BRATTON MCMORROW - Key Persons
Andrea joined BMA in 2019 and has more than 15 years accounting experience.
Job Titles:
- Enrolled Agent / Senior Accountant
Christa transferred to BMA in 2019 after BMA acquired the previous firm she had been at since 2008. She holds the highest Federal designation as an Enrolled Agent. Christa prepares tax returns, represents clients before the IRS/Franchise Tax Board in an audit or to resolve discrepancies on account, and assists clients with tax planning. She has over 20 years of accounting experience with a multitude of different businesses. Christa enjoys setting and cleaning up the books, preparing financial statements, and developing procedures to help the client be more efficient with their accounting system. She can assist with anything from an annual reconciliation and adjustments to daily accounting.
Lisa is our administrative assistant and supports the day-to-day operations of the firm. She joined BMA in 2021 and coordinates the functions of the firm and ensures that resources are employed efficiently to meet our clients' needs.
Marianne graduated cum laude from the University of LaVerne with a Bachelor of Science degree in accounting and has been working as a certified public accountant since 1992. Marianne, who joined the firm in 1998, specializes in financial statement preparation and individual and business tax return preparation.
Sherri is responsible for client accounting assignments. She prepares financial statements, processes payroll and prepares quarterly payroll and sales tax returns for various firm clients. As a long-time Quickbooks advisor, Sherri assists clients with their in-house financial reporting needs.
As a California Registered Tax Preparer, Sherri is responsible for the preparation of client business and individual income tax returns. She also assists many of these clients with annual tax planning and projections.
Stephen obtained his CPA license in 1979, and is one of the founding partners at BMA.
Susan is our administrative assistant. She joined BMA in 2019 with an Bachelor of Science degree in Information Technology and with 30 years as a customer service professional.