Windes & McClaughry
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Windes & McClaughry Employees
Employee
Years
Job
Industry
Maureen A. Geudtner Maureen A. Geudtner's Windes & McClaughry Experience 1998 - 2003
Job Awardwinning Marketing Professional | Brand Evangelist | Product Strategist | Marketing Communications Guru
Industry Marketing and Advertising
Experience
Strategic Market Consultant 2013 - 2015
SynergEyes, Inc. 2012 - 2013
Eyefinity (Division of VSP Global) 2011 - 2012
Start Up Company 2009 - 2011
SecureHoizons and AARP by UnitedHealthCare 2007 - 2009
Argent Mortgage 2005 - 2007
Countrywide/Bank of America 2003 - 2005
Windes & McClaughry 1998 - 2003
Skills
Product Marketing, Cross-functional Team..., Healthcare, Integrated Marketing, Marketing, Marketing Strategy, Competitive Analysis, Product Management, Product Development, Brand Management, Public Relations, Strategy, Budgets, Direct Marketing, Interactive Advertising, Online Advertising, Strategic Planning, Vendor Management, Brand Development, Customer Acquisition, Lead Generation, Retention Management, Social Media, Strategic Communications, Trade Shows, Web Marketing, Creative Direction, B2B Marketing Strategy, B2C marketing, Customer Segmentation..., Compliance, Channel, Key Account Management, Retention Strategies, Strategic Partnerships, Web Design, Web Development
Education
California State University-Northridge
Bachelor, Marketing Communication
UC Irvine, Extension
Certificate, Two-year Program, Integrated Marketing Communications
Strategic Market Consultant 2013 - 2015
SynergEyes, Inc. 2012 - 2013
Eyefinity (Division of VSP Global) 2011 - 2012
Start Up Company 2009 - 2011
SecureHoizons and AARP by UnitedHealthCare 2007 - 2009
Argent Mortgage 2005 - 2007
Countrywide/Bank of America 2003 - 2005
Windes & McClaughry 1998 - 2003
Skills
Product Marketing, Cross-functional Team..., Healthcare, Integrated Marketing, Marketing, Marketing Strategy, Competitive Analysis, Product Management, Product Development, Brand Management, Public Relations, Strategy, Budgets, Direct Marketing, Interactive Advertising, Online Advertising, Strategic Planning, Vendor Management, Brand Development, Customer Acquisition, Lead Generation, Retention Management, Social Media, Strategic Communications, Trade Shows, Web Marketing, Creative Direction, B2B Marketing Strategy, B2C marketing, Customer Segmentation..., Compliance, Channel, Key Account Management, Retention Strategies, Strategic Partnerships, Web Design, Web Development
Education
California State University-Northridge
Bachelor, Marketing Communication
UC Irvine, Extension
Certificate, Two-year Program, Integrated Marketing Communications
David Anthony Hernandez David Anthony Hernandez's Windes & McClaughry Experience January 1997 - April 1998
Job Dave Hernandez Tax Accountant
Industry Accounting
Experience
LA Tax Guy January 2002 - Present
Mark Filler CPA January 2002 - April 2003
Tanner, Mainstain, Hoffer & Peyrot CPA’s January 2001 - April 2001
Power & Twersky CPA’s Business Mgmt January 2001 - April 2001
Johnson, Harband, Foster & Darling CPA's January 2000 - April 2000
Warner, Corbet and Gutentag CPAs January 2000 - April 2000
Bay, Sherman, Craig & Goldstein CPA's January 1999 - April 1999
Windes & McClaughry January 1997 - April 1998
KPMG Peat Marwick January 1996 - April 1996
Skills
QuickBooks, Small Business, Tax, Tax Returns, Bookkeeping, Business, Home Based Business, Accounting, Spreadsheets, Auditing, CPA, Financial Analysis, Financial Reporting, Leadership, Tax Law, Nonprofits, Business Planning, Balance, Tax Advisory, Microsoft Excel, IRS, Training, Payroll, Account Reconciliation, Accounts Payable, Financial Accounting, Accounts Receivable, Internal Controls, Tax Preparation, Tax Accounting, Tax Research, Sales Tax, Corporate Tax, LLC, Payroll Taxes, Income Tax, ProSystem fx Tax, S Corporations, Invoicing, Preparation, Lacerte, Strategic Financial..., Property Tax, Finance, Time Management, Estate Tax Planning
Education
Metropolitan State College of Denver 1981 — 1982
Bachelor of Science, Accounting
San Diego State University-California State University 1973 — 1977
Bachelor, Science Marketing
LA Tax Guy January 2002 - Present
Mark Filler CPA January 2002 - April 2003
Tanner, Mainstain, Hoffer & Peyrot CPA’s January 2001 - April 2001
Power & Twersky CPA’s Business Mgmt January 2001 - April 2001
Johnson, Harband, Foster & Darling CPA's January 2000 - April 2000
Warner, Corbet and Gutentag CPAs January 2000 - April 2000
Bay, Sherman, Craig & Goldstein CPA's January 1999 - April 1999
Windes & McClaughry January 1997 - April 1998
KPMG Peat Marwick January 1996 - April 1996
Skills
QuickBooks, Small Business, Tax, Tax Returns, Bookkeeping, Business, Home Based Business, Accounting, Spreadsheets, Auditing, CPA, Financial Analysis, Financial Reporting, Leadership, Tax Law, Nonprofits, Business Planning, Balance, Tax Advisory, Microsoft Excel, IRS, Training, Payroll, Account Reconciliation, Accounts Payable, Financial Accounting, Accounts Receivable, Internal Controls, Tax Preparation, Tax Accounting, Tax Research, Sales Tax, Corporate Tax, LLC, Payroll Taxes, Income Tax, ProSystem fx Tax, S Corporations, Invoicing, Preparation, Lacerte, Strategic Financial..., Property Tax, Finance, Time Management, Estate Tax Planning
