Laura See

Laura See, CPA

Co-Managing Partner

Laura See spearheads the firm’s audit practice, drawing on nearly 20 years of dedicated experience in public accounting. Her specialization lies in broker-dealer audits, where she ensures adherence to SEC regulations and FINRA reporting requirements. Laura’s expertise extends broadly to encompass comprehensive audit services for investment companies, nonprofit organizations, and 401(k) plans. She also provides valuable guidance in the taxation of nonprofit organizations and excels in financial statement preparation. A key aspect of her role involves conducting engagement quality reviews, a testament to her commitment to reinforcing best practices and maintaining compliance with evolving industry standards.

Laura earned her bachelor’s degree in Economics with an accounting concentration and a minor in Psychology from California Polytechnic State University, San Luis Obispo. She is a licensed Certified Public Accountant in California and an active member of the American Institute of Certified Public Accountants, continuously contributing to the advancement of excellence in financial reporting, regulatory compliance, and audit quality.

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