RoseRyan Promotes Tracey Hashiguchi to Director of Emerging Growth

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Media Contact:
Sarah Grolnic-McClurg
Pounce PR
510.898.1837

Hashiguchi leads practice area focused on accelerating startups

Newark, Calif., October 7, 2019—RoseRyan, a Silicon Valley-based finance and accounting consulting firm that takes companies further, faster, announced today that Tracey Hashiguchi has been promoted to Director of Emerging Growth.

In this position, she leads RoseRyan’s solution that optimizes the finance function of startups, particularly venture-backed ones. Her specialized team delivers a full stack CFO solution to meet milestones and investor expectations. It includes CFO and controller expertise coupled with an outsourced day-to-day accounting team, depending on a company’s needs—every piece of the solution is geared toward scaling with efficiency.

This potent mix prepares fast-moving startups for growth while providing reliable, actionable data and reporting for transformative events.

According to Kathy Ryan, RoseRyan’s CEO and founder, “Tracey has grown this dynamic, exciting part of the business, developing its best practices and building its community. Her leadership has reached many parts of the firm—she’s had impact throughout RoseRyan and is a total team player who lives our values.”

Known as a creative collaborator who loves to learn about what drives today’s workforce and high-performing teams, Hashiguchi started at RoseRyan in 2014. As manager of the EG area’s customer experience, she engaged RoseRyan’s consultants and startup clients to ensure the firm’s high standards were met or exceeded. Hashiguchi has also focused on continuously growing the EG practice area by revenue, headcount and clients.

Recent achievements include the development of her area’s full stack CFO solution. She also launched the Rapid Diagnostic for Emerging Growth to assess startups’ financial readiness for liftoff. According to Ryan, both initiatives speak to Hashiguchi’s leadership and the way that she is always looking to leverage the firm’s full capabilities.

Says Hashiguchi about the promotion, “I’m very excited to take our EG practice area to new levels of growth and success. I enjoy closely collaborating with our consultants, and I’m looking forward to deepening this work as our team moves forward.”

She adds, “RoseRyan’s positive workplace culture and emphasis on cross-functional teams keeps everyone energized and on the same page. Because we’re aligned, we can all focus on delivering excellence and creating outstanding client satisfaction.”

More About Tracey Hashiguchi

Prior to joining RoseRyan, Hashiguchi spent 14 years at Deloitte in Silicon Valley, rising to Senior Marketing Specialist in its practice for emerging growth companies. Working closely with executives, she developed sales and marketing materials, created networking events and managed the Silicon Valley Technology Fast 500 program.

About RoseRyan

RoseRyan takes dynamic companies further, faster, by delivering specialized finance and accounting solutions at every stage of your company’s growth. Versed in Silicon Valley’s rapid pace and unique business environment, our consulting firm has helped more than 850 companies since 1993. Our focus is on tech, life sciences and private equity yet our experience and expertise allow us to consult in other industries; ecommerce, mobile, internet and social media among them. Our broad solution areas focus on emerging growth, interim finance, corporate governance and strategic projects, and our RoseRyan company, Kukuza AssociatesTM focuses on cannabis accounting and finance. No matter what stage of the business lifecycle you’re at, the size of your business or the scale of your next endeavor, RoseRyan has a wide range of tailored finance solutions just when you need them to accelerate growth. Learn more at www.roseryan.com.

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New Diagnostic for Startups Quickly Assesses Finance Fundamentals for Scaling

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Media Contact:
Sarah Grolnic-McClurg
Pounce PR
510.898.1837

Is your startup sailing ahead or heading for a rude awakening?

This rapid review by Silicon Valley experts scores your finance function’s readiness

Newark, Calif., September 9, 2019—Drawing upon 25 years of expertise guiding Silicon Valley startups, the new RoseRyan Rapid Diagnostic for Emerging Growth is now available to startups interested in gauging their financial readiness for scaling.

As an interactive session with RoseRyan, the diagnostic scores companies on their overall financial health. The rapid review is simple yet comprehensive, providing emerging growth companies with a dashboard of results. It involves a tech-enabled questionnaire and scoring system to evaluate if the startup has what’s needed to support growth, achieve future milestones and satisfy investors.

Offered on a complimentary basis during its introductory period, the assessment provides actionable insights from an award-winning finance and accounting consultancy that has fueled the success of hundreds of startups and knows what investors want.

