Lisa Graham, CPA

Experience

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  Baker, Peterson & Franklin, CPA, LLP

  Jan 2006 - Aug 2015

  Manager

  - Responsible for managing audit, accounting and consulting services for various agricultural, food processing, construction, gaming, and dealership companies located within the San Joaquin Valley. - Perform review of assurance workpapers and financial statements to ensure compliance with technical standards of GAAP and GAAS.- Analyze business risks and internal control structures, developed audit plans, determined the scope of work, and monitored the operational efficiencies of the audit team. - Responsible for all aspects of engagement management, including staffing, budgeting, billing, and client satisfaction. - Actively participates in engagement proposals to generate new business for the firm. - Actively participated in the firm’s agricultural industry group, which focuses on agricultural advocacy and education. Currently serves on various firm committees including the recruiting, investment and social committees. - Responsible for audit and assurance training of all new associates and interns. Show less

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  California Society of CPAs/CalCPA Education Foundation

  Jan 2014 - Jan 2020

  Officer on the Board of Directors - Treasurer through President and then Past President in 2020.

  • BOD

    Jan 2014 - Jan 2020

  • BOD

    Jan 2014 - Jan 2015
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  Trinity Fruit Company, Inc.

  Sept 2015 - Oct 2018

  Corporate Controller
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  Sensiba LLP

  Dec 2018 - now

  A&A Senior Manager

  Leading engagement teams for compilations, reviews and audits. Consulting with client for accounting best practices.