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Bob Bates is a CPA, CVA, CFE with over 20 years of accounting experience as a Controller and CFO in various types of businesses up to $250 million in size.
He has worked in telecom, media, retail and financial services in addition to having consulting experience at startups in the software, technology and life sciences fields. He has run his own businesses, a publishing entity and a public accounting firm, in addition to working at KPMG. Bob was in some pre-IPO companies and CFO in a growing public company, responsible for SEC filings.
In addition to strategic planning, budgeting and many typical CFO functions, he specializes in International accounting, software issues and obtaining financing.
He has done many acquisitions, performed SOX work, has done valuations, stock options accounting and forensic work (discovered a $300,000 embezzlement).
Bob has written articles for CPA Magazine and Fraud magazine. He has been involved in depositions and testifying with multiple court cases:
Embezzlement, Creditor, Alter ego, Adversarial bankruptcy, Employment, Personal injury, Breach/Misrepresentation/Fraud/Negligence
He has done many valuations in various industries including technology, software, real estate, and startups. Many were for PCAOB audits as part of SEC reporting, and for IRS purposes.
Bob recently worked on his second IPO in California and is a board member for Catalyst Group Holdings.
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