RoseRyan: Helping Startups Avoid Drama Since 1993

Says Tracey Hashiguchi, Head of Emerging Growth Solutions at RoseRyan, “Startups operate at lightning speed with big goals and visions. Yet their own finance operations often come up short, leaving them bereft of timely, accurate information. The result? We see it all the time: They’re flying blind and basing decisions on faulty assumptions.

“This diagnostic quickly shines a light on what’s not going to cut it come go-time,” she adds. “If your VC-backed company is barreling toward a milestone—like a revenue goal or a new funding round—you don’t want to get held up by a missing system or process. These cost a lot to fix at the last minute, and we know that since we regularly do this emergency work.”

Hashiguchi comments, “Companies that have all the components of a solid financial foundation have a huge advantage—this new RoseRyan diagnostic is the perfect vehicle for getting a handle on your company’s financial capacity for liftoff.”

Quickly Assessing 16 Key Business & Finance Areas for Scaling

During the RoseRyan Rapid Diagnostic for Emerging Growth, startups are guided through an evaluation of 16 key finance and operational areas, which are each rated on a 1 to 5 scale. The dialogue covers the most essential areas of the startup related to accounting and finance, yielding a condensed view of the company’s ability to sustain growth.

At the end of the assessment, companies receive a scorecard with an overall score. Topics assessed include the company’s financial systems and processes as well as growth plans, operations, competition, debt, partners and supply chain.

Benefits to Fast-Moving Startup Companies

The RoseRyan Rapid Diagnostic for Emerging Growth benefits any startup that wants to determine where it stands on a host of finance fundamentals and receive actionable advice.

Notes Kathy Ryan, the CEO and founder of RoseRyan, “This easy, interactive exercise for entrepreneurs, owners and C-suite leaders offers visibility into what is really going on in the business. It’s insight from a team that expertly gets companies investor-ready and has navigated hundreds of startups through all sorts of scenarios since 1993.”

The new tool’s benefits include:

  • Rapid assessment of the startup’s financial and operational health—so companies can take action, to fill any gaps and prepare for growth
  • Identification of the critical finance and operational issues and risks that could slow down or endanger the startup
  • Feedback to company leaders on how far they’ve come and what’s necessary to get to the next stage
  • A scorecard that reveals what the startup needs to shore up for the next stage of growth.

Ryan emphasizes, “Startups get a strategic snapshot, so they can easily prioritize what needs to get addressed.”

Requesting Your Startup’s Free Diagnostic

Fast-moving companies can jumpstart their understanding of how prepared their finance function is for scaling by using the RoseRyan Rapid Diagnostic for Emerging Growth. Learn more and request a diagnostic here: www.bit.ly/rapid_diagnostic.

About RoseRyan

RoseRyan takes dynamic companies further, faster, by delivering specialized finance and accounting solutions at every stage of your company’s growth. Versed in Silicon Valley’s rapid pace and unique business environment, our consulting firm has helped more than 850 companies since 1993. Our focus is on tech, life sciences and private equity yet our experience and expertise allow us to consult in other industries; ecommerce, mobile, internet and social media among them. Our broad solution areas focus on emerging growth, interim finance, corporate governance and strategic projects, and our new RoseRyan company, Kukuza AssociatesTM focuses on cannabis accounting and finance. No matter what stage of the business lifecycle you’re at, the size of your business or the scale of your next endeavor, RoseRyan has a wide range of tailored finance solutions just when you need them to accelerate growth. Learn more at www.roseryan.com.

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RoseRyan Honored for 5th Year as a Top 100 Workplace in the Bay Area

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Media Contact:
Sarah Grolnic-McClurg
Pounce PR
510.898.1837

Newark, Calif., June 25, 2019—RoseRyan, a leading regional consulting firm that takes companies further, faster, with proven finance and accounting solutions, has been awarded a 2019 Top Workplaces honor by The Bay Area News Group. This is the fifth year that RoseRyan has made the list, ranking #19 among small businesses.

The Top Workplaces lists are based entirely on the results of confidential employee satisfaction surveys. The list appeared Sunday in a Bay Area News Group supplement found in regional media outlets, including The Mercury News and the Marin Independent Journal.

Similar to last year’s results, RoseRyan employees believe that the company is a positive workplace with strong values and that it enjoys robust communication and collaboration. New ideas are also welcomed at the consulting firm, and staff feel well informed and that the company is heading in the right direction. This year’s survey enjoyed an 88% response rate.

