Area of Expertise:
Wendy is a Certified Public Accountant and has worked in public accounting for the past 24 years. She is a graduate of California State University, Northridge, and obtained her CPA certification in 2003. Wendy’s experience in public accounting includes auditing and financial statement preparation, tax preparation and planning, QuickBooks set up, clean up, and maintenance. She has also taught classes on reading financial statements and QuickBooks training. In 2014, Wendy established her CPA firm, where she focuses on business consulting and tax preparation and planning.
Wendy specializes in small businesses ranging from start-up to approximately $15,000,000 in gross revenues. Industries she has worked with include medical practices, home health care agencies, printing, construction, and legal and consulting firms. Her main focus with clients is building a lasting relationship by listening to the clients, hearing their needs, and helping them to accomplish their goals. Wendy is currently certified as a QuickBooks Online Proadvisor and enjoys teaching her clients how to use the software efficiently to obtain useful information to manage their business better. She also consults on accounting, tax and tax planning matters, business entity selection, and overall business management and process creation.
How I Add Value to your Business:
- QuickBooks Consulting – Desktop and Online
- Process Creation
- Financial Statement Creation
- Healthcare Industry
- Homecare Industry
- Construction industry
- Consulting Industry
- Manufacturing Industry
Words of Wisdom:
“You can’t manage what you don’t measure” – Peter Drucker