Michele C Day, CPA

Specialties

For individuals and small business owners (sole proprietors and closely held corporations), and trusts –

+ Tax preparation, planning and advocacy with the IRS and CA Franchise Tax Board,

+ Personal financial coaching (cash flow analysis, credit issues, addressing consumer finance issues. .. your questions/​challenges).

+ Small business consulting, business planning, and workshops.

+ Helping you to understand your financial statements and to use your resources to your best advantage.

+ QuickBooks ProAdvisor. Troubleshooting your bookkeeping/​reporting systems.

History

Established in 2004.

Michele has nearly 30 years’ experience in the business and personal finance arenas. Over that time, she has served as a Registered Investment Advisor, a banker, a mortgage broker, a certified consumer credit counselor and a small business owner. She grew up in a small, family owned business and has also worked for major corporations and non-​profit organizations, so is facile with interacting with groups and individuals at all levels of management and organization size and type.

She has been a licensed Certified Public Accountant since 2004 and practices as a solo practitioner in Dublin, California.

Meet the Business Owner

Michele D.

Business Owner

Michele holds a Master’s Degree in Business Administration with emphasis in Accounting and Finance from the UCLA Anderson School of Management.

She is a past-​President of the East Bay Chapter of the California CPA Society and has served as chairperson of the chapter’s Financial Literacy Committee and as a member of the state committee, as well as the state Membership committee. In that capacity, she has had the opportunity of working on the KGO/​ABC Tax Hotline/​7 On Your Side with Michael Finney several times.

When serving as a Certified Consumer Credit Counselor with Consumer Credit Counselors of San Francisco and BALANCE, she consulted with over 2,000 clients across the country. She also developed seminars and presented workshops on consumer finance and personal financial management topics to groups of all sizes.

She has presented programs to employees or members of: Apple Computer, Varian Medical Systems, Adobe Systems, Santa Clara County Board of Education, RealNames,