Tracy Teale, CPA
Audit Partner | Helps nonprofits and for-profit businesses with decades of audit, tax and consulting expertise.
Who I work with
I work with executive directors, CFOs and controllers of nonprofits and closely-held for-profit businesses, providing audits, tax and consulting services. Talking with clients about what is affecting their businesses and how they might respond gets me going in the morning. Spending time understanding a client’s operations, history and activities is the best way to spend a day!
My specialty
A self-described serial volunteer, I love to get involved in the community and believe we have a responsibility to give back if we are able. I do that through volunteerism and by sharing my knowledge of nonprofit audits, accounting, single audits, financial statements and tax services. By providing information returns that clearly communicate the benefits an organization brings, I help tell the story of how nonprofits serve their communities.
Results I have delivered
When accounting standards changed, one client wasn’t ready to recognize revenues appropriately. This reality would have changed their financial results by more than $1 million. I worked with them to change their processes and policies, allowing them to record revenue in the year of the standard implementation and avoid a drastic change to their financial results.
Unique things about me
A child of two entrepreneurs, I learned what it means to run your own business from a very young age. I spent many afternoons counting physical inventory at the grocery store, stocking shelves, cooking in the café and creating an inventory system for my father’s landscaping business.
When I am not at work
I’m volunteering, traveling or tending to the animals on my farm outside of San Francisco. We have horses, pigs, rabbits, cats and dogs. Aquariums and zoos call my name.
People say I am
Innovative, dedicated, patient and passionate.
Affiliations
I hold degrees in mechanical engineering and economics from UC Berkeley and UC Santa Cruz, respectively. I also have an MBA and a Master in Tax both from Golden Gate University. I am a member of both AICPA and CalCPA and serve on the boards of the Girl Scouts of Northern California, Financial Women of San Francisco, Sparkle Foundation, Contra Costa County 4H, Claycord 4H and CoCo Kids.