for health business
services and solutions
ProAdvisor On Staff
As seen in
Los Angeles Certified Health Business Development Consultant
Tuesday February 07, 2017
am a native of Long Island, New York and relocated to California at an early
age. I graduated from Miraleste High School in Palos Verdes and later earned
a bachelor’s degree in Civil Engineering from UCLA. For enjoyment at UCLA I
played trumpet as a member of the UCLA Marching, Basketball, and Concert
Bands playing at and watching UCLA sporting events and concerts. My wife,
also a trumpet player, and I met in the UCLA Band.
After graduating from UCLA I attended Cal-State Northridge, and graduated
with a Master’s degree in Accounting. My accounting career began as an
auditor with Alexander Grant & Co. (now Grant Thornton). I earned my CPA
certificate after passing all four parts of the CPA exam in one sitting.
I moved to private industry and held controller positions with several small
and large companies and was also responsible for human resources, computer
networks, and pension administration at some of these companies.
I returned to public accounting where I assist individuals and small
businesses in solving their tax and business issues. My special skills
include being a Certified QuickBooks ProAdvisor and teaching computer
classes in Excel, Word, Access, and QuickBooks.
I am a huge baseball fan and play trumpet with the UCLA Alumni Band. My wife
Jodie and I have been married for 29 years. We like traveling to faraway
places where we enjoy the culture and sights and I can use my photography
I was born in
New York City and raised in Woodside, NY with three siblings.
I attended William Cullen Bryant High School in Astoria, NY and Queens
College in Flushing, NY. After tiring of the cold winter weather, we pulled
up our roots and ventured to sunny California.
My background in the accounting world is quite varied. After many years in
public accounting, I ventured into the private industry for many years and
attained a different mindset being at the other end of the accounting
My husband, Greg and I have been married since 1994. He is my soul mate and
also gives balance to my life. We are avid NASCAR fans and my hobbies
include counted cross stitching and reading. I have one son, Joseph, whom I
am very proud of and he is a police officer. I have a large extended family
who I love deeply. My Mom will be 90 this year and my father-in-law (who was
in the Big Red 1 in World War II) will also turn 90 this year. I consider
myself to be extremely blessed to have a wonderful family.
Lisa Maloon is
an Administrative Assistant at Richards. She also handles
client bookkeeping and payroll. She has over 20 years’ administrative
As well as working as an administrative assistant, she has also been a
zookeeper and animal trainer at several amusement parks and for the film and
television industry. She graduated from Moorpark College with an A.S. Degree
in Exotic Animal Training and Management.
Director of First Impressions
Garcia is responsible for the distinctive way we answer the telephone and
relate to clients. We call it 'putting our best foot forward'. She is in
charge of all administrative activities.
The official QuickBooks certification program tests in-depth knowledge
of QuickBooks and its business management solutions.
To become a Certified QuickBooks ProAdvisor, completion of four
rigorous, interactive self-study CD-ROM courses and passed online tests with
a minimum of 90 percent proficiency are required. The required coursework included
Installation and User Set-up, Tools to Optimize Client Support, Payroll, Job
Costing, Purchase orders and industry-specific issues. Rachel and Katie plan to
complete annual update courses to gain knowledge on the latest versions of
Our QuickBooks ProAdvisors help QuickBooks customers get the most out of the nation’s
best-selling small business accounting and management software. The services
offered to QuickBooks users include:
Training and seminars
Technical support (via
phone, on-site, or remote access)
QuickBooks online banking
set-up and support
Payroll set-up and