“I’ve always admired and celebrated the entrepreneurial spirit. My greatest satisfaction is having clients know how their business is doing through timely reports so together we can take advantage of tax planning opportunities and eliminate surprises. We encourage our clients to call and bounce ideas off us, and it is gratifying that they have confidence in our counsel.
My greatest pleasure is receiving emails with pictures of clients getting engaged, seeing wedding and baby photos, and having clients share their personal and professional milestones. Births, retirements, deaths, moves and expansions all can have tax ramifications and opportunities, and we’re honored to help our clients navigate through the unknown territories that our business and personal lives can throw at us.”
Email: mj@bsacpa.com
Career
- Began working with small to medium sized businesses 30+ years ago in the A/R financing, loans, and lines of credit areas
- Moved into the field to work with clients on a one-to-one basis, working with them on their businesses, helping them establish business procedures, and setting up bookkeeping systems
- Controller at an insurance agency and at a non-profit community center
- Began working with Jeff Barrad in 2003 as staff accountant
- Partner, Barrad & Shilling, 2008
Education and Credentials
- Licensed Certified Public Accountant, State of California
- Bachelor’s Degree in Accounting from California State University, Long Beach
Personal — Interests and family
- Lived in 4 different countries: Texas (yes, it considers itself a country), England, Australia and Africa
Put down roots in Long Beach 35 years ago - Married for over 30 years to Steve, a Long Beach native and custom cabinet maker
- Our son is a deputy district attorney in San Benito county and our daughter, son-in-law and three grandchildren live in Idaho
- Enjoys spending time with family and friends but also enjoys a good book, baking, going to the theater, hiking, watching basketball and feeding people
- Personal goals include seeing my family thrive, staying healthy, and maintaining a work-life balance that allows me to continue to learn and work for many years to come
