Bob is a founding Partner of DZH Phillips. He has extensive experience in audits, reviews, and compilations and tax planning, strategic planning, and succession planning. His expertise also includes management consulting and advisory assistance, which involves forecasting, budgeting, business plans, and financing. Bob’s clients have brought him into various industries, such as real estate and investment partnerships, law firms, maritime companies, and professional service companies.
Bob started his accounting career as an audit manager with the national firm of Alexander Grant & Co. He then became a founding and managing partner of Wilson, McCall & Daoro, and later a founding partner of Daoro Zydel & Holland. When DZH merged with Smith, Lange & Phillips, Bob became a partner in DZH Phillips, the subsequent firm. He received a Bachelor of Arts degree in accounting from San Francisco State University, a Master of Business Administration from Santa Clara University, and a Master of Science in taxation from Golden Gate University. Bob is a member of the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA), and the California Council for International Trade. He is also an active member of the Management of Accounting Practice Executive Committee of CPAmerica International.
Bob volunteers with community-directed efforts through a number of nonprofit organizations. He is a board member of Compass Community Services, Inc., a long established San Francisco agency with a focus on the disadvantaged and homeless. Bob currently serves as the treasurer at Fort Mason Center for Arts and Culture, a historic military post alongside the San Francisco Bay that works to connect people with arts and culture. He is also a past treasurer of the Educational Foundation of Orinda, which provides financial support to public schools. Bob will continue to work with COO/CFO clients, and conduct M&A work for the firm in semi-retirement, when he’s not gardening, traveling, or spending time with his wife and two grown children.