Plug-N-Play Accounting, Reporting & Compliance
Hands-on support that integrates seamlessly with your team. Just plug us in and we'll hit the ground running.
TRUSTED ACCOUNTING PARTNER FOR BAY AREA BIOTECH, PHARMA, AND LIFE SCIENCE COMPANIES.
Don't Let Gaps in Your Finance Department Derail Your Deadlines
Even the most prepared teams face disruption when key accounting personnel quit, go on leave, or shift roles—putting deadlines at risk and overloading the remaining staff. The result? Increased strain, higher error risk, and potential delays in reporting and compliance. That’s where we step in.
Immediate support
Plug-n-play expertise
Reliable results
Meet Steve,
Founder and Owner
With over 25 years of experience across public accounting, high-growth private companies, and publicly traded organizations, Steve brings a rare combination of technical accounting and operational insight to each project.
He began his career in public accounting, where he supported clients through IPO readiness, technical accounting research, and internal control design. That foundation—paired with deep audit expertise—enables him to help companies navigate audits smoothly and efficiently.
Steve has held key roles in publicly traded organizations where he's built and led accounting teams, streamlined close processes, prepared SEC filings, and implemented SOX-compliant controls.
Today, as an active California CPA, Steve offers hands-on, senior-level support to organizations facing transitions, deadlines, or high-stakes milestones—ensuring continuity and compliance.
25+ years as California CPA
9+ years as consultant
Former Corporate Controller and Interim VP
AFFILIATIONS AND MEMBERSHIPS
From day one, Steve provided immediate value—asking thoughtful questions, offering practical insight, and delivering high-quality work on time.
What set Steve apart was not only his reliable deliverables and attention to detail, but also his willingness to coach and provide feedback. His positive attitude and calm presence during high-pressure reporting cycles helped keep the entire team focused and grounded.
Without hesitation, I would reach out to Steve again for future support.
CONTROLLER
Monique M.
We provide plug-n-play expertise across accounting, reporting, and compliance areas (and beyond) so your team can stay focused on driving business forward.
Services at a Glance
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SEC Filings
Preparation and review of 10-K, 10-Q, S-1, S-3, and proxy statements
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SOX Compliance
Design, implementation, and testing of internal controls
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IPO Readiness
Guidance and execution for companies preparing to go public
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Technical Accounting
Research, documentation, and adoption of new accounting standards
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Audit Coordination
Direct engagement with external auditors to streamline the process
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Accounting Operations
Oversight of day-to-day processes for accuracy and efficiency
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Month-End Close
U.S. and international subsidiary close coordination, consolidation, and reporting
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Financial Statements
Consolidation and preparation of GAAP-compliant financials
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Team Leadership
Hiring, managing, and mentoring accounting staff
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Executive & Board Presentations
Clear, accurate reporting to the C-suite and audit committee
Specialized Support for Life Science Companies
We bring deep experience supporting biotech, pharma, and life science companies through complex accounting and reporting.
We understand the unique accounting challenges in this space, from R&D tracking to IPO preparation.
How It Works
Efficient, no-fluff accounting support—exactly when and where you need it.
01
Introductory Call
Schedule a call to discuss your needs and challenges.
02
Scope & Agreement
We align on deliverables, timeline, and engagement terms.
03
We jump in and get to work with minimal ramp-up and maximum impact.
Plug-N-Play Support
Steve provided expert support across several key areas, including monthly and quarterly close, SEC reporting, and strategic tax planning. He played a critical role in managing and testing internal controls, as well as advising on SOX-related issues and systems implementations. He is professional, a self-starter, and detail-oriented, with a deep and robust technical accounting knowledge.
Calm, thoughtful, and consistently focused on problem-solving, he demonstrated excellent analytical skills and sound judgment. He also served as a mentor and coach with professionalism, collaborative nature, and commitment to excellence made him a trusted and valued partner.
I highly recommend Steve to any organization seeking experienced, technically proficient, and dependable accounting consulting support.
Justin B.
VP, FINANCE & CAO
Schedule A Call
When your team needs extra hands or specialized know-how, we're ready to plug in and get the work done.
