BACKGROUND & EXPERIENCE

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Anastasia I. Bourgeois is a Certified Public Accountant, Certified Fraud Examiner, Certified Valuation Analyst, and Master Analyst in Financial Forensics with more than fifteen years of experience in forensic accounting, economic damages analysis, business valuation, litigation consulting, and corporate finance. Ms. Bourgeois has served public corporations and privately held companies across a broad range of industries including residential and commercial construction, real estate, oil and gas, bitcoin mining, high-tech manufacturing, telecommunications, banking, brokerage, transportation, healthcare, consumer packaged goods, retail and wholesale trade, sports betting, and tourism. Ms. Bourgeois received a Bachelor of Arts in Economics degree from the University of Texas at Austin, a Master of Business Administration and a Master of Accountancy degrees from Texas A&M-Corpus Christi. 

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A significant portion of Ms. Bourgeois’ practice includes performing objective, well-founded, and defensible valuations of small and medium-sized closely-held and family-owned businesses for tax compliance, financial reporting, management planning, and litigation support reasons.  Specifically, Anastasia performs business valuations for purposes such as estate and gift tax, mergers and acquisitions, transaction analysis, shareholder disputes, divorce, mediation, internal company planning, and buy-sell agreements.  Anastasia holds a CVA (Certified Valuation Analyst) certification from the National Association of Certified Valuation Analysts (NACVA), and all valuation engagements are performed in accordance with the Professional Standards of NACVA.

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In addition, Anastasia assists clients by calculating economic damages and lost profits in residential and commercial construction disputes, breach of contract, and other litigation matters, as well as fraud investigations, forensic accounting, and other engagements.

 

EDUCATION

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Bachelor of Arts in Economics, The University of Texas at Austin

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Master of Business Administration, Texas A&M University-Corpus Christi

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Master of Accountancy, Texas A&M University-Corpus Christi

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CERTIFICATIONS

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Certified Public Accountant (CPA), Texas State Board of Public Accountancy (TSBPA)

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Certified Fraud Examiner (CFE), Association of Certified Fraud Examiners

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Certified Valuation Analyst (CVA), National Association of Certified Valuators and Analysts (NACVA)

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​Master Analyst in Financial Forensics (MAFF), NACVA

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PROFESSIONAL ASSOCIATIONS

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​Association of Certified Fraud Examiners 

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National Association of Certified Valuators and Analysts

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Texas Society of Certified Public Accountants

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Texas State Board of Public Accountancy

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​Link to Curriculum Vitae

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