Notes Kathy Ryan, CEO and founder of RoseRyan, “We’re thrilled to make this list again! Through its results, we gain more insight into what keeps our workforce so happy. The survey validates what our firm is all about—flexible work arrangements, interesting assignments at dynamic companies and a continual emphasis on learning and growing.”

About the Survey

The list is based solely on employee feedback gathered through a third-party survey administered by research partner Energage LLC, a leading provider of technology-based employee engagement tools. The anonymous survey measures several aspects of workplace culture, including alignment, execution and connection, to name a few.

“Top Workplaces is more than just recognition,” says Doug Claffey, CEO of Energage. “Our research shows organizations that earn the award attract better talent, experience lower turnover and are better equipped to deliver bottom-line results. Their leaders prioritize and carefully craft a healthy workplace culture that supports employee engagement.”

RoseRyan: Hiring Finance and Accounting Professionals

RoseRyan is hiring accounting and finance professionals at all experience levels. Positions offer exciting, varied assignments at companies of all sizes and kinds. While we focus on the tech and life sciences sectors, we serve a variety of other industries as well. Learn more about our part- and full-time positions here: https://roseryan.com/about/careers-culture. If you’re interested in joining our award-winning firm, reach out to our talent team at [email protected] to start the conversation about a career in consulting at RoseRyan!

Says Michelle Hickam, Talent Manager at RoseRyan, “RoseRyan really is a special place to work, with flexible work arrangements, a highly collaborative culture and a common set of values. People thrive in our kind of atmosphere, where we appreciate teamwork, trust and support. It’s refreshing for so many professionals who end up calling RoseRyan home.”

About Energage

Headquartered in Exton, Pa., Energage is a leading provider of technology-based employee engagement tools that help leaders to unlock potential, inspire performance and achieve amazing results within their organizations. The research partner behind the Top Workplaces program, Energage has surveyed more than 57,000 organizations representing well over 19 million employees in the United States.

About RoseRyan

RoseRyan takes dynamic companies further, faster, by delivering specialized finance and accounting solutions at every stage of your company’s growth. Versed in Silicon Valley’s rapid pace and unique business environment, our consulting firm has helped more than 850 companies since 1993. Our focus is on tech, life sciences and private equity yet our experience and expertise allow us to consult in other industries; ecommerce, mobile, internet and social media among them. Our broad solution areas focus on emerging growth, interim finance, corporate governance and strategic projects, and our new RoseRyan company, Kukuza Associates™ (www.kukuzaassociates.com), focuses on cannabis accounting. No matter what stage of the business lifecycle you’re at, the size of your business or the scale of your next endeavor, RoseRyan has a wide range of tailored finance solutions just when you need them to accelerate growth. Learn more at www.roseryan.com.

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RoseRyan Named a MOVE Project Best CPA Firm for Equity Leadership

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Media contact:
Sarah Grolnic-McClurg
Pounce PR
510.898.1837
sarah AT pounce-pr.com

Joanne Cleaver, President
Wilson-Taylor Associates, Inc.
231-299-1275 M: 414-232-3181
[email protected]

Newark, Calif., June 11, 2019—RoseRyan, a woman-founded finance and accounting consulting firm that takes companies further, faster, has been named to the 2019 Accounting MOVE Project Best CPA Firms for Equity Leadership list. With 60% women partners and principals, RoseRyan is tied for second place with two other firms. Download the MOVE press release with the full list of winners, here: https://www.wilson-taylorassoc.com/move/accounting.

Since 2010, the Accounting MOVE Project has measured and supported the advancement of women at accounting and consulting firms, and this year’s project report highlights peer power and intervention that builds retention. Mentioned in publications like the Financial Times and Harvard Business Review, MOVE says it’s the only annual benchmarking project that counts and advocates for women in the accounting profession. RoseRyan made its equity list in 2015 and 2016.

Comments Kathy Ryan, CEO of RoseRyan, “RoseRyan empowers women and has since 1993, when we launched. I applaud all the firms that are leading the way for the advancement of women in accounting and am proud that RoseRyan is prominently listed among them. We need organizations like MOVE to keep pushing for change.”

