Walpole & Co., LLP
Description
Address: 70 Santa Felicia Dr, Goleta, CA 93117 Hours: Open ⋅ Closes 5PM Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (805) 569-9487: Website: Category: : : Place name: : : : Website: https://www.walpolecpa.com/ Category: 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
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Walpole & Co., LLP Employees
Employee
Years
Job
Industry
Cullen Lowe Cullen Lowe's Walpole & Co., LLP Experience September 2006 - February 2008
Job Sage 100 ERP Consultant at Blytheco
Industry Computer Software
Experience
Blytheco August 2013 - Present
Sage North America February 2008 - July 2013
Walpole & Co., LLP September 2006 - February 2008
Cannon Wright Blount 2004 - 2006
Best Software (now Sage Software) 2002 - 2004
CommTech Corp. 1999 - 2001
eastamerica northeast survey group 1993 - 1998
Famous Joes 1990 - 1992
Skills
Crystal Reports, SQL, Sage, Mas 90, Software Implementation, SQL Server, ERP, Customer Service, Microsoft SQL Server, Sage CRM, Integration, Accounting, CRM, Program Management, Business Analysis, Start-ups, ERP Software, Management, Troubleshooting, Software Development, Accpac, Enterprise Software, Windows, Business Intelligence, Visual Basic, T-SQL, Microsoft CRM, Business Process
Education
Adirondack Community College 1995 — 1995
Computer Science
State University of New York College at Plattsburgh 1976 — 1981
Shenendehowa 1967 — 1975
Blytheco August 2013 - Present
Sage North America February 2008 - July 2013
Walpole & Co., LLP September 2006 - February 2008
Cannon Wright Blount 2004 - 2006
Best Software (now Sage Software) 2002 - 2004
CommTech Corp. 1999 - 2001
eastamerica northeast survey group 1993 - 1998
Famous Joes 1990 - 1992
Skills
Crystal Reports, SQL, Sage, Mas 90, Software Implementation, SQL Server, ERP, Customer Service, Microsoft SQL Server, Sage CRM, Integration, Accounting, CRM, Program Management, Business Analysis, Start-ups, ERP Software, Management, Troubleshooting, Software Development, Accpac, Enterprise Software, Windows, Business Intelligence, Visual Basic, T-SQL, Microsoft CRM, Business Process
Education
Adirondack Community College 1995 — 1995
Computer Science
State University of New York College at Plattsburgh 1976 — 1981
Shenendehowa 1967 — 1975
Carrie L. Hagen, CPA Carrie L. Hagen, CPA's Walpole & Co., LLP Experience December 2013 - Present
Job Accountant at Walpole & Co., LLP
Industry Accounting
Experience
Walpole & Co., LLP December 2013 - Present
SafeLaunch January 2012 - December 2012
U.S. Census Bureau -- Census Coverage Management 2010 - 2010
All California Mortgage 2009 - 2010
Five Star Finance 2005 - 2009
Santa Barbara Superior Court 2007 - 2007
All California Mortgage 1999 - 2005
The City of Sonoma Affordable Housing Program 1989 - 2005
Norwest Mortgage 1997 - 1999
The Prudential California Realty 1988 - 1997
Skills
