Managing Partner, CPA, CGFM

Education/Professional Accreditation
Master in Professional Studies, Management Auditing, New School for Social
Research
Bachelor of Science in Business Administration, Accounting, University of the
East, Philippines
Certified Public Accountant, New York, 1974
Certified Public Accountant, Manila, Philippines
Certified Government Financial Manager, New York
The City University of New York - York College, Adjunct Faculty

Areas of Expertise
Audit Services
Audits of Commercial Enterprises
Government Audits and audits in accordance with OMB A-133 and single audit
Not-for-profit Audits
Schools & School District Audits
Management Audit and Operational Audit and evaluation of internal control
Other Attestation Engagements

Accounting Services
Reviews
Compilations

Tax Services
Preparation of individual, partnership, corporate, & not-for-profit organization income tax returns
Representation before the Internal Revenue Service

Consulting Services
Personal financial planning
Budgeting and Forecasting
Small-business start-up including incorporation and set up of accounting systems
CPA Firm Peer Review
Operations reviews
Incorporation

Affiliations
New York State Board of Accountancy
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Career Opportunities in the Accounting Profession
Association of Filipino-American Accountants
National Council of Philippine American Canadian Accountants
National Asian American Society of Accountants

Junior Partner, CPA

Education/Professional Accreditation
Bachelor of Science in Commerce, Accounting, San Beda College, Philippines
Certified Public Accountant, New York
Certified Public Accountant, Philippines

Areas of Expertise
Audit Services
Audits of Commercial Enterprises
Government Audits
Not-for-profit Audits
Operational Audits and evaluation of internal control
Other Attestation Engagements

Accounting Services
Reviews
Compilations

Tax Services
Preparation of individual, partnership, corporate, & not-for-profit organization income tax returns
Business tax planning

Consulting Services
Budgeting
Forecasting
Small-business start-up including incorporation and set up of accounting systems
Operations reviews

Affiliations
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Association of Filipino-American Accountants
National Council of Philippine American Canadian Accountants
National Asian American Society of Accountants

Audit Manager

Education/Professional Accreditation
Bachelor of Science in Commerce, major in Accounting, De La Salle University,
Philippines
Certified Public Accountant, Philippines

Areas of Expertise
Audit Services
Government Audits
Not-for-Profit Audits
Management Audit and Operational Audit and evaluation of internal control
Audit of commercial enterprises
Corporate Internal Audit
Other Attestation Engagements

Accounting Services
Reviews
Compilations
Accounting & Payroll Support

Tax Services
Preparation of individual, partnership, corporate, & not-for-profit organization income tax returns

Consulting Services
Controllership
Operations Management
Budgeting
Forecasting
Preparation of business plans
Cost Accounting

Affiliations
New York State Society of Certified Public Accountants
Association of Filipino-American Accountants
National Council of Philippine American Canadian Accountants
National Asian American Society of Accountants

Audit Manager

Education/Professional Accreditation
Bachelor of Science in Accountancy, Cagayan Capitol University, Philippines
Bachelor of Laws, 3rd Year College, Liceo de Cagayan University, Philippines
Certified Public Accountant, Philippines

Areas of Expertise
Auditing Services
Government Audits and audits in accordance with OMB Circular A-133 and single audit
Not-for-Profit Audits
Management Audit and Operational Audit and evaluation of internal control
Other Attestation Engagements

Accounting Services
Reviews
Compilations

Tax Services
Preparation of individual and corporate income tax returns

Consulting Services
Controllership
Internal Audit – Banking
Finance & Treasury
Financial review

Affiliations
Philippine Institute of Certified Public Accountants
Association of Filipino-American Accountants
National Council of Philippine American Canadian Accountants
National Asian American Society of Accountants

Quality Assurance Manager

Education/Professional Accreditation
Bachelor of Science in Business Administration, Accounting, University of the
East, Philippines
Certified Public Accountant, Manila, Philippines

Areas of Expertise
Auditing Services
Government Audits and audits in accordance with OMB Circular A-133 and single audit
Not-for-Profit Audits
Management Audit and Operational Audit and evaluation of internal control
Internal Audit
Other Attestation Engagements

Accounting Services
Reviews
Compilations
Accounting support

Tax Services
Preparation of individual and corporate income tax returns

Consulting Services
Controllership – Not-for-Profit Organization
Business planning
Training in the use of accounting software

Affiliations
Philippine Institute of Certified Public Accountants
Association of Filipino-American Accountants
National Council of Philippine American Canadian Accountants
National Asian American Society of Accountants

Audit Senior

Education/Professional Accreditation
Bachelor of Science in Business Administration, Accounting, Philippine School of
Business Administration
Certified Public Accountant, Philippines

Areas of Expertise
Auditing Services
Government Audits
Not-for-Profit Audits
Management Audit and Operational Audit and evaluation of internal control
Other Attestation Engagements

