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Accounting

FORVIS Enters San Francisco Market

FORVIS is the eighth largest public accounting firm in the United States, with offices in 70 locations across the country.

Isaac M. O'Bannon

Nov. 06, 2023

The national accounting and consulting firm FORVIS is bolstering its presence on the West Coast with an expansion into the San Francisco Bay Area. This is FORVIS’ second California market, as the firm also has a presence in the Los Angeles area.

FORVIS will provide full-service tax, assurance, and consulting services to a wide range of clients in this region, introducing its focus on delivering an “unmatched client experience” thanks to the backing of more than 6,000 dedicated team members across the country. The office will serve clients across Northern California, including publicly traded and private equity-backed companies, with an early emphasis on the technology, life sciences, and media sectors.

FORVIS is the eighth largest public accounting firm in the United States, with offices in 70 locations across the country. The firm experienced significant momentum and growth in its first fiscal year, including earning a Net Promoter Score of 83 from client surveys and landing on Inside Public Accounting’s “Best of the Best Firms” list for operational excellence.

The firm has tapped three veteran professionals to lead growth efforts in the region. Partner Ricardo Martinez will serve as the Northern California Market Leader and California Technology & Services Market Industry Leader for FORVIS. Director Trevor Coe and Senior Manager Adam Travaglione will also support the firm’s client service and growth efforts in Northern California. The three have more than 45 years of combined experience and deep roots in the region. FORVIS is actively recruiting for additional roles on the San Francisco Bay Area team as well.

“This is an incredibly exciting time for FORVIS as we continue to strengthen our nationwide footprint and help clients in new markets unlock their full potential,” said Tom Watson, FORVIS’ chief executive officer. “We’re thrilled to bring Ricardo, Trevor, and Adam on board to help us plant a flag in the San Francisco Bay Area. Their industry experience and insight, combined with their genuine passion for client service, make them a natural fit for our firm’s culture.”