Originally hailing from the great state of Illinois, Judy is a former partner of Clifton, Gunderson & Co., CPA's which is the 14th largest CPA and consulting firm in the country.
She has a strong back ground in Governmental Accounting Standards, Financial Accounting Standards, Auditing Standards, and over seventeen years in the AICPA Peer Review Program. She has been providing technical consulting for this firm for fifteen years. Judy's focus is to assist with the planning and controlling of audits, preparation of financial statements, compliance opinions, budgets and appropriations, and performs a wide range of financial consulting services.
Since moving to the west coast, Judy has also discovered that sailing is way too much fun. She and her husband, Bob, have sailed their boat "Serendipity" in a variety of wild adventures. The entire CPA firm now knows the definition of a "sea story": - - a true adventure of daring that gets more adventuresome and daring with each telling.
Professional Experience:
Over thirty years of public accounting experience primarily in accounting, auditing, quality control and consulting. The tax focus includes includes Not-for-Profit Organizations, tax regulations related to Private Foundations and Supporting Organizations, and tax and estate planning for closely held businesses.
Education:
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Master of Accounting
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Illinois State Certified Public Accountant License
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Bachelor of Science, Accounting, University of Illinois
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California State Certified Public Accountant License
Professional Affiliations:
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American Institute of Certified Public Accoutants
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California Society of Certified Public Accountants
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Instructor of Continuing Professional Education
Favorite color: sea green
Favorite quote: "Friends and laugh lines are life's finest trophies".
Favorite other stuff: sailing (oh big surprise). She volunteers for a variety of good causes, to include a long career of volunteering for The Office of the Registrar of Voters as a "poll monitor". She hasn't missed an election, which is great for all us. We know there will be an accurate and honest count with Judy at the helm !
