007
KPMG May 2005 - September 2005
Nordstrom June 2002 - August 2003
Skills
Auditing, Accounting, Business Planning, Financial Reporting, Analysis, Financial Audits, Internal Controls, Management, Budgets, Payroll, US GAAP, Leadership, Project Planning, GAAP, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2006 — 2007
MBA, General Business- Concentration around China
California Polytechnic State University-San Luis Obispo 2003 — 2006
B.S., Business, concentration in accounting
Presentation High School
RoseRyan January 1995 - Present
Maxtor Corporation 2003 - 2005
Quantum 1995 - 2000
Petrinovich Pugh & Company, LLP 1985 - 1988
Petrinovich Pugh & Company, LLP 1985 - 1988
Skills
Sarbanes-Oxley Act, Budgets, Start-ups, Auditing, Accounting, Forecasting, Program Management, Project Management, Financial Reporting
Education
Carroll College 1980 — 1984
Block and Chatard, LLC October 2010 - Present
Jane Block CPA PC June 2009 - October 2010
Van Beek & Co LLC 2004 - 2009
Petrinovich Pugh & Company, LLP October 1993 - April 2004
Skills
Fiduciary, Tax, Accounting, Tax Preparation, Income Tax, CPA, QuickBooks, S Corporations, Tax Research, Partnership Taxation, Trust Taxation, IRS, US Tax, Gift Tax, Small Business, Estate Planning, Corporate Tax
Education
San Jose State University 1997 — 1999
Some Masters courses, Taxation
University of California, Santa Barbara 1988 — 1992
Bachelors, Economics, empahsis in Accounting
Petrinovich Pugh & Company, LLP January 2004 - Present
Prudential Financial January 2003 - January 2004
Education
University of San Francisco 1999 — 2002
Bachelor of Science, Accounting and Finance
University of California, Berkeley 1998 — 1999
Undergraduate Studies
Oak Grove High School 1994 — 1998
Batter Bakery March 2006 - Present
Blue Fog Market July 2006 - January 2008
Petrinovich Pugh & Company, LLP February 2005 - July 2006
PricewaterhouseCoopers June 2004 - August 2004
Education
Santa Clara University 2001 — 2005
BS, Accounting
Petrinovich Pugh & Company, LLP July 2014 - Present
Petrinovich Pugh & Company, LLP September 2012 - June 2014
Robert Lee & Associates, LLP January 2011 - September 2012
Lautze & Lautze September 2005 - January 2011
CROSSMARK September 2005 - July 2006
Skills
Accounting, GAAP, Financial Reporting, Auditing, Internal Controls, QuickBooks, Tax, Revenue Recognition, Tax Preparation, US GAAP, Financial Accounting, Income Tax, CPA, SEC filings, General Ledger, Financial Analysis, Corporate Tax, Sarbanes-Oxley Act, Tax Research, Account Reconciliation, Bookkeeping
Education
Santa Clara University 2005 — 2005
Accounting
University of Colorado Colorado Springs 2002 — 2004
University of Northern Colorado 1998 — 2002
Business
Coronado High School
ICU Medical January 2007 - Present
Ritz Interactive, Inc. November 2004 - December 2006
Foundstone August 2002 - November 2004
Macrovision May 2001 - August 2002
Rentals.com January 2000 - May 2001
On Command April 1997 - January 2000
Allied Telesis July 1994 - April 1997
Rational Software June 1991 - July 1994
Fujitsu Microelectronics, Inc. November 1984 - June 1991
Petrinovich Pugh & Company, LLP January 1982 - October 1984
Skills
Certified Public..., Sarbanes-Oxley Act, GAAP
Education
Santa Clara University 1985 — 1988
MBA, Finance
San Jose State University 1977 — 1981
BS, Accounting
SD Mayer & Associates LLP March 2013 - Present
Burr Pilger Mayer June 2004 - March 2013
Petrinovich Pugh & Company, LLP May 2001 - January 2004
Skills
Tax, GAAP, Corporate Tax, Tax Research, Income Tax, Tax Accounting, Partnership Taxation, CPA, Tax Preparation, US GAAP, Accounting, Financial Reporting, Auditing, Financial Accounting, Financial Statements, Tax Returns, International Tax
Education
San Jose State University 1995 — 2001
Bachelor's degree, Accounting
Aduro Advisors September 2014 - Present
Meritech Capital Partners September 2007 - September 2014
Silver Lake Partners May 2006 - August 2007
Petrinovich Pugh & Company, LLP January 2002 - May 2006
PricewaterhouseCoopers September 1999 - January 2002
Skills
Financial Reporting, Accounting, CPA, Financial Analysis, US GAAP, Internal Controls, Financial Modeling, Auditing, GAAP, SEC Filings, Revenue Recognition
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
BS
West Marine December 2012 - Present
