About us

Bringing calm and clarity to chaos and providing avenues for closure.

Why choose
Farrell Insights ?

Driven by solutions, not emotions.

Understands the power of numbers, of letting the data tell the story of what actually happened.

Exceptional investigative skills and following patterns to find the money

Embraces service above self.

As a trusted advisor, I am passionate about doing the right thing. I have been described as courageous, tenacious, honest, humble, and intentional.

As an influencer and a connector, if the project is not right for me, I will make recommendations and referrals to assist you with finding the right consultant or expert.

I am your best solution when there is a financial situation that needs to be resolved to reduce your anxiety and bring you peace of mind.

I have been a member and partner in a boutique CPA firm, regional CPA firm, and national CPA firm.

I can appreciate the emotional ride you might be experiencing if you are involved in a matter that needs a forensic accounting expert, have a management issue where an outside consultant or sounding board is needed, or you are dealing with an M&A transaction that needs a neutral integration specialist on the team.
I’ve lived all three scenarios. For example, having led my own company through a combination and then taken on the role of integration leader for two more combinations, I worked with key team leaders, as the neutral party, for the buyer and the seller through the closing and during the integration period.

Ramona R. Farrell Profile

Ramona is an independent forensic accounting and business advisory consultant. She is the founder/owner of Farrell Insights LLC, a management consulting company, whose purpose is to bring calm and clarity to chaos and provide avenues for closure. Ramona holds a Master of Business Administration (MBA) degree, is a certified family business advisor (CFBA), certified fraud examiner (CFE), and certified financial crimes investigator (CFCI).

Ramona uses her specialized forensic accounting skills to assist counsel, and family-owned and other privatelyowned businesses with financial investigations and special accountings and testifying as an expert. For over 12 years, Ramona was the managing partner of a CPA firm, and has served on boards and advisory councils. She applies her experience working alongside company owners and managing a firm to provide business advisory/coaching services, including consulting on merger and acquisition activities.

In addition, Ramona is a discussion leader on the topics of behavioral ethics and fraud awareness/detection/ prevention, and for several years, as an Adjunct Faculty member of universities in California and South Carolina, taught Business Ethics and Business Communications courses.

Certifications

Certified Family Business Advisor (CFBA)

Certified Fraud Examiner (CFE)

Certified Financial Crimes Investigator (CFCI)

Education

Bachelor of Arts in Organizational Communication, California State University-Sacramento

Master of Business Administration, California State University-Sacramento

Areas of Expertise

Forensic Accounting

Investigations: Financial Fraud, White Collar

Special Accountings Business Advisory M&A – Integration Leader

Experiences

Ramona has been able to leverage her proficiency in forensic accounting, engaging in fraud investigations and consulting in a variety of civil and criminal matters, including white-collar crimes and internal and external fraud schemes

A federal matter involving a general contractor and the misappropriation of assets.

Consulting with a federal agency on a criminal matter involving an embezzlement by a CFO.

Performing a forensic accounting of an estate to assist a personal representative with the distribution of the estate’s assets to family members.

Performing a special investigation, for insurance purposes, of a business email compromise scam perpetrated against an international company and one of its US-based subsidiaries.

Being a key member of a neutral forensic accounting team that assisted a family-owned almond grower/ processor/distributor with dividing $300 million in assets.