Smith Marion & Co.
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Smith Marion & Co. Employees
Employee
Years
Job
Industry
Alex Lemos, CPA Alex Lemos, CPA's Smith Marion & Co. Experience July 2006 - January 2011
Job Assistant Controller Stater Bros. Markets
Industry Accounting
Experience
Stater Bros. Markets July 2014 - Present
Envoy June 2014 - July 2014
Chaffey College September 2012 - July 2014
Hangar 24 Craft Brewery January 2011 - May 2014
Smith Marion & Co. July 2006 - January 2011
Crabtree CPA & Associates April 2006 - June 2006
Skills
Accounting, Auditing, US GAAP, Forecasting, Tax, Internal Audit, Financial Statements, Financial Audits, Cash Management, Corporate Tax, Finance, External Audit, Business Planning, Strategic Planning, Team Leadership, Budgets, Cash Flow Forecasting, General Ledger, Sarbanes-Oxley Act
Education
University of Redlands 2007 — 2009
Master of Business Administration (MBA), Finance
Cal State San Bernardino 2002 — 2006
Bachelor of Science (BS), Accounting and Business/Management
Stater Bros. Markets July 2014 - Present
Envoy June 2014 - July 2014
Chaffey College September 2012 - July 2014
Hangar 24 Craft Brewery January 2011 - May 2014
Smith Marion & Co. July 2006 - January 2011
Crabtree CPA & Associates April 2006 - June 2006
Skills
Accounting, Auditing, US GAAP, Forecasting, Tax, Internal Audit, Financial Statements, Financial Audits, Cash Management, Corporate Tax, Finance, External Audit, Business Planning, Strategic Planning, Team Leadership, Budgets, Cash Flow Forecasting, General Ledger, Sarbanes-Oxley Act
Education
University of Redlands 2007 — 2009
Master of Business Administration (MBA), Finance
Cal State San Bernardino 2002 — 2006
Bachelor of Science (BS), Accounting and Business/Management
Pricilla Guerra Pricilla Guerra's Smith Marion & Co. Experience August 2008 - October 2011
Job at
Industry Government Administration
Experience
Eisenhower Medical Center November 2013 - Present
Housing Authority County of San Bernardino October 2011 - November 2013
Smith Marion & Co. August 2008 - October 2011
Skills
Accounting, Bookkeeping, Auditing, QuickBooks, Payroll, US GAAP, Financial Reporting, Compilation, Microsoft Excel, Financial Accounting, Accounts Payable, Accounts Receivable, GAAP, Financial Statements
Education
Cal State San Bernardino 2006 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
College of the Desert 2004 — 2006
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Eisenhower Medical Center November 2013 - Present
Housing Authority County of San Bernardino October 2011 - November 2013
Smith Marion & Co. August 2008 - October 2011
Skills
Accounting, Bookkeeping, Auditing, QuickBooks, Payroll, US GAAP, Financial Reporting, Compilation, Microsoft Excel, Financial Accounting, Accounts Payable, Accounts Receivable, GAAP, Financial Statements
Education
Cal State San Bernardino 2006 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
College of the Desert 2004 — 2006
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Larry Corum Larry Corum's Smith Marion & Co. Experience January 1993 - April 1995
Job Director of Budget and Finance at Clovis Unified School District
Industry Education Management
Experience
Vavrinek, Trine, Day & Co., LLP June 1996 - April 2012
Inland Regional Center April 1995 - May 1996
Smith Marion & Co. January 1993 - April 1995
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Auditing, Certified Fraud Examiner, Financial Analysis, Financial Reporting, Public Speaking
Education
California Baptist University 1989 — 1992
Bachelor's degree, Business Administration, Accounting
Vavrinek, Trine, Day & Co., LLP June 1996 - April 2012
Inland Regional Center April 1995 - May 1996
Smith Marion & Co. January 1993 - April 1995
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Auditing, Certified Fraud Examiner, Financial Analysis, Financial Reporting, Public Speaking
Education
California Baptist University 1989 — 1992
Bachelor's degree, Business Administration, Accounting
Laura Maurizi, MSA, CPA Laura Maurizi, MSA, CPA's Smith Marion & Co. Experience November 2013 - Present
Job Senior Associate at Smith Marion & Co.
