Top Bookkeepers in Santa Rosa
426 Companies
List of the Top Santa Rosa Bookkeeping Services
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Undisclosed$200 - $300 / hr10 - 49Serves Santa Rosa, CAServices provided
85% Accounting15% Tax LawFocus Areas
30% Bookkeeping25% Financial Accounting25% Payroll Processing +215% Financial Audit5% Forensic AccountingSee all 28 projectsGeorge Dimov, CPA is an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews for George Dimov, CPA highlight their professionalism, attention to detail, and effective communication. Clients appreciate the timely completion of audits and day-to-day accounting, as well as the actionable insights provided. One finance director praised the team's transparency and tailored recommendations, while an executive noted the speed and accuracy of their services. Overall sentiment is overwhelmingly positive, with clients expressing satisfaction and a willingness to continue working with the firm.Was this helpful?
4 of 4 Bookkeeping reviews are 5 stars1 new review for Bookkeeping in past 6 months$10,000 – $49,000 avg. project costBookkeeping Experience
Overall, clients report highly positive experiences with George Dimov, CPA for bookkeeping services, with 100% of reviewers expressing satisfaction. Notable strengths include exceptional communication, responsiveness, and proactive financial strategies that significantly improved clients' accounting accuracy and tax efficiencies. Key feedback highlights include the firm’s ability to provide clear financial clarity and timely deliverables, with many clients noting substantial tax savings and organizational improvements. Areas for minor improvement mentioned include automating reminders for deadlines.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight the excellent value for money offered by George Dimov, CPA, noting that their pricing aligns well with budgets while delivering high-quality service. For instance, one client remarked on the 'good value for cost,' while another emphasized how the firm 'saved them considerably in tax.' Overall, client sentiment reflects satisfaction with the firm's responsiveness and thoroughness, reinforcing their reputation for providing outstanding service at competitive rates.Was this helpful?
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This provider is fluent in 12 languages:
- English
- Mandarin
- Spanish
- Arabic
- Hindi
- Russian
- Korean
- Turkish
- Vietnamese
- Urdu
- Ukrainian
- Cantonese
This provider is available in 4 time zones:
- Central Standard Time (CST)
- Eastern Standard Time (EST)
- Pacific Standard Time (PST)
- Mountain Standard Time (MST)
Pilot
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UndisclosedUndisclosed50 - 249Serves Santa Rosa, CAServices provided
45% Accounting20% Fractional CFO Services15% Finance & Accounting Outsourcing (FAO) +215% HR Outsourcing5% Benefits AdministrationFocus Areas
90% Bookkeeping10% Financial AccountingSee all 10 projectsPilot 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.
Reviews mention Reliable
Clients consistently highlight Pilot's reliability in delivering timely financial statements and updates, essential for maintaining organization. One client noted, "Pilot's project management has been efficient and organized," emphasizing their responsiveness and proactive communication. The centralized digital platform was praised for its user-friendliness, making it invaluable for foreign-based startups. Overall, the sentiment reflects a strong confidence in Pilot as a dependable accounting partner.-
Accounting for Healthcare Company
4.0 Nov 13, 2024Pilot's project management has been efficient and organized. They consistently delivered items on time, including monthly financial statements and QuickBooks updates, which helped us stay on track with our accounting needs. Whenever we needed adjustments or had questions, their team was responsive and proactive in addressing our concerns. The communication was smooth, and they adapted well to our requests, making it easy to manage our finances even from abroad. Overall, their reliability and responsiveness have been key strengths in supporting our business.
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Industry Experience
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.
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Software IT Services Advertising & marketing Healthcare MedicalWas this helpful?
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This provider is fluent in 1 language:
- English
This provider is available in 2 time zones:
- Central Standard Time (CST)
- Pacific Standard Time (PST)
1 of 3 Santa Rosa-based review is 5 stars$10,000 – $49,000 avg. project cost for Accounting services in Santa RosaRead All ReviewsAccounting project highlight
Bookkeeping & Tax Services for Surgical Robot Manufacturer
5.0 — 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 moreWas this helpful?
