Definition of caliber

About Us

At Caliber Accounting Group we believe in the value of relationships. We view every client relationship like a partnership, and we truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Caliber Accounting Group currently serves clients with locations throughout the United States and internationally. Our clients include agricultural companies, wineries, high technology companies, manufacturers, real estate and construction companies, hospitality enterprises, medical and dental organizations, service companies and professional service industries. We provide our services to both the business entities and their owners.

Caliber Accounting & Tax, LLP provides accounting and tax planning and compliance services, while Caliber Audit & Attest, LLP provides audit and attestation services. Please see below for a listing of our professionals.

View our latest AICPA peer review report and acceptance letter.

Caliber Accounting & Tax, LLP

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Name
Title
Phone
Email
Administrative Assistant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0200
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Adriana Engelbrecht

Administrative Assistant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0200
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Partner - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0208
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Alana Maxwell, CPA

Partner - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0208
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Alana Maxwell is a Partner in Caliber Accounting and Tax, LLP. 

She has experience in the following areas: corporate, partnership, and individual income tax planning and compliance, federal, multi-state and international tax research, communication with the IRS and state taxing authorities, private letter ruling requests, corporate reorganizations, and choice of entity considerations.  Mrs. Maxwell serves clients in various industries, including construction, real estate, agriculture, engineering, software, hospitality, and professional services.  Before joining Caliber Accounting and Tax, LLP in 2008, Mrs. Maxwell was with the regional accounting firm of Barbich Longcrier Hooper & King. 

Mrs. Maxwell graduated summa cum laude with a Bachelor of Science in Business Administration with a concentration in Accounting from California Polytechnic State University, San Luis Obispo.  She is currently working towards a graduate degree from Golden Gate University’s Masters in Taxation program.  Other academic honors earned and memberships held by Mrs. Maxwell include the Delta Sigma Pi Scholarship Key, California Society of Certified Public Accountants Certificate of Achievement, Golden Key National Honor Society and Beta Gamma Sigma.

Mrs. Maxwell is a member of the California Society of Certified Public Accountants (CalCPA) and the American Institute of Certified Public Accountants (AICPA).

Mrs. Maxwell heads up the recruiting efforts for the firm by maintaining relationships with Cal Poly accounting students and faculty by attending various annual Cal Poly events.  Mrs. Maxwell participated in a focus group with Cal Poly Alumni aimed at preserving the university’s competitive edge in obtaining the best students, faculty, and resources by developing effective message for communicating the benefits of Cal Poly’s unique learn-by-doing education.

Recently, Mrs. Maxwell spoke to a local chapter of Vistage, a networking group for CEOs and business owners regarding estate and gift tax planning opportunities. 

In addition to her work in public accounting, Mrs. Maxwell is the treasurer for the Scaife Scholarship Alumni Association.  The Alumni Association, developed as an off-shoot of the Northern California Scholarship Foundation (NCSF), sponsors and oversees scholarship funds for fifth-year undergraduate and graduate study. In addition to funding scholarships, the alumni, including Mrs. Maxwell, also serve as advisors to students who receive awards from NCSF and the Alumni Association.

Mrs. Maxwell lives in San Luis Obispo with her husband and son.  In her free time, Mrs. Maxwell enjoys outdoor activities with family and friends, including hiking, camping and traveling.

Supervisor - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0225
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Alex Ashford, CPA

Supervisor - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0225
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Alexandra Ashford is a Supervisor at Caliber Accounting and Tax, LLP. She has experience in the areas of individual, partnership, corporate, and trust tax planning and compliance. She serves clients in various industries including professional services, real estate, and manufacturing.

Ms. Ashford graduated magna cum laude with a Bachelor of Science in Business Administration with a concentration in Accounting from California Polytechnic State University, Pomona. Her academic memberships include the Cal Poly Society of Accountants, Beta Alpha Psi, and Beta Gamma Sigma.

Ms. Ashford is a licensed Certified Public Accountant and is a member of the California Society of Certified Public Accountants.