Petrinovich Pugh & Company, LLP January 2010 - May 2012
San Jose State University June 2009 - July 2010
Island Stone North America June 2007 - May 2009
Backroads Active Travel August 1999 - May 2007
Siegel, Moreno October 2004 - May 2005
UC Berkeley Hass School of Business October 2003 - April 2004
Backroads Active Travel October 1998 - December 2000
Peet's Coffee and Tea July 1998 - October 1999
Skills
fluent spanish, Leadership, Accounting, Invoicing, Financial Reporting, Microsoft Excel, Tax, Auditing, Nonprofits, QuickBooks, GAAP, Tax Preparation, CPA, Accounts Payable, Revenue Recognition, US GAAP, Bookkeeping, Financial Accounting, Budgets, SEC filings, Financial Analysis, Microsoft Office, Internal Controls, Account Reconciliation
Education
Lucas Graduate School of Business, San Jose State University 2009 — 2010
Masters of Science, Accountancy
San Jose State University 2009 — 2010
MSA, Masters of Accountancy
University of California,Santa Cruz 1993 — 1998
BA, Latin American Studies/International Political Economy; Political Science
Universidad Nacional Autonoma de Mexico 1996 — 1997
Politics
The Ayco Company, L.P. September 2007 - Present
Office of Chief Counsel, IRS May 2006 - August 2006
Rutgers Business School May 2005 - July 2005
Petrinovich Pugh & Company, LLP November 2001 - June 2004
Deloitte September 2000 - October 2001
Skills
Legal Research, Retirement Planning, Estate Planning, Strategic Financial..., Westlaw, Wealth Management, Tax, Legal Writing, Estate Tax Planning, Financial Planning, Microsoft Excel
Education
Rutgers University School of Law - Camden 2004 — 2007
J.D., Law
California Polytechnic State University-San Luis Obispo 1998 — 2000
B.S., Accounting, Business, Economics
Tax Force Inc January 2013 - Present
Profit Trackers LLC January 2010 - Present
Petrinovich Pugh & Company, LLP January 2008 - June 2009
Skills
Tax, Tax Preparation, Bookkeeping, Accounting, New Business Development, IRS Enrolled Agent, Representation
Education
University of Louisville 1995 — 2007
2 BSBA's, Finance/Marketing/International Business
Santa Teresa
Arxis Technology January 2009 - Present
CRS Temporary Housing March 2006 - March 2007
Petrinovich Pugh & Company, LLP January 1994 - June 2002
Skills
Business Analysis, ERP, Business Intelligence, Crystal Reports, Sage CRM, Customer Service, Business Process, Software Implementation, Sage, CRM, Intacct ERP Software, ERP Software, Financial Reporting, Mas 90, Microsoft SQL Server, SQL, Accounting, Microsoft CRM, Business Process..., SaaS, Accpac, Management Consulting, Enterprise Software, Financials, Professional Services, ERP Implementations, SugarCRM, Software Consulting, ERP Selection, Software Industry, Accounting Applications, QuickBooks
Education
Point Loma Nazarene University 1988 — 1990
BA, Accounting and Business Adminstration
Intacct
Heidi Bowman CPA 1991 - Present
RTC Consulting LLC June 2007 - December 2009
Thomas Associates 1991 - 1999
Petrinovich Pugh & Company, LLP 1989 - 1991
Kenneth Leventhal and Co 1987 - 1989
Skills
Financial Analysis, Strategic Planning, Real Estate, Start-ups, Small Business, Business Strategy, Strategy, Business Planning, Mergers & Acquisitions, Entrepreneurship, Budgets
Education
University of California, Los Angeles 1984 — 1987
BA, Economics
Petrinovich Pugh & Company, LLP November 2011 - Present
Skills
Financial Analysis, GAAP, Customer Service, Microsoft Excel, Financial Accounting, PowerPoint, Financial Reporting, US GAAP, Accounting
Education
Santa Clara University 2011 — 2011
Certificate of Advanced Accounting Proficiency
University of San Diego 2006 — 2009
BA, Business
Punahou School 2000 — 2004
Petrinovich Pugh & Company, LLP October 2014 - Present
Petrinovich Pugh & Company, LLP January 2014 - April 2014
Associated Student Government San Jose State June 2012 - May 2013
Epsilon Theta Chapter of Sigma Chi April 2012 - November 2012
Epsilon Theta Chapter of Sigma Chi August 2010 - August 2012
Epsilon Theta Chapter of Sigma Chi May 2011 - December 2011
Skills
Microsoft Word, PowerPoint, Communication Skills, Document Editing, Financial Accounting, Microsoft Excel, Microsoft Office, ProSystem fx Tax, SurePrep Tax Preparation, AccuPay 1099 Preperation, Team Leadership, Technical Writing, Asian History, European History, Military History, World History
