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 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.

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.

Daniel is a Managing Director in Effectus Group’s technical accounting and IPO practices. He is an experienced finance and accounting professional with over 15 years of experience leading complex multi-location audits and advising public and private technology companies on complex technical accounting and SEC reporting issues.

Prior to joining Effectus Group, Daniel was an audit partner at KPMG, serving multinational companies across multiple technology industry segments, including semiconductor and hardware and software and SaaS. His experience in these industry segments include multiple SEC filings as well as auditing complex transactions and significant accounting estimates in areas such as revenue recognition, business combinations, share-based payments, and audit of internal control over financial reporting in accordance with PCAOB auditing standards. His professional experience at KPMG included completing a rotation at the National Office of KPMG in NY where he was a contributing author to KPMG's first ASC 606 software and SaaS book.

Mike is a Managing Director in Effectus Group’s technical accounting and IPO practices and has over 16 years of accounting and advisory experience. Mike has worked on numerous debt and equity offerings that have raised over $75 billion in capital. He has worked with a range of public and private clients from large multinational corporations to start-ups.

Prior to joining Effectus Group, Mike was with KPMG for 15 years, having spent the last 3 years in their national office. He is a CPA licensed in the states of California and New York and has an MBA from the David Eccles School of Business at the University of Utah.

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.

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 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 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.

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 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.

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.   

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Kara is a 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.

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 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.

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.

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 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 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.

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 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.

VK is a Supervising Senior 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 is a Supervising Senior 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.

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.

Vincent is a Supervising Senior with four years of accounting and auditing experience. Vincent has experience in technical accounting including ASC 606, stock-based compensation, audit methodologies and planning, and SEC reporting.

Prior to joining Effectus Group, Vincent worked at Deloitte & Touche’s San Jose office serving public and private companies in the technology industry (software, SaaS, and hardware). He graduated from the University of California, Santa Cruz with a Bachelor of Arts in Business Management Economics with an emphasis in Accounting and a minor in Technology Information Management.

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.

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.

Zarina is an Senior Associate 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 is a Senior Associate 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.

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 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 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 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.

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.

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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 has a Bachelor of Arts degree in Global Studies at the University of California, Santa Barbara and plans to continue her education by pursuing her MBA in the near future. 

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.

Matt is a 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.

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Aric is a Senior Manager 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 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 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 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 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 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).

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Coming soon!

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.

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.

Ian is a Senior Associate with more than 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 pre-IPO startups. Ian has experience in various areas of technical accounting, such as ASC 842, mezzanine equity transactions, energy derivatives, and share-based compensation.

Prior to his start with Effectus Group, Ian was an Associate with PwC in both the Houston and Salt Lake City offices, primarily serving energy, Biopharmaceutical, and technology clients. Ian is a Certified Public Accountant in Utah and a member of the AICPA. Ian received a Bachelor of Science in Business Administration and a Master’s of Accountancy from Trinity University in San Antonio, TX.