Education
Metropolitan State College of Denver 1981 — 1982
Bachelor of Science, Accounting
San Diego State University-California State University 1973 — 1977
Bachelor, Science Marketing
George Shewchuk, CPA, MST George Shewchuk, CPA, MST's Windes & McClaughry Experience 1998 - 2001
Job CPA MST Partner at Katherman Kitts & Co. LLP
Industry Accounting
Experience
Katherman Kitts & Co. LLP November 2014 - Present
Raimondo Pettit Group January 2013 - October 2014
Allen, Haight & Monaghan LLP 2001 - January 2013
AYSO Region 177 Long Beach/Belmont Shore 1998 - 2011
Beach Futbol club June 2008 - December 2010
Windes & McClaughry 1998 - 2001
Ernst & Young December 1995 - 1998
House of Fabrics June 1994 - December 1995
Kushner Smith Joanou Gregson fka Yoder Kushner & Co, 1990 - June 1994
Education
Golden Gate University 1993 — 1998
MS, Taxation
San Diego State University-California State University 1985 — 1989
Bachelor of Science, Accounting
Thomas A Blakelock 1981 — 1984
Katherman Kitts & Co. LLP November 2014 - Present
Raimondo Pettit Group January 2013 - October 2014
Allen, Haight & Monaghan LLP 2001 - January 2013
AYSO Region 177 Long Beach/Belmont Shore 1998 - 2011
Beach Futbol club June 2008 - December 2010
Windes & McClaughry 1998 - 2001
Ernst & Young December 1995 - 1998
House of Fabrics June 1994 - December 1995
Kushner Smith Joanou Gregson fka Yoder Kushner & Co, 1990 - June 1994
Education
Golden Gate University 1993 — 1998
MS, Taxation
San Diego State University-California State University 1985 — 1989
Bachelor of Science, Accounting
Thomas A Blakelock 1981 — 1984
Mindy Dwyer, SPHR, SHRM-SCP Mindy Dwyer, SPHR, SHRM-SCP's Windes & McClaughry Experience December 1996 - November 1999
Job SVP, Human Resources Manager
Industry Banking
Experience
Grandpoint Bank June 2011 - Present
Professional Business Bank October 2008 - June 2011
A.F. Gilmore Company July 2002 - October 2008
Custom Building Products November 1999 - June 2002
Windes & McClaughry December 1996 - November 1999
Education
University of Phoenix 2000 — 2002
B/S Business Management
Napa High School
Napa High School
Napa Valley College
Grandpoint Bank June 2011 - Present
Professional Business Bank October 2008 - June 2011
A.F. Gilmore Company July 2002 - October 2008
Custom Building Products November 1999 - June 2002
Windes & McClaughry December 1996 - November 1999
Education
University of Phoenix 2000 — 2002
B/S Business Management
Napa High School
Napa High School
Napa Valley College
Bobback Tehrani, CPA Bobback Tehrani, CPA's Windes & McClaughry Experience August 2007 - March 2009
Job Certified Public Accountant
Industry Accounting
Experience
SRH Financial Consultants May 2009 - Present
Orglow, Inc. April 2009 - December 2014
Windes & McClaughry August 2007 - March 2009
Affinity Funding May 2006 - August 2006
Skills
Auditing, GAAP, Internal Controls, Financial Analysis, Accounting, Financial Reporting, Tax, Tax Preparation, Corporate Tax, QuickBooks
Education
Claremont McKenna College 2003 — 2007
B.A., Economics-Accounting
Aliso Niguel High School
SRH Financial Consultants May 2009 - Present
Orglow, Inc. April 2009 - December 2014
Windes & McClaughry August 2007 - March 2009
Affinity Funding May 2006 - August 2006
Skills
Auditing, GAAP, Internal Controls, Financial Analysis, Accounting, Financial Reporting, Tax, Tax Preparation, Corporate Tax, QuickBooks
Education
Claremont McKenna College 2003 — 2007
B.A., Economics-Accounting
Aliso Niguel High School
Brian Yacker Brian Yacker's Windes & McClaughry Experience May 2008 - September 2011
Job Founder/Partner at YH Advisors, the Exempt Org Experts Serving Nonprofits Across the US
Industry Accounting
Experience
YH Advisors, the Exempt Orgs Experts September 2011 - Present
Solosez 2012 - Present
AICPA EO Tax Technical Resource Committee September 2011 - Present
BookEnds 2009 - Present
AAA-CPA 2003 - Present
IRS Advisory Council 2008 - 2012
Windes & McClaughry May 2008 - September 2011
Green Hasson & Janks December 2002 - May 2008
Rowbotham & Company LLP March 1998 - June 2000
Ernst & Young (Indianapolis) August 1992 - June 1997
Skills
Tax, EO Legal, EO Tax, Non-profits, EO Accounting, Private Foundations, Public Charities, Charities, Legal, Corporate Governance, IRS, Income Tax, Accounting, Financial Reporting, Organization, Public Speaking
Education
Indiana University School of Law—Bloomington 1989 — 1992
JD, Taxation
University of Virginia 1984 — 1988
BS, Finance/Marketing
YH Advisors, the Exempt Orgs Experts September 2011 - Present
Solosez 2012 - Present
AICPA EO Tax Technical Resource Committee September 2011 - Present
BookEnds 2009 - Present
AAA-CPA 2003 - Present
IRS Advisory Council 2008 - 2012
Windes & McClaughry May 2008 - September 2011
Green Hasson & Janks December 2002 - May 2008
Rowbotham & Company LLP March 1998 - June 2000
Ernst & Young (Indianapolis) August 1992 - June 1997
Skills
Tax, EO Legal, EO Tax, Non-profits, EO Accounting, Private Foundations, Public Charities, Charities, Legal, Corporate Governance, IRS, Income Tax, Accounting, Financial Reporting, Organization, Public Speaking
