About

We believe that we are successful when our clients are successful!

Solving the most complex accounting problems requires the industry's brightest accountants. We are defined by the quality of our people and we only hire the best to ensure that you are successful and that we consistently deliver the highest quality work.

How We Are Different

We are consistently referred to new clients by accounting and finance executives, audit and tax partners, law firms, board members, and nearly all of our clients. Not only do we deliver the highest quality technical accounting services to our clients, but we realize that our industry is highly competitive, and therefore we aggressively seek to expand our client relationships. Our experience shows that if we focus on making our clients successful first, our own success will follow.

As a result of our strict hiring requirements, we only hire former auditors from the Big 4 accounting firms rated in the top 25% and we do not compromise our brand by hiring non-qualified accountants just to staff projects. Our people are our greatest asset and the primary reason that Effectus is one of the fastest growing firms in the industry.

Technical Accounting

Management is expected to provide external auditors with analysis and conclusions on complex accounting issues while external reporting requirements compress the amount of time allowed for research.

Our team has extensive experience in researching, analyzing, and documenting numerous technical matters. Examples of our technical accounting engagements include the following:

  • Adoption of new accounting standards, including ASC 606, Revenue From Contracts With Customers
  • Revenue recognition and contract review
  • Equity issuances and subsequent accounting
  • Goodwill and intangible asset impairment
  • Derivative instrument accounting
  • Complex debt issuances
  • Variable Interest Entities (VIEs)
  • Business combinations
  • Consolidations and foreign currency
  • Fair value accounting
  • Lease accounting
  • Preparation of forms S-1, 10-K, 10-Q, 20-F, 8-K/A, etc,
  • Private company financial statement preparation
  • Audit preparation and management of external audit

Finance and accounting executives engage our technical accounting team to work on the most complex accounting issues which helps companies meet tight reporting deadlines.

IPO Services

By engaging external advisers early in the IPO process, companies can benefit from an objective third party in assessing readiness for life as a public company. This allows management to focus on marketing materials used for the road show and presentations to investment bankers, analysts, and fund managers. Our team has advised on numerous IPOs and typically provides the following services as part of an IPO engagement:

  • Drafting form S-1
    • MD&A
    • F-page financials
    • Key financial metrics
    • Other financial sections
  • Preparation of quarterly financial statements and disclosures
  • Development of an IPO project plan
  • IPO project management
  • SEC comment letter responses
  • Tie-out of S-1 document for audit support
  • Drafting technical accounting memos

Engaging our team will ensure that your accounting and finance team is well prepared and will allow you to issue during a strong market.

Transaction Advisory Services

Acquisitions can yield significant strategic and financial benefits, however every transaction has risks that must be identified and properly managed. Proper due diligence can help assess the financial and operational health of a target company, be used in challenging valuation assumptions, and can be used to assess risks. Our M&A team has advised many strategic and financial buyers and typically performs the following services as part of our due-diligence engagements:

  • Buy-side due diligence
    • Analysis of historical financial information
    • Value drivers and cash flows
    • Net debt position
    • Adjusted working capital
    • Quality of earnings
    • Liabilities, commitments, and contingencies
    • Related party and discretionary costs, etc.
    • Review of sale and purchase agreements
  • Sell-side due diligence
    • Preparation of carve-out financial statements
    • Review and adjust financial statements and support
    • Preparation of due-diligence support and manage VDR
    • Represent clients in management meetings with buyer
  • Post-sale assistance
    • Pro-forma financial statements for SEC reporting
    • Purchase price accounting
    • Preparation of opening balance sheet
    • Accounting policy alignment and integration

Financial Operations

Our financial services team has three service lines consisting of system’s specialists for accounting software implementation, managed service professionals providing full-time staff accounting services, and our SOX team focused on internal control projects.

Examples of our engagements by service line include the following:

System Services

We are a leading NetSuite solution provider with a team of NetSuite certified experts and developers who will support all phases of an ERP solution from implementation and integration to system customization and optimization.

Our team is comprised of dedicated NetSuite certified functional and technical experts.

Our core systems implementations expertise includes:

•     SuiteSuccess Methodology

•     Advanced Revenue Management (ARM)

•     SuiteBilling

•     OneWorld/Consolidation

•     Multi-Book Accounting

•     Financial Analysis/Saved Searches

•     Advanced Financial Statements

•     Inventory/Distribution Models

•     Fixed Assets

•     Data Migration

•     Tax Integration

•     Bank Reconciliations/ACH/EFT configuration

•     Oracle Planning and Budgeting Cloud Services (PBCS)

 

Managed Accounting Services (MAS)

Our Managed Accounting Services specialize in providing corporate accountants on a full-time basis to high-growth companies.

All our Managed Accounting Service professionals are full-time salaried employees exclusively dedicated to our clients at Effectus Group. 

Interim Solutions

•     Medical Leave and PTO

•     Audit preparation and support

•     Financial Statement preparation

•     10Q/K preparation and filing

•     Monthly, Quarterly and Year End Close

•     Account GL Reconciliations

•     Budget and forecasting support

•     Consolidations

Special Projects

•     Revenue recognition contract reviews and recasting support

•     Commissions calculation support

•     Lease accounting contract reviews

•     M&A financial statement preparation

•     General leger projects

•     Year 1 audit projects

Managed Accounting Services Positions

•     Staff Accountants

•     Senior Accountants

•     Accounting Manager

•     Revenue Manager

•     Internal Audit Manager

•     Financial Analyst

•     Stock Administrator

SOX (Internal Controls)

Our SOX team has worked on numerous projects for both public and provide companies.

