Technical Accounting
& IPO Services
SOX &
Internal Audit
IT Compliance
& Advisory
RPA & Data Analytics
Start-Up Services
Direct Hire & Interim Support
Please join SOAProjects, Cooley, NYSE, ARM, Illumio, and Lockton and gain essential insights into navigating the complex journey of going public.
The IPO Bootcamp is a one-day workshop packed with insights from industry veterans, legal and financial professionals who have walked the path many times and know what it takes to launch a successful IPO.
IPO Bootcamp
Representing
Our Speakers
Manpreet Grover
CEO & Managing Partner
SOAProjects
CEO & Managing Partner
SOAProjects
Manpreet has over three decades of in auditing, advisory, and company management. She plays a critical role in shaping market strategies, fostering the firm’s fundamental values, motivating and nurturing our professionals, and ensuring excellent client service. Her pivotal contributions have significantly advanced SOAProjects positioning it as a leader in professional advisory services. Under her leadership, SOAProjects has received numerous awards and recognitions.
Yuko Wakasugi
Partner-in-Charge
Technical Accounting
SOAProjects
Partner-in-Charge
Technical Accounting
SOAProjects
Yuko has over three decades of experience in audit, advisory and managing companies. Her main area of focus is to provide TA and financial reporting advisory services to public and private companies, and companies on the IPO path.
Joe Talley
Senior Partner
Technical Accounting
SOAProjects
Senior Partner
Technical Accounting
SOAProjects
Joe has over 40 years of private sector, audit and consulting experience. He is a leader with unique background as both a CFO in the industry and a Big Four audit partner.
Jeff Womer
Partner
Technical Accounting
SOAProjects
Partner
Technical Accounting
SOAProjects
Jeff is an accomplished leader and trained SEC financial reporting expert and prior Big 4 audit partner with 34 years experience. He has helped many companies and executives achieve their goals whether it be a successful IPO, an important merger or sale transaction or a private equity or debt financing.
Robert Strasser
Senior Partner
SOX & Internal Audit
SOAProjects
Senior Partner
SOX & Internal Audit
SOAProjects
Bob is a CPA with 44 years of experience working in public accounting and consulting, including 20 years as an assurance partner with BDO USA, LLP (BDO). He has worked with publicly traded and pre-IPO companies in a full range of activities including auditing and financial reporting, mergers and acquisitions, public offerings, and international transactions.
Miguel Martin
Partner
IT Compliance
SOAProjects
Partner
IT Compliance
SOAProjects
Miguel has over 26 years of experience in providing systems assurance special services, identifying and implementing optimal use of technology on engagements, providing assurance on the internal control structure, and assessing audit risks related to the information technologies environment.
Andrew Dervan, CPA, MBA
Associate Director
Technical Accounting
SOAProjects
Associate Director
Technical Accounting
SOAProjects
Andrew is CPA with extensive experience working with public and privately-owned companies in technology, media, telecommunications, manufacturing, consumer goods, life science, health-tech, and hospitality industries.
Angeline Chan, CPA
Senior Manager
Technical Accounting
SOAProjects
Senior Manager
Technical Accounting
SOAProjects
Angeline is a CPA with extensive public and private experience in technical accounting, SEC reporting, and auditing of companies in the technology, life science and consumer goods industries.
Preet Gill, CPCU, ARM
Executive Vice President
Global Technology Risk Practice Leader
Lockton
Executive Vice President
Global Technology Risk Practice Leader
Lockton
As a top global insurance executive for the past 20 years, Preet specializes in solving complex risk and insurance problems for his clients including some of the largest and most disruptive Technology companies in the world. He has been recognized with the Power Broker designation by Risk & Insurance publications.
Reid Eanes
Managing Director
Commercial Insurance Financial Services
Lockton
Managing Director
Commercial Insurance Financial Services
Lockton
With 18 years experience in governance risk management, Reid’s focus includes full contract analysis, coverage negotiation, claims advocacy, and alternative risk transfer. His clients include public and private companies, financial institutions, and he is well-versed in helping organizations navigate the unique risks at various stages of company lifecycle from start-up to exit strategies.
Denny Won
Partner
Colley LLP
Partner
Colley LLP
Denny Won’s practice focuses on public and private securities offerings. He represents both investment banks and issuers in a variety of equity and debt transactions, including initial public offerings, other equity offerings, and high-yield, investment-grade and convertible debt offerings.
BUILDING A BRIDGE OF TRUST AND CONFIDENCE
Over 250 Years of
Combined Experience
SOAProjects, Inc. was founded in 2004 and is a leading professional advisory firm. SOAProjects operates six world-class service lines that cover a broad range of professional services to support clients as they grow and navigate a shifting regulatory landscape.
With over 250 years of combined experience in accounting, auditing, compliance and IT Advisory, SOAProjects creates unique solutions to satisfy the needs of even its most demanding clients.
SOAProjects has served over 450 companies and has significant experience working in number of industries.
Coming from the big4
Experienced Partners
& Leadership
Manpreet Grover
Managing Partner & Chief Executive Officer
Manav Singh
Founding Partner
Yuko Wakasugi
Partner-in-Charge, Technical Accounting & IPO Services
Joe Talley
Senior Partner, Technical Accounting & IPO Services
Jeff Womer
Partner, Technical Accounting & IPO Services
Vincent Genet
Partner, Revenue SME
Mehul Shah
Partner, Technical Accounting & IPO Services
Robert Strasser
Senior Partner, SOX & Internal Audit
Miguel Martin
Partner, IT Compliance & Advisory
Our Differentiation
Join
Our Team
SOAProjects has a sterling reputation, best-in-class customer base, niche experience, top-tier professionals and unique business model, providing an enduring value proposition to our clients. Our service model is flexible, scalable and tailored to our client needs, providing a strong foundation for an efficient and effective service offering.
