Assurance and Advisory

Understanding your organization and the risks you face is our business. We have deep experience with a range of industries, particularly those industries and client situations common to a high-growth, innovation-driven environment.  From software to real estate and life sciences to high finance, we have worked with and provided audits for many of the most iconic and unique companies of our time.

Here to Serve You

Our teams bring their experience to your specific company situation. As unique as your business is, so are the accounting issues of your industry. Through close collaboration with you and your team, together we will develop effective strategies based on tried and true expertise gained working with others previously in your footsteps.

Learn More

Our Services

We provide a broad array of integrated services, covering audit and assurance services, along with advisory and consulting. We serve organizations across America and around the world.

  • Venture Fund & Private Equity

    Whether your commitment is $5 million or over $2 billion, we bring your team the expertise expected by billion-dollar funds and tailor it to your needs. We invest in our clients in the same way you do with your portfolio companies: with responsiveness, expertise and quality.

    Meet the Head of our Venture Fund Practice 

  • Public Company Services

    Our professionals assist publicly traded firms with a wide range of accounting and regulatory requirements and assist with capital raising through initial public offerings. Our firm is registered with the Public Company Accounting Oversight Board (PCAOB), which oversees audit services provided by CPA firms to SEC issuers and broker-dealers.

    Meet the Head of our Public Company Services Practice

  • Financial Statement Audits, Reviews & Compilations

    Investors and creditors demand regular updates on how your company is performing and where it stands. That’s why the core of our Assurance and Advisory Services is traditional financial reporting, ranging from audits to compilations based on the requirements of creditors or investors. The most efficient audit starts with a thorough understanding of what drives your business. This approach includes all members of our team from staff to partners and allows us to tailor our approach for the most effective results. We not only meet with you regularly to ensure these demands are met, but to ensure your audited Financial Statements present the best your company has to offer.

    Meet the Head of our Financial Statement Audit Practice 

  • Merger & Acquisition and Transaction Readiness

    It is never too early for good planning. Preparing now for future financing or M&A activity can help anticipate, address or even avoid future issues, including those which might significantly impact transaction valuations. We bring our experience in both public and private transactions in a number of industries and across hundreds of transactions.  We help you maximize your future deal potential.

    Meet the Head of our Transactions Practice

  • IT Audits

    Whether required by your prospects and clients or you simply want to go the extra step to have your cyber security or privacy programs examined and certified by an independent and accredited third party, we can help.

    To help you provide critical information about your service effectiveness to your customers, our IT Audit team conducts SOC 1, SOC 2, ISO 27001, ISO 27701 certification audits in accordance with the American Institute of Certified Public Accountants (AICPA) attestation standards. Our quality reports can speed up your sales cycle by improving the vendor due diligence process and reduce the time you spend filling out security questionnaires. We can also help your organization develop a stronger compliance posture, mature your business processes, and refine your security controls.

    Meet the Head of our IT Assurance Practice 

  • Not-for-Profit

    Your organization has a mission. A well-planned and interactive audit approach allows us to fully understand your organization and provide advice on ways to improve internal controls and processes so you can better pursue your mission.

    Meet the Head of our Not-for-Profit Practice

  • Employee Benefit Plan Audits

    Understanding the rules and regulations around 401(k) plan operations, proper plan governance and the audit and tax requirements can be complex. Your plan sponsors and administrators are already responsible for a growing number of constantly changing compliance matters. We help you worry less about compliance and more about how to enhance internal controls, streamline processes, and potentially reduce plan fees.

    Meet the Head of our Employee Benefit Plan Audit Practice

    Learn More

Assurance and Advisory Contact

Tim Perotti



Contact Us

Our offices are located throughout the greater San Francisco Bay Area. If you would like to contact us, please call one of our office locations or send us a message.