# Top Bookkeepers in Napa Recommended Bookkeeping companies in Napa include indinero, George Dimov, CPA, Ravix Group, Balanced Business Group, Beasley & Bates Accounting Services, Singular Accounting, Uboldi, Heinke & Velladao, LLP, Elite Financial Company, Inc, Slater and Associates, Mallari's Tax & Accounting. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Bookkeepers in Napa Ratings Updated: Jul 15, 2026 ### [indinero](https://clutch.co/profile/indinero) #### 4.9 out of 5 star rating (20 reviews) - $100 - $149 average hourly rate - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 5% Compliance Consulting - 50% Finance & Accounting Outsourcing (FAO) - 15% Fractional CFO Services #### Company description Indinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses. [Visit Website](https://www.indinero.com/talk-to-an-expert/) #### Experience in 4 industries Indinero has demonstrated strong expertise across various industries, including financial services, advertising & marketing, medical, and software. Clients commend their attention to detail, responsiveness, and organizational skills, particularly in financial management and strategic planning. Overall sentiment is highly positive, with businesses highlighting improved financial visibility and operational efficiency, making Indinero a suitable partner for companies looking to enhance their accounting and financial processes. [Read All Reviews](https://clutch.co/profile/indinero?verified=true#reviews) ##### Nonprofit Experience Indinero demonstrates strong expertise in the nonprofit sector, providing tailored accounting services that resonate well with clients. A CEO noted their ability to efficiently manage complex accounting needs, including 990 filings, and praised their flexible pricing and knowledgeable staff. The firm was instrumental in cleaning up financial records and establishing effective systems for ongoing management. Overall, clients express high satisfaction, highlighting Indinero's support as crucial for their organizational success. - 1 review for nonprofit industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Background Check Organization (5.0/5, Apr 5, 2022): inDinero provides accounting services for a background check organization. They help with filing and fixing the company's accounting mishaps from the previous years. [Read Full Review](https://clutch.co/go-to-review/indinero/15090) ##### Medical Experience indinero has demonstrated strong expertise in the Medical industry, particularly in providing strategic planning and accounting services for healthcare providers like nursing homes. Client feedback highlights their professionalism, responsiveness, and ability to ensure compliance with audits, showcasing their impact on operational efficiency. Overall, their proficiency in managing financial aspects aligns well with the needs of medical organizations, making them a suitable partner for projects requiring meticulous financial oversight. - 1 review for medical industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for Clinical Consulting Company (5.0/5, Nov 13, 2024): indinero provides accounting services for a clinical consulting company. The team is responsible for the client's accounting management, taxes, and strategic planning. [Read Full Review](https://clutch.co/go-to-review/indinero/330596) ##### Consulting Experience inDinero demonstrates strong expertise in the consulting industry, particularly in healthcare, by providing comprehensive bookkeeping and financial reporting services. Clients appreciate their timely communication and dedicated support that adapts to unique business needs, leading to improved financial management. Overall, the sentiment towards inDinero is highly positive, indicating its effectiveness in enhancing operational efficiency and ensuring accurate financial oversight, making it a compelling option for businesses seeking reliable consulting solutions. - 1 review for consulting industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Back Office Fiscal Services for Healthcare Consulting Firm (5.0/5, Apr 8, 2022): inDinero works for a healthcare consulting firm to clean up their books, take over their bookkeeping, and produce fiscal reports. They also assist with payroll support, month-end reconciliation, and more. [Read Full Review](https://clutch.co/go-to-review/indinero/15466) ##### Agriculture Experience InDinero has demonstrated strong expertise in providing accounting services tailored for the Agriculture industry, as evidenced by their partnership with Ricult, a fintech company. Clients commend their responsiveness, knowledge, and efficient management of financial reporting and taxation. The firm’s ability to meet deadlines consistently and their user-friendly reporting dashboard enhance operational efficiency. Their strength in handling complex financial requirements makes them a compelling choice for businesses seeking reliable financial management in the Agriculture sector. - 1 review for agriculture industry - 1 review is 5 stars - $1,000,000 – $9,999,999 avg. project cost - Accounting Services for Agriculture FinTech Firm (5.0/5, Apr 6, 2022): InDinero managed all accounting requirements for an agricultural fintech firm. These included taxation, management reporting, consolidation of reports, and tax services. [Read Full Review](https://clutch.co/go-to-review/indinero/15213) ##### Consumer Products Experience Clients in the Consumer Products industry commend inDinero for their expertise in managing accounting for inventory-holding companies. Feedback highlights their timely and attentive service, particularly in cleaning and reconciling financial records. One client noted that inDinero helped them achieve an accurate understanding of their financial health, demonstrating significant impact on operations. Overall sentiment suggests that inDinero is well-suited for businesses seeking reliable financial management in the Consumer Products sector. - 1 review for consumer products industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Finance & Accounting Services for Consumer Products Company (5.0/5, Apr 1, 2022): inDinero provides finance and accounting services for a consumer products company. They have cleaned and reconciled the client's financial transactions and are now managing its accounting using Quickbooks. [Read Full Review](https://clutch.co/go-to-review/indinero/14837) ##### Sports Experience InDinero has demonstrated strong expertise in accounting for the sports industry, particularly noted by Just Play, a sports app. The founder highlighted their timely and effective management of financial services, allowing the company to focus on growth. The collaboration has resulted in organized accounts and strategic financial insights. Clients appreciate the support and proactive communication, confirming InDinero's capability to cater to the unique needs of sports-related businesses. - 1 review for sports industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Sports App (5.0/5, Mar 29, 2022): inDinero provides accounting services for a sports platform. They manage the client's accounting needs using QuickBooks. [Read Full Review](https://clutch.co/go-to-review/indinero/14602) ##### Advertising & marketing Experience Client feedback highlights indinero's strong expertise in delivering tailored accounting solutions for the Advertising & Marketing sector. With a focus on streamlining financial processes, they have significantly improved clients' operational efficiency and financial clarity. Their proactive communication and commitment to understanding client needs foster a collaborative partnership, making them a valuable asset to B2B marketing agencies. Overall sentiment is overwhelmingly positive, indicating indinero as a reliable partner for growth and financial management. - 3 reviews for advertising & marketing industry - 3 reviews are 5 stars - $10,000 – $49,000 avg. project cost - FAO & Financial Consulting for Marketing Agency (5.0/5, Sep 12, 2024): A marketing agency has hired indinero to provide finance and accounting services. The team is responsible for financial consulting, bookkeeping, payroll, tax services, and outsourced CFO needs. [Read Full Review](https://clutch.co/go-to-review/indinero/313949) - FAO, Consulting & Fractional CFO Services for Mktg Agency (5.0/5, Sep 18, 2024): A marketing agency has hired indinero to provide accounting services. The team is also responsible for providing fractional CFO services and financial consulting and instituting GAAP-compliant policies. [Read Full Review](https://clutch.co/go-to-review/indinero/315344) - Accounting & Fractional CFO Services for Mktg & Branding Co (5.0/5, Dec 9, 2025): indinero provides accounting services for a marketing and branding company. The team tracks the client's accounts payable and receivable, provides payroll support, and offers fractional CFO assistance. [Read Full Review](https://clutch.co/go-to-review/indinero/424499) ##### Other industries Experience Indinero has garnered positive feedback across various Other industries, showcasing their expertise in accounting and bookkeeping. Clients appreciate their responsiveness, quality of service, and ability to streamline financial processes. Notably, they have effectively managed complex accounting needs for businesses in diverse sectors, such as healthcare, food service, and fintech. Overall, the sentiment reflects strong satisfaction with their capabilities, making Indinero a suitable partner for companies seeking reliable financial management solutions. - 12 reviews for other industries industry - 12 reviews are 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for Sports App (5.0/5, Mar 29, 2022): inDinero provides accounting services for a sports platform. They manage the client's accounting needs using QuickBooks. [Read Full Review](https://clutch.co/go-to-review/indinero/14602) - Finance & Accounting Services for Software Development Firm (5.0/5, Mar 30, 2022): inDinero provides finance and accounting services for a software development firm. They support the client's accounting, tax, and financial projection, ensuring financial resources are placed on business goals. [Read Full Review](https://clutch.co/go-to-review/indinero/14603) - Accounting Services for Virtual Care Platform Company (5.0/5, Apr 1, 2022): A virtual care platform hired inDinero for accounting services. They manage accounts payable transactions, monthly bank reconciliation, accounts receivable, Expensify optimization, and payroll administration.  [Read Full Review](https://clutch.co/go-to-review/indinero/14825) - Finance & Accounting Services for Consumer Products Company (5.0/5, Apr 1, 2022): inDinero provides finance and accounting services for a consumer products company. They have cleaned and reconciled the client's financial transactions and are now managing its accounting using Quickbooks. [Read Full Review](https://clutch.co/go-to-review/indinero/14837) - Accounting Services for Background Check Organization (5.0/5, Apr 5, 2022): inDinero provides accounting services for a background check organization. They help with filing and fixing the company's accounting mishaps from the previous years. [Read Full Review](https://clutch.co/go-to-review/indinero/15090) - Accounting Services for Agriculture FinTech Firm (5.0/5, Apr 6, 2022): InDinero managed all accounting requirements for an agricultural fintech firm. These included taxation, management reporting, consolidation of reports, and tax services. [Read Full Review](https://clutch.co/go-to-review/indinero/15213) - Back Office Fiscal Services for Healthcare Consulting Firm (5.0/5, Apr 8, 2022): inDinero works for a healthcare consulting firm to clean up their books, take over their bookkeeping, and produce fiscal reports. They also assist with payroll support, month-end reconciliation, and more. [Read Full Review](https://clutch.co/go-to-review/indinero/15466) - Accounting Services for SaaS Company (5.0/5, Apr 20, 2022): inDinero is a SaaS company’s accounting partner, handling bookkeeping and tax-filing processes. They’ve initially facilitated a multi-day onboarding to understand the client’s business.  [Read Full Review](https://clutch.co/go-to-review/indinero/16363) - Accounting for SaaS Company (5.0/5, Aug 16, 2022): inDinero was hired by a SaaS company to prepare their taxes and keep their books in order. They've set up a Quickbooks online profile. [Read Full Review](https://clutch.co/go-to-review/indinero/154223) - Accrual Accounting Services for Food Service Management Co (5.0/5, Sep 6, 2023): A food service management company hired inDinero to clean their books and provide accrual accounting. The team merged seven QuickBooks Online accounts into one and streamlined the accounts payable process. [Read Full Review](https://clutch.co/go-to-review/indinero/230817) - Accounting & Bookkeeping for Software Company (5.0/5, Jan 7, 2025): indinero provides accounting, bookkeeping, tax, and fraction CFO services to a software company. They handle everything, from adding a subsidy in a new country to conducting a sales tax nexus study. [Read Full Review](https://clutch.co/go-to-review/indinero/341415) - Bookkeeping & Tax Services for HealthTech Firm (5.0/5, Oct 28, 2025): indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. [Read Full Review](https://clutch.co/go-to-review/indinero/416349) ##### Software Experience Indinero has consistently demonstrated expertise in accounting and financial services for the Software industry, notably SaaS companies. Clients express high satisfaction with their responsiveness, accuracy, and flexibility in managing bookkeeping and tax obligations. Their ability to adapt to various business needs, including cross-country accounting, enhances operational efficiency. Overall, the sentiment is overwhelmingly positive, indicating Indinero as a strong partner for software businesses seeking reliable financial management. - 6 reviews for software industry - 6 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Finance & Accounting Services for Software Development Firm (5.0/5, Mar 30, 2022): inDinero provides finance and accounting services for a software development firm. They support the client's accounting, tax, and financial projection, ensuring financial resources are placed on business goals. [Read Full Review](https://clutch.co/go-to-review/indinero/14603) - Accounting Services for Virtual Care Platform Company (5.0/5, Apr 1, 2022): A virtual care platform hired inDinero for accounting services. They manage accounts payable transactions, monthly bank reconciliation, accounts receivable, Expensify optimization, and payroll administration.  [Read Full Review](https://clutch.co/go-to-review/indinero/14825) - Accounting Services for SaaS Company (5.0/5, Apr 20, 2022): inDinero is a SaaS company’s accounting partner, handling bookkeeping and tax-filing processes. They’ve initially facilitated a multi-day onboarding to understand the client’s business.  [Read Full Review](https://clutch.co/go-to-review/indinero/16363) - Accounting for SaaS Company (5.0/5, Aug 16, 2022): inDinero was hired by a SaaS company to prepare their taxes and keep their books in order. They've set up a Quickbooks online profile. [Read Full Review](https://clutch.co/go-to-review/indinero/154223) - Accounting & Bookkeeping for Software Company (5.0/5, Jan 7, 2025): indinero provides accounting, bookkeeping, tax, and fraction CFO services to a software company. They handle everything, from adding a subsidy in a new country to conducting a sales tax nexus study. [Read Full Review](https://clutch.co/go-to-review/indinero/341415) - Bookkeeping & Tax Services for HealthTech Firm (5.0/5, Oct 28, 2025): indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. [Read Full Review](https://clutch.co/go-to-review/indinero/416349) ##### Financial services Experience Indinero has demonstrated significant expertise in the financial services sector, particularly by enhancing budgeting, forecasting, and financial organization for clients like GO Processing. Their attention to detail and responsiveness has fostered a strong partnership, allowing clients to gain better visibility into finances and optimize spending. Clients commend their ability to simplify complex financial topics and provide valuable insights through webinars. Overall, Indinero is well-regarded for their organized project management and strong alignment with the needs of growing financial businesses. - 1 review for financial services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Financial Services Firm (5.0/5, May 6, 2026): Indinero has helped a financial services company restructure their QuickBooks, build budgeting and forecasting processes, and manage multistate tax filings across 25 states as they continue scaling nationwide. [Read Full Review](https://clutch.co/go-to-review/indinero/455230) #### Completed projects in 14 cities - Wilmington, Delaware (1 projects) - Orlando, Florida (1 projects) - Austin, Texas (2 projects) - Chicago, Illinois (1 projects) - Indianapolis, Indiana (1 projects) - Detroit, Michigan (1 projects) - Manhattan, New York (1 projects) - New York City, New York (2 projects) - Cincinnati, Ohio (2 projects) - Oakland, California (1 projects) - San Francisco, California (1 projects) - Henderson, Nevada (1 projects) - Boston, Massachusetts (1 projects) - Philadelphia, Pennsylvania (1 projects) This provider is available in 4 time zones: - Central Standard Time (CST) - Eastern Standard Time (EST) - Pacific Standard Time (PST) - Mountain Standard Time (MST) This provider is fluent in 2 languages: - English - Spanish [View Reviews](https://clutch.co/profile/indinero?verified=true#reviews) #### 11% of employees work in San Francisco office San Francisco, CA 2261 Market Street #4333 21 - 30 employees 1 (855) 463-4637 [See All Locations (6)](https://clutch.co/profile/indinero#location) #### 2 Reviews mention Accounting in Napa - 2 of 2 Napa-based reviews are 5 stars - $10,000 – $49,000 avg. project cost for Accounting services in Napa Accounting project highlight Accounting Services for Financial Services Firm 5.0/5 — Indinero has helped a financial services company restructure their QuickBooks, build budgeting and forecasting processes, and manage multistate tax filings across 25 states as they continue scaling nationwide. [Read More](https://clutch.co/go-to-review/indinero/455230) [Read Similar Reviews](https://clutch.co/profile/indinero?location=26517&service_provided=field_pp_sl_accounting&verified=true#reviews) --- ### [George Dimov, CPA](https://clutch.co/profile/george-dimov-cpa) #### 4.8 out of 5 star rating (37 reviews) - $200 - $300 average hourly rate - 10 - 49 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 85% Accounting - 15% Tax Law #### Company description George Dimov, CPA is a comprehensive accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. With a strong focus on timely delivery and problem-solving, 100% of reviewers commend their effective communication and professionalism. While a small percentage note communication could improve, clients overwhelmingly appreciate their proactive and detailed approach to complex financial needs. [Visit Website](https://dimovtax.com/contact/) #### Reviewed 2 times in the past 6 months Recent reviews for George Dimov, CPA reflect a mixed sentiment. One client praised their timely delivery and problem-solving abilities, noting cost savings from an S-Corp switch. Conversely, another client expressed significant dissatisfaction, citing poor communication, technical incompetence, and a lack of support following payment. This disparity suggests that while some clients find value in their services, others have experienced serious shortcomings, particularly in customer service and professional competence. - 1 of 2 reviews are 5 stars - 1 new review for Accounting services - $10,000 – $49,000 avg. project cost [Read 2 Recent Reviews](https://clutch.co/profile/george-dimov-cpa?sort_by=date_desc&verified=true#reviews) #### 4 reviews mention Bookkeeping Bookkeeping Experience George Dimov, CPA has received predominantly positive feedback for their bookkeeping services, with 100% of reviewers expressing satisfaction. Clients commend their expertise, responsiveness, and ability to deliver accurate financial management. Key strengths highlighted include the successful cleanup of accounting systems, timely tax filings, and proactive tax strategy development. Notably, 75% of clients mentioned their impressive communication skills and timely responses, while 100% recognized their strong value for cost. Areas for improvement were minimal, with clients suggesting enhanced automation in reminders. - 4 of 4 Bookkeeping reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Most Recent Review](https://clutch.co/profile/george-dimov-cpa#review-300258) #### Experience in 8 industries George Dimov, CPA has demonstrated expertise across various industries, including Advertising & Marketing, Financial Services, Information Technology, and Business Services. Clients have praised their thoroughness and professionalism in tax filings, bookkeeping, and audits, noting strong communication and timely deliverables. However, feedback suggests issues with responsiveness in some projects, particularly in Consumer Goods Consulting. Overall, the firm is well-regarded for its impact in the Financial Services and Information Technology sectors, making it a suitable choice for clients seeking reliable accounting services. [Read All Reviews](https://clutch.co/profile/george-dimov-cpa?verified=true#reviews) ##### Real estate Experience George Dimov, CPA, demonstrates significant expertise in the real estate sector, as evidenced by client feedback highlighting timely tax return filings and effective communication. A managing partner from a real estate investment company praised the firm's ability to expedite services without compromising quality, reinforcing George Dimov's strengths in client responsiveness and reliability. Overall, the positive sentiment indicates that potential clients in the real estate industry can expect dedicated support and reliable outcomes from this provider. - 1 review for real estate industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Business Taxes for Real Estate Investment Company (5.0/5, Mar 31, 2021): George Dimov Tax Specialists filed a real estate investment company's 2021 taxes. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/113726) ##### Financial services Experience George Dimov, CPA is highly regarded in the Financial services industry for their expertise in tax preparation, payroll auditing, and bookkeeping. Clients appreciate their comprehensive approach, timely communication, and ability to enhance financial efficiency. The firm has demonstrated a strong capacity to resolve issues and support business growth, earning positive feedback for professionalism and solution-oriented service. Overall, their strengths suggest they are a reliable partner for businesses seeking effective financial management. - 2 reviews for financial services industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Accounting for Financial Management Company (5.0/5, Apr 12, 2021): George Dimov, CPA provides accounting services for a financial management company. The team helps with tax returns, bookkeeping, and payroll. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/122358) - Accounting Services for Insurance Agency (5.0/5, Jan 31, 2024): George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L statements. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/265544) ##### Consumer Products Experience George Dimov, CPA, has proven expertise in the Consumer Products sector, particularly in apparel and entertainment. Clients commend their promptness and thorough knowledge of industry-specific regulations, including tax and PPP loan assistance. A President of a global apparel company highlighted their seamless communication and efficient service delivery, noting the proactive support in navigating financial challenges. This demonstrates Dimov's strengths in client engagement and timely service, making them a solid choice for businesses in the Consumer Products industry. - 1 review for consumer products industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Business Taxes Filing for Apparel Design Services Company (5.0/5, Mar 1, 2021): George Dimov, CPA prepares and files taxes for an apparel design pre-production services company. The team also became helpful in securing PPP loans for the client. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/83384) ##### Construction Experience George Dimov, CPA, has received positive feedback from clients in the Construction industry, notably for his expertise in creating service contracts and navigating complex tax situations. Clients praised his responsiveness and commitment to delivering high-quality service, emphasizing his ability to find tailored solutions for their needs. The overall sentiment reflects confidence in his project management skills, making him a strong candidate for construction firms seeking reliable financial guidance. - 1 review for construction industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Service Contract Dev & Tax Services for Metal Fabrication Co (5.0/5, Jan 30, 2024): George Dimov, CPA is helping a metal fabrication company create service contracts with new end customers. They also assist the client in handling their tax issues. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/265271) ##### Other Industry Experience George Dimov, CPA has received positive feedback from clients in the Other Industry sector, highlighting their expertise in handling complex tax preparations for both personal and business needs. Clients commend the firm for its strong communication and attention to detail, ensuring accurate and timely filings. The provider's dedication and willingness to invest time in meeting client goals have also been praised, suggesting a reliable partnership for those seeking professional CPA services in the Other Industry. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Tax Services for Corporation (5.0/5, May 6, 2020): George Dimov, CPA supplied accounting services. They handled personal and business taxes.  [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/79970) ##### Information technology Experience Clients in the Information Technology sector commend George Dimov, CPA for their expertise in accounting and tax services, highlighting their swift, accurate work and effective communication. The firm’s strengths lie in delivering high-quality, timely financial management, tailored to client needs, which fosters trust and ongoing partnerships. Overall, the positive sentiment reflects a strong fit for businesses seeking reliable financial oversight within the technology industry. - 1 review for information technology industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting, QuickBooks Setup & Tax Return for Translation Co (5.0/5, Oct 30, 2025): George Dimov, CPA provides accounting services for a content writing and translation company. The team is responsible for handling the client's daily accounting needs and preparing their annual tax returns. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/416741) ##### IT Services Experience The company has received positive feedback for its expertise in audit and financial services, showcasing strengths in professionalism, attention to detail, and effective communication. Clients highlight the provider's ability to deliver tailored insights and actionable recommendations, ensuring a smooth and efficient process. Overall sentiment is highly favorable, indicating reliability and a strong fit for businesses seeking thorough and trustworthy IT services in auditing and financial consulting. - 1 review for it services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting for IT Services Company (5.0/5, Dec 17, 2025): George Dimov, CPA provided accounting services for an IT services company. The team conducted the client's annual audit process and provided actionable recommendations. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/426066) ##### Arts, entertainment & music Experience Clients in the Arts, entertainment, and music industry consistently commend George Dimov, CPA for their thoroughness and understanding of complex tax situations specific to this sector. Feedback highlights the firm's efficiency in resolving multiple years of back taxes and their ability to provide clear communication throughout the process. Their competitive pricing and attentive service have fostered long-term relationships, affirming their expertise as a trusted partner in financial management for entertainment professionals. - 2 reviews for arts, entertainment & music industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Back Taxes Filing for Entertainment Business (5.0/5, May 9, 2020): George Dimov, CPA resolved six years-worth of back taxes, which involved a mix of W2 jobs and 1099s across multiple states. They helped prepare the forms for each year and reviewed the content before filing. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/83255) - CPA Accounting Services for Media Production Company (4.5/5, Mar 10, 2021): George Dimov, CPA was hired by a media production company to provide business and personal CPA services. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/93548) ##### Advertising & marketing Experience The reviews highlight the expertise and strengths of George Dimov, CPA, particularly in delivering timely and efficient accounting and tax services to clients in the Advertising and Marketing industry. Clients appreciate the team's professionalism, transparency, and responsiveness, which enhance project management and communication. The overall sentiment is highly positive, with many noting the valuable insights and support provided throughout their engagements, making George Dimov, CPA a strong candidate for businesses seeking reliable financial management in this sector. - 4 reviews for advertising & marketing industry - 4 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Digital Media Agency (5.0/5, Feb 28, 2021): George Dimov, CPA provides accounting services for a digital media agency. The team was responsible for managing the client's annual tax returns. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/82284) - Tax Filing & Payment for Content Creator (5.0/5, Jul 22, 2020): George Dimov, CPA provided accounting services for a content creator and managed to work with the client for over four years and counting. They were hired to do the company owner's personal and business taxes. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/141665) - Accounting, Bookkeeping & Tax Filing for SEO Services Co (5.0/5, Jul 12, 2024): George Dimov, CPA has been hired by an SEO services company to provide accounting services. The team is responsible for bookkeeping and filing the client's taxes. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/300258) - Accounting for Advertising & marketing (5.0/5, Apr 5, 2026): George Dimov, CPA provides tax and payroll services for a digital marketing agency. The team has set up the client's payroll system and generated reports. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/448006) #### 4.8 out of 5.0 rating for cost What Clients Have Said Overall, clients have expressed mixed sentiments regarding the cost and value for money of George Dimov, CPA's services. While some reviews highlight good value and effective cost management, such as a client noting that pricing fit their budget and provided excellent returns, others criticized the quality of service post-engagement, indicating a drop in responsiveness and technical competence after payment. Clients appreciate transparent billing structures and fair rates, yet concerns about inconsistent communication and service delivery persist. [Read All Reviews](https://clutch.co/profile/george-dimov-cpa?verified=true#reviews) - Less than $10,000 (6 reviews) - $10,000 to $49,000 (6 reviews) - $50,000 to $199,999 (3 reviews) --- ### [Ravix Group](https://clutch.co/profile/ravix-group) #### 4.9 out of 5 star rating (12 reviews) - 50 - 249 employees - San Jose, CA #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 10% Executive Search - 20% Fractional CFO Services - 15% HR Consulting - 15% HR Outsourcing #### Company description Ravix Group is a professional accounting services firm offering a range of services including bookkeeping, financial reporting, tax preparation, audit services, and financial advisory. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their timely and accurate delivery of services. Approximately 70% of reviewers specifically praised Ravix Group for their strong communication and project management skills. [Visit Website](https://www.ravixgroup.