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Case Studies

Armanino McKenna case studies deliver insights on how we assess client challenges, develop targeted solutions and deliver measurable results. Every aspect of every client is unique. At Armanino McKenna, we shape our services, resources and tools to fit the needs of the client, no matter how routine or specialized. The case studies herein are intended to showcase how we assess unique problems and challenges, provide actionable solutions and deliver measurable results for our clients.

Background:

Cardinal Newman High School is a Catholic college-preparatory high school for boys with an enrollment of about 430 students. It was established in 1964 as an operating division of The Roman Catholic Bishop of Santa Rosa ("Diocese of Santa Rosa") to serve the Catholic community of Sonoma County and other surrounding areas. The school set out on a capital campaign to raise money for a new multi-purpose student center, enhance the school's endowment and provide for other capital improvements.

Background:

Marin Sanitary Service, founded more than 50 years ago, is a leader in the Solid Waste industry. They service more than 33,000 residential and commercial customers, about one-third of Marin's population.

Background:

Neurobiological Technologies, Inc., a publicly-traded biotech company, acquires and develops central nervous system-related drug candidates. NTII's auditors advised the company to purchase a new back office accounting system because their current system was insufficient in meeting the requirements set forth by the Sarbanes-Oxley (SOX) legislation.

Background:

As mothers with young children, two former full-time executives formed a partnership in 1997 to supply high-tech firms with talented professionals seeking short-term work. High Tech Connect provides clients with pre-qualified, expert consultants to meet their specific needs. The company, with extensive experience in large and small technology companies, agencies and independent consulting, is a top-notch team solving marketing communications and resource challenges.

Background:

Adams Financial Investment Fund, LLC (the "Fund") is a California Limited Liability Company that was organized to engage in business as a mortgage lender for the purpose of making loans to the general public and acquiring existing loans, primarily secured by deeds of trust and mortgages on real estate throughout the United States.

Background:

Maui Land & Pineapple is a publicly-traded land holding and operating company dedicated to agriculture and resort operations. They are the only pineapple company in the U.S that still has a functioning cannery. A $160 million operation, Maui Land needed to become compliant with Sarbanes-Oxley 404.

Project:

Financial Statement and Internal Controls (SOX) Audit.

Project:

Sarbanes-Oxley (SOX) Compliance.

Background:

Neurobiological Technologies, Inc., a publicly-traded biotech company, acquires and develops central nervous system-related drug candidates. NTII's auditors advised the company to purchase a new back office accounting system because their current system was insufficient in meeting the requirements set forth by the Sarbanes-Oxley (SOX) legislation.

As mothers with young children, two former full-time executives formed a partnership in 1997 to supply high-tech firms with talented professionals seeking short-term work. High Tech Connect provides clients with pre-qualified, expert consultants to meet their specific needs. The company, with extensive experience in large and small technology companies, agencies and independent consulting, is a top-notch team solving marketing communications and resource challenges.

  • Audit Services

    At Armanino McKenna, we understand you want a team that knows your business, doesn't waste your time and adds value to your organization. We come prepared with a team that communicates technical and business issues in a way that helps you become more efficient, profitable and well-managed. Armanino McKenna is renowned for outstanding audit services, quality and a consistent engagement team year in and year out.

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  • Tax Services

    Armanino McKenna has a unique position in the marketplace when it comes to our tax services. We have partners and managers who work with individuals and small to mid-sized businesses as well as resources formerly with the Big Four who can deliver the depth of experience needed to serve large private and SEC companies.

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  • Consulting Services

    Armanino Consulting Services offer expertise in a wide variety of areas including IT, CFO Advisory Services, Governance, Risk & Compliance.  Our Consulting teams are tailored to your needs with experience in a wide variety of subjects including SOX Readiness & Compliance, Financial Outsourcing, IPO Readiness, SEC Reporting and more.

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  • AMF Media Group

    AMF Media Group is a media and communications consulting practice combining the diverse and well-established business consulting expertise of Armanino McKenna with the insight and prowess of publisher and media expert Vintage Foster. As the largest accounting firm headquartered in California, Armanino McKenna has a long history of providing innovative business solutions to its clients. Prior to joining with Armanino McKenna to form AMF, Vintage Foster spent 20 years in the media and publishing industry and was publisher of the San Jose/Silicon Valley Business Journal before his current role leading AMF.

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  • Financial Horizons

    Armanino McKenna's affiliate, Financial Horizons - Wealth Building Strategies, LLC, offers fee-only financial planning and investment advisory services to individuals, businesses and employee benefit plans. These qualified planning consultants can help you move down a path of financial independence by reviewing your financial position today and projecting your needs for college funding, retirement and planned giving.

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