Education
Indiana University School of Law—Bloomington 1989 — 1992
JD, Taxation
University of Virginia 1984 — 1988
BS, Finance/Marketing
Melinda McPherson Melinda McPherson's Windes & McClaughry Experience January 2000 - October 2000
Job Certified Public Accountant at Pollaro & McPherson Accountancy Corporation
Industry Accounting
Experience
Pollaro & McPherson Accountancy Corporation November 2013 - Present
McDowell, Dillon & Hunter July 2007 - November 2013
First Medical Managment August 2001 - June 2007
WINDES & MCCLAUGHRY January 2000 - October 2000
Ernst & Young- Kenneth Leventhal Group January 1998 - December 1999
Skills
Tax, Accounting, Tax Returns, Income Tax, Financial Reporting, CPA, Auditing, Partnership Taxation, Financial Statements, General Ledger, GAAP, Tax Preparation, Accounts Payable, Finance, Payroll, Corporate Tax, Journal Entries, Tax Accounting, Bookkeeping, Small Business, Financial Analysis, Internal Controls, Fixed Assets, QuickBooks, Balance, S Corporations, US GAAP, Account Reconciliation, Accounts Receivable, Cash Flow Forecasting, Financial Accounting, Cash Flow, Compilation, Revenue Recognition, Depreciation, Audit, Small Business..., Tax Return Preparation, Accruals, Reconciliation
Education
California State University-Long Beach
BS, Accounting
Pollaro & McPherson Accountancy Corporation November 2013 - Present
McDowell, Dillon & Hunter July 2007 - November 2013
First Medical Managment August 2001 - June 2007
WINDES & MCCLAUGHRY January 2000 - October 2000
Ernst & Young- Kenneth Leventhal Group January 1998 - December 1999
Skills
Tax, Accounting, Tax Returns, Income Tax, Financial Reporting, CPA, Auditing, Partnership Taxation, Financial Statements, General Ledger, GAAP, Tax Preparation, Accounts Payable, Finance, Payroll, Corporate Tax, Journal Entries, Tax Accounting, Bookkeeping, Small Business, Financial Analysis, Internal Controls, Fixed Assets, QuickBooks, Balance, S Corporations, US GAAP, Account Reconciliation, Accounts Receivable, Cash Flow Forecasting, Financial Accounting, Cash Flow, Compilation, Revenue Recognition, Depreciation, Audit, Small Business..., Tax Return Preparation, Accruals, Reconciliation
Education
California State University-Long Beach
BS, Accounting
Sara Frontino, CPA Sara Frontino, CPA's Windes & McClaughry Experience January 1994 - April 2004
Job Accounting Manager at Semi Dice, Inc
Industry Semiconductors
Experience
Semi Dice, Inc January 2008 - Present
Windes & McClaughry January 1994 - April 2004
Skills
Sarbanes-Oxley Act, Cost Accounting, ADP Payroll, Variance Analysis, Tax, Accounting, Financial Reporting, Internal Controls, GAAP, General Ledger, Financial Accounting, US GAAP, Financial Statements, Auditing
Education
University of California, Los Angeles 1980 — 1982
MBA, Accounting/Finance
University of Southern California 1974 — 1978
BA, Psychology
Semi Dice, Inc January 2008 - Present
Windes & McClaughry January 1994 - April 2004
Skills
Sarbanes-Oxley Act, Cost Accounting, ADP Payroll, Variance Analysis, Tax, Accounting, Financial Reporting, Internal Controls, GAAP, General Ledger, Financial Accounting, US GAAP, Financial Statements, Auditing
Education
University of California, Los Angeles 1980 — 1982
MBA, Accounting/Finance
University of Southern California 1974 — 1978
BA, Psychology
Bob Armstrong Bob Armstrong's Windes & McClaughry Experience April 2008 - August 2009
Job Audit Director at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors August 2014 - Present
PwC May 2011 - July 2014
Weaver May 2009 - May 2011
Rice Alliance 2010 - 2010
Windes & McClaughry April 2008 - August 2009
pricewaterhousecoopers 2002 - 2008
Physical Therapist Assistant 1995 - 2002
US Military Vet 1991 - 1995
Skills
Acquisitions, Mergers, Auditing, Revenue Recognition, Internal Controls, Accounting, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Restructuring, Managerial Finance, GAAP, Financial Accounting, Leadership, Corporate Finance, SEC filings, Due Diligence, Finance, Financial Analysis, CPA, Assurance, Corporate Tax, Internal Audit, External Audit, Tax, Business Valuation, Income Tax, IFRS, Natural Gas, SEC Filings
Education
California State University-Sacramento 2000 — 2002
BS, Accountancy
Costa Mesa High 1985 — 1990
BKD CPAs & Advisors August 2014 - Present
PwC May 2011 - July 2014
Weaver May 2009 - May 2011
Rice Alliance 2010 - 2010
Windes & McClaughry April 2008 - August 2009
pricewaterhousecoopers 2002 - 2008
Physical Therapist Assistant 1995 - 2002
US Military Vet 1991 - 1995
Skills
Acquisitions, Mergers, Auditing, Revenue Recognition, Internal Controls, Accounting, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Restructuring, Managerial Finance, GAAP, Financial Accounting, Leadership, Corporate Finance, SEC filings, Due Diligence, Finance, Financial Analysis, CPA, Assurance, Corporate Tax, Internal Audit, External Audit, Tax, Business Valuation, Income Tax, IFRS, Natural Gas, SEC Filings
Education
California State University-Sacramento 2000 — 2002
BS, Accountancy
Costa Mesa High 1985 — 1990
Jeremy Patmon Jeremy Patmon's Windes & McClaughry Experience August 2007 - July 2011