Outside of work, Ms. Ashford enjoys reading, traveling, and singing with a local community group.

Manager - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0219
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Annette Kolar, CPA

Manager - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0219
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Annette Kolar is a Manager at Caliber Accounting and Tax, LLP. She is experienced in the areas of individual, partnership and corporate tax planning and compliance and multi-state taxation of business entities. She serves clients in various industries including professional services, manufacturing, real estate, and software. 

Mrs. Kolar graduated summa cum laude with a Bachelor of Science in Business Administration with a concentration in Accounting from California Polytechnic State University, San Luis Obispo.  She also earned a minor in Economics. Her academic honors and memberships include the Delta Sigma Pi Scholarship Key Award, the Orfalea College of Business Academic Excellence Award, the Accounting Faculty's Outstanding Student Award, and membership in Beta Gamma Sigma. Mrs. Kolar is a licensed Certified Public Accountant. 

Mrs. Kolar is a member of the California Society of Certified Public Accountants. Her community involvement includes volunteering with the Easterseals non-profit organization.

She enjoys hiking, traveling, and spending time with her husband and son.

Staff Accountant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0220
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Annie Bu

Staff Accountant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0220
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Manager - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0231
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Brianna Cooper, CPA

Manager - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0231
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Brianna Cooper is a Manager at Caliber Accounting and Tax, LLP. She is experienced in the areas of individual, partnership and corporate tax planning and compliance and multi-state taxation of business entities. She is also experienced in communications with the IRS and state taxing authorities.  She serves clients in various industries including professional services, hospitality, construction, real estate, agriculture, and software. Before joining Caliber Accounting and Tax, LLP in 2016, Mrs. Cooper was with the national accounting firm of RSM US, LLP.

Mrs. Cooper graduated summa cum laude with a Bachelor of Arts in Accounting and Entrepreneurship and Small Business Management from North Central College, Naperville, IL. She also earned a Masters in Taxation from DePaul University, Chicago, IL.  Mrs. Cooper is a licensed Certified Public Accountant.

Mrs. Cooper is a member of the Minnesota Society of CPAs (MNCPA) and the American Institute of Certified Public Accountants (AICPA).

She enjoys spending her free time golfing, boating, and traveling with her husband and children.

Staff Accountant - Caliber Accounting & Tax, LLP
Phone:
(805) - 888-0222
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Brooke Lowe

Staff Accountant - Caliber Accounting & Tax, LLP
  • Phone: (805) - 888-0222
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Partner - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0205
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Eric Schwefler, CPA

Partner - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0205
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Eric Schwefler is a Partner in Caliber Accounting and Tax, LLP.  His specific areas of expertise include complying with corporate, individual, trust, estate and partnership tax law; planning tax strategies on an international, multistate, and local basis; researching complex tax issues; representing clients on audits by the IRS and various state taxing authorities; and consulting on accounting and tax related issues.  Primary clients served include large international and multistate corporations, closely‑held entities, and financially diversified individuals.  Although the clients served operated in a variety of industries, the majority operated in the software, telecommunications, and high technology manufacturing industries. Before forming Caliber Accounting and Tax, LLP, Mr. Schwefler was with the regional accounting firm of Barbich Longcrier Hooper & King and the international accounting firm Deloitte & Touche.

In addition to his work in public accounting, Mr. Schwefler was a founding partner of The DocuTeam in San Luis Obispo.  The DocuTeam is the premier document storage, retrieval and management service provider on the Central Coast.

Mr. Schwefler was also an organizer of American Perspective Bank and was the bank’s initial Chairman of the Board of Directors.  American Perspective Bank was founded in 2007 after the Board raised over $42 million in capital.  Mr. Schwefler served on the Board of Directors until the bank was acquired in 2012.  Mr. Schwefler and the other organizers created a business-oriented bank serving San Luis Obispo and Northern Santa Barbara Counties that combines a robust technology platform and a concierge service philosophy.

