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State of the Firm: A Year in Review and Outlook for 2014

Dear Friends and Clients,

Welcome to 2014! I hope you and your family have enjoyed a safe, healthy and prosperous start to the year. The start of each year means something different to everyone. As CPAs and advisors, it means we are rapidly approaching the busiest time of our year. For me, being busy is a humbling experience. It means that our clients have placed their trust in us and provided us with the opportunity to work alongside them as they work toward their goals.

We take our responsibility to serve our clients seriously and are committed to finding new ways to bring value, strengthen our relationship and help businesses to prosper. I would like to take a few minutes to share details on our growth in 2013, to discuss our vision for 2014, and how Sensiba San Filippo will help our clients meet the challenges of tomorrow.

Thanks to the support and success of our clients and the hard work of our professional team, the past year has been one of expansion at Sensiba San Filippo. In 2013, we launched our Business Process Assurance group. This group will help clients meet increasing financial reporting and information compliance standards as well as expand assurance requirements of stakeholders related to financial and other controls. The Business Process Assurance group provides Sarbanes-Oxley (SOX) services, Service Organization Controls (SOC) services and more. In addition to these new assurance services, we also launched our dedicated Mergers & Acquisitions (M&A) group. The M&A environment has been “red-hot” all across the country and no area was affected more than the Silicon Valley. While we have been helping clients navigate sales and acquisition opportunities for years, we have decided to invest even more heavily in our M&A resources and expertise.

In addition to expanding our services, we were honored to have our firm and individuals on our team receive several special awards and recognition in the market. SSF has been  named as a “Top Workplace” by the Bay Area News Group and was  selected as one of the Bay Area’s “Healthiest Employers” by the San Francisco/Silicon Valley Business Journals.  Scott Anderson was selected as a recipient of the “40 under 40” awards by the Silicon Valley Business Journal. Karen Burns was honored as one of the “Most Influential Women in Bay Area Business” by the San Francisco Business Times and was named as one of the“Women Worth Watching” by Diversity Journal. Karen’s hard work serving the manufacturing industry was also acknowledged when she was named President of the East Bay Manufacturing Group.

One of my primary focuses as managing partner last year was to ensure that we capitalized on our opportunities and used them to create an even better experience for our clients. Fulfilling this commitment meant investing in a record level of expansion and advancement of our professional staff. We proudly welcomed 24 new professionals in 2013, with eight new hires joining our tax department. In addition, 15 team members received well-deserved promotions. Monic Ramirez and Bob Belshe were elected into the Partner-in-Training program, and Claudia Necke-Lazzarato, Marcus Halluin, Brenda Stelle and Brandon Scripps joined our Emerging Leaders Academy. Lastly, we are very proud to announce that Scott Anderson will join our Partner group in May 2014.

As we move through 2014, we continue to look for talented, dedicated professionals to add to our client service team. If you know of anyone who may be interested in joining our team, please have them visit our “Careers at SSF” page on our website and submit their resume.

This is an exciting time for our clients and our entire team at Sensiba San Filippo and we  are optimistic that 2014 will be a year of expanded reach and opportunity for our clients, our professionals and our firm. We have always been successful with our organic growth and are actively looking outward for opportunities to grow our team of nationally recognized industry experts to support the increased demands of our local markets and the rapid growth of our client base.

While I’ve spent some time updating you on us, I want to assure you that our focus remains firmly set on helping you grow your business, take care of your family, and achieve your unique goals. Every investment we make as a firm will be made with the goal of improving your experience and expanding on the value we deliver. Thank you again for providing us with the privilege of serving you. It is an honor to count you amongst our clients and friends. Thank you for your support. We look forward to contributing to your continued success.

Warmest Regards,

John Sensiba
Managing Partner
Sensiba San Filippo LLP

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