Job CPA
Industry Accounting
Experience
Central Coast Food & Beverage December 2012 - September 2013
Windes & McClaughry August 2007 - July 2011
Building Industry Association, Riverside Chapter July 2005 - June 2006
Chevys Fresh Mex Restaurant March 2002 - August 2003
Skills
GAAP, Internal Controls, Auditing, Accounting, Financial Reporting, Financial Accounting, Financial Statements, General Ledger, CPA, Food Safety, Food Cost Analysis, Food Service, Culinary Skills, Catering, Accounts Receivable
Education
American River College 2011 — 2013
Associate of Arts (A.A.), Culinary Arts & Hospitality Management
UC Riverside 2003 — 2007
Business Administration, B.S., Accounting
Central Coast Food & Beverage December 2012 - September 2013
Windes & McClaughry August 2007 - July 2011
Building Industry Association, Riverside Chapter July 2005 - June 2006
Chevys Fresh Mex Restaurant March 2002 - August 2003
Skills
GAAP, Internal Controls, Auditing, Accounting, Financial Reporting, Financial Accounting, Financial Statements, General Ledger, CPA, Food Safety, Food Cost Analysis, Food Service, Culinary Skills, Catering, Accounts Receivable
Education
American River College 2011 — 2013
Associate of Arts (A.A.), Culinary Arts & Hospitality Management
UC Riverside 2003 — 2007
Business Administration, B.S., Accounting
Gordon MacLean Gordon MacLean's Windes & McClaughry Experience March 2007 - August 2011
Job Partner at RJI International CPAs
Industry Accounting
Experience
RJI International CPAs September 2011 - Present
Windes & McClaughry March 2007 - August 2011
KPMG LLP 1999 - 2006
KPMG LLP July 1993 - July 1999
KPMG LLP 1986 - 1993
Skills
Accounting, Internal Controls, Mergers, GAAP, SEC filings, CPA, Internal Audit, Mergers & Acquisitions, Auditing, Corporate Finance, Due Diligence, Tax, Financial Reporting, Budgets, Start-ups, Financial Audits, Big 4, Corporate Tax, Income Tax, IPO, Assurance, US GAAP, Revenue Recognition, Tax Research, Partnership Taxation, SEC Filings
Education
California State University-Fullerton 1981 — 1986
Bachelor of Science, Accounting
California State University-Fullerton
Bachelor of Arts, Business Administration, Accounting
RJI International CPAs September 2011 - Present
Windes & McClaughry March 2007 - August 2011
KPMG LLP 1999 - 2006
KPMG LLP July 1993 - July 1999
KPMG LLP 1986 - 1993
Skills
Accounting, Internal Controls, Mergers, GAAP, SEC filings, CPA, Internal Audit, Mergers & Acquisitions, Auditing, Corporate Finance, Due Diligence, Tax, Financial Reporting, Budgets, Start-ups, Financial Audits, Big 4, Corporate Tax, Income Tax, IPO, Assurance, US GAAP, Revenue Recognition, Tax Research, Partnership Taxation, SEC Filings
Education
California State University-Fullerton 1981 — 1986
Bachelor of Science, Accounting
California State University-Fullerton
Bachelor of Arts, Business Administration, Accounting
Dan Engelhardt's Windes & McClaughry Experience November 2005 - May 2007
Job Senior Legal Resource Associate at PROTEM Legal Solutions, LLC
Industry Staffing and Recruiting
Experience
PROTEM Legal Solutions, LLC May 2015 - Present
Burke & Schindler, P.L.L. January 2013 - May 2015
NorthgateArinso September 2012 - January 2013
Buschle + Fairbanks December 2010 - April 2012
Barnes Dennig October 2007 - April 2009
Windes & McClaughry November 2005 - May 2007
Skills
Tax, Financial Statements, Accounting, Tax Returns, Account Reconciliation, Journal Entries, Fixed Assets, Payroll, Bookkeeping, Tax Preparation, S Corporations, International Tax, Tax Research, Corporate Tax, Payroll Taxes, Financial Reporting, Temporary Staffing, Staffing Services, Legal Recruiting, Financial Recruiting, Accounting Recruitment
Education
University of Cincinnati 1997 — 2002
Bachelor of Business Administration (BBA), Accounting
PROTEM Legal Solutions, LLC May 2015 - Present
Burke & Schindler, P.L.L. January 2013 - May 2015
NorthgateArinso September 2012 - January 2013
Buschle + Fairbanks December 2010 - April 2012
Barnes Dennig October 2007 - April 2009
Windes & McClaughry November 2005 - May 2007
Skills
Tax, Financial Statements, Accounting, Tax Returns, Account Reconciliation, Journal Entries, Fixed Assets, Payroll, Bookkeeping, Tax Preparation, S Corporations, International Tax, Tax Research, Corporate Tax, Payroll Taxes, Financial Reporting, Temporary Staffing, Staffing Services, Legal Recruiting, Financial Recruiting, Accounting Recruitment
Education
University of Cincinnati 1997 — 2002
Bachelor of Business Administration (BBA), Accounting
Phyllis Brown Phyllis Brown's Windes & McClaughry Experience June 1985 - August 1992
Job Accounting Manager
Industry Accounting
Experience
Industrial Income Trust September 2014 - August 2015
Advanced Emissions Solutions, Inc. August 2011 - September 2014
ADA-ES, Inc April 2011 - July 2011
Windes & McClaughry Accountancy Corporation February 2011 - March 2011
Clifton Gunderson LLP September 2006 - October 2010
Windes & McClaughry Accountancy Corporation November 2003 - June 2006
Paul Scholz, CPA January 2000 - January 2003
Donna Wenberg, CPA January 1996 - January 2001
Windes & McClaughry June 1985 - August 1992
Parks, Palmer, Turner and Yemenidjian January 1984 - January 1985
