Frank, Rimerman + Co. Executive and Leadership Team

Samantha Perlmutter, the Manager - Accounting and Chief Financial Officer Advisory at Frank, Rimerman + Co., guides clients through complex financial landscapes. Perlmutter oversees the delivery of specialized accounting and CFO advisory services, ensuring clients receive strategic financial counsel. This role involves managing client engagements, providing expert analysis on financial performance, and developing actionable strategies to improve fiscal health. The Manager - Accounting and Chief Financial Officer Advisory works closely with businesses to optimize their financial operations and reporting. Samantha Perlmutter's expertise is crucial in helping clients navigate regulatory requirements and achieve their financial objectives. This leadership position contributes directly to the firm's reputation for delivering high-quality accounting and consulting services.

Sophia Hanna-Chiang, the Manager, Accounting & Chief Financial Officer, Advisory at Frank, Rimerman + Co., spearheads critical financial advisory initiatives. Hanna-Chiang manages client relationships and directs the provision of accounting and CFO advisory services, focusing on enhancing financial clarity and strategic decision-making. This position requires a deep understanding of financial reporting standards and best practices in corporate finance. The Manager, Accounting & Chief Financial Officer, Advisory ensures that clients receive tailored solutions to address their unique financial challenges and opportunities. Sophia Hanna-Chiang's leadership contributes to the firm's ability to offer comprehensive support in accounting and financial management, driving client success and operational excellence.

Steve Baroni, the Counsel & Chief Financial Officer, Accounting & Advisory Practice at Frank, Rimerman + Co., provides strategic legal and financial guidance. Baroni oversees the legal aspects and financial advisory services within the accounting practice, ensuring compliance and mitigating risk for clients. This dual role involves offering expert counsel on financial matters and advising on the legal implications of business decisions. The Counsel & Chief Financial Officer, Accounting & Advisory Practice plays a pivotal part in structuring client engagements and safeguarding their financial interests. Steve Baroni's comprehensive expertise supports the firm's commitment to delivering integrated business, accounting, and consulting services with a strong emphasis on legal and financial integrity.

Courtney Coddington, the Manager, Accounting & Chief Financial Officer, Advisory at Frank, Rimerman + Co., leads client engagements focused on financial strategy and accounting solutions. Coddington directs teams in delivering comprehensive CFO advisory services, helping businesses achieve financial stability and growth. This role emphasizes providing insightful analysis and practical recommendations to optimize financial performance. The Manager, Accounting & Chief Financial Officer, Advisory ensures that clients benefit from expert guidance tailored to their specific industry and operational needs. Courtney Coddington's dedication to client success reinforces Frank, Rimerman + Co.'s position as a trusted partner in accounting and business consulting.

Ned Connell, the Senior Accountant In Accounting and Chief Financial Officer Advisory at Frank, Rimerman + Co., provides essential accounting support and financial analysis. Connell contributes to client engagements by preparing financial statements, performing detailed account reconciliations, and assisting with tax compliance. This role requires meticulous attention to detail and a strong understanding of accounting principles. The Senior Accountant In Accounting and Chief Financial Officer Advisory works under the guidance of senior leadership to ensure accuracy and efficiency in financial reporting. Ned Connell's contributions are vital to the firm's ability to deliver high-quality accounting services and support client financial objectives.

Clarissa Dench, the Director, Operations & Chief Financial Officer, Accounting & Advisory Services at Frank, Rimerman + Co., drives operational efficiency and financial strategy. Dench oversees the operational aspects of the accounting and advisory services, ensuring seamless service delivery and resource allocation. This leadership position involves managing internal processes and supporting the firm's financial objectives. The Director, Operations & Chief Financial Officer, Accounting & Advisory Services plays a key part in optimizing workflows and enhancing the overall client experience. Clarissa Dench's focus on operational excellence directly supports Frank, Rimerman + Co.'s mission to provide superior business and information accounting services.

Melanie Kidder, the Partner, Accounting and Chief Financial Officer Advisory at Frank, Rimerman + Co., leads strategic financial initiatives for a diverse client base. Kidder directs the firm's accounting and CFO advisory services, offering expert guidance on financial planning, analysis, and reporting. This role involves cultivating strong client relationships and ensuring the delivery of impactful financial solutions. The Partner, Accounting and Chief Financial Officer Advisory is instrumental in shaping client financial strategies and driving business growth. Melanie Kidder's leadership ensures that Frank, Rimerman + Co. continues to provide exceptional accounting and consulting services, meeting the evolving needs of businesses.

Justine Hsu, the Manager - Accounting and Chief Financial Officer Advisory at Frank, Rimerman + Co., manages critical client engagements within the financial advisory domain. Hsu oversees the provision of specialized accounting services and CFO advisory support, focusing on delivering actionable insights and strategic recommendations. This position requires a thorough understanding of financial operations and business development. The Manager - Accounting and Chief Financial Officer Advisory works to enhance client financial performance and ensure compliance with industry standards. Justine Hsu's expertise contributes significantly to the firm's reputation for excellence in accounting and financial consulting services.

Allen Smith, the Chief Information Officer at Frank, Rimerman + Co., directs the company's technology strategy and infrastructure. Smith oversees all IT operations, ensuring robust cybersecurity measures and efficient data management systems are in place to support the firm's accounting and consulting services. This leadership role involves evaluating and implementing new technologies that enhance service delivery and internal productivity. Smith's focus is on leveraging digital solutions to streamline workflows and provide secure, reliable access to critical business information for both clients and internal teams. The Chief Information Officer drives innovation in technology adoption, ensuring Frank, Rimerman + Co. remains at the forefront of digital transformation within the professional services sector. Allen Smith's strategic vision for technology directly supports the company's mission to deliver cutting-edge business and information accounting services.