About O2 CPA Consulting Consulting company in Albuquerque, United States
Our primary goal is to serve our clients by helping them define where it is they want to go and then employing our technical expertise forward-thinking solutions and decades of business experience to ensure they meet those goals.
Bruce F. Malott CPA CFF is the founder and managing principal of O2 CPA Consulting Group. O2 CPA is a boutique consulting and tax firm that specializes in helping small businesses navigate complex tax funding and profitability issues as well as in helping individuals achieve their personal financial goals. Beyond tax advice and business consulting Bruce is a nationally recognized forensic accounting expert with experience in testifying in over 100 cases.
In 1983 Bruce started his own firm which grew to be recognized for its innovative marketing outstanding customer service and high level of professional expertise. By the time the firm was acquired in 2011 the firm had grown into a $10 million firm with over 70 employees. This acquisition allowed Bruce to return to his true calling helping small businesses.
Bruce has lived in Albuquerque since 1975 when his father moved the family from Long Island New York to New Mexico. Bruce is a graduate of Arizona State University. He currently serves on the BBVA Compass Bank Advisory Board. In addition Bruce is a former member and secretary of the New Mexico Retiree Healthcare Authority and former chairman of the Educational Retirement Board of New Mexico. (See Bruce#39;s CV)
Bruce is a Certified Public Accountant and is Certified in Financial Forensics.
Cassandra H. Becker CPA joined O2 CPA Consulting Group as a principal in 2014. As a tax specialist Cassandra provides accounting tax and financial consulting services to closely held business clients and individuals. With over 20 years of experience Cassandra has been serving clients in a variety of industries. In addition to her in-depth understanding of the intricacies of real estate investments and transactions she also has experience working with clients involved in construction auto dealerships government contractors and retail.
Cassandra is a graduate of the University of New Mexico Anderson School of Management with a BA in Business Administration concentration in Accounting. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and New Mexico State Society of CPAs. Cassandra is a New Mexico native and lives in Albuquerque. When she isnt out walking her two dogs you can find her cruising around in her collector car or truck or spending time at the gym.
Lisa Henson is a marketing and financial services executive with over 20 years of experience in accounting real estate and technology. Lisa is essential to the day-to-day operations of O2 CPA both as the general manager of the companys CPA service and in a variety of functions for the companys financial services and consulting effort. Lisa has a reputation for being detail-driven and her meticulous approach to work is a key driver of success for O2 CPA. She is involved in a number of critical systems within the organization including billing client relations the maintenance of key technologies and firm communications. Lisa also oversees the finance and human resources departments of her familys own company bringing an understanding of the daily practice of small business owners that O2 CPA clients can appreciate.
Lisa lives in Albuquerque with her family and she enjoys rock climbing culinary arts traveling and spending time in her vegetable garden.
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