Cynthia Schoelen

CPA, CFE

Partner, Advisory

Location: Long Beach

Services: Audit, Outsourced Accounting, Regulatory Compliance Assistance, Reviews & Compilations

Industries: Consumer Business, Nonprofit, Professional Services

Cynthia Schoelen is a Partner with BPM’s Business Enterprise Services Team (BEST) group, responsible for accounting, compilations, reviews and audits. She supervises a staff of CPAs and paraprofessionals preparing GAAP and special purpose framework financial statements for use by management and lending institutions. She assists clients in analyzing their financial statements to help them understand and manage their business operations.

Cynthia spends most of her professional time supporting Nonprofit clients. She supervises Yellow Book, Uniform Guidance and standard nonprofit audit engagements. In addition, she supervises staff that compiles books, records and schedules for clients that use other audit firms.

Cynthia is an AICPA peer reviewer and consults with CPA firms to establish quality control systems. She also holds the Certified Fraud Examiner designation.

Early in her career, Cynthia was an IRS auditor. She was provided with intensive tax law training and audited income tax returns for individuals, businesses and corporations.

Cynthia Schoelen holds an active CPA in California.

Interesting tidbit

Cynthia is a proficient barbecue chef. As a “Pit Master,” her specialties are the Trifecta: brisket, ribs and pulled pork.

Certifications

Certified Public Accountant
Certified Fraud Examiner

Education

BS/Business Administration (Accounting) – California State Polytechnic University, Pomona

News

Special Report: Accounting-Teaming Up – Los Angeles Business Journal (2023)

What to Expect When Working with a Fiduciary Accountant

This article explains what to expect when working with a fiduciary accountant, including records, timelines, tax filings, and trust or estate support.

Learn More

When to Hire Professional Help for Trust Administration

Serving as a trustee comes with significant legal, financial, and fiduciary responsibilities. This article explains when professional trust administration support may be necessary, from fiduciary accounting and tax compliance to beneficiary reporting and formal accountings.

Learn More

How to Read a Fiduciary Accounting Report

When you receive a fiduciary accounting report for a trust or estate, the document can look dense at first glance. This guide explains how a fiduciary accounting report is organized and what to focus on when reviewing one.

Learn More

Start the conversation

Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.