Wendy has more than 20 years of experience in public accounting. In her early career, she provided auditing, tax and accounting services to multi-tiered business groups, real estate partnerships, estates, and trusts. Prior to joining HKG, she had been the partner in charge of the Outsourced Accounting Department of a local CPA firm, serving its biggest clients, for more than 10 years before it was merged into one of the top 10 national CPA firms.
Wendy is the partner in charge of the Outsourced Accounting Department of HKG. Wendy and her team provide accounting and compilation services to primarily private equity funds and high level nonprofit organizations (total assets of more than $1 billion in aggregate), which are audited by Big Four CPA firms.
Understanding that no clients like surprises, Wendy and her team keep them informed throughout the process and make sure they understand the work and the approach being used. “We work closely and proactively with our clients,” she says. “With their accounting outsourced to us, they can focus on managing and developing their core business.”
Wendy is a Fellow member of the Huntington Library where she and her husband enjoy the gardens
and art exhibits.
Education and Professional Qualifications:
- Bachelor of Science in Accounting, University of Southern California
- Master’s degree in Business Taxation, University of Southern California
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants