WHAT OUR CLIENTS ARE SAYING
We are here to serve our customers’ needs in a changing digital world. The world is in flux today, but let us help you plan for tomorrow with fresh ideas that will help you build a more stable future. See what our amazing clients have to say about the long lasting relationships we have built with our honesty and commitment in the accounting and financial services testimonials below.
OUM was engaged to perform SOC 2 Type 2 compliance attestation for our firm, a privately held professional services company of 700 employees. The project and its related deadlines were clearly laid out and communicated by OUM to the stakeholders. The OUM team was very patient and flexible, willing to go the distance to offer solutions to real world problems. At all times, they found ways to achieve their goals and ours without compromising ethics. The latter had to do with the fact that the team understood the foundation of our business, were able to grasp the nature of our activities and move nimble enough to adapt to changing circumstances. It was a pleasure. Job well done!
We have come to think of OUM as a strong partner. They guide us, give advice, and always provide recommendations that are in the best interest of our business model. Besides providing us with exceptional accounting and tax services, they are a true pleasure to work with. They’ve become a trusted expert advisor that we’ve come to rely on for their knowledge, expertise, responsiveness, and efficiency. It helps that they understand our business and are able to grow with us while keeping us compliant throughout the years.
I’m still waiting to ask a question that the OUM team can’t quickly answer for us. Not only are they responsive to our ad hoc requests, but they proactively keep us on top of important deadlines without having to be asked. They’ve also helped us to develop templates that make the tax filing process run much smoother.
OUM’s team is very professional, thorough, responsive, and knowledgeable. The team has consistently provided reliable insight and guidance resulting in us viewing them as a trusted and valued business partner. The combination of expertise, client service and value are hard to beat.
I would absolutely recommend OUM to others.
We are very pleased with OUM as they are a team of highly competent professionals who are a pleasure to work with. It’s very important to have a strong financial team on your side. OUM is the best!
OUM did a great job of working with Atreca to help us prepare for our IPO, both in their timely audit and quarterly review processes, as well as in their timely feedback on our finance processes and internal control infrastructure. They provided much more than simply an opinion to go in the S-1, but also helped us understand where we needed to enhance our systems and processes in order to be prepared to operate as a public company post-IPO.
OUM provides excellent, professional services and are a pleasure to work with. They are reliable, responsive, efficient and really understand our business. As audit committee chair at NovaBay, I rely on their expertise for audit and tax support as well as for sound strategic advice.
I have engaged OUM at two publically held biopharmaceutical companies. OUM is the best alternative to a big 4 firm. They are knowledgeable, efficient and proficient. You will see a significant decrease in fees as compared to the big 4 when working with OUM. They work with BDO for technical issues, have been fully vetted by PCAOB and my bulge bracket banker gave them rave reviews. I will use OUM any time I can. They are awesome!
I have worked with OUM for four years and they are a great business partner…knowledgeable, professional, responsive and cost-effective. Each engagement provides new challenges and the OUM team consistently delivers high quality work within our required deadlines. OUM has a solid understanding of the life sciences industry and are fun to work with.
The OUM team has exceeded my expectations. They’re not just a trusted source for all things tax and audit, but the team rolled up their sleeves and worked with us on registering in the states where we had economic nexus. Would most definitely recommend OUM. The team are ROCK STARS!
For the past five years, the OUM team has been right by our side through many complex and technically challenging transactions, often under tight deadlines. During this time, among the many complex transactions we have completed, we have taken two of our former subsidiaries public, completed three deconsolidations, several mergers and acquisitions and closed multiple financings, several with unique terms. All of these transactions, in addition to the successful and timely filings of our Form 10-Qs and 10-Ks for the three, and soon to be four, publicly listed companies could not have been accomplished without OUM’s dedication to client first, their readiness to meet and exceed client expectations, and the caliber of their technical understanding and professionalism. I look forward to working with OUM for many more years to come.
I strongly recommend Doug and his OUM team for responsive, comprehensive and reliable accounting services. As a public-traded company in significant transition, OUM quickly came on board and rapidly came up the learning curve, to be a significant resource for us. They understood our situation and complicated balance sheet, and furthermore, worked with us to file our required financials and to complete a complex merger transaction with a private international pharmaceutical company…all in the course of about 12 months. They do great work and are a pleasure to work with.
I have had the pleasure of working with OUM for about 4 years on both audit and tax side. With every engagement OUM has never failed to impress me and demonstrate their ability to adjust to the company’s needs without jeopardizing the quality of their work. Doug and Wendy, the partners on our engagements, are very responsive and an absolute pleasure to work with. The staff is knowledgeable, sharp, and fun to work with. I look forward to working with OUM for many years to come and would recommend them without any reservations.
During a period of significant transition in 1990, California Glass Company of Oakland, CA, reached out to Chris and his team at OUM for both auditing and tax services. They did not disappoint, but rather became a critical part of our ability not only to continue growing, but to add other companies to the mix as well: Glass Pak, Inc., Pacific Coast Container, Inc., Maverick Enterprises, Inc., GP Holdings, LLC, and Via Romero Leasing, Inc., to be specific. In each of these cases OUM provided just the right mix of services and support tailored to the needs of each entity. Likewise, as companies were sold, as with California Glass, Pacific Coast Container, and earlier Maverick Enterprises, OUM delivered the sort of support and structure that enabled the transactions to go through quite smoothly. Since the major sales in 2005, we have continued to use the services of OUM for the smaller remaining companies and continue the relationship to the present. Their work is solid, their capabilities are substantial and have grown significantly over the years, and their staff and partners have always been outstanding. As the CFO of these various entities and the one who worked most closely with OUM, I would find it hard to imagine a better group of professionals to work with.
OUM has been a great partner for SolarCity. They have consistently brought us unique expertise in evaluating accounting issues for complex electronic financial platforms. They do great work, and they do it at start-up speed.
Veritas Investments is a privately held multi-family real estate investment and management company headquartered in San Francisco, California. Over the past two years, OUM has played an integral role in contributing to our successful growth through their thoughtful guidance, expertise and highest level of professional service. Currently, OUM provides audit services for all of our institutional partnerships, funds and corporate entities. Their work product is always exceptional and delivered within our required deadlines. We look forward to continuing our relationship with OUM.
We are in the final stages of our first audit with OUM and couldn’t be more delighted with the team’s professionalism, rigor, attention to detail and strategic counsel. Wendy Weiss has been particularly helpful guiding us through the transition from our former firm and has quickly become an important talking partner for our executive team. I would recommend OUM to any company enthusiastically and without any reservation!
As an IT outsourcing firm we found ourselves responding to an ever increasing volume of request from clients to describe and verify our own security and business continuity practices. We needed a way to communicate to the world that our practices were independently verified as sound. We found OUM to be an outstanding partner for guiding us through our fist SSAE 16 SOC2 Type 2 assessment. They simplified what was potentially a very complex process, and worked closely with us to ensure that we were well prepared to pass our audit. Their assistance resulted in a much clearer set of internal policies as well as a universally accepted attestation of our compliance with them that we can easily share with clients. We couldn’t be more pleased with the process and outcome.
We continue to be impressed by the team at OUM. After one of OUM’s emails, where they shared information and some things to think about, I literally said “I love our accountants!”
We have come to rely on OUM for our SOX related internal audit work for over 5 years and they are a long term trusted accounting partner for us. We find the partners and associates to work closely together and provide consistent and reliable service. Their advice and recommendations are relied upon.
Saxco International’s relationship with Chris started in 2005 when we acquired an Oakland, CA based distributor. This distributor had used Chris and OUM for a number of years. After understanding OUM’s capabilities and seeing their work, we decided to retain them as the auditor for our Western affiliates. In 2007, OUM assumed the responsibility for auditing our Eastern US affiliates. Last year, we reorganized after an investment of private equity. OUM helped us through that process and they now audit all of our entities worldwide. We had no relationship with OUM prior to 2005. They retained our business because they earned it. As a middle market company, we need our audit firm to strike the right balance. We want our financial statements to be right and we want a thorough audit. We want a firm with the sophistication to assist us with complex transactions. We are small enough, though, where we need a firm to be our partner and our advisor. OUM has done all of this for Saxco. We have been pleased with their work and have enjoyed working with them.
