Joanna O.

Joanna O. has held a variety of accounting roles since 2014. Joanna began their career as a Tax Compliance Representative at the California State Board of Equalization. Joanna then moved on to a Junior Accountant role at the Family Caregiver Alliance/National Center on Caregiving. Following this, they held an Audit/Tax Staff role at Novogradac & Company LLP. From 2015-2019, Joanna O. worked at Accounting Principals, where they were an Accountant. Here, they were responsible for analyzing and entering approved invoices, performing meal and other expense allocations, and creating invoices and billing customers. Joanna then moved to Topia, where they held the roles of Senior Accountant, GL Accountant, and Staff Accountant. In their most recent role, Joanna O. has been a Senior Accountant and Accounting Consultant at Geltor since 2021.

Joanna O. began their education by attending Contra Costa College, where they earned an Associate of Science in Accounting and Business/Management. Joanna then attended University of California, Riverside, where they received a Bachelor of Business Administration in Accounting. Finally, they attended San Francisco State University, where they earned a Bachelor of Business Administration in Accounting. In addition to their formal education, Joanna O. has obtained four certifications from Avalara University in 2019, including Essentials of Avalara Returns: Maintain Avalara Returns, Essentials of CertCapture: Add Customers and Documents, Essentials of CertCapture: Set up CertCapture, and Essentials of CertCapture: Set up CertCapture.