A graduate of U.C. Santa Barbara, Heidi received her BS degree in business economics. Shortly thereafter she worked for Ernst & Young in San Francisco, first as an auditor then as a tax senior. She then joined Elsener & Elsener CPAs in Sausalito and for a period of time managed finance for Stone Yamashita, a large strategy firm in the city.
Since joining us in 1994 Heidi has focused her attention on serving clients in the design and creative services field, from architects and engineers to strategists and innovators. Heidi’s business approach is to develop a comprehensive understanding of a client’s team as well as its priorities. At the same time she gains knowledge about their finances, from accounting systems through banking and other business arrangements. This holistic approach allows her to help clients implement myriad financial and tax strategies customized to their particular circumstances.