  • Internal control design and testing
  • Remediation of material weaknesses and significant deficiencies
  • Risk assessment and key control determination

Team - San Jose, California

Mike MontgomeryManaging Partner
Uday DevasperPartner
Kathryn FortinoChief People Officer
Ron StegerAdvisor
Matt SvetichManaging Director
Brian AubuchonDirector
Amar ShahDirector
Dhvani DesaiDirector
Michael BroderickDirector
Jamie ChoiSenior Manager
Sneha KhabiyaSenior Manager
Brian CoxSenior Manager
Kara ChenSenior Manager
Amelia BalatbatManager
Jessie SunManager
Na Kyung KangManager
Monica WoelfferManager
Ramit KaurManager
Vaidheeswar VaradhaManager
Devon CoombsManager
Julio BarajasManager
Bar MizrahiSupervising Senior
Cristina DuongSupervising Senior
Megan ErlandSupervising Senior
Zarina BhatiaSupervising Senior
Lauren WeberSupervising Senior
Melody AppelSenior Associate
Rana OthmanSenior Associate
Kavitha MohtaSenior Associate
Jahnavi WalaSenior Associate
Taylor MorrisSenior Associate
Myoungwoo SolSenior Associate
Christian BackAssociate
Michelle OkabeRecruiting Manager
Serena NguyenExecutive Administrative Assistant
Lorena DanilescuAdministrative Assistant

Team - San Francisco, California

Andrei PanchenkoDirector
Aric JohnstoneDirector
Christie HutchinsonSenior Manager
Shannon BuckleyManager
Kairina PerezManager
Mary KriegeSupervising Senior
Blake YuckertSenior Associate
Tamra GrigsbySenior Associate
Moe YoshiokaSenior Associate
Jennifer WongResource Manager

Team - Pleasanton, California

Eric BergManaging Director
Clinton SandsDirector
Keith MaSenior Manager
Travis CombsSenior Manager
Meiling LiuManager
Kavya ReddySupervising Senior
Saumya SureshSenior Associate

Team - Irvine, California

Team - Lehi, Utah

Sun KooSenior Manager
Mio AuraManager
Parker BondSupervising Senior

Mike Montgomery, Managing Partner

Mike Montgomery is the Managing Partner and founder of Effectus Group. Mike is also a lead advisory partner in the firm’s technical accounting and M&A practices. Mike has over 13 years of experience in accounting and started his career in the KPMG Silicon Valley office, working first in the audit practice and eventually in the transaction services practice.  Mike is a Certified Public Accountant and holds an MBA from the U.C. Berkeley Haas School of Business.

Uday Devasper, Partner

Uday is a Partner with over 15 years of accounting, auditing, and project management experience. He is  a leader in the technical accounting practice serving a wide range of companies, from venture-backed start-ups to mature public companies. Uday has a wide range of experience in technical accounting topics including Revenue from Contracts with Customers (ASC Topic 606), Leases (ASC Topic 840 and ASC Topic 842), Equity (ASC Topic 718), Debt (ASC Topic 470) and Business Combinations (ASC 805). In addition to technical accounting, he has experience in SEC Reporting, financial statement preparation, and audit assistance.

Prior to joining Effectus Group, Uday served in various leadership roles, ranging from Senior Manager to Director, in technical accounting departments for Synopsys, Inc. and Echelon Corporation (both public companies) for 3 years. Uday was responsible for leading month end processes for Revenue accounting, leading the SEC reporting process, as well as researching & implementing guidance for various diverse technical topics. Prior to his industry roles, Uday was a Senior Manager at KPMG primarily serving software and semi-conductor companies in addition to experience with venture-backed startups across various industries. Uday is a Certified Public Accountant (inactive) in California and a licensed Chartered Accountant in India. Uday received a Bachelor of Commerce from Mumbai University in India.

Kathryn Fortino, Chief People Officer

Coming soon!

Ron Steger, Advisor

Ron is a retired KPMG audit partner, having spent over 37 years with KPMG, and having served a broad array of Fortune 1000 and middle market technology companies. During that time, Ron was appointed as an SEC reviewing partner and reviewed hundreds of SEC filings and participated in multiple multi-billion dollar domestic and international initial public offerings, private equity financed “go private” transactions, and merger transactions.

Ron joined Effectus Group in 2015 and is the lead technical adviser. Ron reviews public company filings and technical accounting memos prepared by Effectus Group engagement teams prior to the teams providing the deliverables to clients. Ron also advises clients on complex business transactions and new accounting standards, including ASC 606, Revenue from Contracts with Customers.

Matt Svetich, Managing Director

Matt is a Managing Director in Effectus Group’s technical accounting and IPO practices and has over 20 years of experience in accounting, including 10 years at KPMG. Matt has worked with all types of companies from start-ups to large public companies valued at over $10 billion.

Prior to joining Effectus, Matt was one of the managing partners of a successful international accounting firm focused on cross-border transactions. He is a Certified Public Accountant in California and holds a master's degree in Accounting and a dual bachelor degree in Economics and Business Administration.

Brian Aubuchon, Director

Brian is a Director with extensive revenue recognition experience under both ASC 605 and ASC 606, serving clients in hardware, software, and SAAS industries. Brian also has  experience in managing buy-side acquisition projects and post-acquisition integration project, as well as other technical areas, including software capitalization, lease accounting, and stock compensation expense.

Prior to joining Effectus, Brian worked for five years in the Deloitte’s San Jose office primarily serving software, technology, and telecommunications companies. Brian holds a BS in Accounting from Santa Clara University.

Amar Shah, Director

Amar is a Director with over 12 years of accounting, auditing and project management experience. He has worked on large public accelerated/non accelerated filers including foreign private issuers in the technology space. Amar has experience on non public companies as well and gained experience on technical accounting, SEC Reporting, financial statements review and preparations, internal controls over financial reporting and audit assistance.

Prior to joining Effectus Group, Amar was a senior manager with KPMG – Mumbai India offices and Silicon Valley offices where he worked for nearly 12 years primarily serving technology companies and manufacturing companies. In addition to his work experience Amar is a licensed Chartered Accountant from India and also has a Bachelor of Commerce degree from Mumbai University (India). 

