SPECIALISTS

Laura M. Bertagnolli

Director, Citrin Cooperman Advisors LLC

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Experience

Laura Bertagnolli is a director in Citrin Cooperman’s Business Process Outsourcing Practice and is based out of the firm’s Carlsbad, CA office. She is a CPA with over 30 years of professional leadership experience, 11 of which are in the not-for-profit sector. Laura provides a wide variety of accounting and consulting services to private clients specializing in the not-for-profit industry. Laura consults on general accounting, leadership development, organizational strategy, board engagement, budgeting and forecasting, cashflow management, and technology and process improvements.

Previously, Laura worked as a consulting chief financial officer (CFO) servicing client accounts in multiple sectors with a focus on not-for-profit engagements at Signature Analytics, which joined Citrin Cooperman in 2024. She has been an engagement lead responsible for client success and served in the outsourced CFO role as a member of the senior leadership team collaborating across functions with operations, programs, and development.

Prior to Signature Analytics, Laura worked internally as CFO at the largest youth theater organization in the country. In that role, she provided financial, operational, and human resources guidance to 31 branches across the country, communicated branch financial health to the board of directors and negotiated annual license agreements. She led the San Diego, CA branch and managed all aspects of accounting, finance, and human resources.

Laura’s prior roles include working in a variety of industries, including biotech and energy, as well as her public accounting experience in the Houston, TX office of a global public accounting firm.

CREDENTIALS

Education

Bachelor of Business Administration in Accounting, Texas A&M University

Bachelor of Business Administration in Finance, Texas A&M University

Licenses

Certified Public Accountant in the State of California

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Finance Committee Member, Salvation Army San Diego County

WORK-LIFE BALANCE

Community Involvement

Laura is a volunteer with the San Diego Rescue Mission, which focuses on providing restoration to the lives of people experiencing homelessness in San Diego County. Laura is also involved with the women’s ministry at her local church.

Outside the Office

Laura enjoys hiking, stand-up paddle boarding, snowboarding, and cross-country skiing. She enjoys these activities with her husband and college-aged boys.

Get in touch with Laura M. Bertagnolli today.

Fill out the form below to get in direct contact with Laura M. Bertagnolli and start your personalized consultation journey.

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I am passionate about serving the not-for-profit sector, helping build strong infrastructures so that organizations' programs teams can do incredibly important work in their communities.

Get in touch with Laura M. Bertagnolli today.

Fill out the form below to get in direct contact with Laura M. Bertagnolli and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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Home Office
icon CARLSBAD SUITE 110: T: (760) 930-6400