AMGADVISORS GROUP
Senior Accounting Manager

Theo Lam, CPA

CPA with 14+ years leading finance operations, audit readiness, and month-end close transformations for growing companies.

Theo Lam, CPA

About Theo

Theo Lam, CPA is a senior accounting and finance leader with more than 14 years of experience leading finance operations, advising executives, and transforming financial processes across public accounting and industry. He partners with CEOs and CFOs to drive operational efficiency, strengthen internal controls, and scale financial infrastructure for growing companies.

Past Experience

Before joining AMG Advisors, Theo was Accounting Advisory Manager at Lucas Horsfall in Pasadena, where he co-led a 12-person advisory team across client engagements in financial reporting, audit readiness, and finance operations transformation. He previously served as Accounting Advisory Supervisor at BPM LLP — one of the 35 largest public accounting and advisory firms in the U.S. and an IPA 100 Fastest-Growing Firm — leading finance functions for multiple client organizations. Earlier, as Accounting Manager at Ad.net, a $50M ad-tech company, Theo rebuilt the financial reporting framework, automated revenue and expense processes, and implemented SOPs and internal controls to scale the finance team.

Areas of Expertise

  • Audit readiness and compliance
  • Month-end close optimization
  • Financial reporting and board-level presentations
  • ERP implementations (NetSuite, QuickBooks)
  • Fractional CFO services
  • Internal controls and SOP design
  • Building and scaling finance teams

Education

B.S. in Business Administration, Concentration in Accounting — University of California, Riverside

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