$1,000+Undisclosed50 - 249Serves Santa Rosa, CAServices provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)Focus Areas
100% BookkeepingSee all 10 projectsCoCountant is an accounting services company offering expertise in financial reporting, bookkeeping, and tax filing, with a strong focus on providing tailored solutions. The reviews reflect a 100% positive sentiment, praising CoCountant’s responsiveness, reliability, and controller-level oversight. Approximately 50% of the reviews highlighted their ability to streamline processes and improve financial visibility through accurate, audit-ready reporting.
3 of 3 reviews are 5 stars2 new reviews for Accounting servicesLess than $10,000 avg. project costRead 3 Recent ReviewsReviewed 3 times in the past 6 months
In the last six months, CoCountant has received positive feedback for their responsiveness and expertise across various projects. Clients noted successful outcomes, such as timely financial reporting and significant reductions in internal workload—30-40% in one case. The CFO of Backpack Group praised their adherence to KPIs and process improvements, while the CEO of LaunchPath Innovation highlighted their clear communication and value for cost. Overall, clients expressed satisfaction with CoCountant's professionalism and ability to meet unique needs.Was this helpful?
3 of 3 Bookkeeping reviews are 5 stars3 new reviews for Bookkeeping in past 6 monthsLess than $10,000 avg. project costBookkeeping Experience
CoCountant receives overwhelmingly positive feedback in their bookkeeping services, with clients noting a 100% on-time delivery for financial reports and a 30-40% reduction in time spent on bookkeeping tasks. Clients highlighted strengths in responsiveness, expertise, and the ability to provide strategic financial insights. Notably, 100% of reviewers praised their clear communication and project management. All reviewers indicated satisfaction, with no significant areas for improvement mentioned, underscoring their solid fit for clients seeking efficient bookkeeping solutions.
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2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsUnknown avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Services for SaaS Data Company
5.0 — CoCountant provides accounting services for a SaaS data company. The team handles end-to-end financial accounting, monthly closing, financial statement preparation, A/R management, and sales tax Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight CoCountant's affordability and exceptional value for money. One CEO noted the 'awesome' cost relative to the quality of service, emphasizing a significant reduction in time spent on accounting tasks. The director of marketing appreciated their reliability and affordability, leading to improved financial visibility and reduced internal workload. Overall, feedback indicates that CoCountant delivers high-quality financial management services at competitive prices, making them a favorable choice for organizations seeking cost-effective solutions.Was this helpful?
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Pilot
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Clutch conducts a rigorous verification process, confirming a provider’s business registration, legal history, credit background, and client feedback to be legitimate, so you can trust their ability to deliver. Learn More
UndisclosedUndisclosed50 - 249San Francisco, CAServices provided
45% Accounting20% Fractional CFO Services15% Finance & Accounting Outsourcing (FAO) +215% HR Outsourcing5% Benefits AdministrationFocus Areas
90% Bookkeeping10% Financial AccountingSee all 10 projectsPilot 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.
Reviews mention Reliable
Clients consistently highlight Pilot's reliability in delivering timely financial statements and updates, essential for maintaining organization. One client noted, "Pilot's project management has been efficient and organized," emphasizing their responsiveness and proactive communication. The centralized digital platform was praised for its user-friendliness, making it invaluable for foreign-based startups. Overall, the sentiment reflects a strong confidence in Pilot as a dependable accounting partner.-
Accounting for Healthcare Company
4.0 Nov 13, 2024Pilot's project management has been efficient and organized. They consistently delivered items on time, including monthly financial statements and QuickBooks updates, which helped us stay on track with our accounting needs. Whenever we needed adjustments or had questions, their team was responsive and proactive in addressing our concerns. The communication was smooth, and they adapted well to our requests, making it easy to manage our finances even from abroad. Overall, their reliability and responsiveness have been key strengths in supporting our business.
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Industry Experience
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 ReviewsSelect Industry to see insights
Software IT Services Advertising & marketing Healthcare MedicalWas this helpful?