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Timely Overall, Ravix Group has received positive feedback regarding their timeliness in project delivery. Clients consistently noted that tasks were completed on time and within budget. For instance, one client highlighted that their monthly financial statements were delivered promptly, reducing the closing time from 45 to 10 days. Another client emphasized that Ravix Group is proactive and responsive, with team members willing to work nights and weekends if needed. Such consistent punctuality has contributed significantly to client satisfaction. - Accounting for Cancer Support Community (5.0/5, Sep 29, 2025): Our controller is always very aware of monthly and annual deadlines and checks in with his team as well as CSC's team to confirm all requirements and needs are met. [Read Full Review](https://clutch.co/go-to-review/ravix-group/409654) - Accounting Services for Renewable Energy Company (5.0/5, Oct 13, 2025): Ravix Group meets deadlines and stays on budget. We communicate via WhatsApp, Gmail, and Google Meet. Ravix Group is very knowledgeable about what needs to be done and when it needs to be done. The team is timely in getting everything done and meeting our reporting and contractual obligations with our shareholders and tax accountants. [Read Full Review](https://clutch.co/go-to-review/ravix-group/412978) - Accounting Services for Biotechnology Company (4.5/5, Oct 14, 2025): Ravix Group has completed a clean-up of our fixed asset listing and provided prompt, helpful support during an AICPA audit. We are very satisfied with their support and timely completion of accounting operations. They are helpful and proactive and deliver on time. We communicate via biweekly meetings, email, and Microsoft Teams. [Read Full Review](https://clutch.co/go-to-review/ravix-group/413322) - HR & Compliance Consulting for Estate Organizing Services Co (5.0/5, Oct 24, 2025): They have been very accommodating, respectful, and thorough. The work has always been delivered on time and within budget. We use Google Docs and Microsoft Teams for communication and meetings, which has worked well for our needs. [Read Full Review](https://clutch.co/go-to-review/ravix-group/415651) - Accounting Services for Accounting Firm Alliance (4.5/5, Nov 26, 2025): They delivered the work on time. We used Google Meet and email to communicate with each other. They did a good job of being timely with their communication. [Read Full Review](https://clutch.co/go-to-review/ravix-group/422283) #### Experience in 8 industries Ravix Group has demonstrated strong expertise across various industries including financial services, medical, arts and entertainment, business services, information technology, consumer products, biotechnology, and renewable energy. Client feedback highlights their strengths in accounting, HR support, and compliance, with consistent praise for timely project management and responsiveness. Overall, sentiment is positive, particularly in financial services and healthcare sectors, indicating they are well-suited for organizations seeking reliable and efficient back-office solutions. [Read All Reviews](https://clutch.co/profile/ravix-group?verified=true#reviews) ##### Information technology Experience Ravix Group has received positive feedback from clients in the Information Technology sector, highlighting their expertise in outsourced CFO, accounting, and compliance services. Clients commend their project management, responsiveness, and ability to enhance operational efficiency. Notable impacts include significant reductions in month-end close times, improved cash flow visibility, and enhanced reporting accuracy. Their strong alignment with client values and commitment to delivering timely, accurate financial information make them a reliable partner for technology-driven organizations seeking comprehensive financial support. - 1 review for information technology industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Outsourced CFO Services for IT Services Company (5.0/5, Nov 22, 2025): Ravix Group provides outsourced CFO, controller, and accounting services for an IT services company. The team manages the client's accounting operations, financial closes, cash-flow reporting, and forecasting. [Read Full Review](https://clutch.co/go-to-review/ravix-group/421397) ##### Medical Experience Ravix Group has received positive feedback from clients in the medical industry, notably from Credence MedSystems, which commended their expertise in accounting and HR support tailored to the medical device sector. Clients appreciate Ravix’s adaptability to changing needs and their thorough understanding of startup challenges. The firm’s ongoing compliance success and effective project management underscore their value, making them a strong candidate for companies seeking reliable support in the medical field. - 1 review for medical industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & HR Consulting for Medical Device Company (5.0/5, Dec 16, 2025): Ravix Group provides ongoing accounting and HR support for a medical device company. The team's tasks include managing the client's accounting systems, financial statements, cash forecasts, and HR compliance. [Read Full Review](https://clutch.co/go-to-review/ravix-group/425731) ##### Healthcare Experience Ravix Group has received positive feedback from clients in the Healthcare industry, particularly for their financial expertise and operational support. The Cancer Support Community praised their responsiveness, training, and consistent meeting of deadlines, highlighting the company's impact on project success and management of annual audits. Their attention to customer service and ability to adapt to client needs further solidifies their reputation as a reliable partner for healthcare organizations seeking specialized financial services. - 1 review for healthcare industry - 1 review is 5 stars - Unknown avg. project cost - Accounting for Cancer Support Community (5.0/5, Sep 29, 2025): Ravix Group provides accounting services for a cancer support community. The team has assisted with daily accounting, monthly financial reports, and annual book closing and audit. [Read Full Review](https://clutch.co/go-to-review/ravix-group/409654) ##### Energy & natural resources Experience Ravix Group has a strong reputation in the Energy & Natural Resources sector, particularly for renewable energy companies. Clients commend their expertise in financial planning and accounting, noting significant cost savings and timely execution of services. Their collaborative approach supports the transition to full-time roles when necessary, demonstrating an understanding of client needs. Overall sentiment reflects high satisfaction with their professionalism and ability to meet industry-specific challenges. - 1 review for energy & natural resources industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Accounting Services for Renewable Energy Company (5.0/5, Oct 13, 2025): Ravix Group provides fractional accounting, HR, and finance services for a renewable energy company. The team tracks finances and manages accounts payable, budgeting, forecasting, and quarterly reporting. [Read Full Review](https://clutch.co/go-to-review/ravix-group/412978) ##### Research Experience Ravix Group has received positive feedback from clients in the Research industry, particularly in the biotech sector. Clients praise their expertise in financial operations, emphasizing their flexibility and proactive support during audits. The team's timely delivery and thorough management of accounting processes have significantly contributed to client satisfaction. Overall, Ravix Group is viewed as a strong partner for organizations seeking reliable financial leadership and support in the Research industry. - 1 review for research industry - Unknown avg. project cost - Accounting Services for Biotechnology Company (4.5/5, Oct 14, 2025): Ravix Group provides accounting support for a biotechnology company. The team handles accounts payable processing, general accounting, and monthly book closings using Bill.com and QuickBooks Online. [Read Full Review](https://clutch.co/go-to-review/ravix-group/413322) ##### Consumer products & services Experience Ravix Group demonstrates strong expertise in HR and compliance consulting within the Consumer products & services industry. Clients appreciate their thoroughness and timely delivery, noting significant cost savings by avoiding legal issues. Their knowledgeable consultants provide insightful guidance tailored to specific organizational challenges. Overall, the sentiment is positive, making Ravix Group a reliable partner for businesses seeking compliance support and effective HR management. - 1 review for consumer products & services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - HR & Compliance Consulting for Estate Organizing Services Co (5.0/5, Oct 24, 2025): Ravix Group provides HR and compliance consulting for an estate organizing and move management company. The team has helped the client address compliance and HR challenges, including an employee termination. [Read Full Review](https://clutch.co/go-to-review/ravix-group/415651) ##### Financial services Experience Ravix Group demonstrates significant expertise in the Financial services industry by providing comprehensive accounting, auditing, and tax services. Clients appreciate their ability to establish efficient back-office operations, ensuring compliance with investor reporting requirements. The firm’s commitment to timely deliverables and strong project management has notably improved organizational controls. Overall, client feedback is highly positive, reflecting Ravix Group's strengths in enhancing operational efficiency and compliance for financial entities. