Michelle’s area of expertise is GAAP compliant financial accounting and reporting. She serves middle-market, privately-held, family owner-managed, and institutionally owned businesses and publicly held companies. She has experience working with companies in the start-up phase through ownership transition, including IPO. Over the past decade or so, she has spent more than 90% of her time working with wineries, vineyards, real estate entities, négociants, custom crush facilities, wine and spirits distribution companies, natural and organic food companies, and non-wine agriculture. As a result, she has extensive knowledge of the more common and complex accounting issues those types of businesses face. In addition to providing traditional audit and review services, she offers guidance in the areas of business combinations, consolidations, lease accounting, inventory valuation, revenue recognition, and evaluation of internal control. Michelle also has over 10 years of experience in the area of audits of employee benefit plans.
Michelle has served on several boards including as Treasurer for the Napa/Sonoma Chapter for Women for WineSense (2011-2013) and Treasurer and Finance Committee Chair for The Healdsburg School (2013-2015). Since 2009, she has served on the planning committee for the Cal CPA Wine Industry Conference where she has also presented on GAAP accounting and reporting in the wine industry. Michelle has also participated as a speaker at the Wine Industry Technology Symposium and through Sonoma State University’s Wine Business Program. She is active in the Firm’s recruiting efforts at SSU.
Michelle is a 5th generation Californian. She was born and raised in the agricultural community of California’s Central Coast where her great grandparents were cattle ranchers.
Certified Public Accountant (CPA)