AUGUST 12, 2015 (GLENDORA, CA) – Vicenti is proud to announce that Taylor Ulrich, CPA, has been promoted this year to Senior Manager. Ulrich has been with Vicenti for ten years and specializes in audit and consulting services for educational institutions including community college districts and K-12 school districts, as well as California underwritten title companies. His expertise includes financial and compliance audits, single audits under Uniform Guidance, Proposition 39 Bond Fund audits, and consulting services such as ASB workshops. Ulrich has served on the State Controller’s K-12 Audit Guide Committee and the California CPA Education Foundation’s School Districts Conference Planning Committee. In his role as Senior Manager, Ulrich will continue to serve his clients from a more strategic perspective and will help to grow the Educational Institutions Practice.
Ulrich enjoys working with his education clients and helping them fulfill their missions of supporting students and the community. “I make myself available to my clients as much as possible to help them resolve issues or concerns, or even just to be their sounding board when they need a second opinion on their own decisions,” Ulrich said. Ulrich also finds it important to continue to innovate when it comes to serving his clients. “Collaboration with my colleagues in the industry leads to ideas and discussions on ways that we can better serve our clients,” Ulrich said. Ulrich looks forward to helping new clients and continuing to innovate with current clients in his new role.
Vicenti, Lloyd & Stutzman LLP is a full service accounting and business consulting firm with offices in Glendora and Los Angeles. With about 70 employees, Vicenti is considered by the California Society of CPAs as one of the top 50 firms in California and by the AICPA as one of the top 500 firms nationwide. Vicenti was recently named Glendora’s “Business of the Year” for 2015 by the Glendora Chamber of Commerce. For over 60 years, Vicenti has worked with individuals and companies throughout California to provide tax, accounting, audit, fraud investigation and business valuation services. Business clients include manufacturing, distribution, restaurants, escrow and title, construction contractors, and professional services. Governmental institutions served include community colleges, joint power authorities, local education agencies, and water districts. Vicenti also serves a wide range of not-for-profit entities, including foundations, charter schools, private colleges and universities, private K-12 schools, continuing care retirement communities, social services, and trade associations.