Dhvani Desai, Director

Dhvani Desai is a Director with over 14 years of experience in auditing and accounting. Before joining Effectus Group’s technical accounting and internal Controls & Process Improvement, practices, Dhvani was a Senior Manager at PwC primarily serving software companies in addition to experience with venture-backed startups across various industries. She started her career in the PwC Mumbai office and later moved to the PwC San Jose office, working in the assurance practice.

Dhvani has experience working under US GAAP and GAAS, IFRS GAAP and GAAS and Indian GAAP and GAAS. Her experience includes technical accounting for significant acquisitions, complex revenue arrangements ASC 606, ASC 605 and ASC 985, stock based compensation ASC 718, complex debt arrangements ASC 470, Goodwill Impairment ASC 350, Intangibles impairment ASC 360, Segment reporting ASC 280, Derivative transactions ASC 815 and Variable Interest Entities arrangements ASC 810. In last few years, Dhvani has experience working on multiple IPO clients in software sector. Dhvani is a Certified Public Accountant (license pending) in the U.S. and a Licensed Chartered Accountant in India.

Michael Broderick, Director

Coming soon!

Jamie Choi, Senior Manager

Jamie is a Senior Manager in the Financial Operations group at Effectus Group. She has over nine years of finance, accounting, auditing, FP&A, project management and management consulting experience in Silicon Valley. She has provided solutions and professional advice to multinational technology companies for their financial organizational needs, financial & operational process enhancement, financial forecasting & modeling, management reporting, BU finance and revenue recognition.

Prior to joining Effectus Group, she was a Manager at PwC Advisory, Management Consulting in the San Jose office, mainly helping Fortune 500 companies in technology sector. Prior to that she worked at Applied Materials in Santa Clara and worked in the business unit finance and corporate FP&A to support the company’s business & operational finance. Jamie also supported the CFO with management reporting, financial analysis and various financial projects while she was in Corporate FP&A. Before joining Applied Materials, Jamie provided financial statement audit services for public and private companies while she was working in Assurance and Business Advisory Service group at PwC San Jose office.   

Sneha Khabiya, Senior Manager

Sneha is a Senior Manager with over nine years of accounting, auditing, and project management experience. She has served a wide range of companies, from venture-backed, pre-IPO companies to mature public companies. Sneha has extensive experience with SEC and financial reporting, IPO readiness, financial statement preparation, technical accounting, due diligence and financial planning and analysis.

Prior to joining Effectus Group, Sneha was a Director of Finance and Accounting at MapR Technologies and was responsible for financial reporting, technical accounting and FP&A as well as led the equity and debt raise, IPO readiness, and acquisition related due diligence efforts. Prior to MapR Technologies, Sneha worked at HP Inc. focusing on SEC Reporting and at KPMG primarily serving venture-capital backed companies in addition to public companies in the software and technology sector. Sneha is a Certified Public Accountant in California.

Brian Cox, Senior Manager

Brian is a Senior Manager with over 20 years of experience implementing Enterprise Resource Planning (ERP) business systems. Brian has worked on implementing and supporting a variety of industry types of businesses, such as service and warehouse distribution businesses. Brian has extensive experience with needs analysis, solution design, data migration, financial statement preparation, financial analysis, and the support and maintenance of NetSuite and Sage 100 business software information systems.

Prior to joining Effectus Group, Brian was a Specialist Master at Deloitte Touché Austin office. Brian worked on NetSuite implementation project for Hewlett Packard, Les Schwab Tires, and Thompson Reuters. Brian also worked at Oracle NetSuite, implementing and supporting NetSuite cloud software. Before joining Oracle NetSuite, Brian was a value added reseller (VAR) owner of Sage 100 software for 12 years. Brian is a Certified Public Accountant in Washington, and he received an Economics degree and a Certified General Accounting degree from the University of British Columbia.

Kara Chen, Senior Manager

Kara is a Senior Manager with over seven years of experience in accounting. Her areas of expertise include financial statement compilation, SEC reporting, audit preparation, and technical accounting, including equity-based payments. Kara has worked with public and private companies including start-ups but has focused on companies in the bio-technology sector. Kara is a Certified Public Accountant (inactive) in California.

Kara started her career at KPMG, interning first in the Taipei, Taiwan office and then the Silicon Valley office in the Audit practice. Kara has a BS in Accounting and Operations & Information Management from Georgetown University.

Amelia Balatbat, Manager

Ame is a Manager at Effectus Group and is a member of the American Institute of Certified Public Accountant and the Chartered Accountants Australia and New Zealand with over ten years of accounting, auditing, and business services experience. Ame has extensive experience in SEC Reporting, financial statement preparation, initial public offering, internal controls over financial reporting, audit and technical accounting.

Prior to joining Effectus Group, she was a Senior Associate at PricewaterhouseCoopers, where she worked with a wide range of biotech and semiconductor companies from venture-backed start-ups to mature public companies.

Jessie Sun, Manager

Jessie is a Manager with over five years of auditing, accounting, and project/business management experience. She has worked with a wide range of companies, from start-ups to mature/global public companies. Jessie has extensive experience with SEC reporting, audit preparation, investment valuations, Initial Public Offerings, and internal controls. She is trilingual and is fluent in Japanese, Mandarin Chinese, and English.

Prior to joining Effectus Group, Jessie was a Senior Auditor at Deloitte & Touche’s Silicon Valley office, where she worked for five years, primarily serving technology companies. Jessie received a Bachelor of Science degree in Accounting from San Jose State University.

Na Kyung Kang, Manager

Na is a Manager with four years of auditing experience. She has worked with various clients, ranging from venture-backed private to public companies. She has experience with SEC reporting, internal controls over financial reporting, IPO, and carve-out. Na is a Certified Public Accountant in California. Na received a Bachelor of Science in Accounting from University of Southern California.

Prior to joining Effectus Group, Na was a Senior Audit Associate at KPMG’s Silicon Valley office, where she worked for four years, primarily serving technology companies (software, SaaS, and hardware). 

Monica Woelffer, Manager

Monica is a Manager with over four years of accounting and auditing experience. She has worked with a wide range of companies, from small private companies to mature public companies. Monica has experience with technical accounting, SEC reporting, internal controls over financial reporting, and financial statement audits.

