Jasmine S. Baker

CPA, Partner

5000 Executive Parkway Suite 400

San Ramon, CA 94583

Phone:925.277.9100
Fax:925.277.9552
Email:jbaker@lindquistcpa.com
Jasmine S. Baker, CPA, Partner at Lindquist LLP in San Ramon, California.Jasmine S. Baker, CPA, Partner at Lindquist LLP in San Ramon, California.

Jasmine Baker is known for her analytical mind and her technical accounting savvy. Her teammates count on her to distill complex accounting jargon into plain English. Clients appreciate her responsiveness and expertise. But there’s more to Jasmine than meets the eye: she is a world traveler with a remarkably adventurous spirit.

Specialized Experience

Jasmine has more than a decade of experience conducting audits of employee benefit plans and labor unions. Her benefit plan experience includes audits of defined benefit, defined contribution, and health and welfare plans, with total assets ranging from approximately $750,000 to $1 billion. She currently works with labor organizations that represent up to 18,000 members and those with up to $13 million in total assets.  

“I value the relationships that I have developed with clients over the years. I find our clients to be hard-working, down-to-earth people. Health and retirement benefits are very important to the plan participants and their families.  It’s rewarding to know that we are all working toward a common goal of ensuring that those benefits are safeguarded,” Jasmine says. “I enjoy working with the other industry professionals, too. They’re just all-around good people.” Jasmine says.

An Analytical Mind 

Jasmine excels at both client engagements and behind-the-scenes projects. Some of her greatest contributions have been made internally, through her participation in the firm’s audit and accounting, internal inspection, and audit efficiency committees. The firm’s audit and accounting committee is responsible for researching new audit and accounting standards and providing firm-wide guidance regarding their implementation.  Jasmine has been involved in putting into practice various audit and accounting standards, improving audit efficiency and updating Lindquist LLP’s proprietary union disclosure checklist and audit programs.  

Maintaining a Sense of Team

According to Jasmine, “One of the things that attracted me to Lindquist, and that has kept me around for close to 15 years, is our team environment. We have a really good support system within the firm.”

Jasmine contributes to this sense of camaraderie by creating efficiencies to simplify and streamline the audit process for staff and by developing the tools they need to provide outstanding client service.

“It’s fun to analyze something and think about how to make it better,” she says. “I look at our templates and processes and try to figure out how to make them more efficient. Out of an inch-thick audit or accounting standard, how can we pull out the most important information and make it something that the staff and our clients can easily digest?”  

She also prepares and presents internal firm courses; she has spoken on Forms LM-2 and 990, Audit Clarity Standards, numerous Audit and Accounting Updates, and Planning and Executing an Audit.

It’s fun to analyze something and think about how to make it better. Out of an inch-thick auditing standard, how can we pull out the most important information and make it something that the staff and our clients can easily digest?

In college, Jasmine double-majored in accounting and Spanish. Through the Saint Mary’s College study abroad program, she spent a year at the University of Salamanca in Spain. She feels grateful that she had the opportunity to explore Europe’s cultures, history, and architecture and to discover the warmth of the Spanish people.

“The experience is something that really helped shape who I am today and how I look at the world,” she says. “When you live in another country, it opens up your eyes to so many things and gives you a different perspective.”  

Jasmine likes to travel when she can, but, in reality, there’s not always time for international travel. Instead, Jasmine and her husband take “mini-adventures,” such as local museum visits and hikes.

Education

B.S., Accounting and Spanish, Saint Mary’s College 

Professional Memberships and Activities

  • American Institute of Certified Public Accountants
  • International Foundation of Employee Benefit Plans

Articles and Publications

  • Current DOL Focus: Health and Welfare Plans
  • Top Takeaways:  Benefit Plan Professionals Institute
  • Management Letter Fix-it-Guide: Controls over Financial Reporting
  • Form LM-30—The Final Rule
  • Five Simple Ways to Make Your LM-2 Filing Go More Smoothly
  • New Disclosures for Fair Value of Alternative Investments