Introduction to my Qualifications and Services
Symba Services was created to provide hands-on assistance in Quickbooks, business management, money management and pre-tax return readiness to small and medium sized businesses.
As a CPA with extensive experience in public accounting as well as many years in small business as an operations manager, executive director and bookkeeper, I have the perspective of both the accountant and the business owner. I initially started Symba Services in the summer as an off season project, but I now provide year-round assistance to clients as well as continued employment at Bollinger, Glenn, Guattery, Gunn & McAravy, LLP. as a staff accountant.
September 1997 – PresentStaff AccountantPerforming a wide variety of accounting functions including:
Audit and review, specializing in not for profit organizations.
Tax preparation for individuals, corporation, partnerships and not for profit organizations.
Consulting on Quickbooks to firm clients including vineyards and wineries, non profits, small contractors, professional services including attorneys, technology firms, and many more.
Ed’s Garage (now William’s Auto Care Center, Inc.), Boyes Hot Springs, CA
February 1987 – September 1997
Office manager and accounting supervisor
Responsible for a wide variety of functions including overseeing all accounting duties, preparation of budgets, costing analyses and financial statements.
Performed customer service, personnel management, estimating and advertising and promotional duties.
Rainbow Valley School Childcare Center, Eldridge . CA
October 1983-May 1986
PROFESSIONAL DISTINCTIONS AND EDUCATION
Certified Public Accountant since May 2004
Advanced Certified Quickbooks Pro Advisor since 2001
Certified Sleeter Quickbooks consultant
Lifetime Permit to manage Early Childhood Education Programs in California
Certified Money Coach (Money Coaching Institute, Petaluma California)