Prior to joining Effectus Group, Monica worked at Deloitte & Touche’s San Jose office in the Audit practice, serving public and private companies in the technology industry. Monica received a Bachelor of Arts degree in Business Management Economics with an emphasis in Accounting from the University of California, Santa Cruz.

Ramit Kaur, Manager

Ramit is a Manager with over nine years of accounting, audit and project management experience. She has worked with various clients, ranging from venture-backed private to mature public companies in various industries including technology, real estate investment and pharmaceutical. She has experience with SEC reporting, internal controls over financial reporting and IFRS. Ramit is a Certified Public Accountant in California.

Ramit started her career at KPMG’s Silicon Valley audit practice, where she worked for nine years including a two-and-a-half-year rotation in KPMG’s Dublin, Ireland audit practice. Ramit received a Bachelor of Science in Business Administration with a concentration in Accounting from San Jose State University.

Vaidheeswar Varadha, Manager

VK is a Manager with over four years of auditing and accounting experience. He is proficient in accounting for complex equity transactions, including stock-based compensation for employees and non-employees (ASC 718, ASC 505), preferred stock, warrants (ASC 480, 505), and is experienced operationally with Shareworks. Vk also has sufficient experience with accounting for revenue transactions (ASC 606).

Prior to joining Effectus Group, VK worked at PricewaterhouseCoopers. He has worked on both public and private, small and large multinational companies in various industries, with SOX 404 procedures to ensure clients’ internal controls are designed and operate properly. Further, he brings the experience of working on a Fortune 500 company carve out. VK has a Bachelors of Science in Accounting from San Jose State University.

Devon Coombs, Manager

Devon is a Manager with over three years of accounting, auditing, project management, and advising experience. Devon has experience in technical accounting, including ASC 606, Stock Based Compensation, and Equity transactions. Devon also has experience in financial statement drafting, audit, and advising financial operations.

Prior to joining the Effectus Group, Devon was an Associate at Deloitte’s Los Angeles office, where he worked for one and a half years, primarily serving emerging growth companies in the technology and consumer business spaces. He also served a variety of large private and public companies, assisting them with audits, public debt offerings, and technical accounting implementation. Devon is a Certified Public Accountant in California and a member of the AICPA. He received a Bachelor of Science in Accountancy and a Bachelor of Science in Honors Business Administration from California State University, Northridge.

Julio Barajas, Manager

Coming soon!

Bar Mizrahi, Supervising Senior

Bar is a Supervising Senior in Effectus Group’s Technical Accounting practice. Bar has experience in technical accounting including ASC 606 and VIE transactions, as well as SEC Reporting including Public Offering and assisting clients through an audit. Bar has worked with both public and private companies in the Technology and Biotech industries.

Prior to joining Effectus Group, Bar was a Senior at Ernst & Young’s San Jose office serving Technology and Life Science companies.  Bar received a Bachelor of Science in Accounting and Economics from Tel Aviv University (Israel) and worked in Ernst & Young’s Technology hub in Tel Aviv prior to transferring to the Silicon Valley practice.

Cristina Duong, Supervising Senior

Cristina is a Supervising Senior with over four years of prior experience in accounting, auditing, and project management in technology companies. She has gained experience working in revenue recognition, SEC reporting, business combination, internal controls over financial reporting, and assisting clients through an audit.

Prior to joining Effectus Group, Cristina was a Senior Auditor at Deloitte and Touche at the San Jose Office, primarily serving private and public companies in the software and technology industry. She received her Bachelor of Science in Accounting from the University of California, Riverside.

Megan Erland, Supervising Senior

Megan is a Supervising Senior with over two years of experience in accounting. During her career, Megan has gained experience working with revenue recognition, stock-based compensation, internal controls over financial reporting, and audit methodology.

Prior to joining Effectus Group, Megan worked at PwC’s San Jose office in the Assurance practice where she primarily focused on Technology and Life Science companies. Megan received a Bachelor of Science in Accounting and a Master of Science in Accounting from Boise State University.

Zarina Bhatia, Supervising Senior

Zarina is a Supervising Senior with over two years of experience in public accounting. Zarina is a Certified Public Accountant in the state of California. During her career, she has gained experience working with stock-based compensation, operating expenses, accruals, and internal controls over financial reporting, and audit methodology.

Prior to joining Effectus Group, Zarina worked at PwC’s San Jose office in the Assurance practice where she primarily focused on Technology companies. Zarina received a Bachelor of Science in Accounting from Santa Clara University.

Lauren Weber, Supervising Senior

Lauren is a Supervising Senior with over two years of experience in public accounting. During her career, Lauren has gained experience working with SEC reporting, internal controls over financial reporting, and audit preparation and methodology.

Prior to joining Effectus Group, Lauren was a Senior Associate at Ernst & Young’s San Jose office in the Assurance practice, where she served both public and private companies in the Technology and Life Science sectors. Lauren is a Certified Public Accountant in the state of California and is a member of the AICPA. Lauren received a Bachelor of Science in Accounting from Santa Clara University.

Melody Appel, Senior Associate

Melody is a Senior Associate at Effectus Group.

Prior to joining Effectus Group, Melody was an Accounting Analyst at a test & measurements company where she worked for four years focusing on internal controls, process and policy documentation, financial statement analysis, and coordinating internal and external audits. Prior to joining industry, Melody was an Auditor at PwC within the San Jose office where she has worked on both public and private companies within the technology industry. Melody is a Certified Public Accountant and has a BS in Accounting from San Jose State University.

Rana Othman, Senior Associate

Rana is a Senior Associate with over 4 years of auditing and accounting experience. She has worked with a wide range of companies from small private companies to established public companies. She has experience in various areas including Stock Based Compensation, SOX, and SEC Reporting.

