EXPERTISE
- Audit & Assurance
- Internal Controls / SOX 404
- System of Quality Management (SQM 1) Internal Audit
- Technical Accounting & Research
- Revenue Recognition (ASC 606)
- Business Combinations & Long- Lived Asset Impairment
- Lease Accounting
- REIT Accounting & Tax Considerations
- Equity & Share-Based Compensation Valuation
- Variance & KPI Analysis
Jason Phelps, CPA
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BGA since 2026. 15 Years Experience.
Certified Public Accountant with 15 years of audit and advisory experience across public accounting and industry. Brings strong technical knowledge of GAAP, PCAOB, and SOX requirements, with a track record of managing complex engagements for public, private, and pre-IPO companies. Known for analytical rigor, clear communication, and the ability to deliver high-quality results in fast-paced environments.
EXPERIENCE
- Ernst & Young, LLP — System of Quality Management, Internal Audit, Contractor
- Ernst & Young, LLP — Assurance Manager
- Ernst & Young, LLP — External Audit Contractor
- Jones, Henle & Schunck — Senior Accountant
ASSOCIATIONS & CERTIFICATIONS
- Certified Public Accountant (CPA)
- Former member: AGC, Engineering Contractors’ Association, Southern CA Contractors Association, Surety Claims Association of Los Angeles, Surety Underwriters Association of Southern CA
INDUSTRIES SERVED
- Real Estate (Funds & REITs)
- Life Sciences & Biotech
- Software & Technology
- Consumer Products
- Construction Contractors