I love to make sense of your organization's finances and share that information with your team. Our goal is to work with you to design and manage an accounting system that is efficient for you. We design, prepare, and present meaningful reports, allowing your team to confidently discuss finances.
I've worked with over 100 nonprofits in my 25+ years as a CPA and auditor, helping to improve their accounting systems, internal controls, and financial reports. As professor of Nonprofit Finance at USD and as a Board member for various nonprofits I've gained valuable first-hand knowledge of how accounting and financial information is used by nonprofit leadership, staff, and Board members alike.
With a master's degree in Nonprofit Leadership from USD and years of accounting experience as a nonprofit CFO, Sara enjoys problem-solving. As CFO of a statewide nonprofit, she oversaw the financial operations of ten regional offices and programs, including managing and developing million-dollar budgets. She has expertise in driving efficiency and productivity through the monitoring and evaluation of financial management systems. Her strengths are in helping new set up accounting systems, training staff to use the systems, and working with staff all year long to keep you on track. You can come to Sara with questions on accounting software, grants or pledges, or budgets and how to best record those.
Teresa has over 20 years of nonprofit accounting experience, with extensive work in accounts receivable, accounts payable, and payroll. Her prior work with a state-wide educational nonprofit included working with school districts and preparation for the annual audit. She brings hands-on experience in the daily workings of a nonprofit accounting office and is valuable in troubleshooting for our clients. Teresa has been instrumental in updating client accounting and unraveling months of transactions. She can handle the daily, weekly, or monthly processing of your deposits, expenses, and payroll so you can focus on guiding your organization to success.
While earning his Economics degree at UC Santa Barbara, Ryan was the Vice-Chair of the Tenants Union and served as a legal intern to UCSB Legal Resource Center. This work to manage teams, oversee budgets, and resolve conflicts between landlords and tenants gave him unique perspectives on both sides of business issues. With CSCPA, Ryan is providing accounting for a variety of commercial real estate projects including accounts receivable, tenant invoicing, budgets, hotel revenues, and monthly reports.
Andrew graduated from Chapman University in 2020 after studying at Argyros School of Business and Economics. Born and raised In Santa Clarita, CA and he now resides in Orange County. Andrew has a strong attention for detail and a high degree of problem-solving skills. Having started with CSCPA in 2021, he provides accounting services to our business clients located in California and in Michigan. Andrew is proficient at processing banking transactions, expenses, and bank reconciliations to give our clients more time to do what they are good at and love.