Phil is a California Certified Public Accountant and partner with VTD. His area of practice includes audit, accounting and advisory services to not-for-profit organizations and governmental entities throughout California. Phil has been conducting audits of cities, large regional and special purpose governmental entities, and nonprofits for over 10 years. His experience also includes transit agencies, public utilities, and single audits.
As the partner-in-charge of the audits for governmental agencies, Phil has performed the financial and compliance audits of federal awards in accordance with OMB Circular A-133 requirements. His Single Audit experience includes audits of programs from the Department of Transportation, Department of Housing and Urban Development, Department of Defense, Department of Health and Human Services and a variety of other agencies.
Phil has advised and assisted his clients with disclosure, financial reporting and compliance requirements pursuant to the Government Finance Officers Association (GFOA) Certificate Program.
Phil provides training to our staff through in-house conferences to ensure consistency and knowledge throughout the team and also provides audit and accounting updates for many of his clients.
Phil is a member of the American Institute of Certified Public Accountants (AICPA) and California Society of Certified Public Accountants (CSCPA). He is also a member of the Government Finance Officers Association (GFOA) Certificate Program Special Review Committee.
Bachelor of Science, Finance | San Francisco State University, San Francisco