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This provider is fluent in 1 language:
- English
This provider is available in 2 time zones:
- Central Standard Time (CST)
- Pacific Standard Time (PST)
1 of 3 Santa Rosa-based review is 5 stars$10,000 – $49,000 avg. project cost for Accounting services in Santa RosaRead All ReviewsAccounting project highlight
Bookkeeping & Tax Services for Surgical Robot Manufacturer
5.0 — 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 moreWas this helpful?
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Services provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +15% Compliance ConsultingFocus Areas
40% Bookkeeping40% Financial Accounting10% Management Accounting +110% Payroll ProcessingSee all 18 projectsindinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$50,000 – $199,999 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent feedback for indinero highlights their effective financial management services, with clients noting significant improvements in cash flow and expense management. One client emphasized the ease of their processes, stating, 'They make both so easy,' while another praised their responsiveness and accuracy in bookkeeping. Overall sentiment is highly positive, with clients appreciating their alignment with company values and the quality of support provided, leaving little room for suggested improvements.Was this helpful?
3 of 3 Bookkeeping reviews are 5 stars1 new review for Bookkeeping in past 6 months$10,000 – $49,000 avg. project costBookkeeping Experience
Indinero has received overwhelmingly positive feedback in the Bookkeeping service, with 100% of reviewers expressing satisfaction. Clients noted the company's expertise in improving financial clarity, streamlining operations, and providing timely support. Key strengths include responsive communication, thorough project management, and effective system implementation, leading to enhanced cash flow and profitability. Notably, 80% of reviewers highlighted the value for cost and the alignment with their business goals, while no negative feedback was reported, showcasing a strong impact across projects.
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More responsive than most other service providers
Get in Touchindinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
2 of 2 Santa Rosa-based reviews are 5 stars1 Santa Rosa-based review for Accounting in past 6 months$10,000 – $49,000 avg. project cost for Accounting services in Santa RosaRead All ReviewsAccounting project highlight
Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read moreWas this helpful?
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Undisclosed$200 - $300 / hr10 - 49San Francisco, CA
Services provided
85% Accounting15% Tax LawFocus Areas
30% Bookkeeping25% Financial Accounting25% Payroll Processing +215% Financial Audit5% Forensic AccountingSee all 28 projectsGeorge Dimov, CPA is an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews for George Dimov, CPA highlight their professionalism, attention to detail, and effective communication. Clients appreciate the timely completion of audits and day-to-day accounting, as well as the actionable insights provided. One finance director praised the team's transparency and tailored recommendations, while an executive noted the speed and accuracy of their services. Overall sentiment is overwhelmingly positive, with clients expressing satisfaction and a willingness to continue working with the firm.Was this helpful?
4 of 4 Bookkeeping reviews are 5 stars1 new review for Bookkeeping in past 6 months$10,000 – $49,000 avg. project costBookkeeping Experience
Overall, clients report highly positive experiences with George Dimov, CPA for bookkeeping services, with 100% of reviewers expressing satisfaction. Notable strengths include exceptional communication, responsiveness, and proactive financial strategies that significantly improved clients' accounting accuracy and tax efficiencies. Key feedback highlights include the firm’s ability to provide clear financial clarity and timely deliverables, with many clients noting substantial tax savings and organizational improvements. Areas for minor improvement mentioned include automating reminders for deadlines.
Read Most Recent ReviewWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight the excellent value for money offered by George Dimov, CPA, noting that their pricing aligns well with budgets while delivering high-quality service. For instance, one client remarked on the 'good value for cost,' while another emphasized how the firm 'saved them considerably in tax.' Overall, client sentiment reflects satisfaction with the firm's responsiveness and thoroughness, reinforcing their reputation for providing outstanding service at competitive rates.Was this helpful?
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This provider is fluent in 12 languages:
- English
- Mandarin
- Spanish
- Arabic
- Hindi
- Russian
- Korean
- Turkish
- Vietnamese
- Urdu
- Ukrainian
- Cantonese
This provider is available in 4 time zones:
- Central Standard Time (CST)
- Eastern Standard Time (EST)
- Pacific Standard Time (PST)
- Mountain Standard Time (MST)
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
100% AccountingFocus Areas
50% Bookkeeping50% Payroll ProcessingSee all 1 projectsRedwood 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.
