Credentials

"We Nurture and Support each client.

Your Success is Our Success! "

  • KPMG Tax Manager
  • Deloitte and Touche Audit Supervisor
  • Oracle Certified
  • 25 years experience of financial and business management, business and
    accounting system implementation, tax planning and small business advisory
    services
  • Cal CPA Student Outreach Program Advisor

Memberships:

  • AICPA (American Institute of Certified Public Accountants)
  • California Society of Certified Public Accountants
  • Who’s Who in California American Society of Women Accountants
  • QuickBooks® Professional Advisors Program
  • United Who's Who, Inc.
  • Presidential Who's Who
  • President, Chapter 126 of the Women's
    Networking Alliance, an organization
    that enables, empowers, and support
    women entrepreneurs
 
 

 

Current News:

  • Recognized in the Stanford University Graduate School of Business ‘Best
    of the Bay Area’
  • Managerial and leadership insights published in The Career
    Troubleshooter (Taguchi, American Management Association Books, 2005)
  • Featured as a case study as an extraordinary CEO/Executive in the book
    “The Ultimate Guide to Getting the Career You Want…And What To Do
    Once You Have It” (Taguchi, McGraw-Hill 2004)
  • Featured in the Forbes.com article, “ROI That’s Off the Charts:”(July 2002)
  • Financial speaking engagements include local Morgan Stanley seminars,
    Merrill Lynch seminars, as well as key note speaker at a series of Microsoft
    seminars called “Build Your Business Tour”.