HMWC CPAs and Business Advisors

Jodi RistromJodi Ristrom, CPA

Jodi Ristrom, partner, is in charge of HMWC CPAs & Business Advisors’ Business Assurance Services department. The department’s services include financial statement audits and reviews; evaluation and design of internal accounting systems; and review and evaluation of internal financial controls.

Jodi has been a CPA since 1996 and has extensive experience in public accounting, as well as over eight years as an accountant in private and publicly-held businesses.

As head of the Business Assurance Services department, Jodi is generally responsible for overseeing all phases of an engagement, including: a thorough knowledge of the client and all facets of the client’s business; managing the progress of the work in the field; coordination with the client’s management group; assuring that all phases of the engagement are being carried out properly with the highest standards; dealing directly with the client’s attorney or brokers, taxing authority agents, and other third parties; interfacing with HMWC’s tax and other departments as necessary; and supervising the preparation of management letters and tax returns. She also maintains a knowledge of general economic and political trends, and of possible tax or other legislation that could affect the business climate.

Experience
After graduation, Jodi was recruited by a national accounting firm and joined HMWC in 2005. Jodi works with a variety of industries, including manufacturing, construction, service, and has a specialty in employee benefit audits and private foundations. She was promoted to partner in 2012.

Education
Jodi earned her B.A. degree in Business Administration with an emphasis in Accounting from California State University, Fullerton.

Professional & Community Involvement
Jodi is a member of the American Institute of Certified Public Accountants and California Society of Accountants. She is a member of Western Pension Benefits Association. She is active in the community including the Advisory Committee of the Tustin Community Foundation, Tustin Chamber of Commerce, the audit committee for the Blind Children’s Learning Center, and Toastmasters International.