# Top Bookkeepers in Santa Rosa

Recommended Bookkeeping companies in Santa Rosa include indinero, George Dimov, CPA, Redwood Tax Service, Virtual Jeannie Business Services, Mengali Accountancy, Granados Hillman LLP, Brotemarkle, Davis & Co LLP, Dal Poggetto & Company LLP, David J. Fisher, CPA MST, Linkenheimer LLP CPAs & Advisors.



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## List of the Best Top Bookkeepers in Santa Rosa

Ratings Updated: Jul 16, 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/)


#### Communicative
The feedback regarding Indinero's communication is overwhelmingly positive. Clients consistently highlight their responsiveness and clarity in communication. One client noted their 'great communication' and 'timeliness,' while another emphasized the team's 'attention to detail' and 'willingness to help.' Clients appreciated the regular virtual meetings and updates, stating that Indinero made them feel supported and informed throughout their engagements. Overall, the sentiment reflects a strong appreciation for Indinero's communicative approach and partnership ethos.
- Back Office Fiscal Services for Healthcare Consulting Firm (5.0/5, Apr 8, 2022): They are communicative and timely. Our dedicated professionals meet regularly with key staff. The company has dedicated a professional to learning the nuances of the company to provide customized support. [Read Full Review](https://clutch.co/go-to-review/indinero/15466)
- Finance & Accounting Services for Consumer Products Company (5.0/5, Apr 1, 2022): Great communication and timeliness are highlights of their project management style. The senior controller schedules regular calls with us to go over bills, finances, etc. They are very attentive and responsive. [Read Full Review](https://clutch.co/go-to-review/indinero/14837)
- Accounting Services for Virtual Care Platform Company (5.0/5, Apr 1, 2022): Communication with the team is extremely clear. They communicate their timelines and will freely as if they're coming against hurdles. They will clearly communicate if there are shifts in staff or who takes on which responsibilities. [Read Full Review](https://clutch.co/go-to-review/indinero/14825)
- Accounting & Bookkeeping for Software Company (5.0/5, Jan 7, 2025): We are so happy with the level of service from the Indinero team. They are great at communicating, very responsive to feedback, and everything they do is very high quality. [Read Full Review](https://clutch.co/go-to-review/indinero/341415)
- Accrual Accounting Services for Food Service Management Co (5.0/5, Sep 6, 2023): The project management was characterized by very efficient and great communication by Brittany and Carla. The primary forms of communication with inDinero were Virtual Meeting and Email or Messaging App. This approach ensured that our needs were met promptly and effectively. [Read Full Review](https://clutch.co/go-to-review/indinero/230817)

#### Reviewed 1 time in the past 6 months

Recent reviews for indinero reflect a strong positive sentiment, highlighting their expertise in financial organization and budgeting. Clients, such as the President & CEO of GO Processing, commend their ability to simplify complex financial topics and provide reliable project management. Noteworthy feedback includes improved financial visibility and strategic budget reallocation, with clients feeling supported as they navigate growth. Overall, indinero is perceived as a genuine partner, with no significant areas for improvement identified.
- 1 of 1 reviews is 5 stars
- 1 new review for Accounting services
- $10,000 – $49,000 avg. project cost
[Read 1 Recent Review](https://clutch.co/profile/indinero?sort_by=date_desc&verified=true#reviews)

#### 3 reviews mention Bookkeeping

Bookkeeping Experience
Indinero has received overwhelmingly positive feedback for its bookkeeping services, with 100% of reviewers expressing satisfaction. Clients particularly praise their responsiveness, thoroughness, and ability to simplify complex processes. Key strengths include effective cash flow management, accurate financial reporting, and a comprehensive approach to accounting. Noteworthy client comments highlight their alignment with business needs and seamless project delivery. Overall, Indinero's expertise significantly impacts clients' financial management and growth.
- 3 of 3 Bookkeeping reviews are 5 stars
- $10,000 – $49,000 avg. project cost
[Read Most Recent Review](https://clutch.co/profile/indinero#review-230817)

#### 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)

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### [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/)


#### Hard working
Clients consistently highlight George Dimov, CPA's commitment to hard work and dedication. One client noted, "The willingness to put in the hours necessary to get the job done" was particularly impressive, emphasizing the absence of complaints or pushback throughout the engagement. The overall sentiment reflects a strong appreciation for the diligent effort put forth, resulting in timely and accurate filing of taxes.
- Tax Services for Corporation (5.0/5, May 6, 2020): The willingness to put in the hours necessary to get the job done was most impressive. There was no complaint, no pushback, and I really appreciated that. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/79970)

#### 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)

#### Responsive

George Dimov, CPA is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.

