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
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
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.