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Tax Services for Tech-Focused Investment Firm (5.0/5, Feb 1, 2026): Ravix Group provides accounting, auditing, and tax services for a technology-focused investment firm. They help with distributions, capital calls, compliance, bookkeeping, tax returns, and audit management. [Read Full Review](https://clutch.co/go-to-review/ravix-group/433404) ##### Arts, entertainment & music Experience Ravix Group has received positive feedback from clients in the Arts, entertainment & music industry, particularly for their accounting and HR support. Clients commend their expertise, timely communication, and ability to streamline processes, significantly impacting operational efficiency. Their proficiency in integrating accounting systems like Sage Intacct and providing tailored HR solutions emphasizes their role as a valuable partner. Overall, Ravix Group is seen as a reliable choice for businesses seeking comprehensive support in this sector. - 1 review for arts, entertainment & music industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting & HR Outsourcing for AV Production Support Co (5.0/5, Dec 3, 2025): Ravix Group provides accounting and HR outsourcing services for an AV production support company. The team provides accounting, tax preparation, and recruitment, as well as an HR expert for compliance support. [Read Full Review](https://clutch.co/go-to-review/ravix-group/423439) ##### Other industries Experience Ravix Group has received positive feedback for their expertise in the Other industries sector, particularly in biotechnology and cancer support. Clients highlighted their proactive approach, flexible support, and timely delivery of accounting services, which enhanced operational efficiency. The team's ability to adapt to client needs and provide valuable training during audits was also well-regarded. Overall, Ravix Group is recognized for their commitment to quality service and strong client relationships, making them a suitable choice for businesses in the Other industries. - 3 reviews for other industries industry - 2 reviews are 5 stars - Unknown avg. project cost - Accounting Services for Biotechnology Company (5.0/5, Sep 22, 2025): Ravix Group provides ongoing accounting services for a biosciences company. The team assists with month-end closing activities, financial audits, payroll processing, and tax filing. [Read Full Review](https://clutch.co/go-to-review/ravix-group/407645) - Accounting for Cancer Support Community (5.0/5, Sep 29, 2025): Ravix Group provides accounting services for a cancer support community. The team has assisted with daily accounting, monthly financial reports, and annual book closing and audit. [Read Full Review](https://clutch.co/go-to-review/ravix-group/409654) - Accounting Services for Biotechnology Company (4.5/5, Oct 14, 2025): Ravix Group provides accounting support for a biotechnology company. The team handles accounts payable processing, general accounting, and monthly book closings using Bill.com and QuickBooks Online. [Read Full Review](https://clutch.co/go-to-review/ravix-group/413322) ##### Business services Experience Ravix Group has demonstrated expertise in providing comprehensive accounting and financial services within the Business services industry. Clients commend their high-quality work, timely delivery, and strong communication, particularly in managing audits and financial statement preparations. Their ability to adapt solutions to client needs and streamline processes significantly improved operational efficiency, as evidenced by reduced bookkeeping closure times. Overall, they are seen as a reliable partner, well-suited to meet diverse business service requirements. - 2 reviews for business services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Accounting Firm Alliance (4.5/5, Nov 26, 2025): Ravix Group provided accounting services for an alliance of accounting firms. The team handled accounts receivable (AR) and cash analysis, bank reconciliations, and purchase accounting for acquisitions. [Read Full Review](https://clutch.co/go-to-review/ravix-group/422283) - Interim Controller Services for Business Services Company (5.0/5, May 29, 2026): Ravix Group provided interim controller services for a business services company. The team prepared monthly financial statements and managed all audit workstreams. [Read Full Review](https://clutch.co/go-to-review/ravix-group/460824) #### 4.6 out of 5.0 rating for cost What Clients Have Said Clients consistently highlight Ravix Group's competitive pricing and strong value for money. For instance, one client noted that their pricing fit within their budget while providing a great culture fit and good value. Another client emphasized significant savings, stating Ravix's services saved them operational costs compared to hiring full-time staff. Overall, feedback reflects satisfaction with the cost-effectiveness of their services, alongside high-quality deliverables and timely project management. [Read All Reviews](https://clutch.co/profile/ravix-group?verified=true#reviews) - $50,000 to $199,999 (3 reviews) - Less than $10,000 (1 reviews) - $10,000 to $49,000 (1 reviews) - $200,000 to $999,999 (1 reviews) #### Completed projects in 11 cities - Oklahoma City, Oklahoma (1 projects) - Milwaukee, Wisconsin (1 projects) - Livermore, California (1 projects) - Los Angeles, United States (1 projects) - Menlo Park, California (1 projects) - San Jose, California (1 projects) - Walnut Creek, California (1 projects) - Seattle, Washington (1 projects) - Fletcher, North Carolina (1 projects) - Brisbane, California (1 projects) - La Jolla, California (1 projects) This provider is available in 2 time zones: - Eastern Standard Time (EST) - Pacific Standard Time (PST) This provider is fluent in 1 language: - English [View Reviews](https://clutch.co/profile/ravix-group?verified=true#reviews) --- ### [Balanced Business Group](https://clutch.co/profile/balanced-business-group) - $50 - $99 average hourly rate - 10 - 49 employees - Napa, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 20% Fractional CFO Services - 10% HR Outsourcing - 20% Business Consulting #### Company description Balanced Business Group is an Accounting company. Their small team is in Napa, California. Their services include Accounting and Business Consulting. [Visit Website](https://www.balancedbusinessgroup.com) --- ### [Beasley & Bates Accounting Services](https://clutch.co/profile/beasley-bates-accounting-services) - 2 - 9 employees - Vallejo, CA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description Beasley & Bates Accounting Services is a small Accounting company launched in 2007. Their services include Accounting and Business Consulting. [Visit Website](https://www.account-4u.com/) --- ### [Singular Accounting](https://clutch.co/profile/singular-accounting) - 2 - 9 employees - Sonoma, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Singular Accounting is an Accounting company. Their small team is in Sonoma, California and provides Accounting. The firm was founded in 2015. [Visit Website](http://www.singularaccounting.com/) --- ### [Uboldi, Heinke & Velladao, LLP](https://clutch.co/profile/uboldi-heinke-velladao-llp) - 10 - 49 employees - Napa, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Uboldi, Heinke & Velladao, LLP is an Accounting company founded in 1974. Their services include Accounting. [Visit Website](http://www.cpanapa.com/) --- ### [Elite Financial Company, Inc](https://clutch.co/profile/elite-financial-company) - 2 - 9 employees - Napa, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Elite Financial Company, Inc is an Accounting company. They are based in Napa, California and have small team. They specialize in Accounting. [Visit Website](http://www.elitefinancialco.com/) --- ### [Slater and Associates](https://clutch.co/profile/slater-associates) - 2 - 9 employees - Vallejo, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Slater and Associates is an Accounting company. The firm is in Vallejo, California. Their team provides Accounting. [Visit Website](http://slaterandassoc.net/) --- ### [Mallari's Tax & Accounting](https://clutch.co/profile/mallaris-tax-accounting) - 2 - 9 employees - Vallejo, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Small Accounting company Mallari's Tax & Accounting, is headquartered in Vallejo, California. The team focuses on Accounting. [Visit Website](https://mallaritax.com/) --- ### [Anderson & Associates](https://clutch.co/profile/anderson-associates) - 10 - 49 employees - Fairfield, CA #### Services Provided - Allocation of Expertise by Percentage - 85% Accounting - 15% Business Consulting #### Company description Anderson & Associates is an Accounting company. Founded in 1940, the team specializes in Accounting and Business Consulting. The firm is in Fairfield, California. [Visit Website](http://www.andersonassoc.net) --- ### [Aho + Associates](https://clutch.co/profile/aho-associates) - 2 - 9 employees - Sonoma, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description Aho + Associates is a Sonoma, California-based Accounting company. They specialize in Accounting and Business Consulting and were launched in 2001. [Visit Website](https://ahoandassociates.com/) --- ### [Constance Coughlan, CPA](https://clutch.co/profile/constance-coughlan-cpa) - 2 - 9 employees - Napa, CA #### Services Provided - Allocation of Expertise by Percentage - 90% Accounting - 10% Business Consulting #### Company description Located in Napa, California, Constance Coughlan, CPA is a small Accounting company. Their services include Accounting and Business Consulting. [Visit Website](http://www.mccoughlan.com/) --- ### [GALLINA LLP](https://clutch.co/profile/gallina-llp) - $1,000+ minimum project size - $100 - $149 average hourly rate - 250 - 999 employees - Novato, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description GALLINA LLP is a midsize Accounting company located in San Jose, California and Novato, California. Their services include Accounting. [Visit Website](http://www.gallina.com/) #### 10% of employees work in Novato office Novato, CA 7595 Redwood Blvd. Suite 203 16 - 20 employees 415.892.7759 [See All Locations (12)](https://clutch.co/profile/gallina-llp#location) --- ### [Pilot](https://clutch.co/profile/pilot-0) #### 4.8 out of 5 star rating (10 reviews) - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 45% Accounting - 5% Benefits Administration - 15% Finance & Accounting Outsourcing (FAO) - 20% Fractional CFO Services - 15% HR Outsourcing #### Company description Pilot is a company specializing in accounting services, including bookkeeping, tax preparation, and financial reporting. Across reviews, 100% of clients highlight Pilot's accuracy, timely delivery, and responsive communication. Approximately 80% appreciate the company's seamless integration with tools like QuickBooks and the accessibility of their digital platform, which facilitates efficient financial management and advisory services. [Visit Website](https://pilot.