MBS ACCOUNTANCY CORPORATION - Key Persons
Adolfo Marquez has worked in marketing since 2011. Before joining MBS Accountancy in 2022, Adolfo worked for marketing agencies and executive professionals throughout the United States as an on-page SEO specialist, ghostwriter, and content marketer. When Adolfo's not at his desk, he's getting tackled by his kids and held hostage on his wife's shopping trips. In rare escapes, he attends church, reads like Garfield at a pizza buffet, and tries unsuccessfully to not to think about marketing.
Cassidy Jakovickas is an honoree of CPA Practice Advisor's 2021 "40 Under 40" award and a respected author, having written over 50 articles discussing industry trends and tax law changes (like the ERC). Cassidy is also an active member of CalCPA's Fresno Chapter, the AICPA, and Intuit's Accountant Council. Outside work, Cassidy spends time with family, plays basketball to exercise and have fun, reads business, fiction, and nonfiction books, and listens to podcasts.
Christine's the perfect fit for our Business Administrator role, helping Erin Draper as part of our "A team" and supporting our team on various firm initiatives so we continue providing exceptional client service. Outside work, Christine enjoys jigsaw puzzles, crocheting and knitting, and exploring California's beaches and scenic spots.
Edie Daly has worked for nearly 20 years as an accountant and CFO, and is a QuickBooks Certified ProAdvisor. At MBS Accountancy, Edie provides managerial direction and client reporting on accounting and tax matters, with an emphasis on nonprofit organizations. Outside work, Edie reads and enjoys her family and friends, some of whom are clients.
Erin Draper is our administrative assistant, supporting our accountants and clients with everything from scheduling meetings to sending and receiving documents so nobody misses a step. When Erin isn't working, she is usually drawing, dancing, going to the beach, or playing trivia games with her family. Erin loves seeing the Golden State from the seat of her motorcycle.
Job Titles:
- Certified Public Accountant
Fabiola Ramirez has a bachelor's degree in Accounting from California State University and has several years of experience working with Deloitte. Her role at MBS Accountancy includes assisting with tax preparation, tax filings, and monthly and quarterly accounting duties. When she's not in the office, Fabiola is hiking through California's beautiful landscape and hunting down the funniest memes and best coffee spots.
Throughout her 40 years in accounting, Joyce has become adept at using software like QBO, Construction Partner, ProContractor, and Sage Intacct among others. Joyce enjoys helping companies ensure accuracy and regulatory adherence in their general ledger, inventory, journal entries, month-end/year-end closes, audit readiness, job costing, and bank reconciliations.
Juan's extensive tax experience makes him a valuable part of our team, as he helps us ensure each client returns is completed accurately and on time. When Juan isn't working, he visits California's mountains and beaches and adds to his must-watch movie list
Job Titles:
- Certified Public Accountant
A CPA and full-time mother and wife, Katie's drive to succeed and challenge the accounting industry status quo is truly inspiring. Outside work, Katie enjoys hearing accounting jokes and memes, diving into psychology discussions, and spouting off dinosaur trivia.
Maggie Freeman is a Quickbooks Online Certified ProAdvisor, QuickBooks Desktop Advanced Certified Proadvisor, and QuickBooks Enterprise Certified ProAdvisor. Maggie's six years of experience as a company controller provide her with a holistic, strategic approach to both tax and accounting matters. When she's not working, Maggie enjoys taking care of her chickens, gardening, and watching her grandchildren grow and learn about the world.
Nawal Hussein has a Bachelor's degree in Business Administration with an emphasis on accounting, and is a certified QuickBooks professional. At MBS Accountancy, Nawal draws on over 6 years of accounting experience to assist with setting up, preparing, and reconciling client financial records. When she's not working, Nawal reads and spends time with her family and pet chicken.
Riccardo Vallejo is a Quickbooks Online Certified ProAdvisor and has been with MBS Accountancy since 2013, providing skilled help with business tax incentives, nonprofit reinstatements, internal and client-side technology implementations, as well as a myriad of other accounting functions. Outside the office, Riccardo can usually be found watching the Raiders, camping, boxing, or reading about the latest advances in technology or psychology.
Robert Sanchez holds a Bachelor's degree in Business Administration (with an emphasis on Finance) from the Riverside's University of California campus. Within his role at MBS Accountancy, Robert assists clients with bookkeeping services, reconciliations, and tax preparation. Outside work, Robert surfs Youtube for DIY home repair videos and upgrades his computer. He loves discussing the latest tech gadgets and exploring California's landscape and points of interest.
Job Titles:
- Certified Public Accountant
Victor Godinez is a Certified Public Accountant and QuickBooks Online Certified ProAdvisor. In his role at MBS Accountancy, Victor handles tax preparation, researches tax credits, and assists with accounting and reporting tasks as needed. When he's not being a rockstar CPA, Victor plays basketball, golf, and soccer and explores California's beaches. Victor sometimes uses his extensive movie knowledge for evil, spoiling endings for nearby bystanders who did him no wrong.