Biography

Gerardo has provided accounting services to private and public middle-market and emerging growth companies since 2002. He provides assurance services, consults on complex technical and accounting matters, and assists with internal control assessments for clients in the technology, life sciences, manufacturing and distribution, and professional services industries. Gerardo also examines compliance with regulatory and business contracts and oversees the development of audit plans for financial statement audits. He is knowledgeable of the SEC’s conflict minerals rule and assists clients with various aspects of their conflict mineral compliance programs.

Gerardo currently serves as a member of the firm’s Corporate Social Responsibility Advisory Board and has led various firm-wide engagement management initiatives and technical training sessions regarding revenue recognition, equity-based transactions, and cost accounting.

Selected Publications

  • "Corporate Social Responsibility Reporting: A Business Imperative" (San Diego Business Journal, April 2016)
  • "Sustainability Assurance: A Promising New Service Opportunity" (AICPA Insights (blog), June 2015)
  • "How to Make Your CSR Report Stand Out" (San Diego Business Journal, April 2015)
  • "Corporate Social Responsibility Reporting: Getting Started" (San Diego Business Journal, December 2014)
  • "New Revenue Recognition Rules in the Pipeline" (San Diego Business Journal, November 2013)

Selected Speaking Engagements

  • Panel on Implications of Horizons 2025 on Young CPAs’ Careers
    (AICPA Governing Council Conference, Washington, DC, 2012)

Professional Affiliations

  • Board Member, San Diego Venture Group
  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BSBA, accounting, San Diego State University