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Understands their clients' needs #### Experience in 5 industries Pilot has received positive feedback across multiple industries, including Software, IT Services, Advertising & Marketing, and Healthcare. Clients highlight Pilot's strengths in bookkeeping, tax preparation, and CFO services, noting their responsiveness, organization, and ease of use. The overall sentiment is highly favorable, with clients in the Software industry particularly appreciating the accuracy and efficiency of services. For potential clients seeking reliable accounting solutions, Pilot demonstrates strong expertise in these sectors. [Read All Reviews](https://clutch.co/profile/pilot-0?verified=true#reviews) ##### Software Experience Pilot has received positive feedback from clients in the Software industry for their expertise in bookkeeping and accounting services. Clients appreciate their responsiveness, timely delivery, and proactive communication. The company is noted for its ability to manage complex bookkeeping needs, ensuring accuracy and efficiency in financial processes. Overall, the sentiment is highly favorable, positioning Pilot as a strong candidate for software companies seeking reliable financial management solutions. - 4 reviews for software industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Software Provider (4.5/5, Nov 1, 2024): Pilot provides accounting services for a software provider. Their work focuses on monthly bookkeeping and tax filing. [Read Full Review](https://clutch.co/go-to-review/pilot-0/327858) - Accounting Services for SaaS Company (5.0/5, Nov 4, 2024): Pilot handles a SaaS company's bookkeeping and accounting processes. They've set up the client's classing system to allow for accurate allocation of transactions. [Read Full Review](https://clutch.co/go-to-review/pilot-0/328271) - Accounting Services for Paywall Management Company (4.5/5, Jan 15, 2025): Pilot provides accounting services for a software company that manages paywalls. The team manages the client's books. [Read Full Review](https://clutch.co/go-to-review/pilot-0/343382) - Accounting & Tax Law for Software Company (5.0/5, Apr 4, 2025): Pilot provided accounting and tax services for a software company. They handled the client's monthly and annual bookkeeping and provided tax advice and filing support. [Read Full Review](https://clutch.co/go-to-review/pilot-0/364848) ##### IT Services Experience Pilot has received positive feedback in the IT Services industry, highlighting their expertise in accounting and project management. Clients appreciate their clear communication, attention to detail, and ability to meet expectations effectively. The overall sentiment indicates satisfaction with the results delivered, specifically the accessibility and organization of financial books. With high ratings and commendations for their service quality, Pilot appears to be a strong candidate for businesses seeking reliable IT services. - 1 review for it services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Cloud Computing Company (5.0/5, Jan 15, 2025): Pilot provided accounting services for a cloud computing company. The team was responsible for managing the client's books from the inception of the company to date. [Read Full Review](https://clutch.co/go-to-review/pilot-0/343394) ##### Advertising & marketing Experience Pilot has received positive feedback from clients in the Advertising & marketing industry, highlighting their expertise in bookkeeping and financial consulting. Clients appreciate their quick onboarding, responsive communication, and ability to understand unique business models. The company's strengths include high-quality reporting, timely deliverables, and strong alignment with client values. Overall sentiment reflects that Pilot is a reliable partner, effectively enhancing financial management for businesses in the sector. - 2 reviews for advertising & marketing industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Marketing Company (5.0/5, Dec 21, 2024): Pilot handles a marketing company's bookkeeping efforts. They handle many of the client's AP duties, balance their books, and provide in-depth financial reports. [Read Full Review](https://clutch.co/go-to-review/pilot-0/339162) - Accounting Services for Creative Design Studio (4.5/5, Jan 8, 2025): Pilot provides accounting services for a creative design studio. The team manages the client's bookkeeping and tax and has built a 13-week cash flow forecast, and provides advice on profitability. [Read Full Review](https://clutch.co/go-to-review/pilot-0/341503) ##### Healthcare Experience Pilot has garnered positive feedback from healthcare clients, highlighting their expertise in managing accounting and financial reporting for foreign-based healthcare startups. Clients appreciate the efficient, organized project management and seamless digital platform that centralizes financial information, facilitating clear communication. Their reliability, responsiveness, and proactive approach are noted as key strengths, making them a suitable partner for healthcare businesses seeking effective bookkeeping and financial solutions. - 1 review for healthcare industry - $10,000 – $49,000 avg. project cost - Accounting for Healthcare Company (4.0/5, Nov 13, 2024): Pilot provides bookkeeping and accounting services for a healthcare company. The team uses their platform to manage the client's QuickBooks financial statements, data, and taxes. [Read Full Review](https://clutch.co/go-to-review/pilot-0/330533) ##### Medical Experience Pilot has received positive feedback from clients in the Medical industry, particularly for their expertise in bookkeeping, financial planning, and CFO services. A CEO of a surgical robotics company praised their timely deliverables, high-quality bookkeeping, and seamless tax filings. The firm's proactive and responsive approach, along with their ability to balance high and low-touch service, has been noted as a key strength, indicating their suitability for medical businesses seeking reliable financial support. - 1 review for medical industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Bookkeeping & Tax Services for Surgical Robot Manufacturer (5.0/5, Nov 1, 2024): Pilot provides bookkeeping, tax preparation, and CTO and CFO services for a surgical robot manufacturer. The team uses QuickBooks for bookkeeping and has created financial models for the client. [Read Full Review](https://clutch.co/go-to-review/pilot-0/327866) #### 4 Reviews mention Accounting in Napa - 2 of 4 Napa-based reviews are 5 stars - $10,000 – $49,000 avg. project cost for Accounting services in Napa Accounting project highlight Bookkeeping & Tax Services for Surgical Robot Manufacturer 5.0/5 — Pilot provides bookkeeping, tax preparation, and CTO and CFO services for a surgical robot manufacturer. The team uses QuickBooks for bookkeeping and has created financial models for the client. [Read More](https://clutch.co/go-to-review/pilot-0/327866) [Read Similar Reviews](https://clutch.co/profile/pilot-0?location=26517&service_provided=field_pp_sl_accounting&verified=true#reviews) #### 4 reviews from clients near Napa Review Rating from Clients - 5.0 out of 5.0 - Overall: 4.8 - Quality: 4.8 - Schedule: 4.9 - Cost: 4.6 - Willing to Refer: 4.9 California-based clients praise Pilot for their efficient bookkeeping, tax preparation, and CFO services, highlighting their responsiveness, professionalism, and ability to handle complex financial projects with ease. [Read Local Reviews](https://clutch.co/profile/pilot-0?verified=true#reviews) --- ### [PEAR Accounting Solutions](https://clutch.co/profile/pear-accounting-solutions) - 2 - 9 employees - Napa, CA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description PEAR Accounting Solutions, an Accounting company, is located in Napa, California. Their services include Accounting and Business Consulting. [Visit Website](https://pear-accounting-solutions.business.site/) --- ### [Ryan-Boer Solutions Inc.](https://clutch.co/profile/ryan-boer-solutions) #### 4.5 out of 5 star rating (1 reviews) - 10 - 49 employees - Concord, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% HR Consulting - 10% Business Consulting #### Company description Ryan-Boer Solutions Inc. is an accounting firm offering comprehensive services, including bookkeeping and financial advisory. With a focus on complicated businesses, they are praised for their effective financial management and communication skills. Most feedback is positive, highlighting their ability to simplify complex financial processes, though there is a minor mention of occasional disorganization due to multifaceted client structures. [Visit Website](https://www.ryanboer.com/) #### Communicative Clients have consistently praised Ryan-Boer Solutions Inc. for their strong communication skills, noting that their primary contact is particularly effective in reaching out to team members as needed. One client highlighted the team's ability to keep their complex organization on track, describing them as a 'realistic sounding board.' Overall, the sentiment is positive, with clients appreciating the proactive communication that supports project management despite the challenges of their multifaceted operations. #### 4.5 out of 5.0 rating for cost What Clients Have Said Clients generally perceive Ryan-Boer Solutions Inc. as providing good value for money, particularly due to their comprehensive accounting and consulting services. One client noted an investment of approximately $10,000 per month, highlighting the effectiveness of their support in managing a complex business structure. The sentiment reflects satisfaction with their communication and ability to simplify financial processes, although some complexity in project management was acknowledged. Overall, clients recommend clear communication to maximize the partnership's value. [Read All Reviews](https://clutch.co/profile/ryan-boer-solutions?verified=true#reviews) - $50,000 to $199,999 (1 reviews) #### 1 Review mentions Accounting in Napa - $50,000 – $199,999 avg. project cost for Accounting services in Napa Accounting project highlight Accounting & Bookkeeping for Music Services & Resources Firm 4.5/5 — Ryan-Boer Solutions Inc. provides accounting services for an entertainment company. Their work includes bookkeeping work for 3-4 different segments of the company. [Read More](https://clutch.co/go-to-review/ryan-boer-solutions/28266) [Read Similar Reviews](https://clutch.co/profile/ryan-boer-solutions?location=26517&service_provided=field_pp_sl_accounting&verified=true#reviews) #### 1 review from clients near Napa Review Rating from Clients - 5.0 out of 5.0 - Overall: 4.5 - Quality: 4.5 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 Reviewers in San Francisco highlight Ryan-Boer Solutions Inc.'s ability to streamline complicated financial processes for multi-layered businesses. They value their responsiveness, clear communication, and their role in keeping eccentric owners and diverse teams aligned. [Read Local Reviews](https://clutch.co/profile/ryan-boer-solutions?verified=true#reviews) --- ### [SFBay Financial](https://clutch.co/profile/sfbay-financial) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description SFBay Financial is a professional accounting services firm offering a range of solutions including bookkeeping, tax preparation, and financial advisory services. Client reviews consistently highlight their efficient, solution-oriented approach and strong support, particularly praising their staff, with 100% of reviewers expressing satisfaction and noting their expertise in navigating complex financial scenarios such as PPP loans and unique tax circumstances. [Visit Website](https://www.sfbayfinancial.com/) #### Great project management Clients express strong satisfaction with SFBay Financial's project management, highlighting their proactive communication and support. One client noted, 'Whenever there is a problem, they always let me know well in advance,' reflecting their commitment to keeping clients informed. Another client praised the firm's management, stating, 'It's so awesome working with SFBay Financial.' Overall, the sentiment regarding project management is highly positive, with no suggested areas for improvement. - Accounting & Tax Services for Video Company (5.0/5, Mar 17, 2020): They’re great. Whenever there is a problem, they always let me know well in advance and keep me informed on important things. I like how their firm is managed. They give a lot of great support. [Read Full Review](https://clutch.co/go-to-review/sfbay-financial/37895) #### Experience in 2 industries SFBay Financial has received positive feedback across various industries, notably Nonprofit and Business Services. Clients in the Nonprofit sector praised the firm for efficient accounting support and navigating complex financial processes like PPP loans. In Business Services, the firm is recognized for its timely communication and expertise in specialized tax situations. Overall sentiment indicates strong client satisfaction, highlighting SFBay Financial's strengths in bookkeeping, tax preparation, and responsive service, making them a suitable partner for organizations in these sectors. [Read All Reviews](https://clutch.co/profile/sfbay-financial?verified=true#reviews) ##### Nonprofit Experience SFBay Financial has received positive feedback from nonprofit clients for their expertise in accounting services, notably in navigating complex financial processes like PPP loans and payroll tax credits. Clients commend the company's responsiveness and the exceptional support from their staff, particularly in providing tailored solutions that align with budgetary needs. Overall, their strengths lie in delivering efficient, reliable service and fostering strong communication, making them a valuable partner for nonprofits seeking comprehensive financial management. - 1 review for nonprofit industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Non-Profit Organization (5.0/5, Aug 3, 2021): A non-profit organization hired SFBay Financial to provide accounting services. The team is tasked with rectifying the lapses of the client's previous accounting firm.  [Read Full Review](https://clutch.co/go-to-review/sfbay-financial/98684) ##### Business services Experience SFBay Financial has received positive feedback for their expertise in accounting services, particularly in bookkeeping and tax preparation. Clients appreciate their proactive communication and ability to handle complex tax situations, providing tailored advice as needed. The sentiment is overwhelmingly positive, with clients noting satisfaction and the absence of tax issues as indicators of their effective management. Their strong support and reliable service make them a compelling choice for businesses seeking professional accounting solutions. - 1 review for business services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Tax Services for Video Company (5.0/5, Mar 17, 2020): SFBay Financial provides accounting services including bookkeeping, tax preparation, and financial consulting. [Read Full Review](https://clutch.co/go-to-review/sfbay-financial/37895) #### 1 Review mentions Accounting in Napa - 1 of 1 Napa-based review is 5 stars - Less than $10,000 avg. project cost for Accounting services in Napa Accounting project highlight Accounting Services for Non-Profit Organization 5.0/5 — A non-profit organization hired SFBay Financial to provide accounting services. The team is tasked with rectifying the lapses of the client's previous accounting firm.  [Read More](https://clutch.co/go-to-review/sfbay-financial/98684) [Read Similar Reviews](https://clutch.co/profile/sfbay-financial?location=26517&service_provided=field_pp_sl_accounting&verified=true#reviews) #### 1 review from clients near Napa Review Rating from Clients - 5.0 out of 5.0 - Overall: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 Reviewers in San Francisco highlight SFBay Financial's reliable and efficient accounting services, with a focus on personalized support from dedicated staff. They value the company's ability to simplify complex financial processes and deliver measurable results. [Read Local Reviews](https://clutch.co/profile/sfbay-financial?verified=true#reviews) --- ### [Johnston Gremaux & Rossi, LLP](https://clutch.co/profile/johnston-gremaux-rossi-llp) - 10 - 49 employees - Pleasant Hill, CA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description Accounting company Johnston Gremaux & Rossi, LLP was established in 1973. The small team provides Accounting and Business Consulting. [Visit Website](https://www.jgrcpa.com/) --- ### [Brotemarkle, Davis & Co LLP](https://clutch.co/profile/brotemarkle-davis-co-llp) - 10 - 49 employees - St. Helena, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Brotemarkle, Davis & Co LLP is a small Accounting company. Founded in 1984, the team offers Accounting. [Visit Website](https://www.bdcocpa.com/) --- ### [Maze & Associates](https://clutch.co/profile/maze-associates) - 10 - 49 employees - Pleasant Hill, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Maze & Associates is a small Accounting company based in Pleasant Hill, California. The team focuses on Accounting. [Visit Website](https://www.mazeassociates.com/) --- ### [Protea Financial](https://clutch.co/profile/protea-financial) - $50 - $99 average hourly rate - 10 - 49 employees - Novato, CA #### Services Provided - Allocation of Expertise by Percentage - 90% Accounting - 10% Business Consulting #### Company description Founded in 2014, Protea Financial is an Accounting company. Their team offers Accounting and Business Consulting. [Visit Website](https://proteafinancial.com/about/) --- ### [SingerLewak](https://clutch.co/profile/singerlewak) - $1,000+ minimum project size - $100 - $149 average hourly rate - 250 - 999 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description SingerLewak is a Los Angeles, California-based Accounting company. They specialize in Accounting. [Visit Website](https://www.singerlewak.com/) #### 4% of employees work in San Francisco office San Francisco, CA 300 Montgomery St., Suite 850 41 - 49 employees 415.905.0330 [See All Locations (10)](https://clutch.co/profile/singerlewak#location) --- ### [Pacific Crest Group](https://clutch.co/profile/pacific-crest-group) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - San Rafael, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Pacific Crest Group is an Accounting company founded in 2001. The agency specializes in Accounting, and is small. [Visit Website](http://www.pcg-services.com/) --- ### [Spiegel Accountancy Corp](https://clutch.co/profile/spiegel-accountancy-corp) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Pleasant Hill, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Spiegel Accountancy Corp is a small Accounting company located in Pleasant Hill, California. Their services include Accounting. [Visit Website](https://www.spiegelcorp.com/) --- ### [BPM LLP](https://clutch.co/profile/bpm-llp) - $1,000+ minimum project size - $100 - $149 average hourly rate - 250 - 999 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description BPM LLP, an Accounting company, provide Accounting. They were launched in 1986. [Visit Website](https://www.bpmcpa.com/) --- ### [Better Bookkeepers - Vacaville](https://clutch.co/profile/better-bookkeepers-vacaville) - 2 - 9 employees - Vacaville, CA #### Services Provided - Allocation of Expertise by Percentage - 70% Accounting - 30% Business Consulting #### Company description Accounting company Better Bookkeepers - Vacaville is based in Vacaville, California. The team provides Accounting and Business Consulting. [Visit Website](https://www.betterbookkeepers.net/) --- ### [Seiler LLP](https://clutch.co/profile/seiler-llp) - $1,000+ minimum project size - $100 - $149 average hourly rate - 250 - 999 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Seiler LLP, an Accounting company, was launched in 1957. The team offers Accounting. [Visit Website](http://seiler.com/) --- ### [Walnut Creek Accounting & Bookkeeping](https://clutch.co/profile/walnut-creek-accounting-bookkeeping) - 10 - 49 employees - Walnut Creek, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Walnut Creek Accounting & Bookkeeping is an Accounting company. They are in Walnut Creek, California and have small team. Their team specializes in Accounting. [Visit Website](https://www.walnutcreekaccounting.com/) --- ### [Hood & Strong](https://clutch.co/profile/hood-strong) - $1,000+ minimum project size - $100 - $149 average hourly rate - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Located in San Francisco, California and San Jose, California, Hood & Strong is an Accounting company. The team provides Accounting. [Visit Website](http://www.hoodstrong.com/) --- ### [Shea Labagh Dobberstein](https://clutch.co/profile/shea-labagh-dobberstein) - $1,000+ minimum project size - $100 - $149 average hourly rate - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Shea Labagh Dobberstein is a midsize San Francisco, California-based Accounting company. Their services include Accounting. [Visit Website](http://sldcpa.com/) --- ### [Kruze Consulting](https://clutch.co/profile/kruze-consulting) - $1,000+ minimum project size - $150 - $199 average hourly rate - 10 - 49 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Kruze Consulting is an Accounting company. Headquartered in San Francisco, California and Santa Monica, California, their small team focuses on Accounting. The firm was launched in 2012. [Visit Website](https://www.kruzeconsulting.com/) --- ### [Thomas Doll](https://clutch.co/profile/thomas-doll) - 50 - 249 employees - Walnut Creek, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Thomas Doll is an Accounting company. They focus on Accounting and are in Walnut Creek, California. [Visit Website](https://thomasdoll.com/) --- ### [Navolio & Tallman](https://clutch.co/profile/navolio-tallman) - $1,000+ minimum project size - $150 - $199 average hourly rate - 10 - 49 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Small Accounting company Navolio & Tallman, is located in San Francisco, California. The team focuses on Accounting. [Visit Website](https://www.ntllp.com/) --- ### [Friedlander Cherwon Capper LLP](https://clutch.co/profile/friedlander-cherwon-capper-llp) - 10 - 49 employees - San Rafael, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Friedlander Cherwon Capper LLP, an Accounting company, specialize in Accounting. They were launched in 1978. [Visit Website](http://www.fcccpas.com/) --- ### [CCA Moore & Baker CPA's](https://clutch.co/profile/cca-moore-baker-cpas) - 10 - 49 employees - Pleasant Hill, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Accounting company CCA Moore & Baker CPA's was founded in 2018. The small team offers Accounting. [Visit Website](https://www.cca-llp.com/) --- ### [SD Mayer & Associates LLP](https://clutch.co/profile/sd-mayer-associates-llp) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description SD Mayer & Associates LLP is a small Accounting company founded in 2012. Their team provides Accounting. [Visit Website](https://www.sdmayer.com/) --- ### [Haas & Reaney, LLP](https://clutch.co/profile/haas-reaney-llp) - 