Rae has been in public accounting since 2005. She provides assurance services for clients in a variety of industries, predominantly wine, food processing, and natural resources. Rae also manages all phases of employee benefit plan audits, including 401(k), 403(b), defined benefit, and health and welfare plans. She is responsible for training staff and seniors on employee benefit plan issues and maintains current knowledge of industry regulations through ongoing continuing professional education.

Selected Speaking Engagements

  • Budgeting 2015: Top Changes You Need to Make
    (Family Winemakers of California webcast, November 2014)
  • Wine Inventory Flow and Costing
    (Family Winemakers of California webcast, November 2013)
  • Preventing Fraud Before It Starts
    (Moss Adams Reserve webcast, August 2012)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants


  • BS, health science, St. Mary’s College of California
  • MBA, Sonoma State University

Insights from Rae Paulson