# Annette Garcia

> Annette Garcia is the founding member who leads Accounting Product Operations at Basis, where she helps translate professional accounting judgment into instructions, workflows, and quality standards for AI agents. A former auditor and in-house accountant, she joined Basis in 2024 as its fifth full-time employee after discovering that she most enjoyed the technical side of accounting. Her work now sits between accountants, product teams, and machine-learning engineers as Basis expands from client accounting services into tax and audit.

- **Role:** Founding Member - Accounting Product at Basis; lead of Accounting Product Operations
- **Organizations:** Basis, OpenStore, Kaufman Rossin, University of Florida
- **Education:** Accounting studies, University of Florida, Master's in accounting
- **Known for:** Joined Basis in 2024 as the company's fifth full-time employee., Built and leads Basis's Accounting Product Operations function, which works across accounting, product and machine-learning engineering., Helped define a new hybrid role spanning agent management, context engineering, intelligence architecture and quality assurance.

## Career timeline

- **2015-2019** — Studied at the University of Florida, beginning in pre-med before choosing accounting.
- **After university** — Earned a master's in accounting and began as an auditor at Kaufman Rossin, reviewing financial statements for large private companies across manufacturing, distribution, real estate, healthcare, finance and produce.
- **After several years in audit** — Moved in-house to OpenStore, working with engineers on internal tools and reporting assembled from multiple software systems.
- **2024** — Joined Basis as its fifth full-time employee.
- **2024-2026** — Built and came to lead Accounting Product Operations, the function that translates accounting workflows and judgment into agent behavior and product decisions.
- **2026** — Outlined plans to extend the team's work from client accounting services into tax and audit, domains with changing regulation and substantial professional judgment.

## Achievements

- Joined Basis in 2024 as the company's fifth full-time employee.
- Built and leads Basis's Accounting Product Operations function, which works across accounting, product and machine-learning engineering.
- Helped define a new hybrid role spanning agent management, context engineering, intelligence architecture and quality assurance.
- Developed the team's emphasis on written instructions, professional consistency, audit trails and outputs that can withstand accountant review.
- Previously audited large private companies across multiple industries and built internal tools and reporting workflows with engineers at OpenStore.

## Latest updates

- **2026-06** — Published a first-person Basis interview explaining the origins of Accounting Product Operations, her approach to professional-grade AI accounting, and the team's move into tax and audit.
- **2026-02** — Basis announced a $100 million Series B at a $1.15 billion valuation, giving the company additional resources to expand its accounting-agent platform.
- **2024-12** — Shared Basis's $34 million Series A announcement and recruiting plans for accountants, engineers, machine-learning researchers, sales and talent roles in New York.
- **2024** — Joined Basis as its fifth full-time employee.

## Links

- Website: https://www.getbasis.ai
- LinkedIn: https://www.linkedin.com/in/annettemgarcia

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Profile page: https://yespress.io/annette-garcia
Published by YesPress — https://yespress.io
Last updated: 2026-09-27