Skills
Auditing, Financial Reporting, Accounting, Financial Accounting, Internal Controls, Financial Statements, Process Improvement, GAAP, SEC filings, Mergers & Acquisitions, CPA, General Ledger, Tax, US GAAP, SEC Filings
Education
California Polytechnic State University-San Luis Obispo
Accounting
California State University-Long Beach
Bachelor of Science, Business Administration; Accounting
California State University-Northridge
Liberal Studies
Industrial Income Trust September 2014 - August 2015
Advanced Emissions Solutions, Inc. August 2011 - September 2014
ADA-ES, Inc April 2011 - July 2011
Windes & McClaughry Accountancy Corporation February 2011 - March 2011
Clifton Gunderson LLP September 2006 - October 2010
Windes & McClaughry Accountancy Corporation November 2003 - June 2006
Paul Scholz, CPA January 2000 - January 2003
Donna Wenberg, CPA January 1996 - January 2001
Windes & McClaughry June 1985 - August 1992
Parks, Palmer, Turner and Yemenidjian January 1984 - January 1985
Skills
Auditing, Financial Reporting, Accounting, Financial Accounting, Internal Controls, Financial Statements, Process Improvement, GAAP, SEC filings, Mergers & Acquisitions, CPA, General Ledger, Tax, US GAAP, SEC Filings
Education
California Polytechnic State University-San Luis Obispo
Accounting
California State University-Long Beach
Bachelor of Science, Business Administration; Accounting
California State University-Northridge
Liberal Studies
Joe Wiederhold - CPA Joe Wiederhold - CPA's Windes & McClaughry Experience 2006 - 2008
Job Experienced tax person
Industry Accounting
Experience
Accounting Firm August 2014 - June 2015
Consultant August 2013 - July 2014
Kang & Associates November 2012 - July 2013
Manager / Director / Consultant September 2008 - November 2012
Angel Food Ministries March 2010 - September 2011
Windes & McClaughry 2006 - 2008
Fineman West LLP 2003 - 2006
Tax consultant CB Richard Ellis 2001 - 2003
KPMG 1996 - 2001
Skills
Tax, Accounting, Income Tax, LLC, Tax Accounting, Tax Preparation, QuickBooks, GAAP, Financial Reporting, Internal Controls, Corporate Tax, Auditing, CPA, International Tax, Leadership, Tax Law, Tax Returns, Analysis, Financial Planners, Internal Audit, Tax Research, SEC filings, IRS, US GAAP, Tax Advisory, Sarbanes-Oxley Act, S Corporations
Education
Golden Gate University 2011 — 2014
Tax, International
Golden Gate University
MS, Tax
Portland State University
MBA, business
Southern Oregon University
BS, Accounting
Accounting Firm August 2014 - June 2015
Consultant August 2013 - July 2014
Kang & Associates November 2012 - July 2013
Manager / Director / Consultant September 2008 - November 2012
Angel Food Ministries March 2010 - September 2011
Windes & McClaughry 2006 - 2008
Fineman West LLP 2003 - 2006
Tax consultant CB Richard Ellis 2001 - 2003
KPMG 1996 - 2001
Skills
Tax, Accounting, Income Tax, LLC, Tax Accounting, Tax Preparation, QuickBooks, GAAP, Financial Reporting, Internal Controls, Corporate Tax, Auditing, CPA, International Tax, Leadership, Tax Law, Tax Returns, Analysis, Financial Planners, Internal Audit, Tax Research, SEC filings, IRS, US GAAP, Tax Advisory, Sarbanes-Oxley Act, S Corporations
Education
Golden Gate University 2011 — 2014
Tax, International
Golden Gate University
MS, Tax
Portland State University
MBA, business
Southern Oregon University
BS, Accounting
John L. DiCarlo John L. DiCarlo's Windes & McClaughry Experience June 1991 - June 2008
Job Managing Partner
Industry Accounting
Experience
Windes June 2009 - Present
Baker Tilly International 2007 - Present
AICPA 1979 - Present
Windes & McClaughry June 1991 - June 2008
Ernst & Young June 1977 - October 1981
Education
Golden Gate University 1982 — 1985
MS, Taxation
Loyola Marymount University 1973 — 1977
B. S., Accounting
Loyola High School 1969 — 1973
Windes June 2009 - Present
Baker Tilly International 2007 - Present
AICPA 1979 - Present
Windes & McClaughry June 1991 - June 2008
Ernst & Young June 1977 - October 1981
Education
Golden Gate University 1982 — 1985
MS, Taxation
Loyola Marymount University 1973 — 1977
B. S., Accounting
Loyola High School 1969 — 1973
Yvonne Yap's Windes & McClaughry Experience November 2008 - November 2010
Job Finance Manager at TigerLogic Corporation
Industry Accounting
Experience
TigerLogic Corporation April 2014 - Present
Total Paper Services August 2012 - April 2014
The Resmark Companies May 2012 - August 2012
Simplicitea Creations, LLC January 2011 - December 2011
Windes & McClaughry November 2008 - November 2010
CBIZ September 2005 - October 2008
Skills
Auditing, Financial Statements, Inventory Management, Inventory Valuation, Cost Accounting, Accounting, Financial Reporting, US GAAP, Operating Budgets, Internal Controls, SAP, Fixed Assets, General Ledger, Revenue Recognition, Internal Audit, Financial Accounting, Financial Analysis, GAAP, Finance, Consolidation, Management, Sarbanes-Oxley Act
Education
Arizona State University, W. P. Carey School of Business 2004 — 2005
Master of Accountancy and Information Systems
Purdue University - Krannert School of Management 2001 — 2003
Taylor's College
TigerLogic Corporation April 2014 - Present
