Chief Executive Officer
Current
Mar 2020 - Present
AeroLeads people directory · profile
Rebecca Casarez, Cpa Email & Phone Number
Chief Executive Officer
at
ProAdvisor CPA
1 work email found
@proadvisorcpa.com
10 phones found area 760, 919, 850, 910, and 860
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Rebecca Casarez, Cpa? Overview
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Quick answer
Rebecca Casarez, Cpa is listed as Chief Executive Officer at ProAdvisor CPA, based in Tucson, Arizona, United States. AeroLeads shows a work email signal at proadvisorcpa.com, phone signal with area code 760, 919, 850, 910, 860, and a matched LinkedIn profile for Rebecca Casarez, Cpa.
Rebecca Casarez, Cpa previously worked as COO & Co-Founder at Proadvisor Cpa and Advisor at Proadvisor Marketing. Rebecca Casarez, Cpa holds Master'S Degree, Accounting from Keller Graduate School Of Management Of Devry University.
Company email context
Email format at ProAdvisor CPA
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{first}@proadvisorcpa.com
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AeroLeads found 1 current-domain work email signal for Rebecca Casarez, Cpa. Compare company email patterns before reaching out.
Profile bio
About Rebecca Casarez, Cpa
Rebecca is the President and CEO/CFO of ProAdvisor CPA. Rebecca and her company are committed to helping entrepreneurs attain their financial goals and enjoy the journey of growing their business (www.proadvisorcpa.com).ProAdvisor CPA works strictly with businesses provided Accounting, Tax, and App Advisory Services nationwide through flat monthly plans that come with unlimited communication and no hourly billing. Some of her work through ProAdvisor CPA included: ● Assisted startups up through $50 MIL Series B fundraising, in areas of finance, accounting, and tax, as well as worked with external auditors through founder exits via M&A.● Worked with boot-strapped founders as they transitioned into sophisticated businesses post fundraising● Worked with several executive teams to establish, understand and maintain budgets, as well as was responsible for explaining the "Who, What, Where, When Why and How" of the financial statements to various department heads.● 10+ years experience as a professional, financial, and tax accountant, responsible for regulatory and compliance reporting, payroll and tax accounting functions, and full-cycle general ledger accounting (in public accounting firm(s))● 5+ Years as active CPA, working with internal and external reporting, cost accounting, strategic planning, budgeting, and forecasting.Rebecca Casarez is a Licensed Certified Public Accountant (CPA) with a Bachelors and Masters in Accounting. She has over (10) years of experience working in management and administrative roles with expertise in business accounting, taxation, and app implementation.
Listed skills include Bookkeeping, Financial Accounting, Tax Preparation, Accounts Payable, and 28 others.
Current workplace
Rebecca Casarez, Cpa's current company
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6 roles
Rebecca Casarez, Cpa work experience
A career timeline built from the work history available for this profile.
Coo & Co-Founder
- We help entrepreneurs attain their financial goals and enjoy the journey of running and growing their business. ProAdvisor CPA provides bookkeeping, tax, payroll and business app advisory services to small businesses.
- Fractional CFO services, specific to each clients' needs and aided department heads in establishing and maintaining strategic planning and budgeting, KPIs and OKRs.
- Working with founder teams to explain and translate the financial statements to various board members, investors and lenders.
- Provide full cycle accounting functions, including financial statement analysis, month end close, journal entries, general ledger, advanced account reconciliation and sales tax compliance.
- Assist with external audits, M&A and fundraising needs for enterprise level and startup clients.
- Account analysis, month end close, journal entries, general ledger, financial statement. preparation, advanced account reconciliation, and prepared, internal use financial statements.
Oct 2016 - Mar 2020
Advisor
We elevate exceptional accounting firms that deserve to be known and have their story told.We provide an effective way to increase revenue and drive profits through data driven marketing founded on our industry expertise.Our Values - #BeHumanWe Get it Done - Providing Storytelling Metrics on timeWe Get Better - Through Service Based Leadership We Get Happy.
Mar 2020 - Dec 2021
Volunteer - San Francisco Bay Area
Bunker Labs Bay Area
Bunker Labs is a Non-Profit led by volunteers who connect like minded veteran and military spouse entrepreneurs nationwide.My Focus Areas:To create and facilitate opportunities for military and military spouse entrepreneurs.Mission:- Inspire our community members about their potential to start and grow their own businesses.- Equip our participants with.
Nov 2018 - Aug 2019
San Francisco Cohort Member
WeWork San Francisco (Golden Gate)WeWork’s Veterans in Residence program is a national effort in partnership with Bunker Labs. The members include veteran business owners, founders, and entrepreneurs. The 6-month program is designed to aid in the successful launch of these veteran ran companies. We also collaborate with local leaders to organize monthly.
Aug 2018 - Feb 2019
Staff Accounant
Provided client relations, including responsibilities of both an accountant and consultant. Account analysis, month end close, journal entries, general ledger, financial statement. preparation, advanced account reconciliation.Facilitated bank reconciliations, General Ledger Accounting Services, and Financial reporting preparation.Prepared monthly.
Jan 2013 - Mar 2015
2 education records
Rebecca Casarez, Cpa education
Master'S Degree, Accounting
Keller Graduate School Of Management Of Devry University
Bachelor’S Degree, Accounting
Kaplan University
FAQ
Frequently asked questions about Rebecca Casarez, Cpa
Quick answers generated from the profile data available on this page.
What company does Rebecca Casarez, Cpa work for?
Rebecca Casarez, Cpa works for ProAdvisor CPA.
What is Rebecca Casarez, Cpa's role at ProAdvisor CPA?
Rebecca Casarez, Cpa is listed as Chief Executive Officer at ProAdvisor CPA.
What is Rebecca Casarez, Cpa's email address?
AeroLeads has found 1 work email signal at @proadvisorcpa.com for Rebecca Casarez, Cpa at ProAdvisor CPA.
What is Rebecca Casarez, Cpa's phone number?
AeroLeads has found 10 phone signal(s) with area code 760, 919, 850, 910, 860 for Rebecca Casarez, Cpa at ProAdvisor CPA.
Where is Rebecca Casarez, Cpa based?
Rebecca Casarez, Cpa is based in Tucson, Arizona, United States while working with ProAdvisor CPA.
What companies has Rebecca Casarez, Cpa worked for?
Rebecca Casarez, Cpa has worked for Proadvisor Cpa, Proadvisor Marketing, Bunker Labs Bay Area, Veterans In Residence, and Carr, Riggs & Ingram.
How can I contact Rebecca Casarez, Cpa?
You can use AeroLeads to view verified contact signals for Rebecca Casarez, Cpa at ProAdvisor CPA, including work email, phone, and LinkedIn data when available.
What schools did Rebecca Casarez, Cpa attend?
Rebecca Casarez, Cpa holds Master'S Degree, Accounting from Keller Graduate School Of Management Of Devry University.
What skills is Rebecca Casarez, Cpa known for?
Rebecca Casarez, Cpa is listed with skills including Bookkeeping, Financial Accounting, Tax Preparation, Accounts Payable, Accounts Receivable, Accounting, Quickbooks, and Payroll Taxes.
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