CPA, REALTOR, Coldwell Banker, Pisenti & Brinker LLP
San Francisco Bay Area
- Current
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- CPA at Pisenti & Brinker LLP
- Realtor at Coldwell Banker
- Past
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- President and CEO at G Text, Inc.
- Director of Investor Relations at OnHealth Network Company
- Associate Branded Consumer and Specialty Retailing Research Analyst at Dain Rauscher Wessels
- Audit Manager at Deloitte & Touche LLP
- Special Projects Coordinator at Datacon Management, Inc.
- Education
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- UC Santa Barbara
- Santa Rosa High School
- Connections
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146
connections
- Industry
- Real Estate
- Websites
Bobbi Hoff Beehler’s Summary
Bobbi K. Hoff Beehler is a certified public accountant and is a manager with Pisenti & Brinker LLP. Mrs. Hoff has also received her Chartered Financial Analyst license as well as her Real Estate Salesperson license. In 2008 she received her EcoGreen certification and was recognized as one of the top “40 under 40” business professionals in the North Bay by the North Bay Business Journal. Mrs. Hoff Beehler serves on the Measure O Oversight Commission for the City of Santa Rosa. She is the Vice-President of Finance on the Executive Committee of the Board of Directors of the Boy Scouts of America, Redwood Empire Chapter. She also serves on the Chamber of Commerce Economic Vitality committee and is the Chairwoman for the 7th North Bay Growth and Investor Forum. Most recently she was a candidate for Santa Rosa City Council.
Bobbi K. Hoff Beehler, CPA, CFA is also a licensed REALTOR, EcoGreen Certified and Accredited Staging Professional serving Sonoma, Marin, Lake and Mendocino Counties. Hoff Beehler was nominated for Santa Rosa REALTOR of the year in 2004.
She holds a BA from UC Santa Barbara in Business Economics and Accounting as well as a BA in Sociology. Mrs. Hoff Beehler has previously held positions as a manager with Deloitte & Touche LLP where she performed audit services as well as assisted companies contemplating public stock offerings. She was an Associate Research Analyst with RBC Dain Rauscher covering branded consumer and specialty retailing stocks where she prepared financial models, determined valuations, wrote research reports and gave investment opinions on the companies she followed. She has also served as the Director of Investor Relations for a publicly traded internet company where she participated in three private security placements and led teams in a public offering and eventually the sale of the Company to WebMD.
Hoff Beehler is ia long-time resident of Santa Rosa and a graduate of Santa Rosa High School and UC Santa Barbara.
Bobbi Hoff Beehler’s Specialties:
As a CPA, Bobbi concentrate on business valuations, management advisory services, corporate taxation and assurance services. In 2008 she co-launched the Sustainable Business Practice Group at Pisenti & Brinker where she advises companies on adopting sustainable practices including operational reviews and examinations of green tax incentives and rebates.
Bobbi also specializes in Residential Real Estate helping clients buy and sell homes and land in Sonoma, Lake and Mendocino counties.
Bobbi Hoff Beehler’s Experience
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CPA
Pisenti & Brinker LLP
(Partnership; Accounting industry)
January 2008 — Present (1 year 7 months)
Mrs. Hoff currently concentrates on business valuations, management advisory services, corporate taxation and assurance services with industry concentrations in real estate development, investment management and financial services. In 2008 she co-launched the Sustainable Business Practice Group at Pisenti & Brinker where she advises companies on adopting sustainable practices including operational reviews and efficiency analysis, rate of return and payback period analysis for green initiatives, assistance with green business certifications and examinations of tax incentives and rebates opportunities for adopting sustainable practices.
Mrs. Hoff is a member of the Association for Investment Management and Research, Institute of Chartered Financial Analysts, American Institute of Certified Public Accountants, California Society of Certified Public Accountants, Corporate Transfer Pricing Association and the Santa Rosa Chamber of Commerce. -
Realtor
Coldwell Banker
(Privately Held; Real Estate industry)
October 2002 — Present (6 years 10 months)
As a REALTOR, I specialize in helping clients buy and sell homes in Sonoma, Marin, Lake and Mendocino Counties. I have an EcoGreen Certification and am an Accredited Staging Professional. I recently combined my real estate practice with my husband, Sean Beehler, to provide our clients with the best possible service. We have extensive knowledge of the area as well as housing trends which can benefit you when buying or selling.
