Michelle S. Puma

Director,
CPA Since 1999

Contact Information
Phone: 408-942-6888 x324
Email: pumam@cpconet.com

Areas of Concentration:

Assurance services including audits, reviews and compilations; tax compliance and planning for closely held corporations, C corporations and S corporations; business entity selection; outsourcing services; budget forecasting.

Major Client Responsibilities:

High-tech companies; manufacturers; construction and real estate developers; development stage enterprises; professional service firms; advertising and marketing firms.

Professional Organizations:

• American Institute of Certified Public Accountants (AICPA)
• California Society of Certified Public Accountants
• California State Board of Accountancy since 1999

Education and Credentials:

• San Jose State University, B.S. Accounting, 1994
• Instructor of accounting and auditing course at San Jose State University

Community Activities:

Member of the board of directors at Next Door Solutions to Domestic Violence; Santa Clara county agency empowering victims and their families with the capacity to take any woman through her full path from crisis to stability.

Q&A:

What makes us different from all our competitors?

“Team approach to client services.  I believe being non-departmentalized and setting up client service teams based on the needs of our clients is of great value and benefit to our clients.”

Is there any advice you would give to a person who is starting out in your chosen career?

“Be diligent in communicating with your client service team members. Public accounting requires much coordination amongst team members to get projects done – keeping others informed as to the status of work in progress is critical.”

What are you best known for and why (signature dish, special service you offer, etc.)?

“Home made lasagna….. secret family recipe, only make it once a year.”

If you could master one skill you don’t have right now, what would it be?

“Painting.”