Our relationship with OUM has been ongoing since 1992. Their ability to get the job done in a professional and prompt manner has allowed us to concentrate on our current business while working closely with their staff to complete the year end audit and tax returns. Over the years recommendations made by OUM’s staff have resulted in significant savings to our company.
Clean Well founded its relationship with OUM almost 8 years ago as an early stage company. Since then and with OUMs support and guidance Clean Well has grown to become a reputable and respected leader within its industry. Recently OUM has provided us with the utmost professionalism from Wendy and her team representing Tax and Clara and her team from Audit. We look forward to many more years utilizing the various services OUM has to offer.
I strongly recommend Wendy and her team at OUM for reliable and incredibly responsive accounting services. As a small business owner, Wendy has been instrumental in her guidance with regards to tax related questions as well as general accounting. She is always available and such a pleasure to work with. I am very confident in recommending her services and I look forward to a long relationship with her and the team. Thank you for all your work!
My brother Peter and I first started working with OUM in the mid-seventies. A good friend had recommended that I contact Rodger Odenberg, one of the principals of the firm. Although the primary nature of our business was manufacturing, we needed a highly qualified firm to assist us with our privately held real estate holdings. OUM and in particular Steve Green and his Carlsbad staff have worked with me and our entire family ever since. Our needs include providing standard accounting services, tax preparation, estate and tax planning and strategy planning relating to our real estate investments. Throughout our long working relationship, I have found the OUM organization to be highly competent and very responsive and professional in every respect. This has been particular true as it related to highly complicated real estate transaction and related financial structures. In addition, it has been and continues to be a very pleasant and enjoyable relationship. I look forward to a continued successful relationship.
As owners of vineyard and winery properties, we needed a CPA firm with extensive knowledge of our industry, and we found one with whom we could partner in a long term relationship. Since 2011, OUM has exceeded our expectations by delivering precisely the expertise necessary, and in a manner that is completely accessible and personal. Every member of the team understands the intricacies of our specific businesses and is responsive in a timely manner. In the recent sale of three of our businesses, OUM provided invaluable support – their partnership was critical to the success of the transactions and at all times we felt secure in their role as advisors and partners.
Proud to say we have been using OUM since 1997 for both our corporate tax work as well as our personal tax consulting and preparation. Steve Green and his team have responded quickly to every situation we have encountered since the beginning of our relationship. Not only to they do a great job on our behalf as tax preparers and advisors, they are readily available for questions beyond that scope. I highly recommend them for the professional manner in which they take care of all of our needs.
OUM has been critical to our business evolution over the past 20 years. Thanks to Steve’s insights and foresights, we have managed to maximize revenues and efficiencies, both with family assets and business assets. In a world that is increasingly unpredictable, OUM’s consistency, reliability and responsiveness set it apart from the rest.
OUM has provided tax and consulting services to our company and to my family for over 30 years. OUM is particularly adept at considering the tax implications of complex business transactions and property sales at both the entity and individual level. Steve and his team consistently provide thoughtful and timely professional advice.
Steve and I started working together almost 10 years ago, when I needed to identify a more sophisticated advisor. Steve came highly recommended by my private bank, and he and the team at OUM have provided excellent, timely advice ever since. OUM always offers careful and thoughtful input to me, my family and my colleagues, as I have referred many others to them over the years, with great results.
Adroit and attentive, OUM has consistently delivered quality accounting services at a reasonable price. Over the last decade, Steve and his team have proved a valuable partner providing solutions for both our personal and business requirements. I am confident when referring OUM business knowing my friends and associates will receive the same outstanding service we continue to enjoy.
