SM+Co LLC

www.smcollc.com

As of November 4, 2020, we've joined the firm of Cherry Bekaert. You can visit us there at https://www.cbh.com. . SM+Co LLC provides technical accounting and risk advisory services to both public and private companies mainly in the FinTech, Technology, Gaming/Hospitality, Financial Services, and Financial Institutions sectors. It is an entirely different kind of firm – one that serves clients using seasoned professionals with first-hand experience from a range of targeted disciplines. Our professionals have at least 10 years’ experience from public accounting and at least 10 years as C-level executives in industry (or equivalent). These qualities define our core team, who are willing and able to get things done for clients – not just advise clients on what they "should do". Our areas of expertise include: • U.S. GAAP (Accounting) • Finance • Treasury • Internal audit • Regulatory compliance • Risk management • Sarbanes-Oxley • Corporate governance • Mergers & acquisitions • Artificial intelligence • Business automation This is the second incarnation of SM+Co; it was originally founded in 2013 as Stephen Masterson + Co LLC and run by Stephen until he was acquired by Charles Schwab. Over his career to date, Stephen was a partner in public accounting for 17 years with Big4/Global 7 firms, and has spent 10 years working inside public companies as a Chief Financial Officer, a Chief Accounting Officer, a Chief Operating Officer, and a Chief Credit Officer. Re-established in 2020, SM+Co maintains a physical presence in Santa Barbara/Los Angeles and Dallas, with a virtual presence in Orange County, San Francisco, Las Vegas, and New York. Please visit our LinkedIn Company page @SM+CoLLC or our website at www.smcollc.com.

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As of November 4, 2020, we've joined the firm of Cherry Bekaert. You can visit us there at https://www.cbh.com. . SM+Co LLC provides technical accounting and risk advisory services to both public and private companies mainly in the FinTech, Technology, Gaming/Hospitality, Financial Services, and Financial Institutions sectors. It is an entirely different kind of firm – one that serves clients using seasoned professionals with first-hand experience from a range of targeted disciplines. Our professionals have at least 10 years’ experience from public accounting and at least 10 years as C-level executives in industry (or equivalent). These qualities define our core team, who are willing and able to get things done for clients – not just advise clients on what they "should do". Our areas of expertise include: • U.S. GAAP (Accounting) • Finance • Treasury • Internal audit • Regulatory compliance • Risk management • Sarbanes-Oxley • Corporate governance • Mergers & acquisitions • Artificial intelligence • Business automation This is the second incarnation of SM+Co; it was originally founded in 2013 as Stephen Masterson + Co LLC and run by Stephen until he was acquired by Charles Schwab. Over his career to date, Stephen was a partner in public accounting for 17 years with Big4/Global 7 firms, and has spent 10 years working inside public companies as a Chief Financial Officer, a Chief Accounting Officer, a Chief Operating Officer, and a Chief Credit Officer. Re-established in 2020, SM+Co maintains a physical presence in Santa Barbara/Los Angeles and Dallas, with a virtual presence in Orange County, San Francisco, Las Vegas, and New York. Please visit our LinkedIn Company page @SM+CoLLC or our website at www.smcollc.com.

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Country

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State

California

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Industry

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Employees

11-50

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Founded

2013

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Social

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Potential Decision Makers

  • Board Chair

    Email ****** @****.com
    Phone (***) ****-****

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