Assurance & Advisory
Jeremy has over 19 years of experience, including four years with Deloitte. Jeremy has significant experience helping companies present high quality financial statements to lenders and investors so they are positioned for success. Jeremy provides assurance services to clients as well as performs engagement quality control reviews and technical consultations. Jeremy has performed audit, review, compilation, preparation and due diligence engagements.
Industries & Focus
Manufacturing, Distribution, Nonprofit, Real Estate, Technology, Professional Services, Employee Benefit Plans
Education & Affiliations
Jeremy earned his B.A. in Business Economics with an Accounting concentration from University of California, Santa Barbara. He also earned his Certificates in Leadership Essentials and Management Essentials from Harvard Business School. Jeremy is a Board Member and Audit Committee Chair for Episcopal Communities & Services, a Committee Member for the Pasadena Tournament of Roses as well as a Board Member and Executive Committee Member for the Weingart East Los Angeles YMCA.
Jeremy is a member of the American Institute of Certified Public Accountants (AICPA) Council, where he represents the State of California in governing the CPA profession in the United States. He is also a member of the AICPA Accounting & Review Services Committee, as well as a past vice chair of the AICPA Technical Issues Committee. He has authored the AICPA practice aids on engagement letters and internal controls, as well as being a contributing author for Save Wisely, Spend Happily: Real Stories About Money & How to Thrive from Trusted Advisors. Jeremy is the 2013 winner of the AICPA’s Outstanding Young CPA Award.