Home Accounting United States California San Jose

Top Accounting Firms in San Jose

Ratings Updated: December 25, 2025

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Featured

What are Featured Providers?
indinero

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves San Jose, CA

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

indinero 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.

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Reviews mention Timely
Overall, client feedback regarding timeliness is overwhelmingly positive. Clients consistently highlight that inDinero delivers services and documentation on time, with one client noting items are 'ALWAYS delivered on time.' Another mentioned, 'they are communicative and timely,' while yet another emphasized their ability to meet deadlines without delays. Clients appreciate the proactive communication when timelines shift, reinforcing the sentiment that inDinero is reliable in meeting project deadlines.

FAO, Consulting & Fractional CFO Services for Mktg Agency

5.0 Sep 18, 2024

Items are ALWAYS delivered on time and if there are extenuating circumstances, we are alerted ahead of deadlines so we're aligned on expectations. The InDinero team has often gone above and beyond for us- acting as SME on our financials for our capital raise, providing sage guidance and GAAP compliant advice as we build our fintech platform, and a number of other instances that are too numerous to count.
Read Full Review

FAO & Financial Consulting for Marketing Agency

5.0 Sep 12, 2024

Indinero is always on time, always thorough, and always proactive. Their approach is really lean, comprehensive, responsive, and fast. We require partners who can keep up with the fast pace of business concerns related to marketing agency operations.
Read Full Review

Back Office Fiscal Services for Healthcare Consulting Firm

5.0 Apr 8, 2022

Our books are reconciled in an accurate and timely way, making tax filing and other reporting much smoother. We have usable monthly financial statements. They are communicative and timely. Our dedicated professionals meets regularly with key staff.
Read Full Review

Finance & Accounting Services for Consumer Products Company

5.0 Apr 1, 2022

Great communication and timeliness. The senior controller schedules regular calls with us to go over bills, finances, etc. They are very attentive and responsive.
Read Full Review

Accounting Services for Virtual Care Platform Company

5.0 Apr 1, 2022

InDinero has continued to deliver on its commitments - they onboarded within 30 days, respond within 24 hours to any requests, and continue to maintain our financials within our deadlines. Communication with the team is extremely clear. They communicate their timelines and will freely as if they're coming against hurdles.
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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of indinero reflect a strong overall sentiment, highlighting their responsiveness and effective financial management. Clients, such as the General Manager of W.Bradford, praised their ability to simplify accounting processes and improve cash flow. The CTO of Remedly, Inc. noted their accurate bookkeeping and problem-solving approach. Both clients emphasized the alignment of company values and budget considerations, indicating a positive fit for ongoing financial support.
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Industry Experience

Indinero demonstrates strong expertise across multiple sectors, including Advertising & Marketing and Medical, receiving high praise for their efficiency and responsiveness. Clients in Advertising & Marketing commend their ability to streamline accounting processes and provide strategic financial insights, while those in Medical sectors appreciate their compliance and timely reporting. Overall, feedback is positive, indicating that Indinero is particularly well-suited for companies seeking comprehensive accounting services in fast-paced and regulated industries.
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Select Industry to see insights

Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software

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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Chicago, Illinois (1) Indianapolis, Indiana (1) Manhattan, New York (1) Wilmington, Delaware (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)
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CoCountant

5.0 10 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Serves San Jose, CA

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

CoCountant 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.

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Reviews mention Exceeds expectations
The feedback from the CFO of Backpack Group, LLC indicates that CoCountant exceeded expectations through timely monthly closings and the production of financial statements. The assigned staff demonstrated exceptional knowledge, not only meeting but surpassing established KPIs. Their responsiveness and willingness to adapt to unique requests were highlighted as impressive, alongside effective collaboration with the client's team. Overall, the client expressed complete satisfaction, noting no areas for improvement.

Accounting & Tax Filing Services for SaaS Data Company

5.0 Aug 7, 2025

Assigned CoCountant staff was very knowledgeable and understood expectations. He met and exceeded KPI set at beginning of project. Staff also suggested and implemented key process improvements to improve workflow.
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Average Project Cost Breakdown

Less than $10,000 (1)

What 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.
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Coral Gables, Florida (1) North Charleston, South Carolina (1) Somerset, New Jersey (1)

$160 Launch $460 Scale $1,270 Command

Controller-led finance on subscription
Pick the level of controller oversight that matches your complexity – upgrade anytime. $160 - Launch: Impeccably clean audit-ready books, signed-off with controller oversight. $460 - Scale: GAAP-perfect books, automated payroll + A P. $1270 -Command: Fractional finance team with Unlimited Ops-Finance and Pulse FP&A.
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1-800Accountant

