Partners

Jodi Ristrom, CPA

Jodi is a partner in 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.

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.

Education
  • B.A. in Business Administration with an emphasis in Accounting from California State University, Fullerton
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.

Professional & Community Involvement
  • Family Promise of Orange County (FPOC), Board Member and Treasurer 
  • Blind Children’s Learning Center (BCLC), Audit Committee
  • California Society of Certified Public Accountants (CalCPA), Member
  • American Institute of Certified Public Accountants (AICPA), Member
  • Western Pension Benefits Association, Member
  • Tustin Community Foundation, Member of the Advisory Committee
  • Tustin Chamber of Commerce, Member
  • Certified Fraud Examiners, Member