About the Best CPA Firms for Equity Leadership List

The Best CPA Firms for Equity Leadership list is based on MOVE survey results and recognizes firms with at least 33% women partners and principals, as 33% is widely recognized as the tipping point for members of any identity group to have individual impact. The Equity Leadership list includes firms that have achieved this milestone through any combination of culture, programs, initiatives and growth.

“Firms of all sizes are engineering new ways for women to excel. And when women excel, firms win new clients and grow their relationships with existing clients,” says Joanne Cleaver, President of Wilson-Taylor Associates, Inc., the content strategy firm that manages the Accounting MOVE Project.

“As well, the 2019 Accounting MOVE Project illustrates the power of re-investing in programs and culture proven to advance women. Firms that consistently participate in the Accounting MOVE Project promote more quickly. As a group, 28% of their partners and principals are women, ahead of even the high mark achievement this year of 27% women partners and principals, for all participating firms.”

An executive summary of the 2019 Accounting MOVE Project is available at the Accounting & Financial Women’s Alliance website: https://www.afwa.org/move-project/

About RoseRyan

RoseRyan takes dynamic companies further, faster, by delivering specialized finance and accounting solutions at every stage of a company’s growth. Versed in Silicon Valley’s rapid pace and unique business environment, our consulting firm has helped more than 850 companies since 1993. Our focus is on tech, life sciences and private equity yet our experience and expertise allow us to consult in other industries; ecommerce, mobile, internet and social media among them. Our broad solution areas focus on small business, interim finance, corporate governance and strategic projects. Our new RoseRyan company, Kukuza Associates™ (www.kukuzaassociates.com), concentrates solely on cannabis accounting and finance. Learn more at www.roseryan.com.

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RoseRyan Creates Kukuza Associates to Focus on Cannabis Market

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Media contact:
Sarah Grolnic-McClurg
Pounce PR
510.898.1837
sarah AT pounce-pr.com

New RoseRyan company provides finance and accounting consulting to cannabis companies

Newark, Calif., March 5, 2019—Building off its wave of success in the cannabis industry, RoseRyan has launched a new company, Kukuza Associates LLC, that concentrates solely on the cannabis market.

The new company is a finance and accounting consulting firm that closely mirrors its parent, RoseRyan, and packs the full strength, depth and capabilities of it. Founded in 1993, RoseRyan—a highly reputable, Silicon Valley-based consultancy with more than 100 professionals—takes companies further, faster, by delivering finance and accounting solutions across the business lifecycle.

Explains RoseRyan CEO Kathy Ryan, “It’s exciting to launch Kukuza Associates, a finance and accounting consulting firm powered and backed by RoseRyan. It deepens our investment in the cannabis market and is geared specifically to this dynamic, rapidly evolving marketplace.”

Kukuza Associates Brings Focused Finance Solutions to Cannabis

Kukuza Associates works with startups and established companies in every segment of the cannabis market at every stage of the lifecycle. Its clients benefit from RoseRyan’s large dream team of finance experts as well as the firm’s best practices, wide array of finance solutions, and friendly, warm culture.

Says Dave Roberson, CEO of Kukuza, “Designed for this unique marketplace, Kukuza’s finance and cannabis accounting solutions are vital for businesses that are growing, vertically integrating and eyeing deals. Our experienced team steps in, brings order to the chaos and navigates cannabis companies ahead by putting a solid finance foundation in place.”

He notes that Kukuza’s cannabis solutions address strategic finance as well as day-to-day accounting, emphasizing that both are prerequisites for sustainable success. The company’s name is drawn from the Swahili word meaning potential and growth.

Leading the Way in Cannabis Accounting and Finance

According to a recent Accounting Today article, not many professional services firms in the accounting/finance space have stepped up to assist cannabis companies. Kukuza’s parent company, RoseRyan, which entered the cannabis market in 2014, was one of a few firms highlighted by the trade publication’s January 2019 cover story as leading the way.

