Debra says, "...I'm here to make sure the Firm's clients have the greatest experience from the accounting, management and tax services the Firm offers."

Debra joined the Firm in 2009 and brought more than 27 years experience with accounting firm administration, customer service and client relations. She is ready to assist all clients with questions concerning their invoices, appointments, delivery and pick-up matters. Debra is also member of the International Association of Administrative Professionals.

Brian says, "...my main focus is to help our food service clients improve their profitability and run a better business."

Brian joined the Firm in 2007 after receiving his Associates of Arts degree with emphasis in Accounting from Heald College. He is skilled in the preparation of compiled financial statements and various types of business tax returns. He is a Certified QuickBooks Pro Advisor, with post graduate work in Restaurant Success Series with special concentration on Profit-Building Programs, Food Cost Fitness, Restaurant Numbers, and Building Menus Muscle. Brain also has experience in retail and wholesale management, as well as inventory management.

Janine says, "...I love it when I am able to help a client become a better, more informed user of their accounting system."

Janine has more than 25 years experience in accounting for small to medium size businesses. She is a Certified QuickBook Pro Advisor who specializes in assisting small and medium size businesses in setting-up and maintaining their internal QuickBook accounting systems. She is highly skilled in the preparation of compiled financial statements and all types of business tax returns. She is technically skilled in the use of numerous accounting software programs, and is an expert at troubleshooting client computer and software issues.

Lorrie says, "...I'm proud to have a unique position in an accounting firm that genuinely cares about its clients, team members, and the success of the small business community."

Lorrie has been with the Firm for more than 22 years as liaison between the Firm's clients and the CPA's. She, along with the Firm's founder Joseph Green, created the Firm's Sales and Marketing and Client Relations department in 1988. Her responsibilities include office administration, client relations, personnel and client training, understanding and meeting the clients' needs. Lorrie prides herself on delighting the Firm's clients.

Giovanna says, "...she is looking forward to learning all she can about accounting and hoping one day to become a CPA."

Giovanna comes to the Firm with many great skills after serving three in the US Army. She assists in both the marketing and administrative departments meeting clients' needs. During her last three years in college she studied mathematics and science. When she came to work for the Firm, originally on a part-time basis, she discovered the math and reasoning skills required in accounting, and after taking an overview class in accounting, she changed her major to accounting.

Sangeeta says, "...my main career focus is providing our Firm's business and individual clients with exceptional client service."

Sangeeta joined the Firm in 1990 and has twenty years experience in Public Accounting. She is highly skilled in all phases of accounting from sole proprietorships to corporations, from compiled to reviewed financial statement preparation, from individual to partnership to corporate income tax return preparation. She is also an expert in accounts receivable management, and assists with the Firm's Peer Review Program requirements. She has extensive knowledge in retail jewelry store operations and management, as well as extensive computer knowledge in numerous accounting, billing, and spreadsheet software programs.

Nisi says, "...I'm here to assist everyone in the Firm to meet all our clients' needs and to provide the highest quality services."

Nisi joined the Firm in 2006 assisting with the preparation of complied financial statements, payroll, sales and related business tax reporting.

Joe says, "...accounting is a very personal, special, private service that's all about helping our clients reach their goals, thrive, be profitable and successful, and ultimately get everything they want." If you have a question, ask me: joe@greenjespersencpas.com

Joe, who is a Certified Public Accountant, a Certified Valuation Analyst, and a Personal Financial Specialist with more than thirty-six years of public accounting experience, founded Green Jespersen CPA's in 1986. He brings many years of business consultative, accounting, and tax experience across many types of business enterprises from professional practices, healthcare, manufacturing, construction, real estate, retail, food service, transportation, and broadcasting, as well as not-for-profit organizations.

Joe's extensive small business consultation helps clients create and run better businesses; he performs business valuations for "buy/sell" arrangements, estates and trusts, and outright sales to help clients attain their company's strategic value. He also helps clients achieve their "end game" objectives through specialized tax, personal, business, and estate planning techniques. He currently serves as the Firm's estate and trust planning specialist and concentrates in closely-held businesses.

Joe received his Bachelor of Science in Accounting from San Jose State College. He has also taken post-graduate courses in federal income taxation from Golden Gate University as well as annual on-going continuing education courses in wide ranging areas relating to accounting, auditing, taxes, estate planning, along with specialized courses in not-for-profit organizations, information technology, business valuation, business development, management advisory services, and more.

Joe is a member of the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants, Member of the National Society of Public Accountants, National Association of Valuation Analysts (NACVA), Member of the Institute of Business Appraisers (IBA), Member of AICPA Small Companies Practice Section, Member AICPA Information Technology Division, Member of AICPA Tax Division, Member of AICPA Management Advisory Division.

Committed to the community, since 1984, Joe serves on the Board of the Monterey Jazz Festival as its Treasurer, he's a Past President, and current Board Member; he served as Past Flotilla Commander of United States Coast Guard Auxiliary; he served as Past Chairman and Commissioner for Overall Economic Development Commission (OEDC) of Monterey County; he served as Past Board Member for Pacific Western Bank, and he is a Notary Public.

 

Bill says, "...as accountants for our diverse and dynamic local area businesses and individuals we are truly CFO's for hire, working closely and directly with clients to improve and develop their business by utilizing the new business adage What You Measure You Can Manage."

Bill has over 26 years in public accounting with an extensive background in construction and real estate accounting, business valuation, personal financial planning, estate planning, business and individual taxation, and business consulting. He also helps clients achieve their "goal line" objectives through specialized tax, personal and business planning techniques, and concentrates on litigation support services for local attorneys.

Bill received his Bachelor of Science in Business Administration with a concentration in Accounting from Cal Poly, San Luis Obispo and has taken extensive courses in federal income taxation from Golden Gate University as well as annual continuing education courses in a variety of subjects relating to construction accounting, personal financial planning, taxation, business valuation, and litigation support services.

Bill is a member of the American Institute of Certified Public Accountants (AICPA), the Personal Financial Planning Section of the AICPA, the California Society of Certified Public Accountants, and the National Association of Valuation Analysts (NACVA).

Committed to his community, Bill has served on the Board of Directors of many local entities including youth and sports organizations, hospitality companies and local education boards. Bill currently serves as Treasurer and board member of a local hotel/hospitality company and the Carmel High School Athletics organization.