Connie has a BS in education from Miami University, a MBA in accounting from Indiana University, and is a CPA. She served as director of auditing at Tiret & Co., a CPA, and senior audit manager at Price Waterhouse in San Francisco. More recently Connie was controller at Micro/Resources.
She joined Calegari & Morris in 1996, bringing years of experience to her work as firm administrator. In this role, Connie is responsible for all of the firm’s internal accounting processes, financial reporting, risk management, human resources, benefits and facilities management, as well as for the overall management of the administrative team.
An integral part of the firm’s management team, Connie makes certain that we stay current with major changes in tax law, as well as updates in tax preparation software. Due in large part to Connie’s diligence, we’ve been able to expand our capabilities significantly in these areas over the last few years, sharing important new information with our clients in our annual tax preparation packages and tax update letters.