When we moved Nutiva to Richmond two years ago, we needed to find a firm that could keep up with a company that was growing incredibly fast in both revenues and complexity, as well as one that was aligned with our company mission and values. We found the perfect fit with OUM. Both their tax and audit groups have done a phenomenal job of providing high quality advice and services as we move rapidly to the next phase of our growth. We are confident OUM has the ability to continue growing with us.
We are going on our tenth year working together. It’s a real pleasure working with you and your friendly staff. I am looking forward to our continued relationship. Thanks for all your valued support.
Eight years ago we selected OUM as our auditors after considering proposals from Big 4, regional and local firms. Through the years OUM has consistently provided VIVUS with the highest quality professional service. OUM has guided us through complex accounting issues as VIVUS has grown from the research and development phase and into commercialization. We have been impressed with their responsiveness and the continuity of their staffing. We look forward to our continued relationship with OUM.
I strongly recommend the state and local tax team at OUM. We needed a team to help us resolve a number of state tax matters and the OUM team fit the bill. With decades of experience, OUM helped me develop a practical approach that worked best for our organization. And when we needed resources to execute on that approach, OUM was able to bring the right mix of professionals to the table to get the job done.
California Sun Dry Foods has had a relationship with OUM since 1992. OUM has provided us with outstanding, professional, accurate, and timely accounting services from our inception, through our growth, and into our current status. In a small business environment I find it imperative to be associated with a top tier accounting service to survive and grow and OUM has provided just such a service treating us as though we were a Fortune 500 company.
In my current position as CFO of GCA Savvian, I have worked with OUM’s tax and audit professionals for ten years. The words that best describe my experience with OUM are continuity, collaboration and respect. Perhaps the most impressive fact is that the senior tax and audit teams that have worked with GCA Savvian since 2003 are the same teams currently in place. OUM’s ability to retain some of the industry’s most talented experts is unparalleled. OUM’s professionals consistently have proven to be problem solvers for GCA Savvian in complex and ever-evolving regulatory and tax environments. The OUM staff is smart, thorough, client-focused and courteous. My staff and I tremendously appreciate this business relationship.
Financial integrity and reputation are critically important to all companies. OUM was brought in to take over the engagement for Avigen (AVGN) after approximately 10 years of working with a Big 4 firm. OUM didn’t miss a beat when it came to technical resources and sensitivity to underlying business issues. The engagement team always had the confidence of our Audit Committee and kept the members apprised of impending issues. Even during periods of dynamic change for our company, OUM was responsive and flexible in delivering audit services and brought an openness to the discussion of accounting treatment considerations that resulted in better decisions. It was a good choice to select OUM to work with.
We’ve worked with OUM for years. They have anticipated our growth and always been there as we’ve grown and our needs have changed. They bring large firm expertise to the table and deliver it with a personalized touch. We value the relationship we have developed with OUM and look forward to a great association for years to come.
I have known the founding principals at OUM since 1975, and have done business with the firm in various ways since its founding a few years later. When the firm started up, I was happy to have a small bit of business that I could conduct with it. There was never an issue of being “too small.” As I found then and believe now, the shared values that the founders brought into the new practice represent the distinctive difference between the firm and others. Absolutely client-based, absolutely careful and cautious as they should be given the responsibilities they assume, everyone at OUM seems to have “come from the same mold.” And that’s a good thing, when you are working with other people’s money and wealth. From individual tax work, to auditing a benefit plan, to working with family trusts, over the years I have enjoyed working with the professionals at OUM. As the first generation, the founders, have transitioned to leadership responsibilities and larger accounts, I have found the next generation of partners to be every bit as skilled as was the first. Transitions have been seamless, probably because at the root the firm knows how to communicate well, internally and externally. I wouldn’t hesitate to recommend OUM. I’m happy to. Honored, in fact.
It has been my pleasure to work with Chris Millias and his associates at OUM for the past 15 years. OUM has exceeded our expectations over the years by not only providing the technical knowledge required but by also being nimble, responsive and most importantly proactive. They are efficient, a pleasure to work and have provided first class input to the City’s finance committee. OUM also has helped us to develop our Comprehensive Annual Financial Report and receive the GFOA Certificate of Achievement for Excellence in Financial Reporting.