Education
San Jose State University 2013 — 2014
Masters, Accountancy
San Jose State University 2009 — 2013
Bachelor, History
De Anza College 2008 — 2009
History
The Advocacy Fund September 2013 - Present
Tides January 2012 - August 2013
Tides Center September 2010 - January 2012
Petrinovich Pugh & Company, LLP January 2007 - August 2010
Skills
Internal Controls, GAAP, Financial Reporting, Accounting, Auditing, QuickBooks, Managerial Finance, Grants, Financial Analysis, Financial Accounting, Budgets, Financial Modeling, Management, Nonprofits, Project Management, Finance, US GAAP
Education
San Jose State University 2006 — 2007
MS, Accountancy
University of California, Santa Cruz 2002 — 2005
BA, Politics and Latin American and Latino Studies
Petrinovich Pugh & Company, LLP December 2008 - Present
Skills
Accounting, CPA, US GAAP, Financial Reporting, Tax, Financial Modeling, QuickBooks, Auditing, GAAP, Sarbanes-Oxley Act, Financial Analysis, Revenue Recognition, Financial Accounting, Microsoft Office, Microsoft Excel
Education
Santa Clara University
Accounting
University of California, Davis
Managerial Economics
Broadreach Capital Partners January 2005 - Present
Spieker Partners July 2001 - December 2004
Spieker Properties April 1996 - July 2001
Petrinovich Pugh & Company, LLP January 1990 - April 1996
Skills
Tax, Financial Reporting, Finance, Real Estate, Financial Analysis, Financial Modeling, Valuation, Real Estate Economics, Due Diligence, Financial Structuring, Asset Management, Management, Property Management
Education
Golden Gate University
MS, Taxation
San Jose State University
BS, Business Administration - Accounting
Petrinovich Pugh & Company, LLP January 2015 - Present
Private CPA & Associates Firm January 2012 - December 2014
Skills
Microsoft Excel, Microsoft Office
Education
University of California, Riverside
Bachelor of Science (B.S.), Business Administration - Accounting & Finance
Petrinovich Pugh & Company, LLP December 2013 - Present
Stanislaus County Office of Education August 2012 - November 2013
Positive Coaching Alliance September 2007 - April 2010
San Francisco 49ers September 2006 - June 2007
Wells Fargo Financial July 2005 - July 2006
Wells Fargo Bank February 2002 - June 2005
Skills
Sports Management, Sports, Sports Marketing, Public Speaking, Event Planning, Customer Service, Fundraising, Sales, Social Media, Event Management, Salesforce.com, PowerPoint, Account Management, Coaching, Higher Education, Training
Education
Santa Clara University 2013 — 2013
Certificate of Advanced Accounting Proficiency, Accounting
University of San Francisco 2005 — 2007
Masters of Arts, Sports Management
Menlo College 2001 — 2005
Bachelor of Arts, Sports Management
Ceres High School 1997 — 2001
PwC June 2012 - Present
PricewaterhouseCoopers November 2010 - June 2012
Petrinovich Pugh & Company, LLP October 2007 - November 2010
Skills
CPA, Tax, Tax Accounting, US GAAP, Account Reconciliation, Corporate Tax, Transfer Pricing, General Ledger, Accounts Receivable, Accounting, Tax Preparation, Financial Reporting, Income Tax, Auditing, GAAP
Education
San Jose State University 2006 — 2007
Master, Accountancy
Purdue University 2003 — 2006
Master, Physics
Peking University 1999 — 2003
BS, Physics/Economics
Petrinovich Pugh & Company, LLP July 2014 - Present
Petrinovich Pugh & Company, LLP August 2013 - June 2014
C.G. Uhlenberg LLP February 2012 - July 2013
Department of Veterans Affairs March 2008 - February 2012
Star International Custom Broker April 2007 - November 2007
Justice for New America August 2004 - April 2007
Skills
ProSystem fx Tax, QuickBooks, Microsoft Office, JD Edwards, Accounting, Auditing, Tax Preparation, Payroll, Peachtree, RIA, CCH, Bookkeeping
Education
San Jose State University 2011 — 2013
Master, Taxation
California State University-East Bay 2006 — 2007
Bachelor of Science, Accountancy
Doin' it right dealer group October 2013 - Present
Petrinovich Pugh & Company, LLP October 2007 - January 2013
Education
Santa Clara University 2007 — 2007
Certificate of Advanced Accounting Proficiency, Accounting
Menlo College 2002 — 2007
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
University of Hawaii at Manoa 2003 — 2004