Prior to joining Effectus Group, Rana was an Associate at PwC’s San Jose office where she worked for two years with a primary focus on software companies. After that she worked at QuinStreet with primary focus on SBC, SOX, SEC Reporting, and audit preparation. She is a Certified Public Accountant licensed in the state of California. Rana graduated from UC Berkeley with a Bachelor’s degree in Business Administration and a Minor in English.

Kavitha Mohta, Senior Associate

Kavitha is a Senior Associate at Effectus Group with over 4 years of accounting and external auditing experience. During her career, Kavitha has worked extensively on SOX 404, SEC Reporting, stock based compensation, fixed asset accounting, and revenue accounting.

Prior to joining Effectus Group, Kavitha worked at EY’s San Jose office in the Assurance practice on public as well as private companies in the technology and insurance sector. Kavitha received a Master of Science in Accounting from Fairleigh Dickinson University, New Jersey and Master in Business Administration from Symbiosis College for Distance Education, India.

Jahnavi Wala, Senior Associate

Jahnavi is a Senior Associate with over three years of auditing experience in India. She has worked on audit engagements involving a wide range of technology companies.

Prior to joining Effectus Group, Jahnavi was a Staff Accountant at KPMG India’s Mumbai office, where she worked for three & a half years, primarily assisting in-charges & managers on her audit engagements. Jahnavi was pursuing Chartered Accountancy from India and also has a Bachelor of Commerce degree from Mumbai University (India). She plans to continue her education by pursing her CPA in the near future.

Taylor Morris, Senior Associate

Taylor is a Senior Associate in Effectus Group’s Technical Accounting and FinOps practices. He has worked with a wide range of companies, from start-ups to mature/global public companies. Taylor has extensive experience with SEC reporting, audit preparation, investments, and internal controls.

Prior to joining Effectus Group, Taylor was an Associate Auditor at Deloitte & Touche’s Silicon Valley office, where he worked for a year and a half, primarily serving technology and investment companies. Taylor received a Bachelor of Science in Accounting and Master of Accountancy from Brigham Young University.

Myoungwoo Sol, Senior Associate

Sol is a Senior Associate with over two years of experience in public accounting. He has worked with a wide range of companies, from start-ups to Fortune 500 public companies. Sol has extensive experience in SEC reporting, internal controls over financial reporting, and audit preparation and methodology.

Prior to joining Effectus Group, Sol was a Associate Auditor at Ernst & Young’s San Jose office, where he served both public and private companies in the Technology and Life Science sectors. Sol received a Bachelor of Science in Accounting and Master of Accountancy from Brigham Young University.

Christian Back, Associate

Coming soon!

Michelle Okabe, Recruiting Manager

Michelle Okabe is a Recruiting Manager at Effectus Group. She has over 10 years of staffing and recruiting experience in the accounting and finance field.

Michelle started her career assisting the Campus Recruiting team at KPMG Silicon Valley office and leveraged this experience to agency staffing and recruiting. After working for a large International staffing firm for over 7 years, she owned and operated her own firm, placing accounting and finance candidates ranging from operations to Controllers. She has worked with clients in numerous industries such as biotech, real estate, SAAS, high-tech, and non-profits.

Michelle is an active CPA and has her Masters in Accountancy from San Jose State University.

Serena Nguyen, Executive Administrative Assistant

Serena is an Executive Administrative Assistant with over four years of administrative experience supporting C-level executives. Her expertise includes, but not limited to, project management, report preparation, travel planning, calendar management, event planning, and office administration. In addition to her role, she served as the Event Manager for the San Francisco and Silicon Valley chapters of the CFO Leadership Council from July 2017 to July 2018.

Prior to joining Effectus Group, Serena was an Executive Assistant to the CEO at a semiconductor company, where she worked alongside with human resources to provide efficient interviewing and onboarding processes. She also has experience in the banking industry supporting managers in sales and operations. Serena received her Bachelor of Arts degree in Global Studies at the University of California, Santa Barbara.

Lorena Danilescu, Administrative Assistant

Lorena is an Administrative Assistant with experience in operations and project management.

Prior to joining Effectus, Lorena was a luxury retail manager. She was responsible for all aspects of daily operations, personnel management and sales performances. She also has experience as an Administrative Assistant and project support.

Eric Berg, Managing Director

Eric is a Managing Director with over twelve years of accounting, auditing, and project management experience. He has worked with a wide range of companies, from venture-backed start-ups to mature public companies. Eric has extensive experience with technical accounting, SEC Reporting, financial statement preparation, internal controls over financial reporting, and audit assistance.

Prior to joining Effectus Group, Eric was a Senior Manager at Ernst & Young’s Palo Alto and Redwood City offices, where he worked for nine years, primarily serving Life Science companies (bio-technology, medical device, diagnostics, etc.) in addition to experience with technology companies. Eric is a Certified Public Accountant in California. Eric received a Bachelor of Science in Accounting and Master of Accountancy from Brigham Young University.

Clinton Sands, Director

Clinton is a Director with over 10 years of accounting (focusing primarily on revenue accounting), auditing, operations management (quote to cash and reporting processes), and project management experience. He has worked with a range of private and public companies. While the majority of his experience has been focused on revenue (ASC 605 and 606) and the operations of a quote-to-cash process he also has experience with business combinations (including operational integration), financial system implementations, general technical accounting, SEC reporting, financial reporting and modeling, internal controls, management reporting, and audit assistance.

Clinton started his career in KPMG's Bay Area audit practice and has held industry positions as a Revenue Senior Manager for a public technology company  and Director of Revenue for private equity backed software company.  Clinton holds a degree from Ithaca College. 

Keith Ma, Senior Manager

Keith is a Senior Manager with over nine years of accounting, auditing, and project management experience.  He serves a wide range of companies, from venture-backed start-ups to mature public companies. Keith has a wide range of experience in technical accounting topics including Revenue from Contracts with Customers (ASC Topic 606), Leases (ASC Topic 840 and ASC Topic 842), and Equity (ASC Topic 718). In addition to technical accounting, he has experience in business combinations, SEC Reporting, financial statement preparation, internal controls over financial reporting, and audit assistance.

