Armanino is a nationwide accounting, business consulting and technology solutions firm serving privately held companies, private individuals, nonprofit organizations and public entities. Its service portfolio spans advisory, audit and assurance, tax, business management, outsourcing, managed services, regulatory compliance and software consulting, giving clients support across both core finance needs and broader business transformation priorities.
Armanino combines traditional accounting and risk services with technology-enabled consulting focused on operational improvement, digital transformation and AI. The firm works across sectors including technology, healthcare, manufacturing, nonprofit, real estate, professional services, private equity and venture capital, life sciences and family office environments, helping organizations modernize processes, strengthen controls, improve reporting and connect strategy with execution.
Offerings, Capabilities, and Integrations
Armanino’s offerings center on finance transformation, operational improvement, risk management and technology enablement. It delivers audit, tax and compliance services alongside advisory, digital transformation, data and analytics, AI, human capital support and outsourced back-office operations, allowing clients to combine strategic guidance with execution support.
On the technology side, Armanino helps organizations evaluate, implement, integrate and support business applications across ERP, CRM, HR, business intelligence, FP&A and record-to-report workflows. Its capabilities include application managed services, no-code integration through CloudSync iPaaS on Microsoft Azure, and Microsoft-centered solution delivery through Azure consulting, Dynamics expertise and AppSource-listed offerings.
Products and Services
- Advisory Services: Business advisory services focused on growth, transactions, restructuring, capital management, operational challenges and data-backed decision support.
- Audit & Assurance Services: Audit and assurance services covering financial statement audits, reviews, compilations, internal audit, SOX, SOC reporting, cybersecurity, data privacy and related control and compliance needs.
- Business Management Services: Personal CFO-style business and financial management services for entertainment professionals, athletes, high-net-worth individuals and related family office environments.
- Digital Transformation & Technology Consulting: Digital consulting services that help clients modernize systems, align technology with business goals, automate processes, improve resilience and build future-ready operating models.
- Managed Services: Ongoing fixed-fee management of functions such as accounting, equity management, finance, HR, technology and tax, including support for the entire back office.
- Regulatory Compliance & Risk Advisory Services: Compliance and risk advisory services that help organizations address regulatory obligations, strengthen internal controls, manage risk and prepare for changing standards and oversight requirements.
- Outsourcing: Flexible outsourcing services spanning accounting, finance, HR, tax, fund administration and related back-office operations through full outsourcing, co-sourcing, staff augmentation and managed models.
- Tax Services: Business and individual tax services covering compliance, planning, strategy, jurisdiction-specific tax issues, tax outsourcing and tax credits and incentives.
- Business Application Software Consulting: Software consulting for selecting, implementing, integrating, upgrading and supporting ERP, CRM, HR, BI, FP&A and record-to-report solutions.
- Business Strategy & Transformation Consulting: Consulting services focused on growth strategy, revenue acceleration, operational improvement, workforce effectiveness and technology, data and AI strategy.
- AI Consulting – Artificial Intelligence Services: AI consulting services covering AI strategy, readiness, data foundations, custom AI engineering, predictive analytics, chatbots, automation and AI risk management.
- Fund Administration Services: Fund administration services for private equity and real estate funds, including fund accounting, investor reporting, capital calls and distributions, and tax compliance support.
- Application Managed Services: Post-implementation application support and optimization services designed to stabilize, manage and improve enterprise software environments over time.
- CloudSync iPaaS: Armanino’s integration platform used to connect business systems and automate data flow across applications such as Sage Intacct, Salesforce, Dynamics 365 and Workday Adaptive Planning.
Target Customers
Armanino primarily serves privately held and growth-oriented organizations that need a combination of accounting expertise, business consulting and technology modernization. Its customer base includes middle-market businesses, investor-backed companies, fund managers, nonprofits and organizations dealing with expansion, finance transformation, regulatory pressure, ERP change or back-office capacity constraints.
Armanino also serves private individuals, high-net-worth households, entertainment professionals and family office environments through business management services. Its industry reach includes technology, healthcare, manufacturing, nonprofit, real estate, professional services, private equity and venture capital, life sciences, financial services, education and consumer-oriented businesses, along with public entities that require audit, compliance or operational support.
Cloud Integrations and Marketplace
- Microsoft AppSource: Armanino has a verified marketplace presence in Microsoft AppSource, including listings for solutions such as Armanino’s Life Sciences Solution for Dynamics 365, Armanino Dynamic Insights, Armanino’s Revenue Recognition Management, Project Construction Accounting and Workspace Scheduler.
- Microsoft Azure: Armanino delivers Microsoft Azure consulting and uses Azure infrastructure for CloudSync iPaaS and related Microsoft-centric integration, modernization and application support services.
Key People
- Matt Armanino: Chief Executive Officer (CEO)
- Chris Carlberg: Chief Strategy Officer (CSO)
- John Kogan: Chief Financial and Administrative Officer (CFAO)
- Tony Caleca: Chief Growth Officer (CGO)
- Sarah Harris: General Counsel
- Helena Avalos: Chief of Staff (COS)
- Mike Boulton: Partner-in-Charge, Audit & Assurance
- Gerry Clancy: Partner-in-Charge, Tax
- Chris Perkins: Partner-in-Charge, Risk Advisory Services
- Owen Bailitz: Partner – Head of Quality & Risk Management
Key Facts
- Headquarters: San Ramon, California, United States
- Employees: Approximately 3,100
- Annual Revenue: $716M
- Parent Company: None
- Subsidiaries: Armanino India LLP
- Publicly Listed: Not publicly listed
