Your Trusted Partner in Compliance, Financial Consulting, and Grant Management

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Our Expertise

Cabrillo Compliance is a team of experienced experts who deliver precise, tailored solutions that ensure regulatory adherence, optimize efficiency, and mitigate risk. Leveraging the latest technologies and deep industry expertise, we offer proactive guidance and robust support, enabling businesses to operate with confidence. Our commitment to excellence, transparency, and personalized service sets us apart as the trusted partner in navigating the complexities of compliance.

Compliance
Grant Management
Financial Management & Consulting
Compliance And Financial Solutions
Compliance And Financial Solutions

What sets us apart is our team of seasoned compliance experts who bring a wealth of experience and deep industry knowledge to the table. Our professionals are dedicated to staying abreast of the latest regulatory changes, enabling us to provide clients with up-to-date guidance and proactive solutions. From compliance program development to training, audits support, and technology, we offer the specialized expertise and services with years of experience in the public and private sectors.

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Advantages of
our services

Our foundation rests on four essential pillars—Excellence, Integrity, Client-Centric Approach, and Innovation—that steer our commitment to providing highly personalized and precise services. We strive for unparalleled quality and innovative solutions tailored to each client's unique compliance needs, uphold the highest ethical standards, prioritize client success, and leverage advanced technology to streamline processes and enhance efficiency.

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Accounting Services 01
  • Accounting support compliant with GAAP, GASB, FASB, and applicable regulations
  • General ledger cleanup, account reconciliations, and financial statement preparation
  • Process analysis and improvement
  • Design and implementation of financial dashboards, scorecards, and business intelligence reporting
  • Compliance audits support for regulations and grants
  • Internal control reviews
Accounting Services
Financial Consulting and Management 02
  • Departmental budgeting and forecasting to optimize funds and staffing
  • Workforce planning and human resource management including hiring, compensation, and performance
  • Financial modeling, analysis, and complex problem-solving
  • Strategic planning and execution with financial impacts
  • Finance and accounting staff recruiting to build your team
  • Controller and CFO services for additional oversight
  • Policy and process optimization
  • Technology recommendations and implementation
  • Financial training and coaching
  • Interim staffing during transitions
Financial Consulting and Management
Grant Management Services 03
  • Pre-award support including proposal preparation, budget development, and submission
  • Post-award services for grant activation, oversight, and management
  • Full award administration from start to closeout
  • Compliance with specific agency requirements and Uniform Guidance
  • Design and implementation of financial systems to track awards
  • Drawing down funds and managing cash flow
  • Progress and financial reporting to funding agencies
  • Subrecipient monitoring
  • Internal and external audits support
  • Closeout procedures and final financial reporting
Grant Management Services
Compliance & Technical Accounting 04

Cabrillo Compliance offers vital support in adopting recent accounting standards, acting as a key part of your team. We provide expert guidance and collaborate with your auditors for a smooth transition. Our skills in complex accounting and reporting, backed by corporate and Big 4 experience, enhance your team’s expertise or offer specialized knowledge. We review financial transactions, conduct accounting investigations, and create technical white papers, working with external auditors to ensure your financial reporting is transparent and integrity-filled.

Compliance & Technical Accounting
What our clients have to say

“Julia and her team have been instrumental in providing help, guidance, and training to the CDL finance team during the transitions. Her service-oriented and problem-solving mindset lead to the challenging time to be very productive. Her expert knowledge includes budgeting, financial administration, contract and grant administration, and procurements. I enjoyed and appreciated her catered on-job training with precise directions that enabled me to get up to speed.”

Satomi Saito - Senior Financial Analyst, UC San Diego
Satomi Saito Senior Financial Analyst, UC San Diego

“Julia has been so helpful untangling budget questions and problems, jumping in quickly and tenaciously getting issues resolved!”

Ellen Finnie  - Director, University of California
Ellen Finnie Director, University of California
Unlock Your Funding Potential

Let cabrillo help you navigate the complex world of grants with our professional grant management services.

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      Wade Hansen
      Wade Hansen Senior Advisor

      Wade is a Senior Advisor at Cabrillo Compliance. He is also Chairman  and CEO at Cabrillo Advisors.  Wade brings
      significant experience  in professional advisory services into building Cabrillo Compliance.

      Wade began his career with EY, and has been actively serving mutual clients for
      nearly 20 years. Wade’s relationship with EY is significant enough to merit being featured in EY’s alumni quarterly Connect Magazine.
      .