Prior to joining Effectus Group, Keith was a Senior Revenue Accountant at Power Integrations, where he worked for two years. Keith was responsible for stream-lining month end processes, researching & implementing the latest Revenue Guidance (ASC 606), and coordinating both internal audits (Distributor Audits, Internal SOX Audits, etc) and external audits with external auditors. Prior to Power Integrations, Keith was a Senior Auditor at Deloitte & Touche primarily serving Semi-Conductor companies in addition to experience with technology companies and Venture Capital Partnerships. Keith is a Certified Public Accountant in California. Keith received a Bachelor of Science in Accounting from San Jose State University.

Travis Combs, Senior Manager

Travis is a Senior Manager with over eight years of accounting, auditing, and project management experience. He has worked with a wide range of companies, from private entities to mature public companies. Travis has extensive experience with technical accounting, SEC Reporting, financial statement preparation, internal controls over financial reporting, and audit assistance.

Prior to joining Effectus Group, Travis was an Audit Senior Manager in KPMG’s Denver office, where he worked for eight years, primarily serving public telecom and technology companies as well as various insurance entities. Travis is a Certified Public Accountant and a member of the AICPA. Travis received a Bachelor of Science in Accounting and Master of Accountancy from Brigham Young University.

Meiling Liu, Manager

Meiling is a Manager with four years of accounting and auditing experience. She has had experience working on IPOs and technical accounting engagements, including restatement and restructuring projects.

Prior to joining Effectus Group, Meiling was a Senior Associate at the PwC San Jose office working in the audit practice, where she primarily served the Life Sciences sector. Meiling is a Certified Public Accountant in California and a member of AICPA. She received a Bachelor of Science in Finance and Master of Science in Accountancy from the University of Illinois, Urbana-Champaign.

Kavya Reddy, Supervising Senior

Kavya is a Supervising Senior with over 4 years of accounting, auditing and technical accounting experience. She has worked on a wide range of engagements from small private companies to large publicly traded companies primarily in the life sciences industry. During her career, Kavya has gained experience with various projects such as full cycle accounting with emphasis on clinical trials, complex debt transactions, SEC reporting, IPO transactions, internal controls over financial reporting, audit planning and methodology.

Prior to joining Effectus Group, Kavya was a Senior Associate with Ernst & Young's Assurance practice serving life science companies in the Bay Area. Kavya is a Certified Public Accountant in California and received a Bachelor of Commerce and Accounting from Stella Maris College, Chennai, India.

Saumya Suresh, Senior Associate

Saumya is a Senior Associate with over 5 years of relevant experience as ERP Business Systems Analyst with a focus on Implementations, Integrations, Data Migration, Business Analysis, Requirement Gathering, Gap Analysis, and Software Validation. She has experience and knowledge in multiple ERP tools specializing in finance.


Prior to joining Effectus Group, Saumya worked at Callidus Cloud(SAP) as a NetSuite Business Systems Analyst. She has experience working in both public and private companies. She has earned her Master’s Degree in Business Administration from International Technological University, San Jose and her Post-Graduate degree in Business Management (Finance) from Tolani Institute of Management Studies, India.

Andrei Panchenko, Director

Coming soon!

Aric Johnstone, Director

Aric is a Director with over ten years of US GAAP and IFRS accounting and auditing experience. He has worked with companies across various industries and ranging in size from pre-IPO to large, multi-national businesses. Aric has extensive experience with various technical accounting topics, SEC and IFRS reporting frameworks, and internal control over financial reporting.

Prior to joining Effectus Group, Aric began his career in EY’s Bay Area Offices working primarily on Technology and Media & Entertainment clients. In 2015, he moved to EY’s Global Headquarters in London, England as part of the firm’s Global Exchange Program, where he led some of the firm’s largest assurance accounts and projects. At the conclusion of the program, he joined EY Brisbane, Australia where he worked primarily with Mining & Metals clients, before relocating back to the United States in the Spring of 2018. Aric is a Certified Public Accountant in California, and received a Bachelor of Science in Accounting from Brigham Young University and a Master of Accountancy from the University of Utah.

Christie Hutchinson, Senior Manager

Christie is a Senior Manager specializing in technical accounting. Christie joined Effectus Group having spent over 10 years with Deloitte in San Francisco, New York and Cape Town, and having served a broad array of companies, from venture-backed start-ups to mature public companies in the technology and financial services industries. During that time, in addition to technical accounting advisory, she served in M&A financial due diligence and external audit roles, and served as a financial instrument subject matter expert. Christie is well-versed in both U.S. GAAP and IFRS accounting standards and has a wide range of experience in technical accounting topics including Revenue from Contracts with Customers (ASC Topic 606), Leases (ASC Topic 842), Debt (ASC Topic 470), Business Combinations (ASC 805) Consolidations (ASC 810), and Derivatives and Hedging (ASC 815).

Christie is a Certified Public Accountant in California, New York and New Jersey, is a member of the AICPA, is a licensed Chartered Accountant in South Africa and is a CFA Charterholder. Christie received a Bachelor of Business Science in Finance and Post-Graduate Diploma in Management in Accounting from the University of Cape Town, as well as a Bachelor in Accounting Science from the University of South Africa.

Shannon Buckley, Manager

Shannon is a Manager with over five years of accounting, auditing, and project management experience. She has worked with a wide range of companies, from small private companies to mature public companies. Shannon has extensive experience with technical accounting, SEC reporting, internal controls over financial reporting, and audit assistance.

Prior to joining Effectus Group, Shannon was a Senior Revenue Analyst at Illumina, where she worked for over two years. Shannon was responsible for reviewing contracts for risk implications, researching & implementing the latest Revenue Guidance (ASC 606), and coordinating external audits with external auditors. Prior to Illumina, Shannon was a Senior Auditor at Ernst & Young’s San Diego office, where she worked for four years, primarily serving in the Life Science, Software, and Defense industries. Shannon is a Certified Public Accountant in California and a member of the AICPA.  Shannon received a Bachelor of Science in Accounting and Economics from the University of California, Santa Barbara.

