Steve Albertolle received a BS in business administration—with an emphasis on accounting—from U.C. Berkeley. He's currently at work on a MS in taxation from Golden Gate University. Steve joined our firm in 2003 and brings a unique background to the firm with over 18 years of industry experience and 7 years in "Big 4" auditing.

His practice is made up of emerging and high growth companies that Steve serves as part-time VP of Finance and financial advisor. Steve helps companies by performing CFO activities including:

raise investment capital and negotiate bank lines
negotiate commercial agreements including software licenses, hardware sales, internet sales and services
work with international operations and establish business processes
develop reporting packages for outside investors and Board of Directors meetings
optimize closing the books, outsourcing accounting whenever practical

Previous accomplishments include CEO and co- founder of a wireless router company; serving for 2 years as CFO of Extricity, a business-to-business software company where he successfully raised over $70 million in private financing and filed an S-1 (an achievement that led to the successful sale of the Company for $250 million); and acting as VP controller for 3 years and eighteen months as VP of sales operations at Peoplesoft. He also was VP controller and acting CFO at Open Vision. At Tandem Computers, he held numerous positions in corporate finance and sales operations and acted as controller for the company's worldwide manufacturing operations.

Our clients benefit greatly from Steve's strong management background. He improves their management and analytical reporting, which helps build confidence internally as well as with their investors and board members. Steve merges his skills with Calegari & Morris's tax and advisory practices and takes advantage of the firm's wide network of legal and financial professionals. He can analyze a client's needs and immediately put together a team of professionals to help the client become more efficient, save money, and increase revenues.

Steve is a member of the Olympic Club in San Francisco. A long time resident of Palo Alto, Steve has been active on a number of youth athletic league boards and for more than ten years has coached youth soccer, basketball, and baseball. Steve is the father of four children (high-school- to college-age) who keep him challenged skiing and cycling. For less intense recreation, he turns to gardening.

Steve Albertolle on Calegari & Morris:

"Calegari & Morris has an exceptional business model and has provided me with the perfect platform to do what I love the best: working with entrepreneurs who can benefit from my thirty years of experience and . our firm’s huge network of professional advisors, including lawyers, bankers, pension administrators, benefits providers, and real estate experts. After I spend time with my clients, and understand their business needs and goals, I can suggest the right team of people to help them accomplish those goals. We don't receive direct financial benefit from our many referrals, but the fact is that when clients grow their businesses and become financially stronger, we thrive as well. Calegari & Morris has used this model for over 75 years and I'm furthering it in my own way everyday!"