The firm's clients include:

• Alvin B. Chan, Inc.
• Bay Area Automotive Services, Inc.
• Berdex International, Inc.
• Brannan Street Partners
• CSE Insurance Group
• Hogan & Vest, Inc.
• Swedish Society of San Francisco
• W. Laney Thornton
• Progressive Insurance Company (American Star Insurance Co.)
• The Seibels-Bruce Insurance Companies (Consolidated American Insurance Co.)
• Western Conference of Teamsters Pension Trust Fund
• Sheet Metal Workers of Northern California Trust Funds
• Numerous small businesses and individual investors.