Kukuza’s Cannabis Solutions

Based off of RoseRyan’s original offering for the cannabis industry, Kukuza sports a newly refined and expanded set of cannabis solutions. Kukuza flexibly delivers these six solutions at just the right time and level:

  • Assessment – Quickly diagnoses gaps in a company’s finance and accounting and uncovers underlying issues in other key operational areas.
  • Strategic Finance – Provides CFO and controller expertise to ready the company for investors, fundraise, plan and budget for intelligent growth. Forms the basis of the company’s strategic and operational plans and helps propel its value creation.
  • Outsourced Cannabis Accounting – Creates the overall framework for systems and processes for all of the company’s accounting and provides outsourced accounting professionals on an ongoing basis. Can also provide cost accounting, audit prep, and other resources and interim experts on a “plug and play” basis, to help the company manage its hypergrowth.
  • Financial Reporting and Analysis – Digs into the numbers to truly understand the business. Focuses on trends and insights within the business for informed decision-making and scenario planning based on various assumptions.
  • Internal Controls – Helps protect assets, mitigate fraud and other business risks by designing internal controls that matter and are based on the company’s size and situation. Can be leveraged to scale as the company ramps up with growth or strategic plans.
  • Transaction Support – Prepares the company and guides it through transformational moves like M&As, RTOs, IPOs, vertical integration, and expansion into new products and geographical locations.

Roberson warns that companies entertaining bold ideas without the basics in place and without meaningful financial information about their businesses are jeopardizing their futures and reputations. To avoid these problems, companies can benefit from an initial assessment and then progress ahead with confidence, under Kukuza’s guidance, when determining fundraising levels, capital uses, expansion plans and liquidity events.

Kukuza Leadership

Joining Roberson on the Kukuza’s leadership team are two executives who spearheaded RoseRyan’s initial entry into the cannabis market. For Kukuza Associates, as well as RoseRyan, Maureen Ryan serves as VP of business development while Chris Vane directs sales. Roberson also remains a vice president at RoseRyan.

Ryan was recently the feature of a National Cannabis Industry Association member Q&A and got the last word in the January Accounting Today article. Both Vane and Ryan have blogged about finance and accounting fundamentals for the cannabis industry and have appeared in a variety of trade media outlets.

About Kukuza Associates

Kukuza Associates LLC is a Silicon Valley-based consulting firm dedicated to helping cannabis businesses go further, faster with great finance that’s steeped in sound operations. As a RoseRyan company, we deliver strategic finance, outsourced accounting, financial reporting and analysis, internal controls and business transaction support. Grow like a weed with the right financial foundations in place with Kukuza. Learn more about our robust, flexible solutions at www.kukuzaassociates.com. Follow us on Twitter @Kukuza_Assoc and on LinkedIn at www.linkedin.com/company/kukuza-associates-llc.

About RoseRyan

RoseRyan takes dynamic companies further, faster, by delivering specialized finance and accounting solutions at every stage of your company’s growth. Versed in Silicon Valley’s rapid pace and unique business environment, our consulting firm has helped more than 850 companies since 1993. Our focus is on tech, life sciences and private equity yet our experience and expertise allow us to consult in other industries; ecommerce, mobile, internet and social media among them. No matter what stage of the business lifecycle you’re at, the size of your business or the scale of your next endeavor, RoseRyan has the tailored finance solutions just when you need them to accelerate growth. Learn more at www.roseryan.com.

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Stephen Ambler Named Vice President of Service & Delivery at RoseRyan

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Media contact:
Sarah Grolnic-McClurg
Pounce PR
510.898.1837
sarah AT pounce-pr.com

A relentless focus on quality drives recent gains at the Silicon Valley-based consulting firm

Newark, Calif., February 7, 2019—RoseRyan, a Silicon Valley-based finance and accounting consulting firm that takes companies further, faster, announced today that Stephen Ambler has been named vice president of service and delivery. In this role, he oversees RoseRyan’s recruiting, retention, and learning and development initiatives, as well as the careful matching of its talent with every client engagement. In addition, he’s responsible for the overall delivery of RoseRyan’s proven accounting and finance solutions to clients, ensuring every engagement is a success.

According to the firm’s founder and CEO, Kathy Ryan, “This is one of the most valuable areas of RoseRyan, as it guides our relationships with our consultants—that is our talent out in the field working on engagements—and our clients. Making sure that both bases are happy falls to Stephen and his team.”

Joining RoseRyan in 2012 and rising to director the next year, Ambler has led this functional area of the firm to great effect. RoseRyan’s retention, hiring, customer satisfaction ratings, and employee happiness levels have all seen measurable gains under his leadership.

With “quality” as his watchword, the United Kingdom native has stewarded a process that hires the right individuals for the work ahead, and matches in real time the right talent with the right assignment in the field. He’s honed this area’s methodology and grown the firm’s ranks, while capitalizing and enhancing RoseRyan’s special culture and business model.