Clients Served
experienced professionals
Technical Accounting clients
SOX implementations
IPO & SPAC completed
sterling reputation
Awards &
Recognitions
WHAT OUR CLIENTs ARE SAYING
Testimonials
“SOAProjects helped us remediate over 46% of our audit issues around SOD (Segregation of Duties) and access to critical transactions. SOAProjects successfully designed a flexible management of SODs that was deployed globally. In addition, they implemented a GRC tool that helped us both proactively address and monitor our environment that have helped us eliminate audit concerns proactively.”
Ankita Bandi
Director, IT Internal Audit
Super Micro Computer, Inc.
Director, IT Internal Audit
Super Micro Computer, Inc.
“SOAProjects was instrumental in assisting us with our SOX compliance obligations during our first year of reporting. From risk assessment, process documentation, design and operational testing, SOAProjects resources allowed us to leverage experience and expertise – across IT and business process domains - to stand up a manageable SOX compliance program. The consistency and professionalism of our SOAProjects team allowed us to up-level our internal audit and compliance operations.”
Mark Spink
Director of Internal Audit
ESS, Inc.
Director of Internal Audit
ESS, Inc.
“Its been an absolute pleasure working with SOAProjects as they have supported me in 2 separate companies as my trusted advisor. SOAProjects has a strong and knowledgeable team that supported my prior organization in the implementation of NetSuite and then as our NetSuite managed services. I’ve now brought them into my new organization to instill best practice automations and process improvements in our current NetSuite installation.”
Erik Wienert
Controller, Expression Systems
VP of Finance, Antibodies
Controller, Expression Systems
VP of Finance, Antibodies
“SOAProjects has been an excellent partner over the years. The resources they provide have been critical to achieving my compliance goals. Their outstanding level of partnership enabled us to do so within my cost envelope and with a vision to build scale into our compliance processes. The SOAProjects team provided insights that created a strong foundation for the future while effectively meeting my immediate compliance and cost needs.”
Erin Rand
Sr. Director
Brocade
Sr. Director
Brocade
“I have worked with SOAProjects on a number of assignments while I was Corporate Controller for 3PAR Inc. Projects included IPO readiness, SOX and revenue recogni2on and they consistently delivered high quality results at competitive prices. They provided the right level of experience and talent for the assignment and they were able to complete their assignments on budget. I would not hesitate to engage them again in the future.”
Jim Kirkland
Controller
Visual Instruments
Controller
Visual Instruments
“SOAProjects has been our SOX compliance providers for three years based on their expertise and cost effectiveness compared to internal resources. Their experience has been valuable in keeping costs under control by providing a more effective solution than our outside auditors. We have also had several projects and interim staff needs that SOAProjects has been able to resolve with ready-to-go personnel that keep our finance department going smoothly.”
Thomas Gay
CFO
Sigma Designs
CFO
Sigma Designs
“I would like to express my deepest appreciation for the outstanding work and dedication SOAProjects exhibited in addressing SOX findings in our recent SOX audit. SOAProjects team's in-depth knowledge of SOX regulations and the ability to identify and address the root causes of the deficiencies were truly remarkable and have helped remediate our current deficiencies.”
Ankita Bandi
Director, IT Internal Audit
Super Micro Computer, Inc.
Director, IT Internal Audit
Super Micro Computer, Inc.
"We engaged SOAProjects to help build out our IT SOX program as part of 404 readiness efforts. Their team consists of prior Big 4 consultants who provide a hands-on approach to developing these programs from the ground up and engaging directly with our business stakeholders. SOAProjects is a critical component to our success and has exceeded expectations."
Marischka Mevs
Director
Internal Audit & SOX
Roofstock
Director
Internal Audit & SOX
Roofstock
“SOAProjects includes teams of experienced individuals who take the time to research and understand our needs. Their team is technically proficient and can be relied on to complete complex reviews.”
Harmeet Singh
Sr. Manager, Internal Audit
Adobe Systems
Sr. Manager, Internal Audit
Adobe Systems
“Thank You SOAProjects, NetSuite implementation team for the rapid deployment of the NetSuite solutions for Mindstrong. SOAProjects came very experienced and knowledgeable with our integration requirements and provided additional value by assisting us streamline some of our business processes; more importantly, their post go-live managed services provided us support for an extended amount of hours outside regular PST hours to help with our stabilization and ongoing support. I loved working with the team, whose technical knowledge, responses, patience and flexibility played a significant role in the project.”
Phuong Quach
VP of Finance
Mindstrong Health
VP of Finance
Mindstrong Health
“SOAProjects have been instrumental in supporting us from the initial implementation of our ERP system, NetSuite and continued organizational changes and growth. From understanding and owning our current customizations and complexities to recommending further enhancements to automate our business processes, they are very responsive and readily available to help. Their diverse team provides us the right expertise based on our current problem and requirements. SOAProjects has truly been a great trusted advisor to us.”
Sara Kaur
CFO
Codex Labs
CFO
Codex Labs
“As a pre-commercial drug development company, SOAProjects ensured that the NetSuite implementation supported not only our current organization but also our future growth plans. By taking the time to understand our company and its unique requirements, they proved their deep knowledge and expertise in the industry. Once we went live, we really appreciated the great support they provided as our back-end NetSuite support organization.”
Niall Murphy
Controller
Graybug Vision
Controller
Graybug Vision