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

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

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.

Pete Ravani
Vice President
[email protected]

Carlos Ayala
Vice President
[email protected]


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
(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]

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.


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

Randall Micek, Vice President
Robert Half Management Resources
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.


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



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.