Auditing/Expert Profile

Expertise

I can answer general auditing questions, audits of issuers and nonissuers, not-for-profit auditing, employee benefit plan auditing, auditing of agricultural entities, inventory observation, financial statements, attestation services, risk assessment, internal controls reporting, agreed-upon-proceedures, reviews, compilations. Please no construction auditing or governmental auditing.

Experience in the area

I'm an auditor for a large CPA firm in southern California. I specialize in employee benefit plans, agriculture, labor unions, and not-for-profits for audit services. For attestation services, I specialize in manufacturing, inventory, food service, and agriculture.

Organizations

California Society of CPAs, American Institute of Certified Public Accountants.

Education/Credentials

I graduated summa cum laude from Colorado Technical University and take at least 80 hours of CPE every two years.

Awards and Honors

Graduated summa cum laude.

Past/Present Clients

Many of my employee benefit plans are from large US companies with over 300 employees. Most of my not-for-profit clients are local and include local labor unions. Our firm is located in an agriculturally active city with a lot of farm land nearby- many of my clients are orchards- mostly citrus and avocado.