Jodi 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.
- B.A. in Business Administration with an emphasis in Accounting from California State University, Fullerton
- 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, Board Member and Treasurer
- Blind Children’s Learning Center, on the Audit Committee
- California Society of Certified Public Accountants, Member
- American Institute of Certified Public Accountants, Member
- Western Pension Benefits Association, Member
- Tustin Community Foundation, Member of the Advisory Committee of the
- Tustin Chamber of Commerce, Member
- Certified Fraud Examiners, Member