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Elisa Schwartz CPA, RIA After owning an accounting practice specializing in consulting, bookkeeping and income tax preparation, Elisa worked for 3 years at Peterson Slater & Osborne. She became a CPA after an illustrious 18-year career with Marriott International. Over the years, Elisa held several accounting positions in properties from New York to California, including stints as Director of Finance at the Marina del Rey Marriott and LaGuardia Marriott Hotel. During her time with Marriott International, she was responsible for properties grossing as much as $30 million annually. Her duties, over the years, included: production of financial statements, forecasting and budgeting, operational analysis and trend reporting, development of pricing and business strategy, capital planning, control and budgeting, and labor management. Education Bachelor of Science in Business Administration, University of DenverGraduate studies toward Masters in Business Administration, Pepperdine University Continuing Education as required by the State Board of Accountancy Community Involvement American Institute of Certified Public AccountantsCalifornia Society of Certified Public Accountants Temple Sinai Special Projects Chair American Red Cross Board Member Riverside County Palm Desert Chamber of Commerce Golf Cart Parade Judging & Hospitality Chair Indian Wells Golf Resort Clubhouse Committee Specialties Accounting and Tax ResearchFinancial Reporting Personal Income Tax Business Income Tax Restaurant and Hospitality Accounting Homeowner Association Accounting Life Insurance Agent |
Our Services
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.
