Michelle Bacigaluppi headshot
650-393-7532

Michelle Bacigaluppi

Senior Tax Manager

With nearly 15 years of experience, Senior Tax Manager Michelle Bacigaluppi specializes in nonprofit exempt tax consulting and compliance for public charities, associations, clubs, and private nonprofit organizations, as well as closely held business taxation including S-corporation entities, partnerships and C-corporation, and family office or related-group taxation.

Michelle works with clients in a variety of industries including manufacturing, distribution, professional services, real estate, construction, retail, agriculture, and others.

A CPA in the state of Oregon, Michelle holds a bachelor’s degree in business administration from Humboldt State University. Outside of work, Michelle and her family are active in community service and enjoy travel.

Specialties

Local Government
Anna Baker headshot
(408) 776-8900

Anna Baker

Senior Tax Manager

With over ten years of accounting experience, Senior Tax Manager Anna Baker specializes in tax preparation, business strategy, and strategic planning for individuals, businesses, trusts and estates.

Anna works extensively with a wide variety of both real estate clients and manufacturing and distribution clients. She has extensive tax compliance and planning experience with multi-tiered real estate groups that often extend to related trusts, estates, and individuals. Anna also assists large corporations with their structural analysis, and business strategy in the context of tax reform and taxation of foreign earnings. She works on multi-state, consolidated entities, and large corporations with multiple foreign subsidiaries.

Anna enjoys staying current with tax law changes and complexities and takes these opportunities to think dynamically and assist clients with strategic planning. She has many industry publications including her most recent article published by Bloomberg Tax with insights on Qualified Opportunity Zones.

Anna received her Bachelor of Arts from Smith College, Northampton, Massachusetts, where she graduated Cum Laude. She is a licensed CPA in the State of California, and she is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Anna has also served as a board member for a number of non-profit organizations supporting the academic and musical success of local youth. Outside of work, Anna participates in equestrian sports and equine training. She enjoys learning about health, nutrition, and sustainable living, and she has a passion for sharing this knowledge with others.

Specialties

Real Estate
Frank Balestreri headshot
925-271-8700

Frank Balestreri

Consulting Partner-in-Charge

With over 30 years of experience, Consulting Partner Frank Balestreri leads the firm’s consulting practice. Frank specializes in serving private and public clients in the retail, consumer products, manufacturing, distribution, and the professional services industries.

Frank has significant experience with providing accounting solutions to clients from assessments to transaction level processing, monthly close, financial statement preparation and technology solutions.  He has consulted on business combinations, divestitures, impairments, and revenue recognition. His clients have included development-stage venture-backed entities to Fortune 50 companies.

Frank received a bachelor’s degree in economics and business administration, accounting from St. Mary’s College in 1991.  As a licensed CPA in California, he is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.  Outside of work, Frank enjoys fishing, boating, camping, and cooking.

Specialties

Outsourced Accounting
Family Office
Lease Accounting
Internal Audit
Manufacturing & Distribution
Food & Beverage

Insights from Frank Balestreri

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Lease Reassessment and Remeasurement Requirements Under the ASC 842 Accounting Standard

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9 Advantages of Outsourcing Accounting Services

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Best Practices for Closing Your Books

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Kristen Barrett headshot
541-388-7888

Kristen Barrett

Audit Manager

Kristen Barrett earned her Bachelor of Science degree in accounting from Oregon State University and is a licensed CPA in Oregon. Kristen began her accounting career with Sensiba in 2016 and was quickly promoted in a variety of roles to her current manager position. Kristen has over nine years of governmental auditing and accounting experience and is highly experienced in auditing the more complex areas for our Oregon municipal audit clients.

As a licensed CPA in Oregon, she is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants.

Kristen specializes in Oregon municipal audits, and maintains the training required to plan and supervise engagements, which requires 80 biannual hours of directly relevant governmental accounting and auditing continuing professional education. In the past five years, courses have included intensive training related to GASB statements 87-102, the Uniform Guidance and how to effectively plan the engagement under those requirements, and ongoing Yellow Book training. Additionally, Kristen conducts internal governmental accounting training opportunities to associates each summer and is the municipal niche representative for the Sensiba summer intern program mentoring college students interested in a future position with our firm.

As audit manager, Kristen will work with the District and is authorized to make recommendations and decisions. She is responsible for helping to make sure audit deliverables are provided to the District in a timely manner and working with the in-charge on high risk, complex areas of the audit.

Specialties

Local Government

Insights from Kristen Barrett

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The New Standard: Demystifying GASB 101 Compensated Absences

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Brenda Bartlett Headshot
925-271-8700

Brenda Bartlett

Audit Partner

With over 20 years of experience, Audit Partner Brenda Bartlett specializes in audit and attest engagements. She graduated Magna Cum Laude from Oregon Institute of Technology with a Bachelor of Science in management information systems/accounting. She was awarded the Bronze Award for Outstanding Achievement on the November 1998 Uniform Examination for Certified Public Accountants by the Oregon Society of Certified Public Accountants.

