With over a decade of professional experience in accounting and finance, Steve is dedicated to empowering businesses and individuals to achieve financial success. As a California-licensed Certified Public Accountant (CPA), Steve brings a wealth of expertise, reliability, and passion to his work.

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Growing up in the Bay Area, Steve developed a deep appreciation for the vibrant local business landscape. He originally started preparing tax returns to help pay his way through college and graduated summa cum laude from the University of San Francisco, where he studied accounting and finance. Over the years, Steve built a substantial book of business and eventually founded his own firm, Steve CPA, Inc., providing personalized tax and financial services to individuals and small businesses in California and Washington.

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Steve's professional career began at Ernst & Young (EY), where he audited some of the largest private equity and venture capital firms in the region. This role laid the foundation for Steve's career, equipping him with invaluable skills in accounting, compliance, and financial analysis. Following his tenure at EY, Steve worked at Moody's Ratings, where he assessed the creditworthiness of public sector entities, including major California cities such as San Francisco and Los Angeles. In this role, he monitored the West region's public sector portfolio, overseeing billions of dollars' worth of rated debt. Steve also gained valuable experience in investment banking, where he analyzed middle-market companies and performed complex valuations, further enhancing his ability to provide strategic financial guidance.

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In addition to his corporate experience, Steve founded and successfully sold one of the largest staffing agencies in Eastern Washington, where he lived for a few years. This entrepreneurial endeavor provided him with firsthand insights into business operations and growth strategies. Steve's journey came full circle when he returned to the company he had sold, serving as CFO and successfully spearheading its expansion into new markets.

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Currently, Steve also serves part-time as an adjunct professor of finance at the University of San Francisco, sharing his knowledge and experience with aspiring business professionals.

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Beyond his professional pursuits, Steve is an avid cyclist, basketball enthusiast, and snowboarder. His commitment to his community is unwavering, and he is dedicated to working closely with individuals and local business owners to help them navigate the complexities of finance and achieve their goals.