I am a Certified QuickBooks ProAdvisor with 20 years of experience in desktop versions, and over 7 years with the online version. I am also experienced with Quicken, Sage (Peachtree), and AccPac. I have been a Full-Charge Bookkeeper for well over the past 30 years, and a Certified Public Bookkeeper during the past 14 years. I have worked in many industries over the years. I prepare sales tax, property tax, payroll tax, and business tax returns, along with Form 1099’s and Form W-2’s.
I have a Bachelor of Art degree from UC Santa Barbara. I have also studied at Cal Poly, San Luis Obispo, and taken classes for Accounting and Computer Science at Cuesta College, and Santa Rosa Junior College.
I volunteer for many years at various organizations. My hobbies include bible study, virtual reality ministry, riding motorcycles, sewing, gardening, and working on classic cars.
I began my career in Public Accounting in 2008 with a local McGladrey Alliance firm and focused on nonprofit and real estate organizations. Before joining DBM in 2017, I was the Director of Finance of a local nonprofit. Currently I work closely with my clients on all aspects of their accounting and reporting needs.
I graduated from the Haas School of Business at UC Berkeley with a Bachelor of Science degree in Business Administration, and hold a Human Resources Management Certificate from Sonoma State University. I have previously served on the Board at Country Day Parents at Sonoma County Day School, and was a Board Trustee at Monte Rio Unified School District.
In my free time, I am involved in my kids’ sports and other extracurricular activities. I also enjoy reading, trail hiking, attending music festivals and enjoying the fine wine and food of the Sonoma County.
Experience and Expertise:
I began my career in public accounting in 2006 at a local McGladrey Alliance firm. I focused on real estate and not-for-profit organizations. I worked closely with the real estate developers’ accounting teams, assisting them with all aspects of their business from the day-to-day operations and purchase price allocations to the complications of 1031 exchanges and everything in-between.
After eight years with the local McGladrey Alliance firm, I moved to private accounting and was the Controller for a fast growing real estate investment group based in Santa Rosa. During my tenure with the company, they grew from a handful of entities owning mainly single family homes throughout California to 20 companies with predominantly multi-family properties in California, Oklahoma and Arkansas.
I returned to public accounting in 2017, and became a partner in 2022. While I continue helping clients with their accounting, tax and reporting needs, my focus has transitioned to assisting our clients with their assurance service needs.
Education and Certifications:
Bachelor of Science in Business Administration – Accounting
Sonoma State University
Certified Public Accountant, California
Hobbies/Interests:
I love to spend time with my husband and our two girls. When I can spare time I also enjoy scrapbooking & other paper crafting, reading and trying new wines.
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 wine, manufacturing, technology, real estate, 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 Involvement:
Community Foundation Sonoma County, Board Chair
Haas Alumni Network, North Bay Chapter, Founder and Past President
Petaluma Health Center, Audit Committee Member, Past Board Treasurer
Leadership Petaluma Graduate
Hobbies/Interests:
I enjoy hiking in Sonoma and Marin county parks with my husband on weekends, when we are not visiting our college-aged daughter in Davis. I also enjoy cooking, running and playing pickle ball.
Experience and Expertise:
I began my own CPA firm in 1985 after working for Ernst & Young in Houston and San Francisco. In 2004 I merged my firm with DBM, adding accounting services to the practice. My specialty is providing accounting, tax and consulting services to small businesses and income tax preparation for individuals. I work with a wide variety of businesses and owners, including rental real estate, non-profit, professional services, retail, construction and trade associations. I provide training and support for QuickBooks users, such as setting up the database, invoicing, payables, journal entries and financials. My goal is to make sure there is an adequate system of internal controls, efficient accounting systems and good management reports.
Education and Certifications:
Bachelor of Business Administration from the University of Texas in Austin
Certified Public Accountant, California
Community Involvement:
Rotary Club of Santa Rosa Sunrise, Treasurer, President 2006-2007
Santa Rosa Chamber of Commerce Finance Committee, past board member
Institute of Management Accountants, past board member
Hobbies/Interests:
I love to travel and meet people from all over the world. I have participated in many community service projects both domestically and internationally and have hosted exchange students from all over. I enjoy the fresh air of the high Sierras, camping under the majesty of the Redwoods, and hiking on innumerable trails here in Sonoma County. My husband and I are wine-making hobbyists and enjoy sharing a nice meal and a bottle of wine with friends.
Experience and Expertise:
I have been in public accounting since 1983, specializing in taxation. I started my career in San Jose, California during the technology boom of the early 1980’s before moving to Santa Rosa. I am a frequent speaker at professional and industry events in the areas of tax planning and accounting. I have written articles for the Journal of Taxation and The Tax Advisor, and am an expert witness in accounting and taxation matters in Napa, Alameda and Mendocino Counties. I have been chairperson of the California Society of CPA’s Wine Industry Conference Planning Committee many times and was named the Outstanding Conference Volunteer by the California Society of CPA’s in 2017.
Education and Certifications:
Bachelor of Arts, Religious Studies, University of the Pacific
Bachelor of Arts, Accounting, Eberhardt School of Business, University of the Pacific
Certified Public Accountant, California
Community Involvement:
Past President, Past Active Member, Active 20-30 Club of Santa Rosa, #50
Past President, California Junior Miss Scholarship Foundation (now California’s Distinguished Young Woman). Named to the Hall of Fame
Treasurer, Valley of the Moon Children’s Home Foundation
Hobbies/Interests:
I enjoy cooking and fine wine; music, gardening and restoring classic cars.
