Marilyn Drobenaire, CPA
Marilyn Drobenaire, CPAMarilyn Drobenaire, CPA, brings a broad array of skills and knowledge to her clientele, having gained expertise in the areas of auditing, banking, forensic accounting, wealth management, tax preparation, and human resources.
Marilyn has served SF Bay businesses, individuals and their families in her own businesses for over 25 years. She has helped startup businesses, small to mid-sized corporations, and non-profit organizations attract investors, train in-house personnel, develop and organize financial systems, and make budgetary decisions.
Marilyn is passionate about giving back to the community. She has spoken at various events focused on empowering small business owners. She feels strongly about providing entrepreneurs with the opportunity to learn about the financial needs of running a business and has helped many small business owners push their ideas to the next level.
Marilyn is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. She holds a Bachelor of Science degree in Economics and Business Administration from Saint Mary’s College in Moraga, California.
SERVICES
SERVICES
Services are tailored to meet the needs of her clientele. Marilyn works with a select group of wealthy individuals with their business and personal financial needs. These often include projects that lawyers, tax preparers, estate planners and other financial professionals either do not offer, or are cost prohibitive. Such projects include wrapping up the accounts left behind from trust accounts, claiming encheated accounts, and other sophisticated tasks. Marilyn’s broad array of knowledge makes her well-suited to pinpoint what needs to be done.
TESTIMONIALS
“Marilyn helped us get started by creating a solid chart of accounts. And once our financial system was up and running, we were able to communicate with and attract investors.”
“For over 15 years, Marilyn managed our financial accounting and prepared our taxes. She is reliable, communicative, ethical, and very dependable. I cannot recommend Marilyn too highly.”
“Marilyn Drobenaire helped me with the emotional roller-coaster following the death of my mother. She accompanied me to meet my investment advisor to discuss the need to create sub-trusts. She calculated the estimated reserve for the master trust as well as the initial funding amounts for the sub-trusts. She also helped track the various transactions between accounts.”
“Marilyn helped us make a successful transition from an outdated accounting software system to QuickBooks. And the results were overwhelmingly positive. She allowed us to view our company’s progress from year to year, implement budgets, and make management decisions vital to the long-term success of our firm. We are grateful to Marilyn for helping us when others could not.”
“We opened shop in 2009, and Marilyn quickly established our financial reporting system. As we grew and investors and other financial parties demanded more of us, Marilyn helped us with the expansion of our financial reporting systems.”
CONTACT MARILYN
Address
PO Box 23100
Pleasant Hill, CA 94523
Phone
(510) 682-6313