Industry Experience
Redwood Tax Service has primarily worked within the transportation industry, where they have received negative feedback highlighting issues with timely project completion, overbilling, and inadequate training. Clients expressed disappointment in the lack of responsiveness and overall effectiveness, indicating a poor experience and unmet expectations. Given this feedback, potential clients in the transportation sector may need to approach Redwood Tax Service with caution regarding their reliability and communication.
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TransportationWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed significant dissatisfaction with Redwood Tax Service regarding cost and value for money. One reviewer noted that they were overcharged for services and experienced delays in tax completion over multiple years, stating, "never completed on time" and "always I am too busy excuse for not completing." Overall, the sentiment reflects a lack of perceived value, with clients indicating that the service did not meet their expectations relative to the fees charged.Was this helpful?
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
100% AccountingFocus Areas
40% Bookkeeping35% Payroll Processing25% Financial AccountingLaunched in 1999, Virtual Jeannie Business Services is a small Accounting company headquartered in Santa Rosa, California. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Healdsburg, CA
Services provided
100% AccountingFocus Areas
33% Bookkeeping34% Forensic Accounting33% Financial AccountingMengali Accountancy is an Accounting company. The team provides Accounting and is in Healdsburg, California.
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UndisclosedUndisclosed2 - 9St. Helena, CA
Services provided
80% Accounting20% Business ConsultingFocus Areas
33% Bookkeeping34% Payroll Processing33% Financial AccountingGranados Hillman LLP is an Accounting company. They were established in 2017, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49St. Helena, CA
Services provided
100% AccountingFocus Areas
17% Bookkeeping67% Financial Accounting16% Payroll ProcessingBrotemarkle, Davis & Co LLP is a small Accounting company. Founded in 1984, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
Services provided
80% Accounting20% Business ConsultingFocus Areas
17% Bookkeeping33% Financial Accounting33% Forensic Accounting +117% Payroll ProcessingDal Poggetto & Company LLP is an Accounting company. In Santa Rosa, California, the agency was established in 1992. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rohnert Park, CA
Services provided
85% Accounting15% Business ConsultingFocus Areas
17% Bookkeeping42% Financial Accounting25% Forensic Accounting +116% Payroll ProcessingDavid J. Fisher, CPA MST, an Accounting company, was established in 1998. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
Services provided
100% AccountingFocus Areas
14% Bookkeeping43% Financial Accounting29% Forensic Accounting +114% Payroll ProcessingLinkenheimer LLP CPAs & Advisors is an Accounting company. The firm is in Santa Rosa, California. Their services include Accounting.
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$1,000+$100 - $149 / hr250 - 999Novato, CA
Services provided
100% AccountingFocus Areas
43% Bookkeeping57% Financial AccountingGALLINA LLP is a midsize Accounting company located in San Jose, California and Novato, California. Their services include Accounting.
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UndisclosedUndisclosedFreelancerSanta Rosa, CA
Services provided
100% AccountingFocus Areas
50% Bookkeeping50% Financial AccountingKenneth W. Escobar, CPA is an Accounting company. They are based in Santa Rosa, California and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosedFreelancerSanta Rosa, CA
Services provided
90% Accounting10% Business ConsultingFocus Areas
50% Bookkeeping50% Financial AccountingIn Santa Rosa, California, Summer Morris, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Napa, CA
Services provided
100% AccountingFocus Areas
33% Bookkeeping34% Payroll Processing33% Financial AccountingUboldi, Heinke & Velladao, LLP is an Accounting company founded in 1974. Their services include Accounting.
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Undisclosed$50 - $99 / hr10 - 49Novato, CA
Services provided
90% Accounting10% Business ConsultingFocus Areas
44% Bookkeeping44% Financial Accounting12% Payroll ProcessingFounded in 2014, Protea Financial is an Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sonoma, CA
Services provided
100% AccountingFocus Areas
46% Bookkeeping54% Financial AccountingSingular Accounting is an Accounting company. Their small team is in Sonoma, California and provides Accounting. The firm was founded in 2015.