Mr. Schwefler graduated summa cum laude with a B.S., accounting, from California Polytechnic State University, San Luis Obispo.  In addition, he has an M.S. in taxation with Honors from San Jose State University.  Mr. Schwefler also received national honors on the Uniform Certified Public Accountant Examination (the Elijah Watt Sells Award for Performance with High Distinction).  Other professional and academic honors earned by Mr. Schwefler include the Outstanding MST Graduate Award, San Jose State University; the Scholastic Achievement Award, Cal Poly School of Business; the Academic Excellence Award, Cal Poly School of Business; the Accounting Faculty's Exceptional Achievement Award, Cal Poly; the Delta Sigma Pi Scholarship Key, Cal Poly School of Business, and the Central Coast Chapter of the California Society of CPA's Achievement Award.  Mr. Schwefler was also recognized by the Pacific Coast Business Times and by the San Luis Obispo County Tribune as one of the top twenty businesspersons under the age of forty in the San Luis Obispo, Santa Barbara and Ventura Counties. 

Mr. Schwefler served on the Board of Directors for First Bank of San Luis Obispo until its acquisition by Pacific Capital Bancorp.  He also served as chairman of the regional advisory board for Pacific Capital Bancorp.

Mr. Schwefler has been a financial accounting instructor at Cal Poly San Luis Obispo.  Additionally, he has had numerous accounting and tax articles published in professional journals and newspapers.

He is a member of the American Institute of Certified Public Accountants and the California State Society of Certified Public Accountants.

His community involvement has included being a member of the Economic Vitality Corporation of San Luis Obispo County Board of Directors, the Sierra Vista Regional Medical Center Governing Board, the San Luis Obispo Hot House Community Advisory Committee, the Executive Association of San Luis Obispo Board of Directors, the San Luis Obispo Exchange Club, the Foundation for Community Design Board of Directors, the American Heart Association Board of Directors, the Cal Poly Accounting Discipline Advisory Board, the San Luis Obispo Chamber of Commerce Emerging Technologies and E-Commerce Committees, and the Santa Maria Valley Economic Development Association.  

Mr. Schwefler is extensively involved in the high technology community on the Central Coast.  He is a founding member Softec: the Central Coast Software and Technology Association Board of Directors.  Additionally, for better than a decade he has presented at the Central Coast High Technology Companies Symposium.  Mr. Schwefler has also sponsored and coached for various venture capital forums.  Mr. Schwefler has received the Softec Impact Award for his years of contributions to the technology industry.

Staff Accountant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0232
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Han Li

Staff Accountant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0232
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Staff Accountant - Caliber Tax & Accounting, LLP
Phone:
(805) 888-0238
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Hanna Valentine

Staff Accountant - Caliber Tax & Accounting, LLP
  • Phone: (805) 888-0238
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Staff Accountant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0233
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Haley Seehafer

Staff Accountant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0233
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Administrative Assistant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0215
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Jacqueline Ashford

Administrative Assistant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0215
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Staff Accountant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0221
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Jenna Kalin

Staff Accountant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0221
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Staff Accountant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0211
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Jennifer Johnson

Staff Accountant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0211
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Partner - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0206
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Jody Marsh, CPA

Partner - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0206
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Jody Marsh is a Partner in Caliber Accounting & Tax, LLP.  

Mrs. Marsh's areas of expertise include tax compliance, planning, and research and consulting for the real estate, agricultural, manufacturing, and professional services industries, multi-state taxation of business entities and individuals, and trust and estate tax compliance and planning.  She has extensive experience in tax research and in representing clients before the taxing authorities.  Estate planning services have included consulting and the use of trusts for passing down businesses and family wealth to the next generation in the most tax-efficient manner.  Mrs. Marsh also represents clients in mergers and acquisitions, including preparation of complex financial forecasts, assistance with the due diligence process and document review, and related tax compliance.