Explains Ambler, who has 30 years of experience as a CFO and in auditing, “With each engagement, we want nothing less than the client to be thrilled with the results, and equally, for RoseRyan consultants to be very comfortable in the environment, feel supported by the firm, benefit from the assignment in terms of their growth and feel confident that their experience is the right match for what’s expected.”

He adds, “It’s got to be a win-win experience for both sides.”

Expanding Team, Workplace Awards and Great Customer Reviews Define Ambler’s Leadership

Ambler’s promotion to VP comes at a time when RoseRyan’s business is growing and its internal metrics are riding high: Last year’s workforce retention rate averaged 95%, it consistently scores 4.7 out of 5 stars on customer satisfaction ratings, and RoseRyan’s headcount has surged to more than 100 people in an extremely tight labor market. In terms of workplace happiness, RoseRyan has been named a Great Place to Work and, during the last four years, it has landed on the San Francisco Bay Area’s Top 100 Workplace list.

The Secret Sauce Behind RoseRyan’s Service & Delivery

A key innovation taken during Ambler’s tenure has been bridging his area with the firm’s business development team to better scope each engagement’s needs. Working together, the two areas of the firm assess the level, complexity and timelines for the finance work as well as the client’s management style, pace, culture and environment. Then, the scheduling team carefully reviews RoseRyan’s talent to find the right fit. This part of the process matches the client with the consultant(s) who brings what the firm feels to be a “magical blend” of personality fit, work style and specialized finance and accounting skills.

Says Ambler, “By knowing our people at an individual level, the type of work they’d like to do next, what they’d like to learn, and in what kind of environment, we can make the correct match. It’s well worth the time and attention we put into it, as we’ve found that these are the ingredients that deliver high-quality work.”

More About Stephen Ambler

A member of RoseRyan’s leadership team since 2013, Ambler also oversees RoseRyan’s Learning and Development, its peer-to-peer Advocate program, recruiting and retention. In addition, he remains active as a CFO-level consultant, liking the fact that it helps him stay abreast of what client management teams want and need from RoseRyan.

Prior to joining RoseRyan, he spent 13 years as CFO of NASDAQ-listed companies, taking one public. Auditing largely defined the earlier part of his career, including his position as a manager at Price Waterhouse (now PwC). Originally from the U.K., Ambler is a chartered accountant and holds a diploma in accounting studies.

About RoseRyan

RoseRyan takes dynamic companies further, faster, by delivering specialized finance and accounting solutions at every stage of your company’s growth. Versed in Silicon Valley’s rapid pace and unique business environment, our consulting firm has helped more than 850 companies since 1993. Our focus is on tech, life sciences, cannabis, and private equity yet our experience and expertise allow us to consult in other industries; ecommerce, mobile, internet and social media among them. No matter what stage of the business lifecycle you’re at, the size of your business or the scale of your next endeavor, RoseRyan has the tailored finance solutions just when you need them to accelerate growth. Learn more at www.roseryan.com.

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David Roberson Joins RoseRyan as Vice President to Lead Cannabis and Private Equity Initiatives

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Media contact:
Sarah Grolnic-McClurg
Pounce PR
510.898.1837
sarah AT pounce-pr.com

Former Hitachi Data Systems CEO to expand firm’s presence in new markets

Newark, Calif., January 16, 2019—RoseRyan, the San Francisco Bay Area finance and accounting consulting firm that takes companies further, faster, with proven finance solutions, today announced that David “Dave” Roberson has joined as vice president.

As a member of RoseRyan’s leadership team, he will lead the firm’s cannabis business, deepen client engagements, head up large-scale client engagements across all of its solutions, and expand the firm’s presence in the private equity space.

Says Kathy Ryan, CEO of RoseRyan, “Dave’s leadership skills, business acumen and C-suite experience will help propel our growth, especially in the two markets he’ll be leading.”

A seasoned executive who led Hitachi Data Systems as CEO, Roberson is no stranger to RoseRyan, having recently led the firm’s largest engagement ever, as measured by dollars and team members: 13 of the firm’s finance pros spent 11 months ramping up the finance operations of DigiCert following the company’s purchase of Symantec’s web security business. The complex project ended in May of last year and successfully executed and streamlined the deal’s Transition Services Agreement (TSA).