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UndisclosedUndisclosed10 - 49Petaluma, CA
Services provided
100% AccountingFocus Areas
25% Bookkeeping25% Financial Accounting25% Forensic Accounting +125% Payroll ProcessingHaas & Reaney, LLP, an Accounting company, was founded in 1996. The firm provides Accounting.
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Undisclosed$50 - $99 / hr10 - 49Napa, CA
Services provided
50% Accounting20% Business Consulting20% Fractional CFO Services +110% HR OutsourcingFocus Areas
45% Bookkeeping30% Financial Accounting20% Management Accounting +15% Payroll ProcessingBalanced Business Group is an Accounting company. Their small team is in Napa, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sonoma, CA
Services provided
80% Accounting20% Business ConsultingFocus Areas
25% Bookkeeping50% Forensic Accounting25% Financial AccountingAho + Associates is a Sonoma, California-based Accounting company. They specialize in Accounting and Business Consulting and were launched in 2001.
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UndisclosedUndisclosed2 - 9Novato, CA
Services provided
40% Accounting60% Business ConsultingFocus Areas
100% BookkeepingFounded in 2010, Grace Dougan Consulting is a Business Consulting company. Their team focuses on Business Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49San Rafael, CA
Services provided
100% AccountingFocus Areas
33% Bookkeeping34% Payroll Processing33% Financial AccountingPacific Crest Group is an Accounting company founded in 2001. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Novato, CA
Services provided
100% AccountingFocus Areas
25% Bookkeeping25% Financial Accounting25% Forensic Accounting +125% Payroll ProcessingMorre & Company, LLP, an Accounting company, was launched in 1979. The company offers Accounting, and is small.
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UndisclosedUndisclosed10 - 49San Rafael, CA
Services provided
100% AccountingFocus Areas
25% Bookkeeping25% Financial Accounting25% Forensic Accounting +125% Payroll ProcessingFriedlander Cherwon Capper LLP, an Accounting company, specialize in Accounting. They were launched in 1978.
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$1,000+$100 - $149 / hr2 - 9San Rafael, CA
Services provided
60% Accounting40% Business ConsultingFocus Areas
50% Bookkeeping50% Financial AccountingAxis Accounting Services is a small San Rafael, California-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Napa, CA
Services provided
100% AccountingFocus Areas
33% Bookkeeping34% Payroll Processing33% Financial AccountingElite Financial Company, Inc is an Accounting company. They are based in Napa, California and have small team. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Napa, CA
Services provided
75% Accounting25% Business ConsultingFocus Areas
50% Bookkeeping50% Financial AccountingPEAR Accounting Solutions, an Accounting company, is located in Napa, California. Their services include Accounting and Business Consulting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
100% AccountingFocus Areas
43% Bookkeeping57% Financial AccountingSee all 2 projectsSFBay Financial is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With consistently positive feedback, 100% of reviewers commend their efficient service and strong problem-solving approach. Clients highlight the firm's proactive communication and excellent support, noting the quality of their expert staff, particularly in navigating complex financial situations.
Reviews mention 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 Mar 17, 2020They’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.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of SFBay Financial consistently highlight the company's excellent value for money, particularly noting their flexible hourly billing structure that accommodates various budgets. One client emphasized that SFBay provided services at a price that worked for their small business, while another mentioned their ongoing satisfaction and absence of tax problems as indicators of effective service. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of service provided.Was this helpful?
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1 of 1 Santa Rosa-based review is 5 starsLess than $10,000 avg. project cost for Accounting services in Santa RosaRead All ReviewsAccounting project highlight
Accounting Services for Non-Profit Organization
5.0 — 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 moreWas this helpful?
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UndisclosedUndisclosed2 - 9San Rafael, CA
Services provided
100% AccountingFocus Areas
46% Bookkeeping54% Financial AccountingAccounting company ROBERT BROWNSTEIN CPA is headquartered in San Rafael, California. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Napa, CA
Services provided
90% Accounting10% Business ConsultingFocus Areas
23% Bookkeeping38% Financial Accounting23% Forensic Accounting +116% Payroll ProcessingLocated in Napa, California, Constance Coughlan, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vallejo, CA
Services provided
75% Accounting25% Business ConsultingFocus Areas
50% Bookkeeping50% Payroll ProcessingBeasley & Bates Accounting Services is a small Accounting company launched in 2007. Their services include Accounting and Business Consulting.