Accounting Services
Reviews
Compilations
Accounting & payroll support

Tax Services
Preparation of individual and corporate income tax returns

Consulting Services
Controllership
Internal Audit
Formulation and Design of Internal Control Systems
Development and formulation of Company Policies and Procedures
Preparation of business plans (long-range)
Budgeting and Financial services
Forecasting
Real Estate Accounting
Construction Accounting
Retail Accounting
Inventory Costing

Affiliations
Philippine Institute of Certified Public Accountants
Association of Filipino-American Accountants
National Council of Philippine American Canadian Accountants
National Asian American Society of Accountants

Audit Senior

Education/Professional Accreditation
Bachelor of Science, major in Public Accounting, Mercy College, New York
Diploma, Computer Science, Systems Plus Computer Institute, Philippines
Diploma, General Studies, St. Anthony College of Technology, Philippines

Areas of Expertise
Auditing Services
Government Audits
Not-for-Profit Audits
Management Audit and Operational Audit and evaluation of internal control
Other Attestation Engagements

Accounting Services
Reviews
Accounting & payroll support

Tax Services
Preparation of individual and corporate income tax returns

Affiliations
Student Affiliate, American Institute of Certified Public Accountants
Association of Filipino-American Accountants
National Council of Philippine American Canadian Accountants
National Asian American Society of Accountants

Audit Senior

Education/Professional Accreditation
Bachelor of Science in Business Administration, Major in Accounting, Philippine
School of Business Administration, Manila, Philippines
Certified Public Accountant, Philippines

Areas of Expertise
Auditing Services
Government Audits
Not-for-Profit Audits
Management Audit and Operational Audit and evaluation of internal control
Corporate Financial Audit
Compliance Reporting
Other Attestation Engagements

Accounting Services
Controllership
Financial Management
Accounting & Payroll Support
Reviews and Compilations

Tax Services
Preparation of individual and corporate income tax returns

Consulting Services
Operations Management
Cost Accounting
Construction Accounting
Budgeting
Estate Planning & other Financial Services
Mortgage Finance and Accounting

Affiliations
Philippine Institute of Certified Public Accountants (PICPA)
Government Association of Certified Public Accountants (GACPA-Philippines)
Association of Government Planners (Philippines)
Financial Executives Association of the Philippines (FINEX)

Audit Senior

Education/Professional Accreditation
Bachelor of Science in Commerce, Accounting, University of Batangas
Master in Business Administration, Jose Rizal University, Manila
Certified Public Accountant, Philippines

Areas of Expertise
Auditing Services
Internal Audit – Commercial Bank
Audit of Information Technology/Systems Audit
Not-for-Profit Audits
Management/Operational Audit and Evaluation of Internal Control

Accounting Services
Controllership
Financial Management

Tax Services
Preparation of individual and corporate income tax returns

Consulting Services
Internal Audit
Design of Financial Systems
Budgeting and Financial Services
Forecasting
Construction Accounting
Retail Accounting
External Audit – Banking, Insurance, Merchandising and Manufacturing

Affiliations
Philippine Institute of Certified Public Accountant (PICPA)
Association of CPA in Education (ACPAE)

Audit Staff

Education/Professional Accreditation
Bachelor of Science in Commerce, major in Accounting, University of North Eastern Philippines
Certified Public Accountant, Philippines

Areas of Expertise
Auditing Services
Government Audits and audits in accordance with OMB Circular A-133 and
single audit
Not-for-Profit Audits
Other Attestation Engagements

Accounting Services
Reviews

Consulting Services
Retail and Trade Banking
Budgeting
Business planning

Affiliations
Philippine Institute of Certified Public Accountants
Association of Filipino-American Accountants
National Council of Philippine American Canadian Accountants
National Asian American Society of Accountants

Audit Staff

Education/Professional Accreditation
Bachelor of Business Administration, Accounting, Baruch College, New York

Areas of Expertise
Auditing Services
Government Audits
Not-for-Profit Audits
Management Audit and Operational Audit and evaluation of internal control
Other Attestation Engagements

Accounting Services
Reviews
Accounting & payroll support

Tax Services
Preparation of individual and corporate income tax returns

Affiliations
New York State Society of Certified Public Accountants
Association of Filipino-American Accountants
National Council of Philippine American Canadian Accountants
National Asian American Society of Accountants

Audit Staff

Education/Professional Accreditation
Bachelor of Science in Accountancy, Colegio de San Juan de Letran, Philippines

Areas of Expertise
Auditing Services
Government Audits
Not-for-Profit Audits
Evaluation of internal control systems
Other Attestation Engagements

Accounting Services
Reviews
Accounting & payroll support

Tax Services
Preparation of individual income tax returns

Affiliations
New York State Society of Certified Public Accountants
Association of Filipino-American Accountants
National Council of Philippine American Canadian Accountants
National Asian American Society of Accountants

Administrative Staff

Education/Professional Accreditation
Associate Degree, Computer Science, Angeles University Foundation,
Philippines

Areas of Expertise
Accounting Services
Accounting & payroll support

Tax Services
Preparation of individual and corporate income tax returns

Consulting Services
Human Resource Management

Affiliations
National Asian American Society of Accountants
National Council of Philippine American Canadian Accountants
Association of Filipino-American Accountants