VERTICAL ADVISORS LLP
Address: 1401 Dove St Suite 630, Newport Beach, CA 92660 Hours: Closed ⋅ Opens 8:30AM Thursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (949) 756-8080: : : Category: Website: : Place name: : : Website: http://verticaladvisors.com/ Category: Certified Public Accountant 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 Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Vertical Advisors LLP Posting publicly on the Web Write a review Reviews 1 Google review From Vertical Advisors LLP "CPAs and Tax Strategist primarily servicing privately held businesses and the owners. Also high net with and real estate investors. We are also a full service CPA / Accounting firm."
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VERTICAL ADVISORS LLP Employees
VERTICAL ADVISORS LLP July 2014 - Present
Eastham Foster CPA's April 2013 - July 2014
Skills
Tax Preparation, Accounting, Income Tax, Financial Statements, Tax, Tax Research
Education
Golden Gate University 2012 — 2015
Master's degree, Tax Law/Taxation
North Seattle College 2011 — 2012
Bacherlors degree, Accounting and Finance
Iowa State University 2003 — 2006
Bachelor's degree, English
VERTICAL ADVISORS LLP January 2007 - Present
DKAdvisors June 2003 - January 2007
Grant Thornton June 2001 - May 2003
myCFO June 1999 - June 2001
Arthur Andersen January 1997 - June 1999
DeGregori, Gormsen, Ringer, LLP May 1992 - December 1996
Skills
Crisis Management, Business Advisory, Tactical Planning, Federal Taxation, Tax Reduction Strategies, Small Business..., Tax, Accounting, Income Tax, Corporate Tax, Mergers, Strategic Planning, Management Consulting, Small Business, CPA, Tax Preparation, Tax Accounting, Tax Research, Auditing, Mergers & Acquisitions, Tax Advisory, International Tax, Partnership Taxation, Financial Accounting, S Corporations, Bookkeeping, Tax Returns, Finance
Education
Golden Gate University 1997 — 2000
Masters of Science, Taxation
California State University-Fullerton 1989 — 1992
1992, BA - Accounting
California State University-Fullerton - College of Business and Economics 1989 — 1992
BA, Accounting
Regis University 1987 — 1988
VERTICAL ADVISORS LLP October 2014 - Present
Hein & Associates May 2007 - June 2014
Rosen Seymour Shapss Martin January 2001 - March 2007
Paul Scherer & Company LLP June 1998 - December 2000
Assigned to TransAmerica Leasing Financial Services June 1997 - August 1997
Skills
Financial Reporting, Auditing, Internal Controls, Financial Accounting, Accounting, GAAP, Financial Analysis, Sarbanes-Oxley Act, Accounts Payable, Financial Statements, SEC filings, CPA, US GAAP, Corporate Tax, Consolidation
Education
Marist College 1994 — 1998
B.S, Accounting
Elizabeth Farnan, CPA 2006 - Present
The Los Angeles Triathlon 2003 - Present
USA Triathlon January 2010 - Present
VERTICAL ADVISORS LLP 2013 - 2014
Deckers Outdoor Corporation 2011 - 2013
Roll International 2007 - 2010
Holthouse Carlin & Van Trigt LLP 2006 - 2007
Michael S. Fredlender, CPA 2005 - 2006
Grant Thornton 2001 - 2005
Deloitte 1997 - 2001
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Mergers & Acquisitions, Auditing, Forecasting, Tax, Budgets, Financial Accounting, Internal Controls, Financial Modeling, Leadership, Restructuring, Strategy, Process Improvement, Risk Management, Due Diligence, Business Strategy, Management, Strategic Planning, Finance, SEC filings, Executive Management, Corporate Finance, Managerial Finance, Strategic Financial..., Triathlon
Education
The College of William and Mary - The Mason School of Business 1995 — 1997
MBA
Bucknell University 1988 — 1992
BA, Economics
Ramapo High School
Santa Ana College December 2014 - Present
KB Business Consulting November 2014 - Present
No Matter What... November 2012 - Present
VERTICAL ADVISORS LLP May 2013 - October 2014
Chic CEO, LLC July 2013 - December 2013
Glamour magazine January 2011 - December 2013
Femfessionals LLC September 2012 - August 2013
Robert R. Redwitz & Co. June 2011 - April 2013
Glenn M. Gelman & Associates January 2010 - May 2011
Glenn M. Gelman & Associates June 2009 - January 2010
Skills
Construction, A-133, Local Government, SEC, Non-profits, Accounting, Auditing, Financial Reporting, Internal Controls, General Ledger, Nonprofits, Tax, Financial Analysis, GAAP, Financial Statements, Variance Analysis, Leadership, Budgets, CPA, Cash Flow, Management, Finance, Financial Accounting, Strategic Planning, Training
Education
