Managing Shareholder of the Walnut Creek Office
Assurance and Private Client Services
Office: Walnut Creek / San Francisco
Jenise has over 30 years of experience in accounting in a variety of industries including architecture, auto dealerships, construction, engineering, health care, insurance, manufacturing, nonprofits, overhead rate audits, professional services, real estate, retail, and restaurants. As an Assurance and PCS Shareholder she is responsible for audits, compilations, reviews, analysis of internal controls and operations, forecasts, and projections. In her practice she regularly assists clients with the preparation of business plans, implementation of accounting and software systems, personnel issues, mergers and acquisitions, bankruptcy, and internal controls. Her special expertise includes governmental FAR and HUD projects, succession planning for individuals, audits and consultation on all types of pension plans including 403b, 401a, 401(k), Defined Benefit, ESOP and profit sharing plans.
Turns on BPM's lights every morning at 5:00 am!