Accounting & CFO Advisory Partner
“It is exciting to work with entrepreneurs, and help them develop the financial and business strategies for launching their ideas. And it’s rewarding to be part of a team of people that perform the important roles we serve for our clients with commitment and passion.”
With more than 30 years of experience providing accounting, auditing, and business advisory services to early and mid-stage technology companies, Steve leads the firm’s Accounting and CFO Advisory Group which provides part-time accounting, controller and CFO services for startup companies and privately held businesses.
Over the last 20 years, he has served as part-time CFO for a number of early and mid-stage, venture-backed companies in the software, internet, mobile, semiconductor, hardware, and life science industries. His areas of expertise include financial planning and modeling, reporting and metrics, debt and equity financings, sales operations, revenue recognition and international expansion.
Steve spent the first 10 years of his career in our Assurance and Advisory practice, primarily serving companies in the software, semiconductor, and internet industries.
- B.S. Santa Clara University
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the California Society of Certified Public Accountants (CalCPA)
- Member of the Finance Committee and Board of Directors for the Catholic Community Foundation of Santa Clara County
- Current member and past chair of Santa Clara University Accounting Advisory Board
- Named Accounting Alumni of the Year for 2014, Santa Clara University Leavey School of Business
- Previous board member and finance chair for YMCA at Camp Jones Gulch