Comments Roberson about his new position, “RoseRyan appeals to me because I’m a business-person who loves to create success and get things done. This consulting firm has a can-do culture. Our flexible and operationally experienced teams expertly dive in to our customers’ business to eliminate barriers and set them up to meet future challenges. It’s rare and a beautiful thing.”

He adds, “I’m excited to be a part of growing a firm—especially one that values excellence. I can’t wait to help move the needle on the cannabis and PE fronts.”

RoseRyan’s Cannabis Business Poised for Growth

RoseRyan’s cannabis business is taking off, with companies in the burgeoning sector tapping it to manage their finance operations through hyper growth, lead them through merger and acquisition deals and prepare them for investors.

RoseRyan’s first cannabis engagement was a reverse merger in 2014. It joined the National Cannabis Industry Association in 2016. Last spring, the firm rolled out its Cannabis Solution, a multi-layered solution that attacks the common finance pain points of cannabis companies. In October, the NCIA wrote up a Q&A with RoseRyan for its monthly spotlight on members, and last week RoseRyan was featured in Accounting Today’s look at the cannabis field and the firms that are leading the way in the surging, dynamic sector.

More About David Roberson

Prior to joining RoseRyan, Roberson spent six years as an advisor to tech companies, leading major projects in the areas of finance, strategy, due diligence, capital structure, corporate governance, sales and human resources. He also served as a senior vice president for Hewlett-Packard before that.

Before HP, he was president and CEO at Hitachi Data Systems, where he held the titles of COO, CFO, CIO and general counsel, and worked for 26 years. He has served as a director of 12 companies including Brocade, Quantum, IGT, Spansion and IDT.

Roberson received a BA from the University of California at Irvine and a JD from Golden Gate University School of Law. He studied financial management at Harvard Business School. In his spare time, he mentors a diverse group of leaders, from recent college grads to CEOs, in various disciplines.

About RoseRyan

RoseRyan takes dynamic companies further, faster, by delivering specialized finance and accounting solutions at every stage of your company’s growth. Versed in Silicon Valley’s rapid pace and unique business environment, our consulting firm has helped more than 850 companies since 1993. Our focus is on tech, life sciences, cannabis, and private equity yet our experience and expertise allow us to consult in other industries; ecommerce, mobile, internet and social media among them. No matter what stage of the business lifecycle you’re at, the size of your business or the scale of your next endeavor, RoseRyan has the tailored finance solutions just when you need them to accelerate growth. Learn more at www.roseryan.com.

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25 Reasons to Celebrate 25 Years of Finance & Accounting Consulting

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Media Contact:
Sarah Grolnic-McClurg
Pounce PR
510.898.1837

Newark, Calif., September 4, 2018—Twenty-five years ago today, Kathy Ryan and her colleague Sue Macias set up a new kind of consulting firm in Silicon Valley, offering a better way to bring top-notch finance and accounting expertise to companies.

Today, award-winning RoseRyan is an innovator in its field, taking companies further, faster with proven finance solutions and its team of nearly 100 members.

Says RoseRyan CEO Kathy Ryan, “We’re forward-focused and accelerating with the rapid pace of change, so this milestone provides the chance to exhale, celebrate, and recognize everyone who has been a part of this journey.”

