Michael E. Grace, Sr.

Michael Grace (Mike) began his career as a Certified Public Accountant in 1979. He was a CPA with Deloitte and Touche, an international tax and accounting firm, until working as a controller for an agribusiness company. He founded his own local CPA practice in 1986, and in 1998 formed the partnership of Grace & Associates, CPAs. In 2000, Mike became a Registered Representative in the financial services industry.

Mike has over 30 years of experience in public accounting and is available to help you with investment decisions, audit, business planning, taxation, accounting, valuation and a variety of other consulting services.

Certifications and Licenses

·         Certified Public Accountant

o    American Institute of Certified Public Accountants

· Certified Valuation Analyst

o    National Association of Certified Valuation Analysts

·         Certified in Financial Forensics

o    American Institute of Certified Public Accountants

·         Personal Financial Specialist

o    American Institute of Certified Public Accountants

·         Registered Assistant

o    Sagepoint Financial, Inc.

·         Series 7 and 63 Registrations

 Education

·         Bachelor of Science, Business Administration, Accounting

o    San Jose State University

Recent Continuing Professional Education (partial list)

·         California CPA Education Foundation

o    Auditing Standards and Risk Assessment Update

o    Business Succession Planning

o    Business Valuation Conference

o    Ethics

o    Family Law Conference

o    Fraud Detection

o    Fraud in Governments and Non-profit Organizations

o    Governmental Accounting and Auditing Update

o    Not for Profit Accounting and Auditing Update

o    Tax Update and Planning Conferences

·         National Association of Certified Valuation Analysts

o    Valuation Certification Education

o    Valuations Updates

Professional Affiliations

·         American Institute of Certified Public Accountants

·         National Association of Certified Valuation Analysts

·         California Society of Certified Public Accountants

Community Involvement

·         Current:

o    Community Foundation for San Benito County, Treasurer

  Past:

o    Hazel Hawkins Hospital Foundation, Treasurer

o    Community Pantry for San Benito County, Treasurer

o    Stonegate Homeowner’s Association, Treasurer

o    Sacred Heart School Board, Director

o    Kiwanis, Member

o    Exchange Club, Member

o    San Benito County Arts Council, Treasurer

o    AT&T Pebble Beach National Pro-Am, Finance Assistant

Please feel free to call or e-mail Mike if he may assist you.