Brenda has directed and supervised a variety of audit and attest engagements including municipal, not- for-profit, construction, professional services, and manufacturing clients. Over the course of her career, she has worked as a controller in both industry and governmental organizations.

As a licensed CPA in Oregon, she is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants. She is a past board member of the Education Foundation for Bend-La Pine Schools and the Oregon Association of School Business Officials. Currently, she serves as the chairman of the Oregon Board of Accountancy’s Peer Review Oversight Committee.

Specialties

Local Government

Insights from Brenda Bartlett

Alert

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Understanding the Impact of GASB Statement No. 102, Certain Risk Disclosures

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Strengthening Internal Controls for Government Entities

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Bob Belshe headshot
408-286-7780

Bob Belshe

Audit Partner

With over 20 years of accounting and management experience, Audit Partner Bob Belshe specializes in fair value measurement, equity-based transactions, and stock-based compensation.

Bob works extensively with venture capital funds, venture-backed, emerging technology companies with an emphasis on software, SaaS, semiconductor, and medical device industries. He is an expert in improving business compliance efficiency, including corporate governance/Sarbanes-Oxley compliance.

Bob also has received certification in blockchain technology from the AICPA and CIMA. He understands the current landscape, business applications and financial control considerations associated with blockchain use as well as regulatory concerns and governance related to blockchain implementations.

Bob is a leader in automation, data analytics, and robotic process automation. He and his team are leading the charge to use technology and artificial intelligence in the accounting industry.

Bob received a bachelor’s degree in mathematics and human and organizational development from Vanderbilt University in 1999, as well as a master’s in accountancy from Golden Gate University in 2007. He is a licensed CPA in California. Outside of work, Bob enjoys hiking, visiting the dog park, spending time with family, and trying out new food trucks,

Specialties

Venture Capital
Financial Statement Audits, Reviews & Compilations
Greg Brown headshot
408-286-7780

Greg Brown

Tax Partner

With over 30 years of tax experience, Tax Partner Greg Brown specializes in tax planning, compliance, and tax consulting.

Greg was instrumental in establishing our Venture Capital and Technology Practice and works extensively with venture capital firms, privately-held technology companies, and high net worth individuals. He is an expert in investment partnership and technology company taxation.

Greg is active in the Firm’s tax department education efforts. He also serves as a mentor in the Firm’s emerging leaders development program.

Greg is a frequent panelist and speaker covering various tax topics and current business issues impacted by current or pending tax law changes. Greg has published many articles in The San Jose and San Francisco Business Journal, Smart Business Magazine, and The New York Times.

Greg received a bachelor’s degree in taxation from San Jose State University in 1984 and a master’s in taxation degree from Golden Gate University in 2000.  He is a licensed CPA in California.

Anyone who knows Greg knows his passion for cycling and his commitment to the American Diabetes Association. Greg is a member of the Big Ring Riders cycling team who annually rides Tour de Cure to support the Association’s research and advocacy efforts.  In between cycling and volunteering for the many local events, he escapes up to Arnold with his wife and family for hiking, fly fishing, kayaking, and riding bikes (of course!). Greg enjoys watching live sports and cheering on the Giants and the Niners. He also appreciates a good non-fiction book, wrenching on his bikes, doing puzzles, and binge-watching with his family.

Specialties

Technology
State & Local Tax
Business Tax
Patty Chantler headshot
(408) 776-8900

Patricia Chantler

Tax Principal

With over 35 years of experience in public accounting and financial services, Tax Principal Patricia Chantler specializes in individual and family tax planning and tax structuring of business transactions.

Patricia works extensively in estate planning, trust accounting, and estate and trust compliance. This experience includes decedent estate returns and trust returns, like charitable remainder trusts, grantor trusts, and other simple and complex trust returns. In addition, her exposure to a variety of industries and her background in the financial services industry provides her with broad-based experience in working with companies of all sizes.

Patricia is the recipient of the YWCA Tribute to Women Award, which recognizes women exemplifying excellence in executive-level positions. She is also the recipient of the Women of Influence Award from the Silicon Valley Business Journal and has been quoted in top business publications such as The Wall Street Journal.

Patricia received her bachelor’s degree in accounting from San Jose State University in 1995. Outside of work, Patricia enjoys traveling, house boating, and hiking.

Bill Confer headshot
925-725-3055

Bill Confer

Director, Governance, Risk, & Compliance

With over 5 years of experience, Governance, Risk, & Compliance Director Bill Confer specializes in information security and systems auditing. He serves clients of all sizes from start-ups to Fortune 200s across an array of industries including technology, healthcare, fintech, and manufacturing. 