#### 2% of employees work in San Francisco office
San Francisco, CA
555 4th Street
1 employees
866-699-4951
[See All Locations (12)](https://clutch.co/profile/george-dimov-cpa#location)

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### [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 Santa Rosa

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

Santa Rosa-based clients describe Redwood Tax Service as unreliable, citing consistent delays, billing issues, and a lack of responsiveness that hindered their financial and tax-related needs.
[Read Local Reviews](https://clutch.co/profile/redwood-tax-service?verified=true#reviews)

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### [Virtual Jeannie Business Services](https://clutch.co/profile/virtual-jeannie-business-services)
- 2 - 9 employees
- Santa Rosa, CA

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Launched in 1999, Virtual Jeannie Business Services is a small Accounting company headquartered in Santa Rosa, California. Their team provides Accounting.
[Visit Website](http://www.sonomacpa.com)


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### [Mengali Accountancy](https://clutch.co/profile/mengali-accountancy)
- 10 - 49 employees
- Healdsburg, CA

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Mengali Accountancy is an Accounting company. The team provides Accounting and is in Healdsburg, California.
[Visit Website](https://www.mengali.com/)


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### [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/)


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### [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/)


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### [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/)


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### [David J. Fisher, CPA MST](https://clutch.co/profile/david-j-fisher-cpa-mst)
- 2 - 9 employees
- Rohnert Park, CA

#### Services Provided - Allocation of Expertise by Percentage
- 85% Accounting
- 15% Business Consulting

#### Company description
David J. Fisher, CPA MST, an Accounting company, was established in 1998. The company specializes in Accounting and Business Consulting, and is small.
[Visit Website](https://www.dfishercpa.com/)


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### [Linkenheimer LLP CPAs & Advisors](https://clutch.co/profile/linkenheimer-llp-cpas-advisors)
- 10 - 49 employees
- Santa Rosa, CA

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Linkenheimer LLP CPAs & Advisors is an Accounting company. The firm is in Santa Rosa, California. Their services include Accounting.
[Visit Website](http://www.linkcpa.com/)


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### [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)

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### [Kenneth W. Escobar, CPA](https://clutch.co/profile/kenneth-w-escobar-cpa)
- Freelancer employees
- Santa Rosa, CA

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Kenneth W. Escobar, CPA is an Accounting company. They are based in Santa Rosa, California and have small team. Their team focuses on Accounting.
[Visit Website](http://www.kenescobarcpa.com/)


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### [Summer Morris, CPA](https://clutch.co/profile/summer-morris-cpa)
- Freelancer employees
- Santa Rosa, CA

#### Services Provided - Allocation of Expertise by Percentage
- 90% Accounting
- 10% Business Consulting

#### Company description
In Santa Rosa, California, Summer Morris, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
[Visit Website](http://summermorriscpa.com)


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### [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/)


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### [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/)


---

### [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/)


---

### [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)


---

### [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)


---

### [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)


#### 3 reviews mention Bookkeeping

Bookkeeping Experience
Pilot receives overwhelmingly positive feedback for its bookkeeping services, with 100% of reviewers citing high-quality, timely deliverables and exceptional communication. Clients appreciate Pilot's understanding of their business models and the integration of CFO services. Notably, 60% of clients emphasize the effectiveness of Pilot's tax preparation and financial planning. Overall, clients express confidence in their financial management, highlighting Pilot's expertise and professional approach, making it a strong candidate for bookkeeping needs.
- 1 of 3 Bookkeeping reviews are 5 stars
- $10,000 – $49,000 avg. project cost
[Read Most Recent Review](https://clutch.co/profile/pilot-0#review-327858)

#### 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)

#### 4.7 out of 5.0 rating for cost

What Clients Have Said
Clients consistently highlight Pilot's competitive pricing and overall value for money. They appreciate the company's responsiveness and timely delivery of services, with one client noting, "Pilot always supplies professional and efficient services," while another stated, "Pricing fit our budget and good value for cost." Overall, the sentiment is positive, with clients feeling that Pilot offers high-quality support at a reasonable price, making it a reliable choice for bookkeeping and accounting needs.
[Read All Reviews](https://clutch.co/profile/pilot-0?verified=true#reviews)
- $10,000 to $49,000 (4 reviews)
- Less than $10,000 (2 reviews)
- $50,000 to $199,999 (1 reviews)

#### 3 reviews from clients near Santa Rosa

Review Rating from Clients - 5.0 out of 5.0
- Overall: 4.7
- Quality: 4.7
- Schedule: 4.8
- Cost: 4.5
- Willing to Refer: 5.0

Local clients commend Pilot for their reliable, detail-oriented approach to bookkeeping, tax services, and financial planning, noting their proactive communication and seamless project delivery.
[Read Local Reviews](https://clutch.co/profile/pilot-0?verified=true#reviews)

---

### [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/)


---

### [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/)


---

### [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/)


---

### [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/)


---

### [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/)


---

### [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/)


---

### [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/)


---

### [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/)


---

### [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)

#### Completed projects in 2 countries
- Canada (1 projects)
- United States (1 projects)

[View Reviews](https://clutch.co/profile/sfbay-financial?verified=true#reviews)

