Brian Cates Email & Phone Number

Corona, CA, US

Corona, CA

Cates & 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.

Corona, CA

Crown Resource, LLC - Wholesale distribution of industrial supplies to various industries.

Engaged 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 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.

• Provided 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

Led 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.

Led 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.

Provided consulting and dozens of financial audits to several non-profit organizations. Led direct communication with organization board of directors regarding accounting matters.

Employed 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.

Employed by multiple regional CPA firms specializing in tax strategy, governmental audits, manufacturing & construction.

Performed 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.

Employed by software developer of ERP accounting software.Responsibilities included supporting program and user issues related to MAS 90, MAS 200 & Sage accounting software.