University of California, Irvine 2005 — 2013
Certificate, Marketing
Chapman University, The George L. Argyros School of Business and Economics 2003 — 2006
MBA
Chapman University, The George L. Argyros School of Business and Economics 1996 — 1999
BS, Accounting
Mater Dei High School 1992 — 1996
Vertical Advisors LLP August 2009 - Present
Platinum Properties Investor Network Inc February 2004 - April 2012
Interpore Cross International August 2002 - July 2005
Education
Fullerton College
AA, Business Management
VERTICAL ADVISORS LLP July 2013 - Present
SMA Financial, Inc September 2008 - June 2013
UCMeTalk, Inc. December 2011 - December 2012
Rocket Internet Turkey & MENA June 2012 - September 2012
Skills
Quickbooks, Microsoft Office, Excel, Arabic, Accounting, Financial Reporting, PowerPivot, Financial Accounting, Auditing, Vlookup, US GAAP, QuickBooks, Microsoft Excel, PowerPoint, GAAP, General Ledger, CPA, Financial Analysis, Management, Business Development, Bookkeeping, Microsoft Word
Education
University of California, Riverside 2010 — 2012
Bachelor of Science (BS), Business Administration, Accounting
Irvine Valley College 2008 — 2010
Deloitte January 2014 - Present
VERTICAL ADVISORS LLP January 2013 - December 2013
KPMG US 2012 - October 2012
P.F. Chang's China Bistro January 2012 - May 2012
McDevitt and Pribyl, APLC January 2011 - January 2012
Oggis Pizza and Brewing Company September 2010 - May 2011
Skills
Microsoft Office, Intuit Tax Software, Social Media, Customer Service, Tax Return Preparation, Accounting, Tax Returns, Journal Entries, Bookkeeping, Spreadsheets, Income Tax, Account Reconciliation, Financial Accounting, GAAP, Auditing, Tax
Education
University of San Diego 2009 — 2012
Bachelor of Accountancy, Accounting
Orange Coast College 2007 — 2009
Associate of Arts, Business Administration
Glenn M. Gelman & Associates December 2012 - Present
Alternative Vending Company April 2009 - September 2014
VERTICAL ADVISORS LLP January 2011 - November 2012
Skills
Tax, Financial Reporting, Account Reconciliation, Accounting, Tax Accounting, Tax Preparation, Corporate Tax, Tax Advisory, Income Tax, Partnership Taxation, CPA, Tax Research, Tax Returns, Cash Management, Financial Accounting, Auditing, Accounts Payable, QuickBooks, Accounts Receivable, Bookkeeping, Tax Law, Sales Tax, Trust Taxation, GAAP, Personal Tax Planning, Corporate Tax Planning, General Ledger, Financial Analysis, Microsoft Excel
Education
Golden Gate University 2013 — 2015
MS, Tax Law/Taxation
Pyatigorsk State Technological University 2002 — 2006
Master's degree, Accounting and Finance
DVM Management July 2013 - Present
VERTICAL ADVISORS LLP January 2012 - July 2013
Arnel Development August 2008 - January 2012
RSM McGladrey December 2007 - August 2008
KPMG January 2006 - December 2007
Wells Fargo Financial December 2002 - June 2005
Skills
CPA, Tax, Accounting, Tax Preparation, S Corporations, Partnership Taxation, Property Tax, Financial Reporting, Financial Analysis, Corporate Tax, Financial Accounting, GAAP, Income Tax, QuickBooks, Tax Accounting, Tax Research, Tax Returns
Education
Arizona State University, W. P. Carey School of Business 2005 — 2006
Masters, Tax
Brigham Young University 2000 — 2002
Bachelor, Finance
SureFire CPR October 2012 - Present
VERTICAL ADVISORS LLP January 2012 - May 2013
Strategic Accounting Solutions Inc April 2009 - December 2011
Deloitte & Touche LLP January 2005 - 2009
Skills
GAAP, US GAAP, CPA, Financial Reporting, Accounting, Financial Accounting, Financial Analysis
Education
University of Southern California 2001 — 2005
BS and MAcc, Accounting
VERTICAL ADVISORS LLP October 2015 - Present
La Jolet Salon Inc. September 2012 - September 2015
Veterans Hospital La Jolla, Ca 2014 - 2014
Mount San Jacinto College June 2011 - May 2012
USMC January 1991 - February 1998
Skills
Statistics, Research, Data Analysis, Teaching, Higher Education, PowerPoint, Microsoft Excel, Public Speaking, Access, Microsoft Office, Qualitative Research, Analysis, Microsoft Word, Spanish, Management, Time Management, Team Building, Budgets, Training, Sales, Leadership, Customer Service, Event Planning, Strategic Planning, Social Networking, Marketing, Social Media, Human Resources, Leadership Development, Military
Education
Cal State San Marcos 2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
California State University-San Marcos 2012 — 2014
Bachelor, Business Administration and Management, General