Graduated B.S. in Business Administration, concentration in accounting and finance from California Polytechnic State University in San Luis Obispo, 1988.
Certified Public Accountant, State of California, December 1993.
Thirty-one years public accounting experience with primary emphasis in non-profit and for-profit audits, review and compilations. Specialization in accounting software installations and training. Has directed numerous audits, review and accounting engagements of varying sizes and complexities.
Firm responsibility for audit and review services including technical expertise and compliance with quality peer review requirements. Experience in implementing internal controls and performing internal control audits. Directed audits for-profit organizations, professional services, manufacturing, escrow services, real estate mortgage services, retail and wholesale. Additional audits and reviews for non-profit organizations, such as private schools, member organizations, veteran organizations, operating enterprises and religious foundations.
Experience includes servicing clientele in the real estate mortgage industry, hospitality industry, non-profit organizations, foundations and variety of small businesses.
Computer software expertise includes various tax packages including CCH and Lacerte; accounting packages including QuickBooks, Sageworks, and Peachtree Software. Certified QuickBooks ProAdvisor. Installation of various accounting software, including client training and establishing policies and procedures to ensure quality control.
Member of California Society of CPAs and American Institute of Certified Public Accountants. Board Member of the National Association of Women Business Owners (2008-2015). Member of the Orange County Hispanic Chamber of Commerce. Member and Past Treasurer of National Latina Business Women’s Association Orange County. Past President of the St. Bonaventure School Board, Past President of Active 20-30, Beach Cities #1040.
Awards include: 2009 Orange County Small Business of the Year – Estrella Awards Hispanic Chamber of Commerce, 2009 Orange County President Council Business Person of the Year Award, 2009 NLBWA Member of the Year & 2012 National Association of Women Business Owners Member of the Year.
Bilingual in Spanish.