Jodi Ristrom, CPA
Jodi Ristrom 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.
After graduation, Jodi was recruited by a national accounting firm. She joined HMWC in 2005 and was promoted to partner in 2012. Jodi works with a variety of industries including manufacturing, construction, and professional services, and specializes in audits of employee benefit plans and private foundations.
Jodi earned her B.A. degree in Business Administration with an emphasis in Accounting from California State University, Fullerton.
- American Institute of Certified Public Accountants, member
- California Society of Accountants, member
- Western Pension Benefits Association, member
- Member Certified Fraud Examiners, member
- Tustin Community Foundation, advisory committee member
- Family Promise of Orange County, board member, treasurer
- Blind Children’s Learning Center, audit committee member