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About the Firm

Nonprofits organizations play a pivotal role in shaping and improving our communities and addressing societal needs. While nonprofit organizations would love as much funding as possible to help fulfill their missions, with increased funding comes increased responsibilities, especially within the financial side. 

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I created my firm to help nonprofits fulfill these financial responsibilities by providing assurance services, such as audits, reviews, and compilations. Nonprofits would much rather stick with what they do best with running their organization, but my goal is to provide a high quality engagement in as timely and efficient a way as possible by utilizing streamlined, lean processes and effectively using automation and artificial intelligence to help reduce the amount of waste it takes to get through an engagement, such as an audit. 

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How I'm able to do this is to operate solo, which allows me to use my expertise directly with my clients. No having to deal with inexperienced auditors or a revolving door of auditors and having to "teach" the new auditors how your organization runs year after year.

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Professional headshot of myself from back in 2022.

My Background 

Education

Bachelor of Science, Accounting- California State University, Long Beach

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Certificates

Certified Public Accountant- California State Board of Accountancy- Issued April 2015- License #126395

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Certified Fraud Examiner- Association of Certified Fraud Examiners- Issued January 2016- ID#706972

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Community

Long Beach Day Nursery- Board of Directors (July 2016- Present)

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Long Beach Day Nursery- Board Treasurer (July 2017-Present)

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The Nonprofit Partnership- Board of Directors (January 2024- Present)

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Sustainable Surf- Audit Committee Chair (July 2023- Present)

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Personal

Wife and two kids, ages 5 and 2

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Competitive recreational dragon boat team

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Who I Help

Nonprofits looking for assurance services that only a CPA can provide. Ideal client is a smaller nonprofit with less than $10 million annual revenue and located in the state of California.

How I Do It

Optimized systems and procedures leading to efficiencies in the audit process, which allows for more time saved and decreased costs.

What's in It for You

If you are not enthusiastic about your auditor and feel like there is room for improvement in getting your audit done quicker and more efficiently, please reach out to me to learn more.

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562-517-1899

3780 Kilroy Airport Way, Suite 200, Long Beach, CA 90806

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