      Wade founded Cabrillo Advisors to leverage three decades of experience spanning strategic management consulting, venture investing, and M&A for publicly-traded and privately-held companies. He previously was founding principal of Cabrillo’s predecessor, MHT Partners, (acquired by Cowen), and Dell Ventures based in Austin, TX, where he invested in high-tech and e-commerce companies.

      Prior to Dell, Wade spent five years with McKinsey & Co., advising high-tech and pharma companies on matters of strategic growth and M&A. He began his post-undergraduate career at EY’s Assurance Group, and is an active CPA in the state of Texas.

      Educationally, Wade earned his MBA with distinction from Northwestern’s Kellogg Graduate School of Business, with an emphasis in Accounting, Finance and Strategy, and received his B.S. in Accounting, summa cum laude, from San Diego State University.

      Duyen (Julia) Nguyen
      Duyen (Julia) Nguyen CEO & President

      Duyen (Julia) Nguyen leads Cabrillo Compliance as its President and CEO.  She boasts over 14 years of rich expertise in accounting services, grant management, compliance consulting, and Single Audits, formerly known as OMB Circular A-133. Julia’s illustrious career is marked by her profound knowledge in higher education and sponsored research, where she has demonstrated excellence in Grant Management and Compliance, nonprofit budgeting, financial analysis, reporting, benchmarking, cash management, and accounting disciplines. 

       

      Before her tenure with Cabrillo, she was instrumental in leading UCSD’s team responsible for sponsored research financial services, grant management, compliance advisory, and conducting both single and agency audits for the University of California, San Diego, and the UC Office of the President. Julia’s professional journey commenced at PwC’s San Diego office, where she specialized in performing a variety of audits across numerous industries. 

       

      Julia is an alumnus of San Diego State University, holding a Bachelor’s in Accounting and an MBA in Finance. Julia holds CPA certification in California and is a valued member of the American Institute of Certified Public Accountants and the California Society of CPAs. Her dedication to fostering strong client relationships, upholding integrity, and navigating complex problem-solving scenarios stand as a testament to her commitment to excellence and leadership in the field.



      Brenda Kraft
      Brenda Kraft CFO

      Brenda Kraft is the CFO at Cabrillo Compliance, serving clients in Accounting services, Grant
      Management, Compliance Consulting and Single
      Audits Practice​. Brenda has an
      extensive background in finance, accounting, SEC and
      internal financial reporting as well as accounting
      compliance matters.

      Brenda began her career in the audit practice at EY. As an
      Audit Manager she served public and non-public
      companies in the retail/consumer products, software and
      life sciences industries for nearly 10 years.

      Prior to joining Cabrillo family, she served a number of
      life sciences companies in various executive roles in
      Accounting and Finance. Her experience includes
      managing accounting departments, managing the
      implementation of an enterprise-wide accounting and
      operations management system and raising over $58
      million in venture capital funding.

      She also served as an accounting consultant for various
      technology companies, supervising accounting staff,
      managing cash flow and liquidity and preparing financial
      statements.

      Brenda graduated from University of Oklahoma with a
      Bachelor in Business Administration in Accounting with
      Honors. She holds a CPA license in Texas.

      Thomas Qian
      Thomas Qian Manager

      Thomas is a Manager at Cabrillo Compliance, serving clients in
      Accounting Services, Grant Management and Compliance
      Consulting. Thomas has more than 8 years of knowledge
      and experience working in the areas of not-for-profits and
      higher education, with a specialty in budgeting, financial
      analysis, reporting, grants management, cash
      management and accounting.

      Thomas began his career in public accounting at Raffa PC
      (now Marcum) in Washington, DC, serving dozens of
      businesses and organizations with managed accounting
      services and the implementation of financial systems and
      tools. He went on to lead the accounting departments at
      two non-profit organizations before moving to San Diego
      in 2017.

      Prior to joining Cabrillo Compliance , Thomas led a central
      office team at the University of California, San Diego
      managing cash, accounts receivable, bank and credit card
      accounts, and is versed in sponsored research award
      administration. During his time at UCSD, he oversaw data
      conversion and reconciliation projects with enterprise
      systems migration and performed multiple PCI risk and
      compliance assessments for both UCSD and the University
      of California, Office of the President,

      Thomas graduated from American University in
      Washington, DC with a Bachelor in International Relations
      and a Masters in Accounting. He holds a CPA license in DC.