Palo Alto, CA
An accounting and finance professional with several years of experience serving clients, Beata Szkop is currently the Senior Accountant at Irisnote. Prior to this role she assisted Henderson Strategic Financial Insurance Services of Palo Alto, California, in her capacity as accountant and account manager. In this role, she carried out general ledger accounting as well as month-end closing. Beata Szkop also facilitated relationships with customers and insurance carriers.
Before joining Henderson in 2010, Beata Szkop worked as part of the Assurance Staff for Burr Pilger Mayer, Certified Public Accounting firm in Palo Alto. While there, she performed annual audits in addition to quarterly reviews for publicly traded companies in such sectors as software, health care, and marketing. Further, she audited nonprofit religious and educational organizations. She also prepared federal and state individual tax returns.
In preparation for her successful career, Beata Szkop enrolled at California State University, East Bay, which awarded her a Bachelor of Science in Business Administration with a concentration in Accounting and Finance. Shortly after she enrolled at the University, she joined a Beta Alpha Psi, International Honors Business Fraternity for Accounting and Finance organization where she was elected as an Activities Director. Currently, she is preparing for the CPA exam.
As an active professional, Beata Szkop belongs to the California Society of Certified Public Accountants and the Financial Planning Association. Since 2008, she has volunteered her skills with Tax-Aid, a program that furnishes free tax preparation to households with low incomes.