Mrs. Marsh began her accounting career in the state of Colorado.  She has co-authored a number of textbooks for the Colorado Society of Certified Public Accountants' Continuing Education program, including Tax Year in Review and Planning, Tax Planning with LLCs and LLPs, and Advanced Planning and Case Studies for Partnerships and LLPs.  Before forming Caliber Accounting & Tax in 2008, Mrs. Marsh worked with a local firm for several years. 

Mrs. Marsh graduated cum laude with a Bachelor of Arts in Accounting and Finance from the University of St. Thomas in St. Paul, Minnesota.  In addition, in 2012 she earned her Masters of Science in Taxation from Golden Gate University.  Mrs. Marsh is a licensed Certified Public Accountant in California, Colorado, Illinois, and Minnesota. 

She is a member of the American Institute of Certified Public Accountants, the Central Coast Chapter of the California Society of Certified Public Accountants, for which she has previously served as Secretary, and the Minnesota Society of Certified Public Accountants.

Mrs. Marsh lives in Minnesota, where she enjoys spending time with her husband and three children.

Senior Accountant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0212
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Katie Madonna, CPA

Senior Accountant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0212
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Katie Madonna is a Senior Accountant at Caliber Accounting and Tax, LLP. Her specific areas of expertise include small business consulting, trust accounting and QuickBooks. She serves clients in various industries, including professional services, construction and real estate. 

Mrs. Madonna graduated with a Bachelor of Science in Business Administration with a concentration in Accounting and Finance and a minor in Economics from California Polytechnic State University, San Luis Obispo. She is a licensed Certified Public Accountant. 

She has previously served as the treasurer for Softec, the Central Coast Software and Technology Association. Mrs. Madonna is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. 

Mrs. Madonna is currently the treasurer of CCMOM, Central Coast Moms of Multiples and previously served as the treasurer for Softec, the Central Coast Software and Technology Association.

Mrs. Madonna enjoys traveling and spending time with her husband and kids.

Senior Accountant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0227
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Kellie Drake, CPA

Senior Accountant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0227
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Kellie Drake is a Senior Accountant at Caliber Accounting and Tax, LLP.  She is experienced in the areas of individual, partnership and corporate tax planning and compliance.  She serves clients in various industries including hospitality, medical, construction, and professional services.

Ms. Drake graduated cum lade with a Bachelor of Science in Business Administration with a concentration in Accounting and with distrinction with a Master of Science in Accounting with a specialization in Taxation from California Polytechnic State University, San Luis Obispo.  Her academic memberships include the Cal Poly Accounting Club and the Golden Key Honors Society.  Ms. Drake is a licensed Certified Public Accountant in the state of California.

In her free time, Ms. Drake enjoys riding her horse, being outdoors and spending time with family.

Senior Accountant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0200
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Laura Ilsley, CPA

Senior Accountant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0200
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Senior Accountant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0224
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Maria Salas

Senior Accountant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0224
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Maria Salas is Senior Accountant at Caliber Account and Tax, LLP.  She is experienced in the areas of individual, partnership, and corporate tax planning and compliance and multi-state taxation of business entities.  She serves clients in various industries include professional services, real estate, and software.

Ms. Salas graduated with a Bachelor of Science in Business Administration with a concentration in Account from California Polytechnic State University, San Luis Obispo. 

Ms. Salas is a native Spanish speaker.  She is a member of the American Institute of Certified Public Accountants (AICPA)  and the Central Coast Chapter of the California State Society of Certified Public Accountants (CalCPA).   She is actively involved with the recruiting efforts of the firm. 

In her free time, Ms. Salas enjoys running, traveling,  cooking and spending time with her husband and dogs.

Partner - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0214
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Marina Alvarado, CPA

Partner - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0214
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Marina Alvarado is a Partner at Caliber Accounting and Tax, LLP. She has experience in the areas of partnership, corporate, trust, estate, non-profit, and individual tax compliance and tax planning. She serves clients in various industries, including professional services, real estate, construction, agriculture, and software. Mrs. Alvarado also represents clients in mergers and acquisitions, including assistance with the due diligence process and related tax compliance.


