With over 39 years in public accounting, Founder and Audit Partner Steve San Filippo has been exposed to many industries and business situations. Steve works extensively with clients in technology, venture capital, manufacturing, distribution, food and beverage, construction, real estate and professional services.
Steve specializes in process improvement methods for the business environment; formulating new ways to operate that are effective resulting in improved profitability and risk management. He takes into consideration strategic and operational planning and implementation, efficient use of automation, slotting personnel to the appropriate work, cash flow analysis and exit strategy planning. Steve is an expert in implementing actionable solutions that maximize financial income while minimizing taxes.
Steve’s articles on positioning businesses for long-term success have appeared in publications such as Smart Business Magazine, the Wall Street Journal and the Silicon Valley Business Journal.
Steve received a bachelor’s degree in accounting from the University of San Francisco in 1973. He is a licensed CPA in the state of California and holds a Series 65 Investment Advisor license.
As co-founder of our firm and with over thirty years of experience working with clients, you would be surprised to hear Steve in fact is not just another accountant. He is a creative thinker, often times thinking outside of the “box”, and a man who brings passion to his work, his clients, and his life outside of the office. He is a father of three and when not working, enjoys spending as much time as he can with his family. He is fond of a pick up game of ping pong or golf with his sons, or working on small construction projects for his home or his daughter’s home. When it’s time to slow down, Steve appreciates watching a good action movie, reading psychology books or playing word scramble with his wife. In addition to giving to his family, Steve gives a great deal of his time to the community where he lives and works. He has worked with many youth organizations and volunteered on boards for Notre Dame High School Belmont and Sequoia Hospital Foundation in Redwood City.