Welcome to BALANCED ACCOUNTABILITY!

Hello there! Allow me to briefly introduce myself.  I’m Terri de la Rosa, CPA.  I graduated with a BS in Accounting from University of Missouri in Kansas City and an MS in Taxation from Golden Gate University in San Francisco.  I started my career in public accounting working for Arthur Andersen, which was one of the Big 6 CPA firms at the time, then onto a Big 10 regional firm in Kansas City.  However, it was always an aspiration to start my own accounting firm, so I studied hard and pursued my certification.  After more than 18 years working for others in public accounting, I decided it’s time to pursue my business dream and passion.  My career goals have revolved around an entrepreneurial mindset in addressing clients’ business challenges, as well as what key decision makers need from their service provider through strategic business or tax planning.  Now based in San Diego, I gladly work with clients locally and remotely to help them navigate the complex world of tax and accounting. Besides my day job as a CPA, which includes lots of research, reading and continued professional education, I do occasional volunteer work. A must necessity, especially during “taxing season” is to keep actively fit doing turbo kick, body combat, biking, running, spin-cycle, yoga and being an occasional beach bum with a fave activity of SUP aka Stand Up Paddle board. Another fun outlet is letting my creative juices flow via cooking, baking and making healthy homemade ice cream or sweets. (My other dream “hustle/gig” is to own a cafe and be a pastry chef) 🙂 #SanDiegoCPA #MakeGoalsHappen #JustGetBalanced!

Just Get Balanced!

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