Specializing in Not-for-Profit Organizations and Homeowners Associations since 1972
As the Managing Shareholder of San Diego's largest CPA firm to specialize in Homeowners Associations, Leonard has over 40 years in public accounting. He supervises all client engagements from planning and proposal stage through review and signing of all audits, reviews, reserve studies, and tax returns.
He has served as lecturer at state and local conferences and published numerous articles on HOA audits, accounting, and tax issues. In addition, he has served as Treasurer and board member for Community Associations Institute, Clairemont Friendship Senior Center, San Diego Jaguar Club, National Masters Racquetball Association, and San Diego Racquetball Association.
As an experienced CPA, Len has been an approved AICPA Peer Reviewer, conducting Peer Reviews of other CPA firms' professional practices and auditing procedures.
Having been with the firm for more than a decade, Nanci has worked in every department of the company including administration, proposals, marketing and advertising, human resources, client management, reserve studies, and Homeowners Association and Not-for-Profit Organization audits, reviews and taxes. Currently, she splits her time between HOA and NFP engagements and managing several aspects of the practice.
Nanci has more than 12 years' experience with Quickbooks and Excel and serves as a consultant to employees and clients as needed.
Rollie joined the firm in 2011. He has 17 years experience serving the governmental and not-for-profit sectors. His current clients include a nearby City, many water and special districts, as well as not-for-profit clients. Rollie has extensive experience with governmental reporting in addition to OMB Circulars A-133 and A-122.
In addition, he helps head up firm-wide training on technical topics.
Scott has more than 8 years of experience with our firm. He also possesses more than 8 years of previous relevant private accounting experience. Currently, Scott focuses on our more complex Not-for-Profit Organization, For Profit, and Homeowners Association clients.
Scott also teaches classes at Nonprofit Management Solutions and serves as a resource and mentor for our other auditors.
Inna started with our firm in 2000 and quickly became one of our most capable auditors. She performs numerous Homeowners Association and Not-for-Profit Organization audits annually. Inna's many years of experience with our firm has made her an invaluable resource for the rest of our audit staff.
As an auditor with our firm for more than 25 years, Tom has performed hundreds of auditors for both HOAs and NFPs. Tom also has 20 years of experience in various fields including: controller, retail store owner, restaurant owner, and software selection and integration consulting.
In 2006, Katie took charge of our long-established Reserve Study department. She coordinates our 3 independent inspectors and oversees all aspects of the department including client management, scheduling and proposals. Katie also collaborates with Mr. Sonnenberg to ensure our reports conform to current California Civil Codes.
Our auditors each possess 2 to 20+ years of experience. We believe we have the most qualified staff in the HOA and NFP industry.
We have received system peer reviews on our own accounting and auditing practice. We recently received an unmodified report, which indicates that our “system of quality control has been designed to meet the requirements of the quality control standards for an accounting and auditing practice established by the AICPA and was complied with during the year then ended to provide the firm with reasonable assurance of conforming with professional standards."