Total Paper Services August 2012 - April 2014
The Resmark Companies May 2012 - August 2012
Simplicitea Creations, LLC January 2011 - December 2011
Windes & McClaughry November 2008 - November 2010
CBIZ September 2005 - October 2008
Skills
Auditing, Financial Statements, Inventory Management, Inventory Valuation, Cost Accounting, Accounting, Financial Reporting, US GAAP, Operating Budgets, Internal Controls, SAP, Fixed Assets, General Ledger, Revenue Recognition, Internal Audit, Financial Accounting, Financial Analysis, GAAP, Finance, Consolidation, Management, Sarbanes-Oxley Act
Education
Arizona State University, W. P. Carey School of Business 2004 — 2005
Master of Accountancy and Information Systems
Purdue University - Krannert School of Management 2001 — 2003
Taylor's College
Lynn Krausse's Windes & McClaughry Experience 1984 - 1986
Job Professor at Bakersfield College
Industry Accounting
Experience
Youth Connection 1994 - Present
Bakersfield College August 1993 - Present
Brown Armstrong October 1989 - Present
Windes & McClaughry 1984 - 1986
Skills
Accounting, Financial Reporting, Financial Accounting, Tax, Internal Controls, Auditing, General Ledger, QuickBooks, GAAP, CPA
Education
Golden Gate University 1984 — 1989
Master's Degree, Taxation
California State University-Long Beach 1980 — 1983
Bachelor's Degree, Accounting
Golden West College 1979 — 1980
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Université catholique de l'Ouest 1979 — 1979
St. Olaf College 1977 — 1978
Youth Connection 1994 - Present
Bakersfield College August 1993 - Present
Brown Armstrong October 1989 - Present
Windes & McClaughry 1984 - 1986
Skills
Accounting, Financial Reporting, Financial Accounting, Tax, Internal Controls, Auditing, General Ledger, QuickBooks, GAAP, CPA
Education
Golden Gate University 1984 — 1989
Master's Degree, Taxation
California State University-Long Beach 1980 — 1983
Bachelor's Degree, Accounting
Golden West College 1979 — 1980
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Université catholique de l'Ouest 1979 — 1979
St. Olaf College 1977 — 1978
Kevin Hadfield's Windes & McClaughry Experience September 2007 - September 2008
Job Skilled Nursing Administrator at Plum Healthcare Group, LLC
Industry Hospital & Health Care
Experience
Plum Healthcare Group, LLC January 2012 - Present
North American Health Care September 2008 - December 2011
Windes & McClaughry September 2007 - September 2008
Deloitte & Touche 2005 - 2007
Marriott 2003 - 2005
Education
Brigham Young University 1996 — 2002
B.S, Business
Plum Healthcare Group, LLC January 2012 - Present
North American Health Care September 2008 - December 2011
Windes & McClaughry September 2007 - September 2008
Deloitte & Touche 2005 - 2007
Marriott 2003 - 2005
Education
Brigham Young University 1996 — 2002
B.S, Business
Stacey Bergman, CPA's Windes & McClaughry Experience November 2007 - October 2010
Job Principal at YH Advisors, The Exempt Orgs Experts
Industry Accounting
Experience
YH Advisors, Inc. August 2012 - Present
Apria Healthcare October 2010 - June 2012
Windes & McClaughry November 2007 - October 2010
Raimondo Pettit Group August 2005 - November 2007
Loan Logic Financial Services January 2003 - August 2005
Skills
Accounting, Financial Reporting, Tax, GAAP, CPA
Education
California State University-Long Beach - College of Business Administration 2002 — 2006
Thomson Reuters
YH Advisors, Inc. August 2012 - Present
Apria Healthcare October 2010 - June 2012
Windes & McClaughry November 2007 - October 2010
Raimondo Pettit Group August 2005 - November 2007
Loan Logic Financial Services January 2003 - August 2005
Skills
Accounting, Financial Reporting, Tax, GAAP, CPA
Education
California State University-Long Beach - College of Business Administration 2002 — 2006
Thomson Reuters
Heidi Wieczorek's Windes & McClaughry Experience August 2003 - April 2008
Job Corporate Communications Manager at CBRE
Industry Marketing and Advertising
Becky Neimark's Windes & McClaughry Experience August 2002 - April 2009
Job Controller at Oversee.net
Industry Accounting
Experience
Oversee.net October 2012 - Present
LA18 2011 - October 2012
Shed Media US November 2009 - August 2011
Windes & McClaughry August 2002 - April 2009
Skills
Auditing, Accounting, Financial Reporting, GAAP, Internal Controls, Variance Analysis, CPA, Account Reconciliation, Financial Analysis, US GAAP
Education
University of California, Santa Barbara 1997 — 2001
BA, Business Economics, with accounting emphasis
Oversee.net October 2012 - Present
LA18 2011 - October 2012
Shed Media US November 2009 - August 2011
Windes & McClaughry August 2002 - April 2009
Skills
Auditing, Accounting, Financial Reporting, GAAP, Internal Controls, Variance Analysis, CPA, Account Reconciliation, Financial Analysis, US GAAP
Education
University of California, Santa Barbara 1997 — 2001
BA, Business Economics, with accounting emphasis
Susan Bloomgren's Windes & McClaughry Experience November 1997 - April 2002
Job Manager, Financial Reporting at Sage Software
Industry Computer Software
Experience
Sage Software Sr. Financial AnalystCCH, IncApril 2002 - February 2005
Windes & McClaughry November 1997 - April 2002
Skills