Bill’s experience and knowledge in the technology industry and cloud computing space give him a competitive advantage when serving clients. He leverages his expertise to provide clients with unparalleled SOC reporting, HIPAA, and information security counseling. As an active member of the risk management community, he is a member of several cybersecurity and IT governance organizations including the HITRUST Alliance, ISC2, and ISACA.

Bill received his Master of Science in Computer Science and Quantitative Methods with a concentration in Cybersecurity from Austin Peay State University. He is a Certified Cybersecurity Framework Practitioner (CCSFP). Bill and his family support the Cerebral Palsy Foundation in honor of his nephew, and several cancer research foundations. In his free time, Bill enjoys spending time with his wife and four kids, getting outdoors, and firing up the grill.

Specialties

Governance, Risk, & Compliance

Insights from Bill Confer

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Framework Face-Off: HITRUST e1 vs SOC 2 – What’s the Next Step in Your Security Journey?

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Penetration Testing vs. Red Teaming: What’s Right for Your Business?

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Decoding InfoSec: The World of Information Security

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The Rise of Social Engineering and Hackers’ Best Weapons

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Tom Crotty headshot
(925) 271-8641

Tom Crotty

Senior Manager, Family Office Practice Leader

Tom Crotty brings over 40 years of experience serving family offices and family businesses. He combines his CPA background with high-energy leadership, strategy, management expertise, and communication to drive growth and success for his clients. He has worked extensively in multi-family office, business and professional services, contracting, mortgage banking, distribution, and nonprofit industries.

Tom aims to provide clients with timely, accurate, and relevant information they need to make sound, proactive decisions about their future. Since no two family offices are alike, he takes time to assess each client’s goals, understand their current situation, and provides a clear, concise path forward. Whether your family office is looking to secure, grow, and sustain their wealth, or transition to the next generation, Tom can develop an effective strategy.

Tom received his MBA from UCLA Anderson Graduate School of Management, and his BSC in Finance from Santa Clara University. He currently serves on the Board of Catholic Community Foundation. He has also served as the President of the Board for Catholic Charities of Santa Clara County and as Chair of the Board for the Montalvo Art Center in Saratoga, CA. On the weekends, you can find Tom reading a book or enjoying a long walk on the trails with his spouse.

Specialties

Family Office

Insights from Tom Crotty

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Why Are K-1 Forms Often Delayed?

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Choose the Right Family Office Accounting Software to Eliminate Financial Complexity

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What Is a Family Office?

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Risk Mitigation in Family Offices: Effective Strategies for Internal Control

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Jeff Curtis headshot
(925) 271-8700

Jeff Curtis

Senior Tax Manager

With over fifteen years of accounting experience, Senior Tax Manager Jeff Curtis specializes in tax compliance and planning, real estate transactions, and flow through entities.

Jeff works with clients in the real estate and construction industries as well as high-net-worth individuals. He has experience with assisting clients with cost segregation, performance management, and multi-state tax issues.

Jeff received a bachelor’s degree in economics and political science from the University of California, Davis and a master’s degree in taxation from Golden Gate University. He is a licensed CPA in California and a member of the American Institute of Certified Public Accountants (AICPA) and California Society of Certified Public Accountants (CalCPA). He also serves on the CalCPA’s East Bay Chapter Board of Directors. Outside of work, Jeff enjoys cooking, playing soccer, and traveling.

Specialties

Real Estate

Insights from Jeffrey Curtis

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The Tax Benefits of a Cost Segregation Study

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The Ins and Outs of Like-Kind Exchanges Tax Strategies 

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1031 Exchange Rundown: What you Need to Know

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Scott Dritz Headshot
925-401-5469

Scott Dritz, CISSP

Partner, Governance, Risk & Compliance

With more than 35 years of technology expertise, Governance, Risk, and Compliance Partner Scott Dritz helps clients achieve their business objectives and address their cybersecurity needs by helping them implement and optimize a variety of ISO compliance programs. Scott leads a team that helps clients of all sizes enhance their Information Security, Privacy, and Artificial Intelligence management systems, as well as the processes based on ISO frameworks, and the intersection of various cybersecurity systems.

A certified ISO 27001/27701/42001 Lead Auditor, Scott also holds the Certified Information Systems Security Professional (CISSP) and Certified Information Security Auditor (CISA), CMMC Certified Professional (CCP) designations. He is also certified in ISO 19011:2018 Leading Management Systems Audit Teams and ISO 19011:2018 Management Systems Auditing. He also has numerous cloud and cybersecurity designations.

Outside of work, Scott is an avid kitesurfer and paraglider pilot.

