Wendy began her journey in Public Accounting in 1995 when she received her Bachelor’s Degree in Accounting from California State University, Northridge. She continued to learn about small business and taxes while completing her CPA certification in 2003. For the past 27 years she has worked for small CPA firms in the Inland Empire and San Gabriel Valley before forming her own firm in 2014. During this tenure she found a passion for teaching clients and helping them to take control of their financial futures.

Wendy has the pleasure of working with many diverse businesses including physician practices, engineering firms, manufacturers, construction companies and truck repair shops. This broad client base has allowed her to develop a deep understanding of how many different types of businesses work.

Over the years Wendy has developed a philosophy of putting the client relationship first. She finds by getting to know how her clients think and feel it helps her to serve them better than just “sticking to the numbers”. If she knows their goals and dreams, then she can help them formulate a plan to get there.