Accounting, Auditing, Microsoft Excel, Finance, ERP, Revenue Recognition
Education
University of California, Santa Barbara 1992 — 1996
Sage Software Sr. Financial AnalystCCH, IncApril 2002 - February 2005
Windes & McClaughry November 1997 - April 2002
Skills
Accounting, Auditing, Microsoft Excel, Finance, ERP, Revenue Recognition
Education
University of California, Santa Barbara 1992 — 1996
Amy Fong Tokudome's Windes & McClaughry Experience August 2007 - June 2008
Job Tax Supervisor at Fremont Group
Industry Accounting
EstherJoe Brossmer's Windes & McClaughry Experience November 1994 - May 1999
Job Teacher at Downey Unified School District
Industry Education Management
Experience
Downey Unified School District September 1999 - Present
Windes & McClaughry November 1994 - May 1999
Education
California State University-Long Beach 1989 — 1995
BA, Economics
Downey Unified School District September 1999 - Present
Windes & McClaughry November 1994 - May 1999
Education
California State University-Long Beach 1989 — 1995
BA, Economics
Jim Jimenez, CPA's Windes & McClaughry Experience 2008 - April 2010
Job Managing Partner at SSAE 16 Professionals, LLP
Industry Accounting
Experience
Elite Alliance Solutions, LLC January 2010 - Present
SSAE 16 Professionals January 2010 - Present
Jimenez Consulting May 2009 - August 2010
Windes & McClaughry 2008 - April 2010
Grant Thornton 2006 - 2008
Jefferson Wells 2002 - 2006
AMRESCO Residential Mortgage 1996 - 1998
Countrywide Home Loans 1993 - 1997
National Medical Enterprises 1986 - 1991
Ernst & Whinney 1983 - 1986
Skills
SSAE 16 (SOC 1), SOC 2, SOC 3, Audit, IT Audit, IT GCC Audit, SOX, Internal Audit, Business Process..., Enterprise Risk..., IT Governance, Corporate Governance, Risk Assessment, ERP System Selection &..., Corporate Finance, Accounting, Financial Accounting, Segregation of Duties, Governance, Risk &..., Compliance, Policy Analysis, ISO 27001, Auditing, Sarbanes-Oxley Act, SOC 1, CISA, Sarbanes-Oxley, Governance, COSO, Business Process, ERP Selection, SAS70, SSAE 16, Internal Controls, GAAP, SEC filings, CPA, Strategy, Big 4, US GAAP, Information Technology, CISSP, Assurance, Forensic Accounting, External Audit
Education
University of Southern California 1980 — 1983
BS, Accounting
St. Francis High School 1976 — 1979
Elite Alliance Solutions, LLC January 2010 - Present
SSAE 16 Professionals January 2010 - Present
Jimenez Consulting May 2009 - August 2010
Windes & McClaughry 2008 - April 2010
Grant Thornton 2006 - 2008
Jefferson Wells 2002 - 2006
AMRESCO Residential Mortgage 1996 - 1998
Countrywide Home Loans 1993 - 1997
National Medical Enterprises 1986 - 1991
Ernst & Whinney 1983 - 1986
Skills
SSAE 16 (SOC 1), SOC 2, SOC 3, Audit, IT Audit, IT GCC Audit, SOX, Internal Audit, Business Process..., Enterprise Risk..., IT Governance, Corporate Governance, Risk Assessment, ERP System Selection &..., Corporate Finance, Accounting, Financial Accounting, Segregation of Duties, Governance, Risk &..., Compliance, Policy Analysis, ISO 27001, Auditing, Sarbanes-Oxley Act, SOC 1, CISA, Sarbanes-Oxley, Governance, COSO, Business Process, ERP Selection, SAS70, SSAE 16, Internal Controls, GAAP, SEC filings, CPA, Strategy, Big 4, US GAAP, Information Technology, CISSP, Assurance, Forensic Accounting, External Audit
Education
University of Southern California 1980 — 1983
BS, Accounting
St. Francis High School 1976 — 1979
Jeremy Needelman's Windes & McClaughry Experience September 2004 - December 2005
Job SVP: Strategy, Finance & Accounting at Good Universe
Industry Entertainment
Experience
Good Universe May 2012 - Present
Mandate Pictures (a Lionsgate Company) July 2009 - October 2013
Gold Circle Films December 2005 - July 2009
Windes & McClaughry September 2004 - December 2005
Skechers August 2001 - August 2003
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Financial Reporting, SAP, SAP BPC, Accounting, Tax, General Ledger, Microsoft Word, QuickBooks, Outlook, Budgets, Microsoft Dynamics, Access, NPV, IRR, Cashflow Analysis, Strategic Financial..., Large-Scale Budget &..., Accounts Receivable, Auditing, Accounts Payable
Education
University of Washington, Michael G. Foster School of Business 2003 — 2004
Master's degree, Business Taxation
Loyola Marymount University 1997 — 2001
Bachelor of Science (BS), Accounting
Good Universe May 2012 - Present
Mandate Pictures (a Lionsgate Company) July 2009 - October 2013
Gold Circle Films December 2005 - July 2009
Windes & McClaughry September 2004 - December 2005
Skechers August 2001 - August 2003
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Financial Reporting, SAP, SAP BPC, Accounting, Tax, General Ledger, Microsoft Word, QuickBooks, Outlook, Budgets, Microsoft Dynamics, Access, NPV, IRR, Cashflow Analysis, Strategic Financial..., Large-Scale Budget &..., Accounts Receivable, Auditing, Accounts Payable
Education
University of Washington, Michael G. Foster School of Business 2003 — 2004
Master's degree, Business Taxation
Loyola Marymount University 1997 — 2001
Bachelor of Science (BS), Accounting
Morgan Hunt's Windes & McClaughry Experience January 1988 - May 1990
Job President at Intelligent Communication, Inc.