Specialties

Governance, Risk, and Compliance
ISO

Insights from Scott Dritz

Alert

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Navigating the EU Artificial Intelligence Act

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Calculating Headcount for ISO/IEC 42001 Audits

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What the 2025 U.S. AI Action Plan Means for Security Leaders

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Defining Your ISO/IEC 42001 Audit Scope

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Kathryn Edgecombe Headshot
(925) 271-8700

Kathryn Edgecombe

Client Accounting Services Practice Lead

With close to 25 years of experience, Client Accounting Services Practice Leader, Kathryn Edgecombe, specializes in business transformation, building strategic partnerships, and assisting clients with achieving financial goals.

Kathryn has worked with clients in the professional services, foodservice, retail and technology industries. She has a deep understanding of client’s accounting needs, whether they’re a small business, or a large Fortune 500 Company. In her previous experiences at The Coca-Cola Company and Fiscal Solutions, LLC Kathryn supported clients with systems implementation, budgeting and reporting needs, streamlining processes, resolving complex issues, and long-term planning.

Kathryn attended Wake Forest University where she received her Bachelor of Science in Business and Georgia State University where she received her Master of Business Administration in finance. Outside of work, Kathryn sits on the Foundation Board at North Atlanta High School; she also volunteers with the Boy Scouts of America and other local charities. She enjoys spending time with her family and exercising.

Specialties

Outsourced Accounting
Restaurant & Hospitality

Insights from Kathryn Edgecombe

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Understanding Outsourced Accounting and CFO Services

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Outsourced Accounting for Restaurants: The Secret Ingredient for Success

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What is Outsourced Accounting?

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Jacqueline Fader headshot
650-358-9000

Jacqueline Fader

Audit Partner

With over 15 years of experience,  Audit Partner Jacqueline Fader leads Sensiba’s Venture Capital practice. Jacqueline advises investment fund clients ranging from emerging managers through large institutional multi-entity funds on their technical accounting, assurance, and financial reporting needs. Her focus is ensuring the Venture Capital practice supports its clients’ complex accounting and tax issues with best-in-class technical expertise and provides a hands-on service experience.

Jacqueline received a bachelor’s degree in Accounting and Finance from California State University, Chico, and is a Certified Public Accountant and Certified Valuation Analyst (inactive). She is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Outside of work, Jacqueline enjoys outdoor activities and the beach with her family.

Specialties

Venture Capital
Technology
Financial Statement Audits, Reviews & Compilations
Julien Gervreau headshot
(925) 271-8700

Julien Gervreau

Sustainability Practice Leader

With nearly 20 years of experience, Sustainability Practice Leader Julien Gervreau specializes in the development of sustainability and climate action strategies. He works with executive leadership teams to assess their ESG baselines and implement business strategies that foster healthy, more resilient entities and drive operational savings.

Julien draws from a deep bench of experience as a sustainability professional. In his most recent role as Vice President of Sustainability at Jackson Family Wines, he spearheaded initiatives that resulted in over $29 million in cost savings. Julien is well–recognized for his achievements in the sustainability space. He has received multiple EPA Green Power Leadership and California Green Medal Awards, has been named to Environmental Leader’s Environment + Energy Leader 100 and North Bay Business Journal’s 40 under 40 lists.

Julien received his MBA in sustainable management from Presidio Graduate School. He also holds a Lean Six Sigma Black Belt certification focused on the intersection of sustainability and operational process improvement through the Management and Strategy Institute. Julien is a founding board member of the International Wineries for Climate Action organization. In his free time, Julien enjoys exploring the great outdoors in and around his home of northern New England with his wife and two children, and is a frequent attendee of youth soccer tournaments and performance recitals.

Specialties

Sustainability & ESG

Insights from Julien Gervreau

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5 Benefits of Hiring a Fractional CSO for Sustainable Growth

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Maximizing ESG Impact: The Role of a Fractional CSO in Business Strategy

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Sustainability - green city.

How Carbon Impact Relates to Financial Impact

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Private Companies Face New Requests Under SEC Climate Disclosure Rules

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Bill Gisvold headshot
(408) 776-8900

William Gisvold

Tax Principal

With over 30 years of public accounting experience, Tax Principal, Bill Gisvold, specializes in providing clients with the accounting, tax, and business knowledge that helps grow their businesses.

For almost his entire career, Bill’s practice has focused on the accounting and tax needs of the agricultural community with a particular emphasis on generational planning. He leads Sensiba’s agribusiness specialty group and continues to provide service to closely-held businesses of all sizes. Bill also serves on the Tanimura & Antle Board of Directors and George Mark Children’s House. His clients span 17 western states as well as Mexico and Chile.

Devoted husband of 12 years, Bill Gisvold is a family man at heart. He spends most of his downtime with his eight children and eight grandchildren. They take many trips together throughout the year, favoring the skiing slopes of Sun Valley or the Mexican sun. Bill also enjoys a few rounds of golf a week and relaxes in the evenings with a nice glass of Chardonnay. Ultimately though, Bill’s favorite time is spent watching his grandson’s little league team.