4.5 31 reviews
Premier Verified

$1,000+

$100 - $149 / hr

50 - 249

Serves San Jose, CA

Services provided

100% Accounting

1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of 1-800Accountant highlight their responsiveness and value for cost as significant strengths. A CEO from Cardinal Comfort Care praised their effective communication and timely project management in completing tax filings for 2023 and 2024. Clients appreciate the budget-friendly pricing and the overall quality of service, with no noted areas for improvement. Overall sentiment is positive, indicating satisfaction with the company's performance and outcomes.
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More responsive than most other service providers

1-800Accountant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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$179 Best for businesses that need ongoing tax support. $239 Core accounting package that covers most business. $399 Full-service accounting for established businesses

Business Accounting Package
1-800Accountant has serviced over 100,000 businesses in the last decade. We’ll keep your books in order and your taxes current. Get the back-office services your business needs at a price that works for you.
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George Dimov, CPA

4.8 28 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Serves San Jose, CA

Services provided

85% Accounting

15% Tax Law

George 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.

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Reviews mention Communicative
Clients consistently commend George Dimov, CPA for their excellent communication skills, highlighting fast and clear responses to inquiries. One client noted, "Fast replies which included all the information needed to make informed decisions," while another remarked on the "incredibly prompt, professional and courteous communication." Overall, the sentiment surrounding communication is overwhelmingly positive, with clients appreciating the team's reliability and approachability throughout their projects.

Accounting Services for Insurance Agency

5.0 Jan 31, 2024

Parts of the project did take longer than expected, but through no fault of George Dimov, CPA. His whole team was great at communicating any issues that popped up, their needs, and solutions every step of the way. Email or Messaging App was the primary form of communication with George Dimov, CPA.
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Accounting for Financial Management Company

5.0 Apr 12, 2021

It is very easy to work with George Dimov CPA. Communication flow is healthy, reliable, and solution-orientated. They provide many avenues of communication and are easy to contact and quick to respond. Our communication was consistent weekly/bi-monthly throughout the year.
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Accounting Services for Digital Media Agency

5.0 Feb 28, 2021

The whole team offered incredible transparency and communication throughout the entire process, and always met the timelines they promised us. They always get the job done on time and provide follow-up service within reach and ease.
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Tax Services for Corporation

5.0 May 6, 2020

Workflow was great. Communication strong and I appreciated their attention to detail. The willingness to put in the hours necessary to get the job done was impressive, with no complaint or pushback.
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Accounting, QuickBooks Setup & Tax Return for Translation Co

5.0 Oct 30, 2025

Fast replies which included all the information that was needed to take an informed and appropriate decision. George Dimov, CPA's communication is easy, and everything happens quickly with no mistakes.
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Average Project Cost Breakdown

Less than $10,000 (6) $10,000 to $49,000 (5) $50,000 to $199,999 (3)

What 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.
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New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1)

San Francisco, CA

555 4th Street
San Francisco, CA 94107
1

866-699-4951

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Sallmann, Yang & Alameda

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Pleasanton, CA

Services provided

90% Accounting

10% Business Consulting

Sallmann, Yang & Alameda is a small Accounting company founded in 1963. Their services include Accounting and Business Consulting.
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Pleasanton, CA

7077 Koll Center Parkway, Suite 183
Pleasanton, CA 94566
16 - 20

925.426.7744

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Sky Financial Service

Not yet reviewed

$1,000+

< $25 / hr

Freelancer

San Jose, CA

Services provided

80% Accounting

20% Finance & Accounting Outsourcing (FAO)

Launched in 2015, Sky Financial Service is an Accounting company. The small team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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San Jose, CA

31 Sutor St.
San Jose, CA 95111
1

805.978.8284

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Featured

What are Featured Providers?
Pacific Accounting & Business Services

4.9 10 reviews
Premier Verified

$1,000+

Undisclosed

1,000 - 9,999

Serves San Jose, CA

Services provided

60% Accounting

25% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services

Pacific Accounting & Business Services specializes in comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and financial analysis. They are highly regarded, with 100% of reviews highlighting their timely delivery and excellent communication. Clients commend their efficiency and high-level attention to detail, with 83% noting their good value for cost and adaptability to client needs.

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Reviews mention Reasonable pricing
The overall sentiment regarding reasonable pricing for Pacific Accounting & Business Services is positive, with multiple clients highlighting affordability and value. One client noted that the pricing 'fit our budget' and described the services as 'good value for cost.' Another client emphasized the 'reasonable price for services,' indicating satisfaction with the financial aspect of their engagement. This consistent feedback suggests that the company offers competitive pricing that aligns well with client expectations.