Real Estate, Management, Finance, Accounting, Negotiation, QuickBooks, Mortgage Lending, Contract Negotiation, Investments, Microsoft Excel, Financial Analysis, Financial Accounting, Coaching, Strategy, Investment Properties, Credit, Loans, Team Leadership, Training, Real Estate Financing, Risk Management, Nonprofits, Sales, Small Business, Analysis, Financial Reporting, Account Management, Marketing, Budgets, Banking, Cash Flow, Corporate Finance, Tax, Employee Relations, Project Coordination, Strategic Financial..., Due Diligence, Commercial Real Estate, Lacerte, Financial Planning
Education
California State University-Northridge 2010 — 2013
Bachelor of Science (B.S.), Accountancy
California State University-Northridge 2010 — 2013
Bachelor of Science (B.S.), Finance
Santa Monica College 2010 — 2010
Degree Support
Santa Barbara City College 2008 — 2010
Associate of Arts, Economics
Santa Barbara City College
Quickbooks
Walpole & Co., LLP December 2013 - Present
SafeLaunch January 2012 - December 2012
U.S. Census Bureau -- Census Coverage Management 2010 - 2010
All California Mortgage 2009 - 2010
Five Star Finance 2005 - 2009
Santa Barbara Superior Court 2007 - 2007
All California Mortgage 1999 - 2005
The City of Sonoma Affordable Housing Program 1989 - 2005
Norwest Mortgage 1997 - 1999
The Prudential California Realty 1988 - 1997
Skills
Real Estate, Management, Finance, Accounting, Negotiation, QuickBooks, Mortgage Lending, Contract Negotiation, Investments, Microsoft Excel, Financial Analysis, Financial Accounting, Coaching, Strategy, Investment Properties, Credit, Loans, Team Leadership, Training, Real Estate Financing, Risk Management, Nonprofits, Sales, Small Business, Analysis, Financial Reporting, Account Management, Marketing, Budgets, Banking, Cash Flow, Corporate Finance, Tax, Employee Relations, Project Coordination, Strategic Financial..., Due Diligence, Commercial Real Estate, Lacerte, Financial Planning
Education
California State University-Northridge 2010 — 2013
Bachelor of Science (B.S.), Accountancy
California State University-Northridge 2010 — 2013
Bachelor of Science (B.S.), Finance
Santa Monica College 2010 — 2010
Degree Support
Santa Barbara City College 2008 — 2010
Associate of Arts, Economics
Santa Barbara City College
Quickbooks
Jason D. Machgan Jason D. Machgan's Walpole & Co., LLP Experience November 2004 - Present
Job CPA at Walpole
Industry Accounting
Experience
Walpole & Co., LLP November 2004 - Present
S.J. Gallina & Co., LLP September 1999 - September 2004
Novogradac & Company LLP January 1999 - May 1999
Skills
Accounting, Tax Returns, CPA, Auditing, Corporate Taxes, US GAAP, Income Tax, Financial Reporting, QuickBooks, Partnership Taxation, Accountants, Payroll, Financial Statements, Forensic Accounting, Sage, Tax Accounting, Internal Controls, Sales Tax, Tax Research, Estate Planning, Strategic Financial...
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics, Accounting Emphasis
Walpole & Co., LLP November 2004 - Present
S.J. Gallina & Co., LLP September 1999 - September 2004
Novogradac & Company LLP January 1999 - May 1999
Skills
Accounting, Tax Returns, CPA, Auditing, Corporate Taxes, US GAAP, Income Tax, Financial Reporting, QuickBooks, Partnership Taxation, Accountants, Payroll, Financial Statements, Forensic Accounting, Sage, Tax Accounting, Internal Controls, Sales Tax, Tax Research, Estate Planning, Strategic Financial...