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President and CEO
G Text, Inc.
(Telecommunications industry)
August 2007 — September 2008 (1 year 2 months)
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Director of Investor Relations
OnHealth Network Company
(Public Company; 51-200 employees; Health, Wellness and Fitness industry)
July 1998 — September 2000 (2 years 3 months)
Established and maintained all communications between company and investment community including press releases, fact sheets, Q&A materials, investor packets, investor presentations, and responses for media and investor inquiries. Successfully had company listing moved from the Nasdaq SmallCap market to the Nasdaq National Market. Increased analyst base from one to seven analysts. Managed and supervised transfer agent and proxy solicitor activities. Handled all organizational aspects of the shareholder meetings. Interviewed and hired investment bankers to assist company with corporate finance objectives. Completed three private security placements and two secondary public offerings raising approximately $90 million. Prepared SEC form S-3 and prospectus. Involved in two acquisitions of privately held companies. Facilitated the preparation of SEC form S-4, proxy statement and prospectus, with corporate counsel for the sale of OnHealth to WebMD.
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Associate Branded Consumer and Specialty Retailing Research Analyst
Dain Rauscher Wessels
(Privately Held; 1001-5000 employees; Investment Banking industry)
September 1996 — June 1998 (1 year 10 months)
• Prepared financial models, researched high growth branded consumer, specialty retailing and telecommunication companies, and made investment recommendations. Assisted in writing reports detailing research performed, company and industry information, and investment opinion on approximately 21 companies. Determined valuations for companies followed. Wrote research wires to notify investors of current company developments. Communicated with buy-side clients, retail clients, institutional salespeople and traders to provide information and opinions on companies followed. Performed due diligence and analysis for public offerings.
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Audit Manager
Deloitte & Touche LLP
(Partnership; Accounting industry)
September 1991 — September 1996 (5 years 1 month)
Managed numerous audit engagements for companies with revenues of $2 million to $20 billion. Supervised a staff of 20 on up to five simultaneous projects. Responsible for over $2 million of recurring professional fees. Client base included public and private companies in the securities, manufacturing, and technology industries. Selected to manage the tabulation processes for the Grammy Awards and Day Time Emmy Awards. Coordinated recruiting efforts on major college campuses, interviewed potential candidates and made hiring recommendations. Mentored professional staff, providing candid and constructive feedback while encouraging personal development. Prepared financial projections, performed due diligence audits, and analyzed financial statements for companies contemplating public stock offerings. Assisted management, legal counsel and underwriters in the preparation of registration statements for initial and secondary public offerings with the Securities and Exchange Commission.
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Special Projects Coordinator
Datacon Management, Inc.
(Privately Held; 51-200 employees; Computer Software industry)
1984 — 1990 (6 years)
Created financial forecast models to assess growth strategies and arrange financing. Designed and maintained a marketing database of over 18,000 potential customers. Performed conversions of client information during software system installations. Supervised the shipping department.
Bobbi Hoff Beehler’s Education
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UC Santa Barbara
Business Economics/Accounting, Sociology , Accounting, Economics, Sociology , September 1987 — June 1991
- Activities and Societies:
- Alpha Phi Sorority
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Santa Rosa High School
Additional Information
Bobbi Hoff Beehler’s Websites:
Bobbi Hoff Beehler’s Groups:
Member: California Association of Realtors, National Association of Realtors, AIMR, ICFA, AICPA, California Society of CPA’s and National Transfer Pricing Association, Santa Rosa Chamber of Commerce, Chamber of Commerce Young Professional Network, North Bay Angels, Measure O Oversight Commission, VP Finance of the Executive Committee of the Board of Directors of the Boy Scouts of America, Redwood Empire Chapter, Sonoma County Alliance.
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Santa Rosa Young Professionals Network -
Real Estate Investment Group