Data Entry & Accounting Support for Financial Services Co

5.0 Sep 3, 2025

What did you find most impressive or unique about this company? Price. Quality. Timeliness.
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Accounting Services for Footwear Retailer

4.5 Sep 5, 2025

The people are very friendly responsive to our needs. The company offers a reasonable price for services.
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6 of 7 reviews are 5 stars

6 new reviews for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 7 times in the past 6 months
Recent reviews for Pacific Accounting & Business Services reflect a strong overall sentiment, highlighting their effective communication, timely delivery, and high-quality work. Clients appreciate the company's ability to streamline financial processes, increase capacity, and provide valuable insights. Specific feedback notes their responsiveness and attention to detail. While some clients suggested minor improvements in accounting skills, many emphasized satisfaction with the services provided, indicating a strong alignment with client needs and expectations.
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Industry Experience

Pacific Accounting & Business Services has demonstrated strong expertise across various industries, including Nonprofit, Retail, Financial Services, Automotive, and Business Services. Clients noted their efficiency, thorough communication, and ability to streamline financial processes, leading to improved workflows and timely reporting. Sentiment is overwhelmingly positive, particularly in Nonprofit and Automotive sectors, where the company is praised for its cultural alignment and attentive client service. This provider is well-suited for organizations seeking reliable bookkeeping and financial management support.
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Select Industry to see insights

Nonprofit Financial services Automotive Retail Business services

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Irvine, CA

300 Spectrum Center Drive
Irvine, CA 92618
10 - 15

(888) 837-3714

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indinero

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves San Jose, CA

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

indinero 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.

See all 18 projects
Reviews mention Timely
Overall, client feedback regarding timeliness is overwhelmingly positive. Clients consistently highlight that inDinero delivers services and documentation on time, with one client noting items are 'ALWAYS delivered on time.' Another mentioned, 'they are communicative and timely,' while yet another emphasized their ability to meet deadlines without delays. Clients appreciate the proactive communication when timelines shift, reinforcing the sentiment that inDinero is reliable in meeting project deadlines.

FAO, Consulting & Fractional CFO Services for Mktg Agency

5.0 Sep 18, 2024

Items are ALWAYS delivered on time and if there are extenuating circumstances, we are alerted ahead of deadlines so we're aligned on expectations. The InDinero team has often gone above and beyond for us- acting as SME on our financials for our capital raise, providing sage guidance and GAAP compliant advice as we build our fintech platform, and a number of other instances that are too numerous to count.
Read Full Review

FAO & Financial Consulting for Marketing Agency

5.0 Sep 12, 2024

Indinero is always on time, always thorough, and always proactive. Their approach is really lean, comprehensive, responsive, and fast. We require partners who can keep up with the fast pace of business concerns related to marketing agency operations.
Read Full Review

Back Office Fiscal Services for Healthcare Consulting Firm

5.0 Apr 8, 2022

Our books are reconciled in an accurate and timely way, making tax filing and other reporting much smoother. We have usable monthly financial statements. They are communicative and timely. Our dedicated professionals meets regularly with key staff.
Read Full Review

Finance & Accounting Services for Consumer Products Company

5.0 Apr 1, 2022

Great communication and timeliness. The senior controller schedules regular calls with us to go over bills, finances, etc. They are very attentive and responsive.
Read Full Review

Accounting Services for Virtual Care Platform Company

5.0 Apr 1, 2022

InDinero has continued to deliver on its commitments - they onboarded within 30 days, respond within 24 hours to any requests, and continue to maintain our financials within our deadlines. Communication with the team is extremely clear. They communicate their timelines and will freely as if they're coming against hurdles.
Read Full Review

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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of indinero reflect a strong overall sentiment, highlighting their responsiveness and effective financial management. Clients, such as the General Manager of W.Bradford, praised their ability to simplify accounting processes and improve cash flow. The CTO of Remedly, Inc. noted their accurate bookkeeping and problem-solving approach. Both clients emphasized the alignment of company values and budget considerations, indicating a positive fit for ongoing financial support.
Read 2 Recent Reviews

Was this helpful?