Mrs. Alvarado graduated summa cum laude with a Bachelor of Science in Business Administration with a concentration in Accounting and with distinction with a Master of Science in Accounting with a specialization in Taxation from California Polytechnic State University, San Luis Obispo. Her academic honors include valedictorian of the Orfalea College of Business Master of Science in Accounting program, the Outstanding Senior in Accounting award, the Scholastic Achievement award, and the Service to the Community award for her participation in the Cal Poly Low Income Taxpayer Clinic and the Cal Poly Volunteer Income Tax Assistance (VITA) program. Her academic memberships include the Cal Poly Accounting Club, Beta Gamma Sigma, and the Golden Key Honors Society.

Mrs. Alvarado is a licensed Certified Public Accountant and is a member of the Central Coast Chapter of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She volunteers at the San Luis Obispo HotHouse and the Cal Poly Volunteer Income Tax Assistance (VITA) program.

In her free time, Mrs. Alvarado enjoys hiking, traveling, and spending time with her husband and children.

Supervisor - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0217
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Matt Andrews, CPA

Supervisor - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0217
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Matt Andrews is a Supervisor at Caliber Accounting and Tax, LLP. He has experience in the areas of individual, partnership, corporate, and trust tax planning and compliance. He serves clients in various industries including professional services, real estate, manufacturing and technology.

Matt graduated cum laude with a Bachelor of Science in Business Administration with concentrations in Accounting and Finance from Colorado State University.

Matt is a licensed Certified Public Accountant in Colorado and Minnesota and is a member of the Minnesota Society of Certified Public Accountants and the Association of International Certified Professional Accountants (AICPA).

Outside of work, Matt enjoys triathlons, travel, and spending time with family and friends.

Supervisor - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0226
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Megan Grater, EA

Supervisor - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0226
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Megan Grater is a Supervisor at Caliber Accounting and Tax, LLP.  She is experienced in the areas of partnership, corporate, trust, estate, and individual tax planning and compliance.  She serves clients in various industries including professional services, real estate, agriculture, manufacturing, and software. 

Ms. Grater graduated with a Bachelor of Arts in Accounting degree from Western Washington University and with a Master of Science in Accounting degree with a specialization in Taxation from California Polytechnic State University, San Luis Obispo.  Her academic membership includes the Western Washington University Honors Program, Beta Alpha Psi, Volunteer Income Tax Assistance (VITA) program, and Money Sense.  She is also a Junior Achievement of Washington trained volunteer. 

Outside of work, Ms. Grater enjoys reading, swimming, movie watching, and baking.

Staff Accountant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0237
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Miguel Chavez

Staff Accountant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0237
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Administrative Assistant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0213
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Nicky Hansen

Administrative Assistant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0213
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Business Manager - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0235
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Patrick Marsh

Business Manager - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0235
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Staff Accountant - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0228
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Raleigh Deering

Staff Accountant - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0228
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System Administrator - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0223
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Sean Perryman, M.S.I.T.

System Administrator - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0223
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Supervisor - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0210
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Stephanie Davis, CPA

Supervisor - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0210
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Manager - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0209
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Sue Cosper, CPA

Manager - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0209
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Sue Cosper is a Manager at Caliber Accounting and Tax, LLP.  Her specific areas of expertise include complying with corporate, individual, trust, and partnership tax law; taxation of high net worth individuals; researching complex tax issues; tax planning strategies; small business consulting and trust accounting.  Primary clients served include large corporations, closely‑held entities, and financially diversified individuals.  

Ms. Cosper graduated with a Bachelor of Science degree in Home Economics from California Polytechnic State University, San Luis Obispo and later attended California State University, Bakersfield to fulfill the requirements to become a Certified Public Accountant.

She has previously served on the Board of Directors of the San Luis Obispo YMCA, SLO Jazzfest, and the local chapter of California Society of Certified Public Accountants of which she is currently a member. She currently serves on the Board of Directors of Pismo Beach Senior Mobile Home Park.