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$1,000+$100 - $149 / hr250 - 999San Francisco, CA
Services provided
100% AccountingFocus Areas
43% Bookkeeping57% Financial AccountingSingerLewak is a Los Angeles, California-based Accounting company. They specialize in Accounting.
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$1,000+$100 - $149 / hr250 - 999San Francisco, CA
Services provided
100% AccountingFocus Areas
43% Bookkeeping57% Financial AccountingBPM LLP, an Accounting company, provide Accounting. They were launched in 1986.
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UndisclosedUndisclosed2 - 9San Rafael, CA
Services provided
100% AccountingFocus Areas
46% Bookkeeping54% Financial AccountingEstablished in 1973, Richard K. Chinlund, CPA is a small Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr250 - 999San Francisco, CA
Services provided
100% AccountingFocus Areas
43% Bookkeeping57% Financial AccountingSeiler LLP, an Accounting company, was launched in 1957. The team offers Accounting.
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$1,000+$100 - $149 / hr50 - 249San Francisco, CA
Services provided
100% AccountingFocus Areas
43% Bookkeeping57% Financial AccountingShea Labagh Dobberstein is a midsize San Francisco, California-based Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr50 - 249San Francisco, CA
Services provided
100% AccountingFocus Areas
43% Bookkeeping57% Financial AccountingLocated in San Francisco, California and San Jose, California, Hood & Strong is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Vallejo, CA
Services provided
100% AccountingFocus Areas
33% Bookkeeping34% Payroll Processing33% Financial AccountingSlater and Associates is an Accounting company. The firm is in Vallejo, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Vallejo, CA
Services provided
100% AccountingFocus Areas
33% Bookkeeping34% Payroll Processing33% Financial AccountingSmall Accounting company Mallari's Tax & Accounting, is headquartered in Vallejo, California. The team focuses on Accounting.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
Services provided
100% AccountingFocus Areas
50% Bookkeeping50% Financial AccountingKruze 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.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
Services provided
100% AccountingFocus Areas
50% Bookkeeping50% Financial AccountingSmall Accounting company Navolio & Tallman, is located in San Francisco, California. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
100% AccountingFocus Areas
43% Bookkeeping57% Financial AccountingSD Mayer & Associates LLP is a small Accounting company founded in 2012. Their team provides Accounting.
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$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Services provided
100% AccountingFocus Areas
33% Bookkeeping34% Forensic Accounting33% Financial AccountingRINA Accountancy Corporation is an Accounting company. The San Francisco, California-based agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Vacaville, CA
Services provided
70% Accounting30% Business ConsultingFocus Areas
57% Bookkeeping43% Financial AccountingAccounting company Better Bookkeepers - Vacaville is based in Vacaville, California. The team provides Accounting and Business Consulting.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
Services provided
100% AccountingFocus Areas
33% Bookkeeping34% Forensic Accounting33% Financial AccountingLvHJ LLP is a small Accounting company. They specialize in Accounting and were launched in 1935.
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Undisclosed$50 - $99 / hr50 - 249San Francisco, CA
Services provided
30% Accounting30% Finance & Accounting Outsourcing (FAO)20% Financial Advising & Planning +120% Financial ConsultingFocus Areas
100% BookkeepingSee all 2 projectsSage 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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Tax Prep for Smart Emergency Support Co
5.0 — Sage Finance provided accounting services for a smart emergency support company. The team provided bookkeeping, financial reporting, tax preparation, compliance, and accounting support. Read moreWas this helpful?
