Photo of Steve Franklin
Steve Franklin
Principal
CPA
steve.franklin@mossadams.com
(415) 793-5062
My Profile

Industry Expertise

Asset Management Private Equity

Practice Focus

Financial Statement Audits Technical Accounting Valuations

Biography

Steve has practiced public accounting since 2000, providing audit services to companies within the financial services industry. His experience spans the financial services sector, with a particular focus on alternative investments and asset management.

Possessing a comprehensive understanding of the field, Steve has worked with diverse alternative investment funds, including private equity funds, venture capital funds, hedge funds, and fund of funds. His clientele also includes both public and private asset managers, mutual fund complexes, and broker-dealers.

Steve has worked with some of largest asset management firms in the country. He also actively participates in the fintech space, where he advises clients on various accounting matters, including consolidation, financial asset transfers, and securitization.

External Publications

  • Part II – A Checklist Guide: Emerging Fund Managers (BDO Website, June 2022)
  • A Checklist Guide: Emerging Manager (BDO Website, February 2021)

Community Involvement

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BS, finance, Santa Clara University

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.