
Overview
Carisa Ferrer brings over 20 years of accounting, auditing, and tax experience to Aprio. Prior to joining Aprio, she had the privilege of being the first female Managing Partner at Kirsch Kohn Bridge. Throughout her career, Carisa has always enjoyed forming close relationships with clients and gaining their trust and respect. It is extremely rewarding for her to be part of their growth and success.
Experience
Carisa brings her experience as an auditor with a “Big Four” accounting firm and a foreign exchange trader with a multinational bank to provide strategies and solutions that address small and middle-market clients’ tax challenges and financial matters. She applies astute leadership, sound judgment, and strategic decision-making skills to audits, reviews, and compilations, employee benefits, pension, and profit-sharing plans, internal controls analysis and structuring, tax planning, corporate and individual tax, closely held/middle market business advisory services, mergers and acquisitions, and succession planning.
Education & Affiliations
Carisa holds a Bachelor of Science in Business Administration and Accountancy from the University of the Philippines and is a licensed Certified Public Accountant in the state of California. She is also a member of The California Society of CPAs (CalCPA) and the American Institute of Certified Public Accountants (AICPA). Additionally, Carisa is a Board member and an Audit Committee Chair for Plug In America.
*Aprio assurance, attest, and audit services are provided by Aprio, LLP.