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BDO

BDO is a global, full-service professional services firm providing assurance, tax, and advisory services to a wide range of publicly traded and privately held companies. Guided by the core purpose of “Helping People Thrive Every Day”, BDO has provided quality service, for more than 100 years, through the active involvement of experienced and committed professionals. The firm serves clients through 67 offices in the US and over 700 independent alliance firm locations nationwide. As an independent Member Firm of BDO International Limited, BDO serves multi-national clients through a global network of more than 88,000 people working out of over 1,600 offices across 167 countries and territories.  

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:
Hitesh Shah
Director, Business Development
408-352-3547 (Office)
408-859-4145 (Cell) 408-278-0230 (Fax)
[email protected]

Ahmad Ejaz
Partner
408-352-1993 (Office)
408-603-8505 (Cell) 408-278-0230 (Fax)
[email protected]

Faisal Jeddy
Partner
408-352-3603 (Office)
408-234-8039 (Cell) 408-278-0230 (Fax)
[email protected] 

www.bdo.com

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.

www.firstrepublic.com

CONTACT
Basant Kedia, Sr. Managing Director
First Republic Bank
2100 El Camino Real, Palo Alto, CA 94306
(650) 470-8823
[email protected] 

Grant Thornton LLP

Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading organizations of independent audit, tax and advisory firms. We have provided professional services to the Greater Bay Area for more than 35 years from offices in San Francisco and San Jose.

With 51 offices nationwide, plus additional support teams, Grant Thornton can deliver you solutions at-speed – wherever you are, whatever the need. Our experienced professionals offer services in audit, review and compilation; compliance audits; federal, state and local tax services; international tax planning; advisory services; valuation; corporate restructuring; Sarbanes-Oxley issues; and forensic accounting and investigation services.

Grant Thornton brings to every engagement:

  • Deep technical knowledge and experience in tax, audit and advisory services, accompanied by automation, data management and analytics
  • Industry know-how to help us anticipate needs and deliver results our clients can trust
  • A talent for listening and giving every challenge the attention it deserves

We believe business should be more personal and that the strongest results start with trust. We collaborate, innovate, and care. Our firm’s professionals deliver a quality-focused experience that goes beyond what’s expected, and that propels people and organizations to reach their full potential.

Amanda McCarty
Office Managing Partner, Silicon Valley
Phone: +1 408-346-4317 (office)
Email: [email protected]

JJ Schneider
Senior Manager, Tax
Email: [email protected]

Robert Half

Robert Half is the world’s first and largest specialized talent solutions firm that connects opportunities at great companies with highly skilled job seekers.

We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Specifically for our finance and accounting specialization, we provide companies with an alternative to the traditional consulting firm approach and help them succeed through a variety of financial talent and project consulting solutions. Whether it’s one person or an entire project team, we have a large network of seasoned professionals with experience in finance, accounting and business system who are available to step in immediately.

Named to Fortune’s World’s Most Admired Companies and 100 Best Companies to Work For® lists and a Forbes Best Employer for Diversity, Robert Half is the parent company of Protiviti®, a global consulting firm that provides internal audit, risk, business and technology consulting solutions.

Explore our talent solutions, research and insights at RobertHalf.com.

Contact

Adam Fauvre, Vice President
Robert Half 
10 Almaden Blvd. Suite 900
San Jose, CA 95113
Phone: (408) 271-1371
Email: [email protected]

Randall Micek, Vice President
Robert Half
1999 Harrison Street Suite 1100
Oakland, CA 94612
Phone: (510 ) 839-1425, ext 21648
Cell: 415-845-6591
Email: [email protected]

 

Sage Intacct

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,
[email protected]
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,
[email protected]
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.

www.svb.com

Contact

Rick Tu, Managing Director
Silicon Valley Bank
2400 Hanover St., Palo Alto, CA 94304
(650) 855-3060
[email protected]

 

SOAProjects

SOAProjects, Inc. is a leading professional advisory firm with top-tier professionals providing best-in-class client service, to over 450 companies in several industries. Our Firm operates five service lines that cover a broad range of professional services to support clients as they grow and navigate a shifting regulatory landscape:
• Technical Accounting & IPO Services – Our Technical Accounting Group offers subject matter expert professionals and provides critical support to companies before and during the public offering process and continuing throughout their life as a public company.
• SOX & Internal Audit – SOAProjects has been a leader in SOX Compliance since 2004, with a proven track record of maximum reliance by external auditors. We have assisted over 200 clients in implementing and maintaining SOX Compliance with a full range of services from full outsourcing to co-sourcing compliance services and business process optimization.
• IT Compliance & Advisory – Our IT practice encompasses a wide range of services including IT Audits, ERP, and Cyber Security. We work with clients to assess technology risks, manage, and mitigate the impacts of those risks to the business, and enable the organization to leverage technology.
• Data Analytics, Forensic & Technology Advisory Services – Our team has extensive experience with Robotic Process Automation (RPA), automating standardize repeatable business processes.
• Interim & Direct Hire – SOAProjects assists clients in need of overcoming demanding business challenges by providing management-level accounting and finance professionals.

SOAProjects creates tailored solutions to satisfy the needs of our clients. Our service model is flexible and scalable, providing a strong foundation for an efficient and effective service offering.

SOAProjects contact in SF Bay Area:
Manav Singh
Founding Partner
(650)771-6662
[email protected]

Yuko Wakasugi
Partner in Charge – Technical Accounting & IPO Services
(415) 309-6086
ywaka[email protected]

Joe Talley
Sr Partner – Technical Accounting & IPO Services
(408) 621-2947
[email protected]

Robert (Bob) Strasser
Sr Partner – SOX & Internal Audit
(408) 396–6170
[email protected]

www.SOAProjects.com
Phone: 650.960.9900
Fax: 650.960.2400