Ms. Cosper enjoys many outdoor activities that include hiking, flying stunt kites, and traveling, and has recently developed an interest in quilting and the history of quilt-making.

Manager - Caliber Accounting & Tax, LLP
Phone:
(805) 888-0200
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Valarie Koos, CPA

Manager - Caliber Accounting & Tax, LLP
  • Phone: (805) 888-0200
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Valarie Koos is a Manager at Caliber Accounting and Tax, LLP.  Her specific areas of expertise include complying with corporate, individual, trust, and partnership tax law; planning tax strategies on an international, multistate, and local basis; researching complex tax issues; representing clients on audits by the IRSand various state taxing authorities; preparation of required income tax provisions and required disclosures for the financial statements for private entities; and consulting on accounting and auditing related issues.  Primary clients served include large international and multistate corporations, closely‑held entities, and financially diversified individuals.  Although the clients served operated in a variety of industries, the majority operated in the software, medical, telecommunications, and high technology manufacturing industries.

Ms. Koos graduated cum laude with a Bachelor of Science in Business Administration from California Polytechnic State University, San Luis Obispo.

She currently serves as a member of the music education committee for the San Luis Obispo Symphony.  She has previously served on the Board of Directors of the San Luis Obispo Symphony and on the Board of Directors of the San Luis Obispo Mozart Festival.  She is a member of the California State Society of Certified Public Accountants.

Ms. Koos enjoys traveling and playing violin with various community groups.

Pismo Beach

  • 575 Price St.
  • Suite 312
  • Pismo Beach, CA 93449
  • Phone: (805) 888-0200
  • Fax: (805) 888-0201
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Eagan

  • 2805 Dodd Rd.
  • Suite 170
  • Eagan, MN 55121
  • Phone: (805) 888-0200
  • Fax: (805) 888-0201
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Caliber Audit & Attest, LLP

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Name
Title
Phone
Email
Senior Manager - Caliber Audit & Attest, LLP
Phone:
(805) 888-0244
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Beth Owen, CPA

Senior Manager - Caliber Audit & Attest, LLP
  • Phone: (805) 888-0244
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Beth Owen is a Senior Manager with Caliber Audit & Attest, LLP. 

Her specific area of focus is accounting and auditing, which includes auditing, reviewing and compiling all aspects of financial statements, audit planning and risk assessment procedures, internal control analysis, and preparing financial statements and the related disclosures. She has experience in the areas of agriculture, construction, software companies, light manufacturing, and various service providers. 

Ms. Owen graduated cum laude with a Bachelor of Science in Business Administration with an emphasis in Accounting and Finance from California Polytechnic State University, San Luis Obispo.

Before joining Caliber Audit & Attest, LLP, Ms. Owen worked at the regional accounting firm of Barbich Longcrier Hooper & King.   Prior to working in public accounting, she worked for the accounting department of the County of Santa Barbara. She also worked in the property management industry before making her career change to the accounting profession. 

She is an active member of the Central Coast Chapter of the California Society of Certified Public Accountants, including completing the CalCPA Emerging Leaders program, and the American Institute of Certified Public Accountants, and holds the Not-for-profit Certificate II issued by the AICPA. 

Ms. Owen enjoys hiking, fitness, and spending time with her husband, daughter, family, and friends. 

 

LinkedIn profile: https://www.linkedin.com/in/beth-owen-cpa-04533131

Office Manager - Caliber Audit & Attest, LLP
Phone:
(805) 888-0246
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Dan Spiller

Office Manager - Caliber Audit & Attest, LLP
  • Phone: (805) 888-0246
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Supervisor - Caliber Audit & Attest, LLP
Phone:
(805) 888-0247
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Elizabeth Boyajian, CPA

Supervisor - Caliber Audit & Attest, LLP
  • Phone: (805) 888-0247
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Elizabeth Boyajian is a Supervisor with Caliber Audit & Attest, LLP.