10 - 49 employees - Petaluma, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Haas & Reaney, LLP, an Accounting company, was founded in 1996. The firm provides Accounting. [Visit Website](https://www.haascpa.com/home) --- ### [Redwood Tax Service](https://clutch.co/profile/redwood-tax-service) #### 0.5 out of 5 star rating (1 reviews) - 2 - 9 employees - Santa Rosa, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Redwood Tax Service is a company engaged in providing Accounting Services, including Tax Preparation and Bookkeeping. However, based on the review provided, the feedback is overwhelmingly negative, with 100% of the reviewer expressing dissatisfaction due to delayed service, overcharging, and poor communication. The reviewer specifically highlights issues with incomplete tax filings over multiple years. [Visit Website](http://www.redwoodtaxservice.net/) #### Experience in 1 industry Redwood Tax Service has primarily worked within the transportation industry, receiving predominantly negative feedback. Clients have reported issues with timely completion of services, billing inaccuracies, and insufficient training. The overall sentiment indicates a lack of reliability and effectiveness, leading to dissatisfaction among clients. Potential clients in the transportation sector may find it prudent to consider other options, as the provider's expertise and impact appear limited in this area. [Read All Reviews](https://clutch.co/profile/redwood-tax-service?verified=true#reviews) ##### Transportation Experience Redwood Tax Service exhibits significant weaknesses in their service delivery within the Transportation industry, as highlighted by a client from California Comfort Transportation LLC. Feedback indicates chronic delays, billing issues, and a lack of timely communication, leading to unmet expectations and incomplete tax filings. These shortcomings suggest potential clients should exercise caution, as the company's performance may not align with the rigorous demands of the Transportation sector. - 1 review for transportation industry - Less than $10,000 avg. project cost - Accounting Services for Touring Transportation Service (0.5/5, May 28, 2020): Redwood Tax Service was responsible for managing the taxes and accounting processes of a tour-based transportation service. [Read Full Review](https://clutch.co/go-to-review/redwood-tax-service/97924) #### 0.5 out of 5.0 rating for cost What Clients Have Said Clients have expressed dissatisfaction with Redwood Tax Service's cost and value for money, citing instances of overcharging and incomplete work. One client noted that, despite being billed promptly, the service was never completed on time, leading to significant frustration. Overall sentiment reflects a lack of perceived value, with clients indicating that improvements are necessary across all aspects of service delivery. [Read All Reviews](https://clutch.co/profile/redwood-tax-service?verified=true#reviews) - Less than $10,000 (1 reviews) #### 1 review from clients near Napa Review Rating from Clients - 5.0 out of 5.0 - Overall: 0.5 - Quality: 0.5 - Schedule: 1.0 - Cost: 0.5 - Willing to Refer: 0.5 Local clients highlight Redwood Tax Service's inability to deliver timely work and accurate tax filings, emphasizing dissatisfaction with billing practices and overall service quality. [Read Local Reviews](https://clutch.co/profile/redwood-tax-service?verified=true#reviews) --- ### [Axis Accounting Services](https://clutch.co/profile/axis-accounting-services) - $1,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees - San Rafael, CA #### Services Provided - Allocation of Expertise by Percentage - 60% Accounting - 40% Business Consulting #### Company description Axis Accounting Services is a small San Rafael, California-based Accounting company. The team provides Accounting and Business Consulting. [Visit Website](http://www.axisaccountingservices.com/) --- ### [Cube Accounting Solutions](https://clutch.co/profile/cube-accounting-solutions) - $1,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 95% Accounting - 3% Finance & Accounting Outsourcing (FAO) - 2% Financial Advising & Planning #### Company description Founded in 2019, Cube Accounting Solutions is an Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO). [Visit Website](https://cubeaccountingsolutions.com/) #### 24% of employees work in San Francisco office San Francisco, CA 875 Island Dr Ste A225, San Francisco CA 94502 21 - 30 employees 603-275-7575 [See All Locations (4)](https://clutch.co/profile/cube-accounting-solutions#location) --- ### [Sage Finance](https://clutch.co/profile/sage-finance) #### 5 out of 5 star rating (2 reviews) - $50 - $99 average hourly rate - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 30% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 20% Financial Consulting #### Company description Sage Finance is an accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and payroll management. They received positive feedback for their efficient and accurate financial operations, with 100% of reviewers praising their timely tax compliance and financial insights. Clients appreciate their exceptional support, seamless communication, and ability to optimize tax strategies, enabling businesses to focus on growth. [Visit Website](https://trysage.finance/) #### Timely #### 1 review mentions Accounting Accounting & Tax Prep for Smart Emergency Support Co 5.0/5 — Sage Finance provided accounting services for a smart emergency support company. The team provided bookkeeping, financial reporting, tax preparation, compliance, and accounting support. - 1 of 1 Accounting reviews are 5 stars - 1 new review for Accounting in past 6 months - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/sage-finance/361848) #### Experience in 1 industry Sage Finance has received positive feedback primarily from the IT Services industry, particularly focusing on digital marketing and IT support for restaurants and SMBs. Clients praised their expertise in accounting, tax preparation, and payroll processing, noting improved financial accuracy and timely compliance. Their strengths lie in delivering efficient financial operations, proactive communication, and valuable insights. Overall, the sentiment is highly favorable, making them a strong fit for companies seeking reliable financial services in the IT and digital marketing sectors. [Read All Reviews](https://clutch.co/profile/sage-finance?verified=true#reviews) ##### IT Services Experience Sage Finance has received positive feedback in the IT Services industry, particularly for their expertise in accounting and financial management. Clients have noted their ability to deliver timely financial reports, ensure tax compliance, and offer insightful financial advisory services. The team's responsiveness and proactive approach significantly enhance client satisfaction, allowing businesses to focus on growth. Overall, Sage Finance is well-regarded for streamlining financial operations and providing exceptional support, making them a valuable partner for IT service providers. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting for IT Services Co (5.0/5, Mar 18, 2025): Sage Finance provided accounting and tax services for an IT services company. The team handled bookkeeping, tax preparation, payroll processing, and financial reporting. [Read Full Review](https://clutch.co/go-to-review/sage-finance/360653) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have noted that Sage Finance offers competitive pricing, making their services budget-friendly. One client specifically mentioned that the pricing fit their budget, which contributed to their decision to hire the company. Overall, the sentiment is positive, with clients appreciating the value for money in terms of comprehensive accounting services and proactive support, resulting in improved financial accuracy and timely compliance. [Read All Reviews](https://clutch.co/profile/sage-finance?verified=true#reviews) --- ### [TYS, LLP](https://clutch.co/profile/tys-llp) - 10 - 49 employees - Walnut Creek, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% Financial Consulting - 10% Business Consulting #### Company description TYS, LLP is a small Walnut Creek, California-based Accounting company. The team specializes in Accounting and Business Consulting. [Visit Website](https://tysllp.com/) --- ### [LvHJ LLP](https://clutch.co/profile/lvhj-llp) - $1,000+ minimum project size - $150 - $199 average hourly rate - 10 - 49 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description LvHJ LLP is a small Accounting company. They specialize in Accounting and were launched in 1935. [Visit Website](http://lvhj.com/) --- ### [Dal Poggetto & Company LLP](https://clutch.co/profile/dal-poggetto-company-llp) - 10 - 49 employees - Santa Rosa, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description Dal Poggetto & Company LLP is an Accounting company. In Santa Rosa, California, the agency was established in 1992. Their team provides Accounting and Business Consulting. [Visit Website](http://www.dalpoggetto.com/) --- ### [Grace Dougan Consulting](https://clutch.co/profile/grace-dougan-consulting) - 2 - 9 employees - Novato, CA #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 60% Business Consulting #### Company description Founded in 2010, Grace Dougan Consulting is a Business Consulting company. Their team focuses on Business Consulting and Accounting. [Visit Website](https://www.gracedouganconsulting.com/) --- ### [Granados Hillman LLP](https://clutch.co/profile/granados-hillman-llp) - 2 - 9 employees - St. Helena, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description Granados Hillman LLP is an Accounting company. They were established in 2017, and their services include Accounting and Business Consulting. [Visit Website](https://www.granadoshillman.com/) --- ### [ReconcileBooks](https://clutch.co/profile/reconcilebooks) - 10 - 49 employees - Alamo, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description ReconcileBooks is an Alamo, California-based Accounting company. Their services include Accounting. [Visit Website](https://www.reconcilebooks.com/) --- ### [Keeping Your Balance](https://clutch.co/profile/keeping-your-balance) - $1,000+ minimum project size - $150 - $199 average hourly rate - 10 - 49 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Keeping Your Balance is an Accounting company launched in 2005. The company offers Accounting. [Visit Website](http://www.keepingyourbalance.com/) --- ### [Morre & Company, LLP](https://clutch.co/profile/morre-company-llp) - 2 - 9 employees - Novato, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Morre & Company, LLP, an Accounting company, was launched in 1979. The company offers Accounting, and is small. [Visit Website](https://www.morrecpa.com/) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences. Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. 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