Annie has over 15 years of experience serving privately held middle-market companies. Annie has developed deep expertise in audit and assurance services across a wide range of industries, including manufacturing, retail and distribution, professional services, business consulting, technology, media and entertainment, transportation and logistics, food and beverage, real estate, and franchisor businesses.
In addition to traditional assurance services, Annie provides strategic guidance on middle-market transactions, specializing in quality of earnings analyses, financial due diligence, and post-transaction dispute support. Best known for providing excellent client service and consistently high-quality financial and advisory deliverables, Annie’s approach blends technical precision with practical business acumen, helping clients make confident decisions that drive growth and value.
Annie graduated magna cum laude from California State University, Northridge with a bachelor’s degree in accountancy and finance. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
HCVT
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
BS, Accountancy and Finance, magna cum laude, California State University, Northridge
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