Effectus Group Overview

  • Service
  • Accounting Firm

  • Founded
  • 2013


  • Employees
  • 10


Effectus Group General Information


Effectus Group is a San Francisco, California based accounting and financial advisory firm. Effectus Group practices in the areas of technical accounting, initial public offering services, merger and acquisitions services, start-up services, processes and controls. The firm provides buy-side due diligence, sell-side due diligence, post-sale assistance, quarterly and annual compliance reporting, review of financing agreements, payroll, sales tax, and property tax preparation, internal control design and testing, process improvement, drafting technical accounting memos, revenue recognition and contract review, lease accounting and other related services.

Contact Information

Year Founded
Service Provider Type
Primary Office
  • 1735 Technology Drive, Suite 780
  • San Jose, CA 95110
  • United States
+1 (408) 000-0000

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Effectus Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Effectus Group Team (11)

Name Title Deals Office Contact
Mike Montgomery Managing Partner San Jose, CA
Eric Berg Partner & Manager Pleasanton, CA
Mio Aura Director, Transaction Advisory Services Lehi, UT
Serena Nguyen Executive Administrative Assistant San Jose, CA
You’re viewing 4 of 11 team members. Get the full list »