Her specific area of focus is accounting and auditing, which includes auditing, reviewing and compiling all aspects of financial statements, audit planning and risk assessment procedures, internal control analysis, and preparing financial statements and the related disclosures. She has experience in the areas of not-for-profits, technology, and consumer goods (manufacturing).

Ms. Boyajian graduated with a Bachelor of Science in Agriculture Business Finance & Appraisal and a Masters of Science in Financial Accounting from California Polytechnic State University San Luis Obispo.

Before joining Caliber Audit & Attest, LLP, Ms. Boyajian worked in public accounting for Grant Thornton, LLP in San Francisco, CA.

She is a member of the Central Coast Chapter of the California Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. She holds the Not-for-Profit Certificate I issued by the AICPA.

Ms. Boyajian enjoys spending time with her friends, fitness, beer tasting, trying new foods, TV show marathons, and reading.

 

LinkedIn profile: https://www.linkedin.com/in/elizabeth-boyajian-6a380357/

Partner - Caliber Audit & Attest, LLP
Phone:
(805) 888-0240
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Gary Jensen, CPA, ABV, CFF

Partner - Caliber Audit & Attest, LLP
  • Phone: (805) 888-0240
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Gary Jensen is a Partner in Caliber Audit & Attest, LLP.

Mr. Jensen's specializes in the accounting and auditing area. His experience includes a wide range of services covering many different industries. He performs auditing and other attest services, including auditing, reviewing and compiling all aspects of financial statements, audit planning and risk assessment procedures, internal control analysis, preparing financial statements and the related disclosures, compliance and reporting in accordance with generally accepted accounting principles, and consulting on accounting and auditing related issues. He also performs business valuations, litigation support analysis, and quality control reviews under the AICPA Peer Review Program.

In addition to being a licensed CPA, Mr. Jensen is Accredited in Business Valuations (ABV) and is Certified in Financial Forensics (CFF) by the AICPA. Mr. Jensen is responsible for the Firm’s Business Valuation practice. He performs business valuations for various types of entities, including closely held corporations, partnerships, limited family partnerships, limited liability companies and proprietorships.

Before forming Caliber Audit & Attest, LLP, Mr. Jensen was a partner with the regional accounting firm of Barbich Longcrier Hooper & King, where he also served as the President of the Alliance Appraisal Company. Mr. Jensen started his accounting career at the national accounting firm of Fox & Company.

Mr. Jensen graduated with a Bachelor of Science in Business Administration with an emphasis in Accounting from California State University, Bakersfield.

Mr. Jensen is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He is a reviewer under the American Institute of Certified Public Accountants Peer Review Program and is currently serving on the California Society of Certified Public Accountants Peer Review Committee which oversees the State’s peer review process.

Mr. Jensen enjoys spending time with his wife and four children.

Staff Accountant Caliber Audit & Attest, LLP
Phone:
(805) 888-0243
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Jessica Lu

Staff Accountant Caliber Audit & Attest, LLP
  • Phone: (805) 888-0243
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Partner - Caliber Audit & Attest, LLP
Phone:
(805) 888-0242
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Kim Spiller, CPA

Partner - Caliber Audit & Attest, LLP
  • Phone: (805) 888-0242
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Kim Spiller is a partner in Caliber Audit & Attest, LLP.

Ms. Spiller's specific areas of expertise are related to accounting and auditing, including auditing, reviewing, and compiling all aspects of financial statements, audit planning and risk assessment procedures, internal control analysis, preparing financial statements and the related disclosures, compliance and reporting in accordance with generally accepted accounting principles, preparation of corporate income tax provisions, and consulting on accounting and auditing related issues.  Although the clients served operate in a variety of industries, she has extensive experience in the areas of high technology, manufacturing, service providers, real estate, construction, not-for-profits, and agriculture. Ms. Spiller is responsible for the employee benefit plan and 401k audit practice for the firm. She is also responsible for the quality control of the accounting and auditing services for the firm. 