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics, Accounting Emphasis
Tom Wahlquist Tom Wahlquist's Walpole & Co., LLP Experience May 2004 - Present
Job Partner at Walpole & Co., LLP
Industry Computer Software
Experience
Walpole & Co., LLP May 2004 - Present
Sage Software February 2003 - May 2004
Blue Cross of California September 2002 - February 2003
Skills
Software, CRM, Contract Negotiation, ERP, Software Implementation, Accounting, Business Process, Business Analysis, Integration, Professional Services, SaaS, Budgets, Enterprise Software, Crystal Reports, Financial Reporting, Management Consulting, Sage, Project Planning, Process Improvement, Project Management, Software Documentation, Business Process..., Business Intelligence, Mas 90, Consulting, Auditing, Management
Education
University of California, Santa Barbara 1998 — 2002
BA, Business Economics
Walpole & Co., LLP May 2004 - Present
Sage Software February 2003 - May 2004
Blue Cross of California September 2002 - February 2003
Skills
Software, CRM, Contract Negotiation, ERP, Software Implementation, Accounting, Business Process, Business Analysis, Integration, Professional Services, SaaS, Budgets, Enterprise Software, Crystal Reports, Financial Reporting, Management Consulting, Sage, Project Planning, Process Improvement, Project Management, Software Documentation, Business Process..., Business Intelligence, Mas 90, Consulting, Auditing, Management
Education
University of California, Santa Barbara 1998 — 2002
BA, Business Economics
Connie (Conley) Porter Connie (Conley) Porter's Walpole & Co., LLP Experience July 1985 - Present
Job Enrolled Agent at Walpole & Co., LLP
Industry Accounting
Experience
Walpole & Co., LLP July 1985 - Present
Guntermann, Ball, Thompson January 1980 - June 1985
Skills
Income Tax, Estate Law, Tax Preparation
Education
UC Santa Barbara 1966 — 1978
B.A., Liberal Studies
Walpole & Co., LLP July 1985 - Present
Guntermann, Ball, Thompson January 1980 - June 1985
Skills
Income Tax, Estate Law, Tax Preparation
Education
UC Santa Barbara 1966 — 1978
B.A., Liberal Studies
Holly Cramer Holly Cramer's Walpole & Co., LLP Experience July 2009 - Present
Job Partner at Walpole & Co. LLP
Industry Accounting
Experience
Walpole & Co. LLP July 2009 - Present
Walpole & Co., LLP July 2003 - Present
Bartlett, Pringle & Wolf, LLP July 1987 - July 2003
Skills
CPA, Accounting, Income Tax, Financial Accounting, Financial Planners, Partnership Taxation, Estate Planning, QuickBooks, Tax, Tax Preparation, Estate Tax Planning, Financial Reporting, Tax Returns, Tax Law, Tax Accounting
Education
California State University-Hayward - School of Business and Economics
Accounting Certificate, Accounting
Oberlin Conservatory of Music, Oberlin, Ohio B.M.
Bachelor of Music, Music
San Francisco Conservatory of Music
Masters of Music, Music (Harpsichord Performance)
Walpole & Co. LLP July 2009 - Present
Walpole & Co., LLP July 2003 - Present
Bartlett, Pringle & Wolf, LLP July 1987 - July 2003
Skills
CPA, Accounting, Income Tax, Financial Accounting, Financial Planners, Partnership Taxation, Estate Planning, QuickBooks, Tax, Tax Preparation, Estate Tax Planning, Financial Reporting, Tax Returns, Tax Law, Tax Accounting
Education
California State University-Hayward - School of Business and Economics
Accounting Certificate, Accounting
Oberlin Conservatory of Music, Oberlin, Ohio B.M.
Bachelor of Music, Music
San Francisco Conservatory of Music
Masters of Music, Music (Harpsichord Performance)
Greg Armand Greg Armand's Walpole & Co., LLP Experience February 2005 - February 2007
Job Entrepreneur, Professional trader Equity options, FX
Industry Investment Management
Experience
Entrepreneur July 2007 - Present
UBS Financial Services February 2007 - June 2007
Walpole & Co., LLP February 2005 - February 2007
Eiffel Software February 2003 - December 2004
T-Mobile/Deutsche Telekom July 2002 - December 2002
Cards N'Tense August 1995 - October 2001
Skills
Business Strategy, Entrepreneurship, Business Development, Investments
Education
Santa Clara University 1997 — 2002
Marketing, Finance, Marketing
The American University of Paris 1999 — 1999
4 courses, Marketing, Intl Business
Robert Louis Stevenson, Pebble Beach, CA 1994 — 1996
