Experience and Expertise:
I started my public accounting career in 2000 in the Bay Area with Arthur Andersen, and later with Deloitte & Touche. I have been providing auditing, accounting and consulting services for small to medium size businesses in the North Bay Area since 2005. Prior to joining DBM in 2013, I was an assurance service manager at a local McGladrey Alliance firm for 8 years. I work closely with my clients in a variety of industries such as manufacturing, technology, real estate, vineyards and wineries, and nonprofits. I find it most rewarding to offer my clients with up-to-date industry specific accounting guidance, to assist them with analyzing their business through accurate accounting records, and becoming part of their success stories.
Education and Certifications:
Bachelor of Science in Business Administration
Haas School of Business, University of California, Berkeley
Certified Public Accountant, California
Certified Valuation Analyst
Community Foundation Sonoma County, Treasurer
Haas Alumni Network, North Bay Chapter, Founder and Past President
Petaluma Health Center, Audit Committee Member, Past Board Treasurer
Leadership Petaluma Graduate
In my spare time, I enjoy reading classical and contemporary literature, both in English and Chinese. I also enjoy exploring California attractions and parks with my husband and our daughter.