The Bay Area practice, served by its San Jose and San Francisco offices, is the global hub for BDO’s Technology industry segment which represents over 60% of the Bay Area practice’s client base. Resident in the Bay Area are a full suite of subject matter experts in Assurance, Tax, Revenue Recognition, Lease Accounting, Technical Accounting & Reporting, State & Local Tax, R&D Tax Credits, International Tax, Transfer Pricing, SOC Attestation, Risk Advisory Services, Privacy, IT Risk, Transaction Advisory Services, Compensation & Benefits and Valuation.
BDO Contacts for the Bay Area:
Director, Business Development
408-859-4145 (Cell) 408-278-0230 (Fax)
408-603-8505 (Cell) 408-278-0230 (Fax)
408-234-8039 (Cell) 408-278-0230 (Fax)
CBIZ Retirement Plan Services | CBIZ, Inc.
With more than 100 offices and 4,600 associates in major metropolitan areas and suburban cities throughout the US CBIZ (NYSE: CBZ) delivers top-level financial and benefits and insurance services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ Employee Services Organization
Organizations across the country like yours are dealing with skyrocketing health care costs, ever-changing compliance mandates, evolving HR administration needs and employees who are asking for more out of their employers than ever. As the number one US benefits specialist, CBIZ Employee Services Organization’s employee benefits consulting helps you develop a foundation for success, consistently provides you high-touch service and guides your overall strategy to ensure holistic health and benefit plan prosperity with the following breadth of services:
CBIZ Retirement Plan Services
Developing and maintaining a retirement plan that is in compliance with changing regulatory and financial requirements is a challenging and time-consuming task. CBIZ Retirement Plan Services’ comprehensive service model helps plan sponsors manage the risks associated with fiduciary governance, investments, fees, mergers and acquisitions, compliance and participant education. As retirement plan specialists, we have the knowledge, training and expertise to help improve the retirement plans of your organization.
The professionals at CBIZ have specific knowledge, training and experience related to retirement plans. As independent, objective advisors, CBIZ consultants aren't interested in selling you a product or a fund. We simply offer services that are designed to improve your retirement plan. This focus on results for our clients has earned CBIZ accolades, such as being ranked “Best of the Best” by PLANSPONSOR magazine.
First Republic Bank
First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action. Our dedicated tech team, based in tech hubs across the US, serves the needs of companies at all stages of growth with resources, connections and guidance.
Basant Kedia, Sr. Managing Director
First Republic Bank
2100 El Camino Real, Palo Alto, CA 94306
Robert Half Management Resources
Robert Half Management Resources is the world's premier provider of senior-level accounting and finance professionals on a project and interim basis. With more than 145 locations worldwide, we are dedicated to providing highly skilled senior-level accounting and finance professionals in a variety of areas, including accounting, finance, audit and compliance, business and information technology systems, and taxation.
In addition, Robert Half Management Resources offers project professionals the most exciting senior-level financial projects with industry leaders and emerging organizations. To match a professional's experience with the right project, we meet with them in person to get to know their skills and career goals. This personalized service is provided by our expert account executives, who have both financial and recruitment industry experience.
Robert Half Management Resources is also a leading resource for workplace and hiring research. By working with us, you will enjoy the added value of having access to our extensive informational resources and thought leadership, including our Salary Guides, white papers and how-to guides.
Randall Micek, Vice President
Robert Half Management Resources
1999 Harrison Street Suite 1100
Oakland, CA 94612
Phone: (510 ) 839-1425, ext 21648
Sage Intacct helps finance professionals increase efficiency and drive growth for their organizations. In other words, our difference is helping you make a difference. How? By automating your processes so you can run your day-to-day business better. And by giving you great insight and flexibility—so you can make confident long-term decisions, then act fast to execute changes.
• David Appel, Head of Software & SaaS Vertical,
David Appel is passionate about creating great subscription business strategies. Over time he has developed a series of sales playbooks that have generated over $2.1B in market capitalization for his clients, focusing on creating value for customers, increasing return for shareholders, and building great teams.
• Ron Mifsud, Regional Vice President, Sales,
As a former accountant turned sales professional, Ron has spent that last 30+ years helping organizations of all sizes solve business problems that resulted in increases in company profitability and shareholder value, better alignment between the front- and back-office, and new strategies for increasing net new revenue growth.
Silicon Valley Bank
SVB provides targeted financial services and expertise through its offices in innovation centers around the world. With commercial, international and private banking services, SVB helps address the unique needs of innovators. Forbes named SVB one of America’s best banks (2015) and one of America’s best-managed companies (2014).
Silicon Valley Bank is the California bank subsidiary and commercial banking operation of SVB Financial Group (Nasdaq: SIVB), and a member of the FDIC. Silicon Valley Bank and SVB Financial Group are members of the Federal Reserve System.
Rick Tu, Managing Director
Silicon Valley Bank
2400 Hanover St., Palo Alto, CA 94304
SOAProjects is a certified public accounting and advisory firm specializing in technical accounting, IPO readiness, SOX compliance, business process optimization, license and contract compliance, fraud investigation, executive search, tax and IT advisory services.
Founded in 2004, SOAProjects currently ranks as the 8th largest CPA firm in Silicon Valley by the Silicon Valley Business Journal. SOAProjects' professionals are based out of 15 offices in 10 countries, including USA, Canada, UK, Israel, UAE, India, China, Vietnam, Hong Kong and Japan. The headquarters are located in Mountain View, California.
SOAProjects hires its professionals from the top public accounting firms and typically only brings in Senior Manager and Directors. With a flat model to serve its clients, SOAProjects has a great emphasis on delivering the highest quality work product and service with the most cost effective model. In addition to many years in public accounting, most professionals at SOAProjects also have valuable industry experience, serving clients from pre-IPO start-ups to Fortune 100 Companies.