Kairina Perez, Manager

Kairina is a Manager with over five years of auditing, accounting and project management experience. She has worked with a wide range of companies, from small private start-ups to global public companies. Kairina has extensive experience with technical accounting, financial statement audits and internal controls over financial reporting.

Prior to joining Effectus Group, Kairina was a manager at Ernst & Young in the San Francisco Bay Area, where she worked for five years, primarily serving the Technology (SaaS, software, hardware, services) industry in addition to Life Science companies. Kairina is a Certified Public Accountant in California. Kairina received a Bachelor of Science in Accounting and Master of Accountancy from the University of Utah.

Mary Kriege, Supervising Senior

Mary is a Supervising Senior with over two years of public accounting experience. She has experience in revenue recognition, lease accounting, financial statement audit, and internal controls over financial reporting.

Mary joins Effectus Group from Deloitte & Touche’s Bay Area practice, where she served a variety of technology and software clients. Mary holds a Bachelor of Science in Accounting from Santa Clara University and a Master of Science in Finance from Santa Clara University.

Blake Yuckert, Senior Associate

Blake is a Senior Associate with two years of accounting, auditing, and project management experience. He has worked with a wide array of companies, such as complex public; large, private, multi-national; and non-profit, grant-funded companies. Blake has experience with SEC reporting, financial statement analysis and review, internal controls over financial reporting, and audit assistance.

Prior to his start with Effectus Group, Blake was an Audit In-Charge with Deloitte in Los Angeles, primarily serving consumer business and financial services companies. Blake received a Bachelor of Arts in Economics with an Emphasis in Accounting from the University of California, Los Angeles (UCLA).

Tamra Grigsby, Senior Associate

Tamra is a Senior Associate with over three years of accounting, project management, and advisory experience. She has worked with a wide range of companies, from venture-backed start-ups to mature public corporations. Tamra has experience with IPO project management, technical accounting, SEC reporting, internal controls over financial reporting, and financial statement audits.

Prior to joining Effectus Group, Tamra was an Audit In-Charge at KPMG's San Francisco office, primarily serving software, technology, and telecommunications companies. Tamra holds a Bachelor of Arts in Accounting from Howard University.

Moe Yoshioka, Senior Associate

Moe is a Senior Associate with four years of auditing and accounting experience. During her career, Moe has gained experience working with SEC reporting, internal controls over financial reporting, and audit preparation.

Prior to joining Effectus Group, Moe was a Senior Associate at KPMG’s San Francisco office in the Audit practice, where she served both public and private companies in the Technology and Life Science sectors. Moe is a Certified Public Accountant in the state of California. Moe received a Bachelor of Arts in Political Economy from UC Berkeley.

Jennifer Wong, Resource Manager

Jenn is a Resource Manager with over eight years of experience working in the professional services environment. Her expertise includes resource management, budget and workforce planning, conflict resolution, and career and performance development.

Prior to joining Effectus Group, Jenn was a Resource Manager at BPM LLP, where she oversaw scheduling firm wide for Tax client service personnel, including both onshore and offshore teams. Prior to that, she has worked at both Ernst & Young’s San Francisco office under the Assurance practice, and KPMG’s San Francisco office under the Tax practice. Jenn received her Bachelor of Arts degree in Urban Studies and Planning with a minor in Economics at the University of California, San Diego.

Sun Koo, Senior Manager

Sun is a Senior Manager with over five years of accounting, auditing, and financial reporting experience. He has worked with a wide range of companies from small private companies to mature public companies. Sun has experience with technical accounting, software revenue recognition, SEC reporting, and internal controls over financial reporting.

Prior to joining Effectus Group, Sun was a Manager at KPMG Silicon Valley where he worked for more than five years, primarily serving software and technology companies. Sun is a Certified Public Accountant in California and a member of the AICPA. He received a Bachelor of Science in Accounting and Master of Accountancy from Brigham Young University.

Mio Aura, Manager

Mio is a Manager in the Technical Accounting practice with significant experience in M&A and financing transactions. He has M&A experience across the deal life cycle, including conducting financial due diligence, financial modeling, applying guidance in ASC 805 and preparation of pro forma financial statements. His transaction experience ranges from small private company acquisitions to public company transaction to large private equity-backed transactions. Additionally, he has advised on applying applicable GAAP (ASC 470, ASC 480, ASC 815) for various financing transactions, including preferred stock financings, convertible debt financings and other complex debt and equity issuances. In addition to M&A and financing transactions, his experience includes technical application of the new revenue standard (ASC 606) and equity-based compensation (ASC 718) among other standards.

Prior to joining Effectus Group, Mio worked for EY’s New York City office primarily focused on auditing real estate investment trusts as well as Goldman Sachs’ New York City and Salt Lake City offices. Mio received a Bachelor of Science in Accounting and a Master of Accountancy from Brigham Young University.

Parker Bond, Supervising Senior

Parker is a Supervising Senior with over five years of accounting, auditing, and management experience. He has worked with technology and financial companies and also a wide variety of startups. He has experience with Revenue and Process Controls and Improvement, among other skills related to audit assistance and financial reporting.

Prior to joining Effectus Group, Parker worked for EY’s San Jose office primarily in technology and worked with various startups in the Utah area in accounting and business operations. Parker is a Certified Public Accountant in California and in Utah. He received a Bachelor of Science in Accounting and a Master of Accountancy from Brigham Young University.

News & Insights

Complex global markets and rapidly changing business models lead to uncertainty and confusion. We ask better questions and challenge responses which helps us to provide more thoughtful insight to our clients. Through our insights, we provide corporate executives, senior management, board members, and other stakeholders with knowledge they can use to make informed decisions.

