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Brian Cates is an accomplished professional with a diverse, 35 year career, in public and private accounting and business leadership. Brian grew up with a family business and learned early that it often requires extra dedication and sacrifice to own a successful business. Graduating from California State University, Fullerton, Brian’s career began working for a global software developer. Developing a software and technology skillset, Brian would apply this knowledge to repeatedly help businesses improve methods and procedures. In 1998, after being employed by regional CPA firms specializing in construction, manufacturing, government accounting and tax strategy, Brian founded his own multi-partner, full service CPA firm. Over the last 3 decades, his firm has serviced an array of diverse business clients ranging from non-profits to real estate and every industry in between, both domestic and international. As a technology savvy CPA and Certified in Financial Forensics, Brian has successfully offered a unique hands-on perspective in business management.Prior to his role as business owner, Brian gained extensive experience in the manufacturing sector leading accounting and finance departments and streamlining financial reporting for international manufacturers. His ability to apply “out of the box” solutions for multi-departmental businesses has simplified consolidations and improved required reporting processes.Engaged to fulfill several Interim Certified Financial Officer positions since 2010, Brian’s leadership and keen business acumen has helped both established corporations and business startups navigate through complex business transitions including mergers & acquisitions, succession planning & tax strategy.Throughout his career, Brian has actively looked for ways to give back to his profession. As a specialist in business, accounting and auditing, he is a desired attribute who has been appointed to board positions at the California board of accountancy (Qualifications Committee) and a non-profit board of directors. With a multifaceted background encompassing technology, manufacturing, non-profit and business leadership, Brian Cates brings a wealth of expertise and a unique perspective to his current role as Business Executive/Owner. His commitment to excellence and his ability to navigate diverse industries make him a valuable asset to any organization he is a part of.
Cates & Associates, Cpa'S
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President And CeoCates & Associates, Cpa'SCorona, Ca, Us
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President/CeoCates & Associates, Cpa'S 1998 - PresentCorona, CaCates & Associates is a full service multi-partner CPA firm providing accounting, auditing, tax strategy, business consulting and tax preparation to Corporations, LLC’s and Non-Profit Organizations throughout the US.
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President/CeoCrown Resource, Llc 2012 - PresentCorona, CaCrown Resource, LLC - Wholesale distribution of industrial supplies to various industries.
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Outside ExecutiveInterim Cfo Services 2010 - PresentEngaged to provide interim CFO services to multiple large distribution and manufacturing companies. Led implementation of inventory management systems, provided consulting for company expansion and RE investments. Developed and streamlined internal reporting processes. Prepared company for buyout by international conglomerate and led buyout negotiations. Led implementation and reporting of financial information to parent company headquartered in Taiwan.
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Outside ExecutiveInternational & Public Companies 2003 - PresentLed financial reporting and consolidations for US subsidiaries of international, private and publicly held, companies headquartered in Germany, France, Switzerland, UK and Taiwan. Assisted with mandated quarterly and annual reporting requirements issued to the Finance Conduct Authority(UK), Securities and Futures Bureau(TW), Federal Financial Supervisory Authority(DE) and reported directly to the board of directors.
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Outside ExecutiveFinancial Forensics 2003 - PresentProvided financial forensic services for multiple companies. Services include the following:• Fraud detection and prevention• Financial misrepresentation• Insolvency and bankruptcy• Financial valuations• Calculating the economic damages of unlawful or unethical activity
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Outside ExecutiveManufacturing & Distribution Indusry 2003 - PresentLed manufacturing and distribution companies to streamline inventory management and implement activity based costing methods. Led multiple ERP software selection and implementations including Sage, Foundation, Made2Manage & Movex among others. Provided consulting, accounting and tax services to companies with up to 100M in revenue.
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Outside ExecutiveConstruction Industry 2003 - PresentLed multi-state construction companies to increase financing and job bonding capacity and streamline financial reporting and job tracking using percent-of-completion accounting methods. Provided consulting, tax and accounting services to regional construction companies including assistance with mergers & acquisitions, entity selection, succession planning and business & tax strategy.
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Outside ExecutiveNon-Profit Organizations 2003 - 2009Provided consulting and dozens of financial audits to several non-profit organizations. Led direct communication with organization board of directors regarding accounting matters.
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Accounting / Finance ExecutiveInternational Equipment Manufacturers 2000 - 2003Employed by an international equipment manufacturer, traded on the German Stock Exchange and an international time-piece manufacturer headquartered in Switzerland. Responsibilities include full accountability for all financially related matters of the company. Implemented ERP Systems and established procedures to report U.S. financial data to overseas shareholders.
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Auditor, Tax Consultant, Senior AccountantCertified Public Accounting Firms 1993 - 2000Employed by multiple regional CPA firms specializing in tax strategy, governmental audits, manufacturing & construction.
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Outside AuditorGovernment Sector 1993 - 1995Performed financial audits as an Independent Auditor of entities that receive federal funds including states and local governments that are subject to audit requirements commonly referred to as “single audits”. Collaborated within group to provide training to government financial officers in controls and procedures required to issue exemplary interim departmental financial reports under Governmental Accounting Standards (GAS).
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Software TechnicianSoftware Developer 1991 - 1993Employed by software developer of ERP accounting software.Responsibilities included supporting program and user issues related to MAS 90, MAS 200 & Sage accounting software.
Brian Cates Education Details
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Accounting And Management Information Systems
Frequently Asked Questions about Brian Cates
What company does Brian Cates work for?
Brian Cates works for Cates & Associates, Cpa's
What is Brian Cates's role at the current company?
Brian Cates's current role is President and CEO.
What is Brian Cates's email address?
Brian Cates's email address is bc****@****tes.com
What is Brian Cates's direct phone number?
Brian Cates's direct phone number is +195134*****
What schools did Brian Cates attend?
Brian Cates attended Cal State Fullerton, College Of Business And Economics.
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