Carisa joined KKB in 2006 and became a Partner in July 2016, where she led the Firm’s Audit and Accounting practice. Carisa is KKB’s first female Managing Partner in the Firm’s 60-year history.
Carisa has 20 years of accounting, auditing, and tax experience focused on small and middle-market clients and closely held businesses. Her career began as an auditor with a “Big Four” accounting firm, and her background includes a position as a foreign exchange trader with a multinational bank before returning to public accounting. Carisa develops close relationships with clients and provides strategies and solutions to address their tax challenges and financial matters. With astute leadership qualities, sound judgment, and strategic decision-making skills, Carisa is dedicated to the Firm’s core values of professionalism, attentive client service, and exceptional work. Much like her predecessors, Carisa leads by example, providing the highest level and value-added services and support to clients, as well as acting as a role model for the Firm’s staff. As an advocate of KKB’s investment in leading-edge technology, Carisa promotes its use in all capacities and engagements.
Carisa earned a Business Administration and Accountancy Degree from the University of the Philippines. As a licensed Certified Public Accountant in the state of California, Carisa is a member of The California Society of CPAs and the American Institute of Certified Public Accountants. Carisa is a Board member and an Audit Committee Chair for Plug In America.
Advantages of keeping your business separate from its real estate
/in Tax/by KKB CPAsIt may be advantageous to separate ownership of a business’s real estate from the business. But it isn’t always advisable. Here’s a look at the issues. Continue Reading Advantages of keeping your business separate from its real estate
Cutoffs: When to report revenue and expenses
/in Tax/by KKB CPAsDoes your company follow the cutoff rules? Loose interpretation of the accounting rules can lead to errors and unexpected audit adjustments. Here’s how to get it right. Continue Reading Cutoffs: When to report revenue and expenses
Help ensure your partnership or LLC complies with tax law
/in Tax/by KKB CPAsGuaranteed payments to partners and payments to retired partners are just two of the tax issues that should be addressed in your partnership (or LLC operating) agreement. Here are the details. Continue Reading Help ensure your partnership or LLC complies with tax law