View White Papers

Careers

Our goal for each employee is to develop you as a consultant and a trusted advisor to top companies while not requiring you to sacrifice your personal life. We are currently looking for qualified candidates for the following positions:

Manager/Senior Manager - Technical Accounting & IPO Services

Our managers play a critical role on our consulting engagements and interface with accounting and finance executives on key projects. Working for Effectus Group you will quickly begin working with management teams of some of the innovative companies in the world. In your role at Effectus Group, you will be managing a team of senior associates and associates on projects related to:

  • Leading IPO engagements and providing guidance to clients throughout the IPO
  • Drafting S-1, 10-K, 10-Q, and other public company filings
  • Drafting private company financial statements
  • Drafting technical memos and accounting policies
  • Implementation of ASC 606 revenue standard
  • Implementation of ASC 842 lease standard
  • Managing a client's audit process and preparing audit support
  • Carve-out financial statement preparation
  • Purchase price accounting for business combinations
  • Post-merger opening balance sheet preparation

Desired Skills and Experience

  • Revenue recognition (including experience implementing ASC 606.)
  • Leases (including experience implementing ASC 842)
  • Equity (stock based compensation, preferred stock, EPS, warrants, etc.)
    Consolidations (experience in consolidating multiple trial balances in various functional currencies)
  • Debt issuances and debt modifications
  • Experience in writing technical accounting memos
  • Business combinations (opening balance sheet, disclosures, etc.) and financial due diligence experience, including carve-outs
  • Drafting private company financial statements with full footnote disclosures
    Drafting SEC forms, including S-1, 10-K, 10-Q, 20-F, and other filings

If you have the above skills and abilities, we want to hear from you! Our consultants work on a variety of exciting and challenging client projects, where you will partner with some of the most exciting and innovative leaders and companies on technical and strategic accounting projects. Additionally, our consultants enjoy top notch training and development, the feel and perks of a startup culture where you can make a meaningful impact on Day 1 and excellent work-life balance.

Senior Associate - Technical Accounting and IPO Services

Our senior associates are responsible for supervising our consulting engagements and interfacing with clients on key projects. Our senior associates will work on a variety of projects such as:

  • Work with engagement teams on initial public offerings (IPOs) for clients
  • Drafting S-1, 10-K, 10-Q, and other public company filings
  • Drafting private company financial statements
  • Drafting technical memos and accounting policies
  • Implementation of ASC 606 revenue standard
  • Implementation of ASC 842 lease standard
  • Managing a client's audit process and preparing audit support
  • Carve-out financial statement preparation
  • Purchase price accounting for business combinations
  • Post-merger opening balance sheet preparation

Desired Skills and Experience

  • Revenue recognition (experience with ASC 606 adoption)
  • Equity (stock based compensation, preferred stock, EPS, warrants, etc.)
  • Business combinations (opening balance sheet, disclosures, etc.) and financial due diligence experience, including carve-outs
  • Consolidations (experience in consolidating multiple trial balances in various functional currencies)
  • Lease accounting (experience with ASC 842 adoption)
  • Debt issuances and debt modifications
  • Experience in writing technical accounting memos
  • Drafting private company financial statements with full footnote disclosures
  • Drafting SEC forms, including S-1, 10-K, 10-Q, 20-F, and other filings

If you have the above skills and abilities, we want to hear from you! Our consultants work on a variety of exciting and challenging client projects, where you will partner with some of the most exciting and innovative leaders and companies on technical and strategic accounting projects. Additionally, our consultants enjoy top notch training and development, the feel and perks of a startup culture where you can make a meaningful impact on Day 1 and excellent work-life balance.

Managed Services Manager

Our managed services team is comprised of former public accounting professionals that have vast operational accounting experience. We specialize in deploying a highly integrated and experienced team to tackle critical operational accounting projects, including CFO advisory, controller services, identifying areas for improvement and implementing changes to help clients improve. Our managed services professionals are an extension of our clients’ accounting and finance teams, effectively augmenting our clients’ ability to complete the monthly close, preparation of financial information, prepare support for an external audit, perform internal audit testing, and general ledger accounting.

Responsibilities

Strong candidates for this role will have 5+ years of experience, including a mix of public accounting and industry accounting experience. Given the high-growth nature of our clients, managed services professionals oftentimes will need to be creative, quick-thinking, consultative and flexible to a client’s changing needs. Those that are problem solvers, clear communicators, and enjoy taking ownership and seeing projects through to completion will excel in this role. Our managed services professionals will also support our consulting teams in our various offices, as needed. You may need to work at the client site, but working remotely is also oftentimes possible. Work with innovative companies, partner with the C-suite, become a trusted advisor, and opportunity for growth!

Desired Skills and Experience

  • 5+ years of public accounting experience, Big 4 is highly preferred
  • Financial close, journal entries, audit PBC prep
  • Able to work as part of a team, or be an individual contributor
  • Takes ownership for outcomes and results on projects
  • Ability to quickly adapt to client’s changing priorities
  • Professional approach to working with and interacting with clients
  • Excellent verbal and written communication skills
  • Ability to manage client accounting staff, if needed, including being a key contact for clients
  • Strong interest in operational accounting and desire to continually increase knowledge and improve skillsets
  • Proficient in the use of typical applications used by accounting professionals, including NetSuite, Oracle, Excel, RevPro, Google Sheets, etc. System implementation experience is a plus.
  • Bachelor’s degree in accounting or equivalent required
  • Ability to work at the client site in the Bay Area

Send your resume to careers@effectusgroup.com

We execute ASC 606 Revenue Recognition projects!
Contact us here!

Contact

San Jose, California

1735 Technology Dr., Suite 780
San Jose, California, 95110 USA

San Francisco, California

71 Stevenson St., Suite 1425
San Francisco, California, 94105 USA

Pleasanton, California

6210 Stoneridge Mall Rd., Suite 470
Pleasanton, California, 94588 USA

Irvine, California

17901 Von Karman Avenue
Irvine, California, 92614 USA

Lehi, Utah

2901 Bluegrass Blvd., Suite 200
Lehi, Utah, 84043 USA

Type in your inquiry below