Before forming Caliber Audit & Attest, LLP, Ms. Spiller was with the regional accounting firm of Barbich Longcrier Hooper & King in San Luis Obispo and the international accounting firm of Ernst & Young in San Diego.

Ms. Spiller graduated with a Bachelor of Arts in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara where she was the valedictorian of her graduating class. Other academic honors earned by Ms. Spiller include the Alpha Lambda Delta Award and Mortar Board Award for highest GPA of UCSB graduating class, Golden Key National Honor Society, UCSB Robert Swenson Award for Outstanding Scholastic Achievement and Service, Channel Counties Chapter of the California Society of CPAs Achievement Award, UCSB Accounting Faculty Achievement Award, National Society of Accountants Scholarship Award, Head Teaching Assistant for the UCSB Accounting Program, and the UCSB Accounting Alumni Student Award.

Ms. Spiller is a member of the California Society of Certified Public Accountants, and is a Past-President of the Central Coast Chapter.  Ms. Spiller previously co-chaired the CalCPA Young Emerging Professionals Committee for the Central Coast Chapter.  Ms. Spiller is also a member of the American Institute of Certified Public Accountants (AICPA), belongs to the AICPA Not-for-Profit Section, and holds the Not-for-profit Certificate II issued by the AICPA.

As a native of San Luis Obispo, Ms. Spiller enjoys spending time on the beautiful Central Coast with her husband and children. 

LinkedIn profile: https://www.linkedin.com/in/kim-spiller-cpa-8331701a

Staff Accountant Caliber Audit & Attest, LLP
Phone:
(805) 888-0241
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Kirk Ogren

Staff Accountant Caliber Audit & Attest, LLP
  • Phone: (805) 888-0241
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Manager - Caliber Audit & Attest, LLP
Phone:
(805) 888-0245
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Lauren Buck, CPA

Manager - Caliber Audit & Attest, LLP
  • Phone: (805) 888-0245
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Lauren Buck is a Manager with Caliber Audit & Attest, LLP.

Her specific area of focus is accounting and auditing, which includes financial statement and employee benefit plan audits, financial statement reviews and compilations, risk assessment procedures, internal control analysis, and preparing financial statements and the related disclosures. Although the clients served operate in a variety of industries, she has extensive experience in technology and software, distributing, manufacturing, and aerospace and defense industries. She also holds the Not-for-Profit Certificate I issued by the AICPA.

Ms. Buck graduated cum laude with a Bachelor’s of Science in Accounting and a Master’s of Science in Accounting from Loyola Marymount University in Los Angeles, CA. Lauren was awarded the Accounting Faculty’s Excellence in Accounting Award in 2013 and two plaques in appreciation of extraordinary leadership from Loyola Marymount University. Lauren was the recipient of the Loyola Marymount University Accounting Advisory Board’s Master of Science in Accounting Scholarship, and was chosen as the student spotlight for the Hilton College of Business in 2013. She was also recognized for high scholastic achievement by Beta Gamma Sigma.

Before joining Caliber Audit & Attest, LLP, Mrs. Buck worked in public accounting for the international, big four firm PricewaterhouseCoopers LLP in Los Angeles, CA.

Mrs. Buck enjoys the outdoors, country music, culinary arts, and spending time with her husband.

San Luis Obispo

  • 805 Aerovista Place
  • Suite 103
  • San Luis Obispo, CA 93401
  • Phone: (805) 888-0200
  • Fax: (805) 888-0201
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Fees for Services

Our fees are based on the experience and knowledge level of our professional staff working on each engagement.  Our current hourly rates are as follows:

Partners – $230 - $285
Managers – $160 - $227
Supervisors – $140 - $156
Senior Accountants – $107 - $158
Staff Accountants – $97 - $110

  • AICPA: EBPAQC Member
  • AICPA: PCPS Member
  • AICPA: NFP Section Member
  • AICPA: Not-For-Profit: Certificate 1
  • AICPA: Not-For-Profit: Certificate 2