KBF Advisory opens first Bay Area office in San Mateo

KBF Advisory has opened its first San Francisco Bay Area office in San Mateo, California, to serve venture-backed, public and founder-led companies with accounting, tax and transactional services. The move brings the firm closer to technology clients that make up 30% of its base and signals further regional hiring.

Why it matters: - KBF Advisory is moving into one of the country’s most active technology markets. - The San Mateo office is meant to support venture-backed, public and founder-led companies that need accounting, tax and deal support. - The expansion brings KBF closer to technology clients, which make up 30% of the firm’s client base.

What happened: - KBF Advisory opened its first San Francisco Bay Area office in San Mateo, California, on Sept. 10, 2026. - The office is at 400 Concar Drive, San Mateo, CA 94402. - Kerry Chow and Danit Neeman, both Controllers in KBF Advisory’s Managed Accounting Services practice, will lead the location. - KBF Advisory said the office marks the firm’s entry into the Bay Area market.

The details: - The San Mateo office will provide financial support for venture-backed and public companies. - Services include compliance, cross-border structuring and transactional services. - The team will also work with emerging growth companies and founder-led organizations on day-to-day accounting operations. - Priority services in the region include Quality of Earnings reports, buy-side due diligence, sell-side due diligence, deal readiness support and managed accounting services. - Clients in the region will also have access to audit and assurance, Accounting for Income Tax (ASC 740) and GAAP advisory, plus tax planning and compliance for foreign businesses setting up a U.S. presence. - Chow started her career at PwC and has more than 20 years of experience leading finance and accounting functions for SaaS technology companies. - Chow’s background includes finance transformation and post-acquisition integration work. - Neeman is a Certified Public Accountant with more than 25 years of financial leadership experience. - Neeman has held executive roles as CFO and VP Finance in the technology industry. - KBF Advisory plans to add team members in the market as the office grows.

Between the lines: - The Bay Area office extends KBF Advisory’s geographic reach while keeping the firm focused on high-touch service. - The hire of leaders with direct operating experience in growth-stage technology companies suggests the firm is targeting founders and finance teams that want hands-on support. - Peter Buss, CEO and Managing Director of KBF Advisory, said the firm saw an opportunity to bring its approach to Bay Area clients who need a partner that understands their business.

What’s next: - KBF Advisory expects to build out the San Mateo team over time. - The firm will use the office to grow its presence among Bay Area technology and venture-backed companies. - Interested clients can contact Kerry Chow at kchow@kbfadvisory.com or Danit Neeman at dneeman@kbfadvisory.com.