25 Reasons to Celebrate 25 Years of Finance & Accounting Consulting

News Release

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.

Four Years Running! RoseRyan Honored Again as a Top 100 Workplace in the Bay Area

News Release

Media Contact:
Sarah Grolnic-McClurg
Pounce PR
510.898.1837

Newark, Calif., June 25, 2018—RoseRyan, a nationally recognized consulting firm that offers finance and accounting solutions to take companies further, faster, has been awarded a 2018 Top Workplaces honor by The Bay Area News Group. This is the fourth year that RoseRyan has made the list, ranking #19 among small businesses.

The Top Workplaces lists are based solely on the results of employee feedback. The list appeared yesterday in a Bay Area News Group supplement found in media outlets around the region, including The Mercury News.

RoseRyan employees believe the company is a very positive workplace, is moving in the right strategic direction, and has excellent communications to keep everyone informed about important decisions. Its workforce appreciates the very high level of cooperation and collaboration within the firm, and feels it’s a part of something meaningful. RoseRyan earned high marks on overall efficiency and execution, while actively encouraging new ideas and valuing different points of view.

“What an honor to win this award for the fourth year straight,” says Kathy Ryan, RoseRyan’s CEO and founder. “It’s gratifying to see that RoseRyan’s positive, collaborative team environment, open and honest communications, values and ethics, and overall strategic direction are appreciated.”

Adds Ryan, “We’ve just significantly expanded the team and are still hiring. We encourage Bay Area finance and accounting professionals to join our award-winning workplace, especially if they’d be excited about working with fast-moving companies in our team-oriented firm.”

About the Survey: Organizational Health and Job Satisfaction
Conducted by Energage, the confidential employee survey behind the list released yesterday assesses employees’ opinions about their jobs and their alignment with the employer’s long-term outlook.

“Becoming a Top Workplace isn’t something organizations can buy,” comments Doug Claffey, CEO of Energage, about the annual competition that distinguishes businesses with healthy workplace cultures.

RoseRyan: Hiring Finance and Accounting Professionals
RoseRyan is hiring accounting and finance professionals across the board for finance engagements throughout the Bay Area to take on meaningful engagements at dynamic companies, with an emphasis on the tech and life sciences sectors. Learn more about our part- and full-time positions here: https://roseryan.com/about/careers-culture/.

To start the conversation about a career in finance and accounting consulting with RoseRyan, contact its talent manager, Michelle Hickam, at mhickam@roseryan.com.

Says Hickam, “We’ve heard time and again that RoseRyan is a special place to work. New employees comment on the super positive atmosphere when they arrive. The vibe is very friendly and supportive, and it’s real. We take the high road and a long-term, thoughtful approach. We take real vacations, too. We’re continuing our rapid pace of hiring in 2018, and welcome savvy finance experts who share our values.”

About Energage
Energage (formerly known as WorkplaceDynamics) specializes in employee feedback surveys and employee engagement. It has surveyed and studied over 47,000 organizations since 2006 representing well over 16 million employees in the U.S.

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.

RoseRyan’s New Cannabis Solution Helps Companies Level Up Their Finance and Accounting So They Can Scale and Grow


Updated, 4/19/18
Media Contact:
Sarah Grolnic-McClurg
Pounce PR
510.898.1837

Newark, Calif., April 17, 2018—RoseRyan, the San Francisco Bay Area finance and accounting consulting firm that takes companies further, faster with proven finance solutions, today unveils its Cannabis Solution.

According to the consulting firm, cannabis companies are eager to set up robust finance frameworks to support their rapid growth in the extremely dynamic market. RoseRyan, which was founded in 1993 and enjoys a stellar reputation in the Bay Area, accelerated its involvement in the cannabis market after California voters passed landmark legislation in 2016 legalizing the adult use of recreational marijuana.

“Today, we’re formally introducing RoseRyan’s Cannabis Solution, which tackles cannabis companies’ most pressing finance and accounting needs so they can advance to the next stage, be investor-ready and tap into our strong partner network to help them build their own trusted ecosystem,” explains RoseRyan Vice President Maureen Ryan. “We’re taking best practices from our tech and life sciences experience and bringing it forth, tailored, for the canna industry.”

New Solution Addresses Major Finance Challenges for Cannabis Companies

Attacking the common pain points of cannabis companies, the RoseRyan Cannabis Solution offers:

  • A rapid diagnostic review of key finance and business processes to swiftly expose gaps.
  • An outsourced finance team to establish a solid finance framework, bringing both strategic-level finance expertise plus day-to-day accounting support. The framework includes best practices, systems and processes for reliable and accurate financial reporting, business planning and forecasting, cash management, inventory tracking and more.
  • Guidance on optimal fundraising levels, capital uses and growth plan strategies from the firm’s CFO experts.
  • Strategic-level game planning on exit strategies, M&A and partnership scenarios for perpetual readiness for opportunities.
  • Access to a wide ecosystem of expert firms including tax, legal, valuation, payroll and marketing, to help companies build up, or round out, their own ecosystem of trusted partners.

The Cannabis Solution uses best practices at every stage of growth, from startup to enterprise.

“I’m impressed with what RoseRyan has brought to the table in terms of a flexible combination of CFO-level thinking and everyday accounting as our outsourced finance team,” says Dr. Paul Lessard, president and chief scientist of Delta 9 Laboratories, a medical and recreational cannabis company based out of Santa Cruz, Calif. “They helped us get our books in order at a critical time with just the right finance expertise for what we needed. I’m confident they will be a valuable resource to those seeking financial compliance and accountability in a newly regulated market.”

New Solution Solidifies the Finance & Accounting Consulting Firm’s Involvement in the Market

In addition to attending numerous cannabis conferences and trade shows, RoseRyan has added its finance and accounting expertise to the field with a number of published articles, a webinar and its own blog series. In June 2017, for instance, the National Cannabis Industry Association published the firm’s look at how to build a company’s financial backbone (RoseRyan has been an NCIA member since 2016). In October, RoseRyan produced a webinar, The Pot Thickens: Building a Successful Cannabis Business in California, that was covered by Cannabis Business Times. Available as a replay, the one-hour panel of industry experts covers legal considerations, business structures, and several industry issues and opportunities. The consulting firm plans another webinar this year.

RoseRyan first entered the cannabis field in 2014 while providing its small business solution to Nemus Bioscience and playing a critical role in the company quickly becoming public through a reverse merger.

“We’ve really enjoyed getting to know key players in this space, especially in the white-hot California market,” says Chris Vane, a RoseRyan director. “Despite some unique challenges to this industry, most business issues facing cannabis companies are common to what others in explosive growth markets experience. They need to get their financial house in order.”

He adds, “Our finance solution professionalizes their finance operations, brings CFO-level insights and prepares them strategically for whatever lies ahead. In a highly volatile market, establishing a stable financial framework and a partner ecosystem is critical for success-even survival.”

Ready to Hit the Gas for Your Cannabis Business?

Contact RoseRyan Director Chris Vane at cvane@roseryan.com to learn how RoseRyan can boost and transform your growing cannabis company.

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 800 companies achieve success since 1993. Our focus is on the tech, life sciences and cannabis sectors, yet our experience and expertise allow us to consult in other industries; ecommerce, mobile, internet and social media among them. No matter what stage in the business lifecycle you’re at, the size of your business or the scale of your next endeavor, RoseRyan has the wide-ranging solutions you require to accelerate growth. Learn more at www.roseryan.com.