Based in the San Francisco Bay area, Annie is a state and local governments partner at MGO. With more than 18 years of experience, she provides audit and advisory services primarily to the public sector. Her areas of emphasis include audits and reviews of governmental entities and pension plans, single audits, and other compliance audits.
She directs and supervises planning and fieldwork on audit engagements, which includes supervising, scheduling, and evaluating the engagement team; monitoring engagement progress regarding budgets and due dates; reviewing engagement documentation; understanding and applying all engagement standards; and leading with practice development efforts.
Annie has conducted numerous training programs on a variety of accounting, audit, and financial reporting topics for other CPA firms, cities, and counties. Over the years, she has developed a curriculum and trained project managers throughout the Bay Area on the Single Audit Act audit requirements.
University of California, Berkeley
B.A., Economics, minor in Business Administration
• American Institute of Certified Public Accountants
• Association of Government Accountants
• California Society of Certified Public Accountants