Roger Idnani, CPA Expertise Specializes in working with global SEC and privately-held clients on Income Tax Provisions (ASC 740) matters. Experience CSUF Mihaylo College of Business and Economics, Professor EY, Tax Senior Manager Certifications Certified Public Accountant (CPA), California
Gary Johnstone, CFA, CPA/ABV Expertise Public and private company valuation of intangible assets and equity interests for regulatory reporting compliance including but not limited to 409A tax code, ASC 805 for business combinations, ASC 350 for goodwill and other intangibles, and ASC 713 for stock compensation. Expert in the analysis of public-private investments in the
Dexter Jumamoy, CPA Expertise Seasoned professional with over two decades of experience performing and advising clients from top-tier public accounting firms, publicly listed companies and private-equity backed private companies. Ability to manage financial statement preparation, business transformation and resolution of complex financial reporting issues. Experience BDO USA, Senior Manager, Risk Advisory Services Moss Adams, Manager,
Kelly Kaufman, CPA Expertise An accomplished professional known for exceptional skills in project management, team leadership, and strategic planning. With a diverse background spanning industries, she has consistently delivered results and driven growth through effective execution and collaboration. Experience Automatic Data Processing (ADP), CFO Edwards Theatres, Inc., SVP/CFO Bristol Retail Solutions, VP Finance Princeton Venture
Ian Lamdin, CPA, CFE, ICAEW Expertise Professional with over 15 years of broad accounting experience in both public accounting and industry. Extensive public company experience, most recently as SEC Reporting Director for three Nasdaq-listed life sciences companies and one hi-tech manufacturing company. Experience Velodyne Lidar, Inc., SEC Reporting Director Vaxart, Inc., SEC Reporting Director Ardelyx,
Nina Le, MBA Expertise A hands-on, results-oriented finance and accounting professional with extensive experience in all aspects of accounting systems and operations, management and external financial reporting, internal controls and processes, equity financing, audit, and tax. Experience Clariphy Communications Xealot PwC Associations & Certifications Fluent in Mandarin Chinese Member, Rice Alumni Volunteers for Admissions (RAVA)
Michelle Lynxwiler Expertise Detail-oriented, accurate and self-motivated accountant providing businesses with a full range of accounting and bookkeeping services for over 25 years. Experience SeneGence International Inc., Senior Accountant Town Centre Car Wash Company, Full Charge Bookkeeper South Shore Building Services, Staff Accountant Open Sky Wilderness Therapy, Office Manager Coast Hardware, Full Charge Bookkeeper Asse
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Nicole McLaughlin, CPA Expertise Finance and accounting reporting compliance and audit readiness including Sarbanes-Oxley, U.S. GAAP, SEC, IFRS and PCAOB; internal controls; mergers and acquisitions; technical accounting; international consolidation; C-suite interaction and project management. Industry expertise includes the technology, manufacturing and distribution, electronics, education, hospitality and leisure, consumer products, retail, insurance, healthcare, pharmaceutical, bio technology
Patty McMahon, CPA (Inactive) Expertise Accounting professional with over 20 years of experience in SOX, internal audit, internal controls, process improvement, and accounting best practices. Strong problem-solving skills, multi-tasking, focus on process improvement initiatives, and adaptable to change. Personable and professional with excellent communication, documentation and presentation skills. Experience Sempra Energy, SOX Compliance and Policy
Fayeron Morrison, CPA, CFE Expertise Finance and accounting reporting compliance and audit readiness including Sarbanes-Oxley, U.S. GAAP, SEC and IFRS; internal controls; revenue recognition; complex accounting transactions including prepaid interest cap agreements, percentage of completion accounting and foreign exchange transactions; business valuations for IPOs and buyouts; loan documentation and purchase agreements; investment portfolio management; pension
Leon Nalbandian, CPA Expertise Financial executive with over 30 years of Big 4 leadership experience providing services to companies ranging from start-ups to large multi-national corporations. Exceptional ability to quickly gain an understanding of complex client operations. Dedicated to increasing project profitability, leading client relationships, planning, budgeting, managing and executing multi-location domestic and international client
Scott Nelson, CPA Expertise Works closely with global public and pre-IPO companies guiding them through IPO readiness, complex accounting matters, operational and financial reporting, and more. He serves clients at all stages of growth, from entrepreneurial startups and VC/PE-backed companies to multinational public enterprises. He has coordinated and led global teams throughout Europe and Asia