Industry Accounting
Experience
Smith Marion & Co. November 2013 - Present
Ralphs Grocery Company September 2000 - October 2013
HMC Architects September 2004 - August 2005
Bank of the West November 2003 - September 2004
Skills
Auditing, Financial Reporting, Financial Accounting, Financial Statements, Accounting, Account Reconciliation, Customer Service, Microsoft Excel, Merchandising, Sales, Retail
Education
California State University-San Bernardino 2012 — 2013
Master of Science in Accountancy (M.S.A), Accounting
California State University-San Bernardino 2008 — 2012
Bachelor of Arts, Business Administration; Accounting
Smith Marion & Co. November 2013 - Present
Ralphs Grocery Company September 2000 - October 2013
HMC Architects September 2004 - August 2005
Bank of the West November 2003 - September 2004
Skills
Auditing, Financial Reporting, Financial Accounting, Financial Statements, Accounting, Account Reconciliation, Customer Service, Microsoft Excel, Merchandising, Sales, Retail
Education
California State University-San Bernardino 2012 — 2013
Master of Science in Accountancy (M.S.A), Accounting
California State University-San Bernardino 2008 — 2012
Bachelor of Arts, Business Administration; Accounting
Douglas E. Englehart, CPA, MSA Douglas E. Englehart, CPA, MSA's Smith Marion & Co. Experience June 2012 - Present
Job Manager, Smith Marion & Co., LLP
Industry Accounting
Experience
Smith Marion & Co. June 2012 - Present
Skills
Auditing, Accounting, Tax, Public Speaking, QuickBooks, Nonprofits, Consolidation
Education
California State University-San Bernardino 2012 — 2012
Master of Science (M.S.), Accountancy
California State University-San Bernardino 2009 — 2012
Bachelors of Arts, Business Administration - Accounting
Smith Marion & Co. June 2012 - Present
Skills
Auditing, Accounting, Tax, Public Speaking, QuickBooks, Nonprofits, Consolidation
Education
California State University-San Bernardino 2012 — 2012
Master of Science (M.S.), Accountancy
California State University-San Bernardino 2009 — 2012
Bachelors of Arts, Business Administration - Accounting
Ryan Callahan, CPA Ryan Callahan, CPA's Smith Marion & Co. Experience June 2008 - August 2013
Job Manager at Vicenti, Lloyd & Stutzman LLP
Industry Accounting
Experience
Vicenti, Lloyd & Stutzman LLP October 2014 - Present
California Society of CPAs/CalCPA Education Foundation 2013 - Present
Van Dyk & Associates November 2013 - October 2014
Conrad LLP August 2013 - November 2013
Smith Marion & Co. June 2008 - August 2013
Van Dyk & Associates 2007 - 2008
Skills
CPA, Account Reconciliation, Accounting, Auditing, Cash Flow, Compilation, Corporate Tax, External Audit, Financial Accounting, Financial Reporting, Financial Statements, GAAP, General Ledger, Internal Controls, QuickBooks, Tax, Tax Preparation, Tax Returns, US GAAP
Education
California State University-San Bernardino
BS Business Administration, Accounting
Vicenti, Lloyd & Stutzman LLP October 2014 - Present
California Society of CPAs/CalCPA Education Foundation 2013 - Present
Van Dyk & Associates November 2013 - October 2014
Conrad LLP August 2013 - November 2013
Smith Marion & Co. June 2008 - August 2013
Van Dyk & Associates 2007 - 2008
Skills
CPA, Account Reconciliation, Accounting, Auditing, Cash Flow, Compilation, Corporate Tax, External Audit, Financial Accounting, Financial Reporting, Financial Statements, GAAP, General Ledger, Internal Controls, QuickBooks, Tax, Tax Preparation, Tax Returns, US GAAP
Education
California State University-San Bernardino
BS Business Administration, Accounting
Timothy May, CPA Timothy May, CPA's Smith Marion & Co. Experience August 2011 - September 2013
Job Smith Marion & Co
Industry Accounting
Experience
Smith Marion & Co. LLP June 2014 - Present
Southern California Edison (SCE) September 2013 - May 2014
Smith Marion & Co. August 2011 - September 2013
US Bank June 2006 - August 2011
Arrowhead Credit Union June 2002 - July 2005
Skills
Notary Public, QuickBooks, Accounts Payable, Accounting, Bookkeeping, Accounts Receivable, Account Reconciliation, General Ledger, Payroll, Auditing, Financial Reporting, Financial Analysis, GAAP, Internal Controls, Single Audit, Yellow Book, Financial Accounting, US GAAP, Financial Statements, CPA
Education
California State University-San Bernardino - College of Business and Public Administration 2008 — 2011
B.S., Business Administration - Accounting
Smith Marion & Co. LLP June 2014 - Present
Southern California Edison (SCE) September 2013 - May 2014
Smith Marion & Co. August 2011 - September 2013
US Bank June 2006 - August 2011
Arrowhead Credit Union June 2002 - July 2005
Skills
Notary Public, QuickBooks, Accounts Payable, Accounting, Bookkeeping, Accounts Receivable, Account Reconciliation, General Ledger, Payroll, Auditing, Financial Reporting, Financial Analysis, GAAP, Internal Controls, Single Audit, Yellow Book, Financial Accounting, US GAAP, Financial Statements, CPA
Education
California State University-San Bernardino - College of Business and Public Administration 2008 — 2011
B.S., Business Administration - Accounting
Kendra Dockham, CPA Kendra Dockham, CPA's Smith Marion & Co. Experience June 2012 - Present
Job Manager at Smith Marion & Co.