Industry Experience
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 ReviewsSelect Industry to see insights
IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+Undisclosed2 - 9San Francisco, CA
Services provided
50% Accounting25% Business Consulting15% Cloud Consulting & SI +110% Financial ConsultingFocus Areas
35% Bookkeeping50% Financial Accounting10% Payroll Processing +15% Management AccountingSee all 1 projectsMATAX is a company specializing in Accounting Services, including bookkeeping and financial training. Reviewers highlight their exceptional project management skills and ability to simplify complex issues, with 100% of feedback being positive. Their training services notably reduced processing time in Xero by 75%, showcasing their effectiveness and expertise in financial systems.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Xero Accounting System Training for Advertising Agency
5.0 — An ad agency hired matax to train their staff on the ins and outs of the Xeros accounting system. They launched preliminary sessions and followed through with succeeding training based on client Read moreWas this helpful?
Industry Experience
MATAX has received positive feedback primarily in the Advertising & Marketing industry, where they demonstrated expertise in training and project management, specifically in Xero software. Clients appreciated their ability to simplify complex processes, resulting in a significant 75% reduction in processing time. Their strengths include strong communication skills and a solution-oriented approach. Overall, MATAX is well-suited for projects requiring training and process optimization within similar sectors.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed that MATAX provides excellent value for money, particularly highlighting the effectiveness of their training sessions. One client noted spending $500 for training that led to a 75% reduction in processing time, showcasing significant ROI. Their project management skills were also praised for optimizing learning efforts, with no areas for improvement identified. Overall, the sentiment reflects satisfaction with MATAX's pricing relative to the quality and impact of their services.Was this helpful?
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UndisclosedUndisclosed10 - 49Fairfield, CA
Services provided
85% Accounting15% Business ConsultingFocus Areas
23% Bookkeeping31% Financial Accounting23% Forensic Accounting +123% Payroll ProcessingAnderson & Associates is an Accounting company. Founded in 1940, the team specializes in Accounting and Business Consulting. The firm is in Fairfield, California.
Read more -
$1,000+$150 - $199 / hr10 - 49San Francisco, CA
Services provided
100% AccountingFocus Areas
29% Bookkeeping43% Financial Accounting28% Payroll ProcessingKeeping Your Balance is an Accounting company launched in 2005. The company offers Accounting.
Read more -
Undisclosed< $25 / hr50 - 249San Francisco, CA
Services provided
65% Accounting25% Finance & Accounting Outsourcing (FAO)5% Fractional CFO Services +15% Tax LawFocus Areas
55% Bookkeeping20% Management Accounting15% Financial Accounting +110% Payroll ProcessingLocated in San Francisco, California, mesha is an Accounting company. They specialize in Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2020.
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Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
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List of the Top 1 Santa Rosa Bookkeeping Services
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Ability to deliver
1.6/40.01.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting50% Bookkeeping -
UndisclosedUndisclosed2 - 9Santa Rosa, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting40% Bookkeeping -
UndisclosedUndisclosed10 - 49Healdsburg, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting33% Bookkeeping -
UndisclosedUndisclosed2 - 9St. Helena, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting33% Bookkeeping20% Other -
UndisclosedUndisclosed10 - 49St. Helena, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting17% Bookkeeping -
UndisclosedUndisclosed10 - 49Santa Rosa, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting17% Bookkeeping20% Other -
UndisclosedUndisclosed2 - 9Rohnert Park, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
85% Accounting17% Bookkeeping15% Other -
UndisclosedUndisclosed10 - 49Santa Rosa, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting14% Bookkeeping -
$1,000+$100 - $149 / hr250 - 999Novato, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting43% Bookkeeping -
UndisclosedUndisclosedFreelancerSanta Rosa, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting50% Bookkeeping -
UndisclosedUndisclosedFreelancerSanta Rosa, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
90% Accounting50% Bookkeeping10% Other -
UndisclosedUndisclosed10 - 49Napa, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting33% Bookkeeping -
Undisclosed$50 - $99 / hr10 - 49Novato, CA
Ability to deliver
5.9/40.00/20 Reviews0.6/10 Clients & Experience5.3/10 Market PresenceService focus
90% Accounting44% Bookkeeping10% Other -
UndisclosedUndisclosed2 - 9Sonoma, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting46% Bookkeeping -
UndisclosedUndisclosed10 - 49Petaluma, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting25% Bookkeeping -
Undisclosed$50 - $99 / hr10 - 49Napa, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting45% Bookkeeping50% Other
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