Lupe Salmerón
WHAT DO YOU DO?
“I am a Certified Public Accountant (CPA) licensed by the California Board of Accountancy (CBA). ”
I specialize in personalized tax preparation and accounting services for individuals and small business owners.
WHAT STEPS DID YOU TAKE TO GET TO WHERE YOU ARE NOW?
In my professional 18 years of experience, I have worked with all different types of clients and industries, ranging from small sole proprietors to large corporations.
Having worked in public, private, and non-profit accounting, I have obtained valuable principles and training that have allowed me to provide my clients with a full range of services.
How do you stand out in your field?
I provide a personal touch. I believe your CPA should be a partner to you as you build your business. That means you need to feel free to contact your CPA with your questions any time, not just at the end of the quarter or when you’re filing your taxes. I want to be an important member of your team, one that understands your business and your goals – and helps you reach them.
WHAT ARE YOU WORKING ON RIGHT NOW?
Since 2003, I’ve handled a large array of demands from clients and I’m well equipped to handle any accounting or tax issues. Currently, its the beginning of tax season so I am mainly working with clients to get their books in order to file their tax returns before the deadline.
WHAT'S YOUR STYLE/PERSPECTIVE/TASTE? DO YOU HAVE A PROJECT THAT REPRESENTS THIS?
I believe no two businesses are alike, even in the same type of industry. When looking for a CPA, keep that in mind. You should never feel like you have to fit into someone else's mold!
WE ARE ALL SLASHIES WITH MULTIPLE SKILLS, WHICH ONE DO YOU WISH YOU COULD DO MORE OFTEN?
I wish I could travel some more, but don't we all.
WHAT IS FRUSTRATING YOU RIGHT NOW?
Interesting, but the pandemic has forced many of my clients to streamline and automate their business functions which has been a blessing in disguise.
IF YOU COULD HIRE SOMEONE FOR $20/HR, WHAT WOULD YOU HAVE THEM DO TO MAKE YOUR DAY EASIER?
Bookkeeping and date entry.
LET'S BRING OUT THE TIME MACHINE. WHAT DO YOU WISH YOU COULD HAVE TOLD YOURSELF, WHEN, AND WHY?
I wish I could have told myself 11 years ago that parenthood was going to be the hardest job I was ever going to have, but to record and cherish as many memories as possible. Kids grow up so fast.
IF YOU COULD TALK TO AN EXPERT TO GAIN MORE INSIGHT ON SOMETHING, WHAT WOULD IT BE ABOUT?
Definitely the new tax reform since it appears to change on a weekly basis.
WHAT KIND OF OPPORTUNITIES/PROJECTS ARE YOU LOOKING FOR?
I am looking to obtain more business clients.
DESCRIBE YOUR IDEAL JOB/CLIENT/COLLABORATION.
My ideal client is someone who is willing to make changes to allow more efficient processes and procedures. This will save clients more time and money in the long run.
HOW SHOULD SOMEONE APPROACH YOU ABOUT WORKING TOGETHER?
You can reach me via email. In your email, please share with me your entity structure and what your specific needs are. I am confident I will be able to assist you.
HOW DO YOU STAY CREATIVE?
Continuing Education Course keep my tax game up.
This member profile was originally published in March 2021.