Industry Accounting
Experience
Smith Marion & Co. June 2012 - Present
VITA - Volunteer Income Tax Assistance Program January 2012 - May 2012
VITA - Volunteer Income Tax Assistance January 2011 - April 2011
Civitan Little League 2007 - 2010
Clare Cherry School January 2003 - December 2008
Skills
Customer Service, Bookkeeping, Accounting, Budgets, Microsoft Excel, QuickBooks, Auditing, Microsoft Office, Tax Returns, Tax, Tax Preparation, Financial Statement..., Not for Profit, Homeowner Association..., Bank Reconciliation, Payroll, CPA, Invoicing, General Ledger, US GAAP, Financial Accounting, Financial Reporting, Corporate Tax, GAAP, Account Reconciliation, Internal Controls, External Audit, Financial Statements, Financial Analysis
Education
California State University-San Bernardino - College of Business and Public Administration 2009 — 2011
BS Business Administration, Accounting
Smith Marion & Co. June 2012 - Present
VITA - Volunteer Income Tax Assistance Program January 2012 - May 2012
VITA - Volunteer Income Tax Assistance January 2011 - April 2011
Civitan Little League 2007 - 2010
Clare Cherry School January 2003 - December 2008
Skills
Customer Service, Bookkeeping, Accounting, Budgets, Microsoft Excel, QuickBooks, Auditing, Microsoft Office, Tax Returns, Tax, Tax Preparation, Financial Statement..., Not for Profit, Homeowner Association..., Bank Reconciliation, Payroll, CPA, Invoicing, General Ledger, US GAAP, Financial Accounting, Financial Reporting, Corporate Tax, GAAP, Account Reconciliation, Internal Controls, External Audit, Financial Statements, Financial Analysis
Education
California State University-San Bernardino - College of Business and Public Administration 2009 — 2011
BS Business Administration, Accounting
Patrick Cabildo, CPA Patrick Cabildo, CPA's Smith Marion & Co. Experience 2001 - 2008
Job Internal Auditor at Chaffey College
Industry Higher Education
Experience
Chaffey College MemberCal CPA2000 - 2009
Smith Marion & Co. 2001 - 2008
Skills
Accounting, Accounts Receivable, Auditing, CPA, Accounts Payable, Internal Controls, Financial Accounting, Financial Statements, Financial Audits, External Audit, Payroll, Finance, Financial Analysis, Tax, Income Tax, Corporate Tax, GAAP, Financial Reporting, Budgets, Managerial Finance, Bookkeeping
Education
California State University-San Bernardino - College of Business and Public Administration
BS, Accounting
Chaffey College MemberCal CPA2000 - 2009
Smith Marion & Co. 2001 - 2008
Skills
Accounting, Accounts Receivable, Auditing, CPA, Accounts Payable, Internal Controls, Financial Accounting, Financial Statements, Financial Audits, External Audit, Payroll, Finance, Financial Analysis, Tax, Income Tax, Corporate Tax, GAAP, Financial Reporting, Budgets, Managerial Finance, Bookkeeping
Education
California State University-San Bernardino - College of Business and Public Administration
BS, Accounting
Caren Cranston's Smith Marion & Co. Experience November 2012 - Present
Job Manager at Smith Marion & Co.
Industry Accounting
Experience
Smith Marion & Co. November 2012 - Present
Streit & Peters CPAs Inc January 2007 - October 2012
Winifred Stephanie CPA January 2001 - December 2006
Skills
Accounting, Bookkeeping, CPA, GAAP, Partnership Taxation, QuickBooks, Tax, Tax Preparation, Tax Returns
Education
CSUSB
Bachelor of Business Administration (B.B.A.), Accounting
Smith Marion & Co. November 2012 - Present
Streit & Peters CPAs Inc January 2007 - October 2012
Winifred Stephanie CPA January 2001 - December 2006
Skills
Accounting, Bookkeeping, CPA, GAAP, Partnership Taxation, QuickBooks, Tax, Tax Preparation, Tax Returns
Education
CSUSB
Bachelor of Business Administration (B.B.A.), Accounting
Ingra Palacios's Smith Marion & Co. Experience September 2011 - Present
Job Associate at Smith Marion & Co.
Industry Accounting
Experience
Smith Marion & Co. September 2011 - Present
Soren McAdam Christenson LLP 2011 - 2011
Skills
Accounting, External Audit, QuickBooks, CPA, Bookkeeping, Auditing, Microsoft Excel, Payroll, US GAAP
Education
CSUSB
Smith Marion & Co. September 2011 - Present
Soren McAdam Christenson LLP 2011 - 2011
Skills
Accounting, External Audit, QuickBooks, CPA, Bookkeeping, Auditing, Microsoft Excel, Payroll, US GAAP
Education
CSUSB