#### 1 Review mentions Accounting in Santa Rosa
- 1 of 1 Santa Rosa-based review is 5 stars
- Less than $10,000 avg. project cost for Accounting services in Santa Rosa

Santa Rosa-based 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=26619&service_provided=field_pp_sl_accounting&verified=true#reviews)

#### 1 review from clients near Santa Rosa

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

Local clients praise SFBay Financial for their expertise in small business accounting, especially in navigating complex financial aid programs like PPP loans and tax credits. They emphasize the company's responsive communication, solution-oriented approach, and affordability for small businesses.
[Read Local Reviews](https://clutch.co/profile/sfbay-financial?verified=true#reviews)

---

### [ROBERT BROWNSTEIN CPA](https://clutch.co/profile/robert-brownstein-cpa)
- 2 - 9 employees
- San Rafael, CA

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Accounting company ROBERT BROWNSTEIN CPA is headquartered in San Rafael, California. They specialize in Accounting.
[Visit Website](https://robertbrownsteincpa.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/)


---

### [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/)


---

### [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)

---

### [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/)


---

### [Richard K. Chinlund, CPA](https://clutch.co/profile/richard-k-chinlund-cpa)
- 2 - 9 employees
- San Rafael, CA

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Established in 1973, Richard K. Chinlund, CPA is a small Accounting company. Their services include Accounting.
[Visit Website](http://www.rkctax.com/)


---

### [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/)


---

### [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/)


---

### [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/)


---

### [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/)


---

### [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/)


---

### [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/)


---

### [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/)


---

### [RINA Accountancy Corporation](https://clutch.co/profile/rina-accountancy-corporation)
- $1,000+ minimum project size
- $150 - $199 average hourly rate
- 50 - 249 employees
- San Francisco, CA

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
RINA Accountancy Corporation is an Accounting company. The San Francisco, California-based agency focuses on Accounting.
[Visit Website](http://www.rina.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/)


---

### [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/)


---

### [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/)


#### Great project management


#### 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)

---

### [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)


---

### [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/)


---

### [MATAX](https://clutch.co/profile/matax)
#### 5 out of 5 star rating (1 reviews)
- $5,000+ minimum project size
- $150 - $199 average hourly rate
- 2 - 9 employees
- San Francisco, CA

#### Services Provided - Allocation of Expertise by Percentage
- 45% Accounting
- 25% AI Agents
- 10% Cloud Consulting & SI
- 20% Business Consulting

#### Company description
MATAX is an accounting services firm specializing in bookkeeping, financial reporting, and training on accounting software like Xero. The company received 100% positive feedback, emphasizing their excellent project management and ability to simplify complex tasks, resulting in a 75% reduction in processing time. Clients appreciate their knowledgeable and solution-oriented approach.
[Visit Website](http://mataxhq.com/)


#### Understands their clients' needs
Clients express a strong sentiment that MATAX understands their needs effectively. One review highlights how MATAX tailored training sessions based on client feedback, significantly reducing processing time in Xero by 75%. The impressive ability to create simple solutions for complex challenges and their proactive communication during project management were particularly noted. Overall, clients appreciate MATAX's knowledgeable and solution-oriented approach, recommending potential customers to seek their expert advice.

#### 1 review mentions Accounting

Xero Accounting System Training for Advertising Agency
5.0/5 — 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 feedback.

- 1 of 1 Accounting reviews are 5 stars
- Less than $10,000 avg. project cost
[Read Full Review](https://clutch.co/go-to-review/matax/54957)

#### Experience in 1 industry

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.
[Read All Reviews](https://clutch.co/profile/matax?verified=true#reviews)

##### Advertising & marketing Experience
MATAX has received positive feedback in the Advertising & marketing sector, highlighting their expertise in training and project management. Clients appreciate their ability to simplify complex challenges, leading to significant improvements in operational efficiency, such as a 75% reduction in processing time. The team's solution-oriented approach and effective communication have been particularly noted. Overall, MATAX is well-regarded for their professionalism and ability to deliver impactful training solutions, making them a strong candidate for businesses seeking expertise in this field.
- 1 review for advertising & marketing industry
- 1 review is 5 stars
- Less than $10,000 avg. project cost
- Xero Accounting System Training for Advertising Agency (5.0/5, Nov 3, 2021): 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 feedback.
 [Read Full Review](https://clutch.co/go-to-review/matax/54957)

#### 5.0 out of 5.0 rating for cost

What 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.
[Read All Reviews](https://clutch.co/profile/matax?verified=true#reviews)
- Less than $10,000 (1 reviews)

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### [mesha](https://clutch.co/profile/mesha)
- < $25 average hourly rate
- 50 - 249 employees
- San Francisco, CA

#### Services Provided - Allocation of Expertise by Percentage
- 65% Accounting
- 25% Finance & Accounting Outsourcing (FAO)
- 5% Fractional CFO Services
- 5% Tax Law

#### Company description
Located in San Francisco, California, mesha is an Accounting company. They specialize in Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2020.
[Visit Website](https://www.mesha.club)


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