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| Greenstein Rogoff Olsen and Co LLP, CPA |
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Mission statement:
At Greenstein, Rogoff, Olsen & Co., we strive to deliver the best service to our clients. We are successful because we stay true to our vision, work hard toward our mission, and employ a series of core values.
Our Vision is to be the most trusted advisors in the Bay Area serving entrepreneurial individuals, venture capitalists and closely held businesses.
Our Mission is to enhance the well being of our people and the clients we serve.
Our Core Values include:
Integrity / Honesty
Relationships
Respect and Teamwork
Personal Development
Accountability
Innovation
The firm has built a strong reputation in the Bay Area as an extremely knowledgeable team of advisors. We focus on helping our clients achieve an ideal quality of life, while creating and preserving wealth. We understand that personal time is important to our clients and are committed to developing solutions which allow them to spend more time on themselves and/or their families, and less time worrying about business or personal financial issues.
Our management team is committed to the success of our clients. We are focused on building a trusted relationship by providing the attention, commitment and expertise they need and deserve. |
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Overview:
Under the leadership of Managing Partner Alan L. Olsen, CPA, MBA (Tax), the firm has experienced tremendous growth in recent years. Olsen’s unique management style has grown the company into a premiere regional accounting firm with offices in Fremont, Palo Alto and San Francisco, CA.
GROCO® provides strategic accounting, tax, financial, wealth preservation, business valuation, planning and consulting services to high net worth individuals, closely held businesses and individuals expecting significant liquidity events. Specific expertise includes delivering these services to Venture Capital partners and individuals associated with family offices.
Many named partners in the largest VC firms are long-time clients of GROCO, in some cases, multiple generations. Successful companies that have been assisted by GROCO VC clients include:
Google
Oracle
Yahoo
Intuit
EBay
Compaq
America Online
Sun Microsystems
Genentech
At GROCO, we are trusted advisors and partners who carefully evaluate your complete financial and business objectives to provide you with strategic and innovative solutions that will positively impact your bottom line.
GROCO: A Next-Generation CPA Firm
As a next generation CPA firm we continue to invest in and embrace technology innovations, integrated software, and other technologies that support real-time information sharing with clients and end-to-end digital, paperless processes. We recognize the importance of consistent and powerful communications and are continuing to invest in our resources of complimentary virtual advisory services.
With rapidly changing technologies we are gaining efficiency in our lives but are battered with a greater demand for a balance of work/family/personal issues. By reinvesting in technology and state of the art programs we will further expand our virtual advisory services allowing people additional leverage into their personal life.
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History:
Accounting Practice in the San Francisco Bay Area
Part of GROCO’s history can be traced back to the Marshall Plan that followed WWII and General William Draper Jr. The same investment and financial strategies that General Draper championed and refined while helping to rebuild a devastated Europe after WWII, he later brought back home. These strategies became part of the foundation for an emerging venture capitalism movement, which expanded to Silicon Valley where it flourished in the high tech environment. Modern venture capitalists (VCs) continue to make it possible for innovative solutions to be developed rapidly; benefiting the investor, entrepreneur and the general public. Some of these west coast venture capital pioneers were Mr. Greenstein’s first clients. As clients prospered, so did GROCO; throughout its history, the firm has continuously added capabilities and services to accommodate high net worth clients, particularly VCs.
Humble Beginnings…
The firm began in 1964 as a sole proprietorship of Morey Greenstein. The fledgling firm was among the first accounting practices in the new (incorporated 1956) city of Fremont, California. Real Estate developers, merchants and professional practitioners were among the early clientele, many remain Mr. Greenstein’s’ clients today. In 1973, Barry Rogoff joined the firm and later became managing partner. The practice grew alongside the local business community. By 1980, the firm had clients throughout the San Francisco Bay Area and beyond, with a second office in Palo Alto.
In 1987, Alan Olsen joined the firm, became partner in 1993, and later, managing partner. While under Mr. Olsen’s care, the practice grew to serve an ever-wider variety of industries, including manufacturing, distribution, services, entertainment and financial services. Hand in hand with its industry strengths, the firm's tax, estate and general financial planning practices (for the owners and operators of the companies it served) also flourished.
The firm's high tech practice grew during the 1980's and 1990's. The explosive growth in high technology and venture capital in Silicon Valley prompted the firm to make a strong commitment to technology in its own practice and in helping clients harness the power of network and Internet technologies in their companies. Led by Mr. Olsen, this initiative was extremely successful. The company's Web site went online in 1997 (GROCO.com), and is considered amongst the top 1% of accounting firm websites by industry insiders.
In the middle and late 1990's, continuing to this day, the firm made a strong commitment to technology in its own practice and in helping clients harness the power of network and Internet technologies in their companies. Groco.com, the company's website, went online in 1997.
In 2007, the firm saw tremendous growth along with the addition of three new partners: Steve Singer, Hal Friedman, and Ron Cohen. It also opened offices in San Francisco and Danville, California, giving the firm a substantial presence in the most populous regions of the Bay Area.
Today, under Mr. Olsen's leadership, Greenstein, Rogoff, Olsen & Co. has a staff of more than 50 seasoned employees, serving clients throughout the greater San Francisco Bay Area, as well as the East Coast and abroad. Additionally, to serve the ever-changing needs of our clients, new services continue to be developed or acquired via mergers of smaller CPA firms. |
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