Collège des Prêcheurs and Lycée Paul Cézanne, Aix-en-Provence, France, 1987-1994 1987 — 1994
Cold Spring School and Laguna Blanca School, Santa Barbara, California, 1983-1987 1983 — 1987
Lycée International, Saint-Germain-en-Laye, France, 1980-1983 1980 — 1983
Entrepreneur July 2007 - Present
UBS Financial Services February 2007 - June 2007
Walpole & Co., LLP February 2005 - February 2007
Eiffel Software February 2003 - December 2004
T-Mobile/Deutsche Telekom July 2002 - December 2002
Cards N'Tense August 1995 - October 2001
Skills
Business Strategy, Entrepreneurship, Business Development, Investments
Education
Santa Clara University 1997 — 2002
Marketing, Finance, Marketing
The American University of Paris 1999 — 1999
4 courses, Marketing, Intl Business
Robert Louis Stevenson, Pebble Beach, CA 1994 — 1996
Collège des Prêcheurs and Lycée Paul Cézanne, Aix-en-Provence, France, 1987-1994 1987 — 1994
Cold Spring School and Laguna Blanca School, Santa Barbara, California, 1983-1987 1983 — 1987
Lycée International, Saint-Germain-en-Laye, France, 1980-1983 1980 — 1983
Jason Janzen's Walpole & Co., LLP Experience August 2011 - October 2014
Job Principal at Palius OKelley CPA's and Consultants
Industry Accounting
Experience
Palius OKelley CPA's and Consultants October 2014 - Present
Walpole & Co., LLP August 2011 - October 2014
Bartlett, Pringle & Wolf, LLP December 2001 - July 2011
Skills
CPA, Tax, Tax Preparation, Corporate Tax, QuickBooks, Partnership Taxation, Financial Accounting, GAAP, Auditing, Financial Reporting, Income Tax, Accounting, Internal Controls, Tax Research, Tax Accounting
Education
Emporia State University 1991 — 1994
Bachelor of Science (BS), Accounting
Palius OKelley CPA's and Consultants October 2014 - Present
Walpole & Co., LLP August 2011 - October 2014
Bartlett, Pringle & Wolf, LLP December 2001 - July 2011
Skills
CPA, Tax, Tax Preparation, Corporate Tax, QuickBooks, Partnership Taxation, Financial Accounting, GAAP, Auditing, Financial Reporting, Income Tax, Accounting, Internal Controls, Tax Research, Tax Accounting
Education
Emporia State University 1991 — 1994
Bachelor of Science (BS), Accounting
Kirk Stovesand's Walpole & Co., LLP Experience June 1985 - Present
Job Partner at Walpole
Industry Accounting
Experience
Walpole & Co., LLP June 1985 - Present
Skills
Strategic Planning, ERP, Business Valuation, Mergers, QuickBooks, Accounting
Education
Golden Gate University
MS, Taxation
University of California, Santa Barbara
BS, Business Economics
Walpole & Co., LLP June 1985 - Present
Skills
Strategic Planning, ERP, Business Valuation, Mergers, QuickBooks, Accounting
Education
Golden Gate University
MS, Taxation
University of California, Santa Barbara
BS, Business Economics
MeLinda Matsumoto's Walpole & Co., LLP Experience August 2014 - Present
Job Customer Experience Manager at Walpole & Co., LLP
Industry Accounting
Experience
Walpole & Co., LLP August 2014 - Present
Walpole and Co., LLP January 2013 - July 2014
Allergan September 2010 - December 2012
San Marcos High School February 2012 - July 2012
Cochrane Property Management May 2008 - September 2010
Skills
QuickBooks, Invoicing, Social Networking, Customer Service, Accounting, Microsoft Excel, Public Speaking, Social Media, Outlook, Auditing, PowerPoint, Microsoft Word, Data Entry, Microsoft Office, Account Management, Analysis, Leadership, Communication, Building Relationships, Access
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (BA), Business Economics with emphasis in Accounting
James Logan High School
Walpole & Co., LLP August 2014 - Present
Walpole and Co., LLP January 2013 - July 2014
Allergan September 2010 - December 2012
San Marcos High School February 2012 - July 2012
Cochrane Property Management May 2008 - September 2010
Skills
QuickBooks, Invoicing, Social Networking, Customer Service, Accounting, Microsoft Excel, Public Speaking, Social Media, Outlook, Auditing, PowerPoint, Microsoft Word, Data Entry, Microsoft Office, Account Management, Analysis, Leadership, Communication, Building Relationships, Access
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (BA), Business Economics with emphasis in Accounting
James Logan High School