Industry Information Technology and Services
Experience
Intelligent Communication, Inc. June 2008 - Present
Hewlett-Packard January 2006 - June 2008
Knightsbridge Solutions July 2003 - December 2007
Base Consulting Group 1997 - 2003
Consulting Solutions July 1995 - April 1997
Dunn-Edwards Corporation July 1990 - May 1995
Windes & McClaughry January 1988 - May 1990
Education
University of California, Santa Barbara 1982 — 1987
BS, Business Economics
Intelligent Communication, Inc. June 2008 - Present
Hewlett-Packard January 2006 - June 2008
Knightsbridge Solutions July 2003 - December 2007
Base Consulting Group 1997 - 2003
Consulting Solutions July 1995 - April 1997
Dunn-Edwards Corporation July 1990 - May 1995
Windes & McClaughry January 1988 - May 1990
Education
University of California, Santa Barbara 1982 — 1987
BS, Business Economics
Tammy Lasagna's Windes & McClaughry Experience January 1995 - September 1997
Job Human Resources Manager at Starnes Davis Florie LLP
Industry Law Practice
Experience
Starnes Davis Florie LLP 2007 - Present
TCL Consulting September 1997 - December 2007
Windes & McClaughry January 1995 - September 1997
PKF, PC 1991 - 1995
Skills
FMLA, Employee Relations, Human Resources, Employee Benefits, Onboarding
Education
University of California, Los Angeles
BA, Communication Studies
Starnes Davis Florie LLP 2007 - Present
TCL Consulting September 1997 - December 2007
Windes & McClaughry January 1995 - September 1997
PKF, PC 1991 - 1995
Skills
FMLA, Employee Relations, Human Resources, Employee Benefits, Onboarding
Education
University of California, Los Angeles
BA, Communication Studies
Abel Sanchez, CPA, MBT's Windes & McClaughry Experience December 1999 - April 2004
Job Senior Manager at McDowell, Dillon & Hunter Accountancy Corporation
Industry Accounting
Experience
McDowell, Dillon & Hunter Accountancy Corporation January 2014 - Present
Raimondo Pettit Group December 2011 - December 2013
SanchezCPA November 2010 - November 2011
Mendoza Berger & Company, LLP January 2010 - October 2010
Allen, Haight & Monaghan LLP June 2004 - January 2010
Brigante Cameron Watters & Strong LLP May 2002 - June 2004
Windes & McClaughry December 1999 - April 2004
Nigro, Karlin & Segal, LLP March 1998 - November 1999
Leiner Health Products August 1995 - March 1998
Skills
Accounting, Auditing, Management Consulting, Corporate Tax, Tax, Income Tax, Tax Preparation, Tax Research, GAAP, CPA, QuickBooks, Tax Returns, Tax Accounting, Partnership Taxation, S Corporations, Nonprofits, Financial Reporting, Financial Accounting
Education
University of Southern California - Marshall School of Business 2000 — 2004
M.B.T, Taxation
California State University-Dominguez Hills 1991 — 1995
B.S., Business Administration, emphasis Accounting
McDowell, Dillon & Hunter Accountancy Corporation January 2014 - Present
Raimondo Pettit Group December 2011 - December 2013
SanchezCPA November 2010 - November 2011
Mendoza Berger & Company, LLP January 2010 - October 2010
Allen, Haight & Monaghan LLP June 2004 - January 2010
Brigante Cameron Watters & Strong LLP May 2002 - June 2004
Windes & McClaughry December 1999 - April 2004
Nigro, Karlin & Segal, LLP March 1998 - November 1999
Leiner Health Products August 1995 - March 1998
Skills
Accounting, Auditing, Management Consulting, Corporate Tax, Tax, Income Tax, Tax Preparation, Tax Research, GAAP, CPA, QuickBooks, Tax Returns, Tax Accounting, Partnership Taxation, S Corporations, Nonprofits, Financial Reporting, Financial Accounting
Education
University of Southern California - Marshall School of Business 2000 — 2004
M.B.T, Taxation
California State University-Dominguez Hills 1991 — 1995
B.S., Business Administration, emphasis Accounting
vernon moore's Windes & McClaughry Experience 2007 - 2012
Job CPA
Industry Accounting
Experience
Hartley Moore Accountancy Corporation November 2007 - Present
Windes & McClaughry 2007 - 2012
Stonefield Josephson, Inc. 2005 - 2006
Singer Lewak 1995 - 1998
Education
California State University-Long Beach
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, 3.65
Hartley Moore Accountancy Corporation November 2007 - Present
Windes & McClaughry 2007 - 2012
Stonefield Josephson, Inc. 2005 - 2006
Singer Lewak 1995 - 1998
Education
California State University-Long Beach
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, 3.65
Diana Powers's Windes & McClaughry Experience December 2003 - June 2012
Job Tax Manager at Steadfast Companies
Industry Accounting
Experience
Steadfast Companies January 2013 - Present
Windes & McClaughry December 2003 - June 2012
Skills
Corporate Tax, Income Tax, Tax Preparation, Tax Returns, Tax, GAAP, QuickBooks, Fixed Assets, Accounting, High Net Worth..., LLC, Account Reconciliation, Payroll, Microsoft Excel
Education
University of Southern California - Marshall School of Business 1999 — 2003
B.S., Accounting & AIS
Golden Gate University
Masters, Taxation
Steadfast Companies January 2013 - Present
Windes & McClaughry December 2003 - June 2012
Skills
Corporate Tax, Income Tax, Tax Preparation, Tax Returns, Tax, GAAP, QuickBooks, Fixed Assets, Accounting, High Net Worth..., LLC, Account Reconciliation, Payroll, Microsoft Excel
Education
University of Southern California - Marshall School of Business 1999 — 2003
B.S., Accounting & AIS
Golden Gate University
Masters, Taxation