25 Reasons to Celebrate 25 Years

  1. We’re growing in every way. By revenue, by headcount, by geography and new industry sectors, we continue to prosper. With plans to expand even more, our team numbers 96 strong in a super-tight talent market.
  2. We’re racking up the awards. During the last four years, for instance, we’ve been named a Top 100 workplace in the Bay Area. Find out why in this year’s press release.
  3. We’ve blown past the 800 client mark. Across the tech and life sciences sectors, and other industries, we’ve helped more than 800 clients in Silicon Valley and beyond get their financial house in order. Our diverse clients run the gamut from young, hot startups to midmarket enterprises and industry giants.
  4. We see into the future. We use the “business lifecycle” framework with our clients, as it breaks up a company’s journey into stages. We offer the right finance and accounting solution at just the right time, and have a sixth sense for what lies around the corner. What stage is your company at?
  5. We’ve got a dream team. Our savvy pros have a range of complex technical skills and invaluable soft skills, developed through their experiences at some of the hottest businesses in Silicon Valley, the Big 4, and Fortune 100 companies. Our clients rely on their expertise as well as their adaptability, dependability, and drive to get things done.
  6. Our clients rate us highly. We put our clients first, and love going above and beyond. The result? We rate 4.7 out of 5 stars in client satisfaction.
  7. We march to the same drummer. Our four values of being Trustworthy, pursuing Excellence, being an Advocate and being Team members (which together spell “TrEAT”) guide our decisions, large and small.
  8. We’re firmly in the PE market. We’ve recently expanded beyond our traditional tech and life sciences client base into the private equity (PE) market to manage the finances for PE portfolio companies and also help companies through complex transitions like major divestitures.
  9. We’ve entered the cannabis market. In the highly dynamic California cannabis sector, we’re among the first in our field to help professionalize cannabis companies’ finance operations. Our multi-layered Cannabis Solution calms the chaos and gets our clients on firm footing.
  10. We’re highly ranked. This year, we’re #19 among the largest Bay Area accounting firms, as ranked by number of client service professionals.
  11. We hang out together. While our work might be alone or in small teams at client offices, we meet up for activities like book club, kettlebell workouts, and candy making. Or you might find us competing in digital games and board games over lunch. Our camaraderie is for real.
  12. Our Technical Accounting Team (TAG) really shines. Our TAG team applies their expert chops to the latest and trickiest accounting issues that companies fling at us. Bring it on.
  13. We hire from near and far. Through a flurry of recent hires, we’ve added talent from eight states and Malaysia.
  14. We’re known for our career flexibility. We offer very flexible work arrangements, and our people can join full- or part-time, depending on their needs.
  15. We recognize great work. We’re big believers in continuous feedback and recognize excellence in our team. Our steady stream of “shout outs” to individuals and teams for living our values relays real appreciation.
  16. We think women in leadership matters. Did you know that three of our four top executives are women? You’ll find us ranked as one of the Bay Area’s largest women-owned companies, and we took first place nationwide in MOVE’s list of women and equity at leading accounting firms.
  17. We’ve got a bold, new look to tell our story. Last year we repositioned the firm, fine-tuning our finance solutions for the particular needs of fast-moving companies, and rebranded with a new look and logo.
  18. We give back. We tutor kids in reading, gather backpacks full of school supplies for kids and more.
  19. We’re hiring! During the last five years, we’ve grown by 33%, taking on new consultants interested in flexible careers in consulting in lieu of traditional corporate roles.
  20. We have a super-friendly culture. In rough and tumble Silicon Valley, it’s refreshing to have a place like ours that thrives on doing right by people. We’re growing in a hypercompetitive talent market due to our unique mix of challenging job assignments matched with our culture’s warm vibe. We communicate openly, celebrate frequently, and build lifelong relationships along the way.
  21. We’re strategic and aligned. We’re getting into new markets, working and hiring in new ways, and our strategy is crystal clear to everyone on our team. Thanks to this, our people work highly efficiently and know their work matters.
  22. We’ve got FINACA friends. Our CEO was in on the ground floor to help form the nationwide industry association called FINACA. Its 18 regional consulting firms share best practices and insights for mutual success.
  23. We have more than 25 finance solutions. Our tailored approach to finance and accounting gets the work done, taking companies further, faster. Because we’ve seen it all before, we help companies at every lifecycle stage get through tricky transactions and other situations with ease.
  24. We’re mastering the art of continual learning. Our people stay at the top of their craft with a flexible, robust learning and development program, which encompasses both technical and soft skills through live and online experiences.
  25. We’re a tech innovator. We’ve developed cloud-based, SaaS software to manage our business that integrates scheduling, timesheets, financial forecasts, profitability analysis, account management, job candidates, and more. Being spun off as a separate software company, Bizinta Inc. can manage an entire professional services business with one system.

Check out more about this special milestone:

About RoseRyan
An award-winning consulting firm based in Silicon Valley, RoseRyan takes dynamic companies further, faster, by delivering specialized finance solutions at critical moments. We’ve been the finance dream team for 25 years to more than 800 companies at all stages of growth in the San Francisco Bay Area and beyond. Along the way, we’ve also enjoyed national recognition for our leadership and innovation. While we focus on the tech and the life sciences sectors, we consult with companies in any industry to boost them through finance challenges. Across all stages of their journey, for companies large and small, we accelerate startups, help manage growth, tame tricky transactions, and conquer complexity. Learn more at www.roseryan.com.

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