Industry Experience

Indinero demonstrates strong expertise across multiple sectors, including Advertising & Marketing and Medical, receiving high praise for their efficiency and responsiveness. Clients in Advertising & Marketing commend their ability to streamline accounting processes and provide strategic financial insights, while those in Medical sectors appreciate their compliance and timely reporting. Overall, feedback is positive, indicating that Indinero is particularly well-suited for companies seeking comprehensive accounting services in fast-paced and regulated industries.
Read All Reviews

Select Industry to see insights

Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software

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View projects from:

New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Chicago, Illinois (1) Indianapolis, Indiana (1) Manhattan, New York (1) Wilmington, Delaware (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)
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SD Mayer & Associates LLP

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Menlo Park, CA

Services provided

100% Accounting

SD Mayer & Associates LLP is a small Accounting company founded in 2012. Their team provides Accounting.
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Menlo Park, CA

640 Menlo Avenue, Suite 2
Menlo Park, CA 94025
2 - 5

415-691-4040

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PTP Tax Center

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Clara, CA

Services provided

80% Accounting

20% Business Consulting

PTP Tax Center is an Accounting company. They offer Accounting and Business Consulting and were founded in 2008. The firm is located in Santa Clara, California.
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Santa Clara, CA

1212 EL CAMINO REAL|Suite 203
Santa Clara, CA 95050
1

408.243.5555

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A2Q2

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Redwood City, CA

Services provided

100% Accounting

A2Q2 is an Accounting company established in 2003. The firm offers Accounting.
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Redwood City, CA

303 Twin Dolphin Drive, Suite 600
Redwood City, CA 94065
16 - 20

408.420.9108

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C.G. Uhlenberg, LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Belmont, CA

Services provided

100% Accounting

C.G. Uhlenberg, LLP is an Accounting company. Located in Belmont, California, the team provides Accounting.
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Belmont, CA

1301 Shoreway Road Suite 160
Belmont, CA 94002
21 - 30

650.802.8668

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Keating Consulting Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Mateo, CA

Services provided

100% Accounting

Keating Consulting Group is an Accounting company. The San Mateo, California-based team offers Accounting.
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San Mateo, CA

1510 Fashion Island Blvd. Suite 300
San Mateo, CA 94404
31 - 40

650.517.1990

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Cube Accounting Solutions

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Newport Beach, CA

Services provided

95% Accounting

3% Finance & Accounting Outsourcing (FAO)

2% Financial Advising & Planning

Founded in 2019, Cube Accounting Solutions is an Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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San Francisco, CA

875 Island Dr Ste A225, San Francisco CA 94502
San Francisco, CA 94502
21 - 30

603-275-7575

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A Reliable Bookkeeping Service

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Campbell, CA

Services provided

100% Accounting

A Reliable Bookkeeping Service, an Accounting company, was established in 2005. They offers Accounting.
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Campbell, CA

1790 Winchester Blvd
Campbell, CA 95008
1

+1.408.378.8801

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Melita Group

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

San Jose, CA

Services provided

20% Accounting

40% HR Consulting

40% HR Outsourcing

In San Jose, California, Melita Group is a midsize HR Outsourcing company. The team offers HR Outsourcing and HR Consulting.
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San Jose, CA

75 E Santa Clara Street
San Jose, CA 95113
6 - 9

+1.408.882.0800

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OSI Engineering, Inc.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Campbell, CA

Services provided

20% Accounting

20% Executive Search

20% IT Managed Services +2 services

20% Recruiting

20% Recruitment Process Outsourcing

IT managed services company OSI Engineering, Inc. Was founded in 2010. Based in Campbell, California, the team specializes in IT managed services and Accounting.
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Campbell, CA

901 Campisi Way, Suite 160
Campbell, CA 95008
76 - 100

408.550.2800

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DePretis CPAs

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Pleasanton, CA

Services provided

100% Accounting

DePretis CPAs is an Accounting company. In Pleasanton, California, the firm offers Accounting.
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Pleasanton, CA

6700 Koll Center Parkway, Suite 160
Pleasanton, CA 94566
2 - 5

925.600.8500

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Total Business Care, LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Fremont, CA

Services provided

70% Accounting

30% Business Consulting

Accounting company Total Business Care, LLC was launched in 1985. The team offers Accounting and Business Consulting.
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Fremont, CA

39500 Stevenson Place, Suite 210,
Fremont, CA 94539
10 - 15

510.797.8375

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Redmond Accounting Inc

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

West Menlo Park, CA

Services provided

100% Accounting

Accounting company Redmond Accounting Inc was founded in 2005. The firm provides Accounting.
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West Menlo Park, CA

P.O. Box 996
West Menlo Park, CA 94025
6 - 9

888.498.1113

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Optimize Accounting Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Fremont, CA

Services provided

100% Accounting

Located in Fremont, California, Optimize Accounting Solutions is a small Accounting company. The team offers Accounting.
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Fremont, CA

39812 Mission Blvd,,
Fremont, CA 94539
2 - 5

510.766.0221

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My Tax Filer

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Pleasanton, CA

Services provided

100% Accounting

My Tax Filer is an Accounting company. Their midsize team is based in Pleasanton, California and focuses on Accounting. The agency was established in 2008.
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Pleasanton, CA

3015 HOPYARD RD, SUITE U
Pleasanton, CA 94588
10 - 15

+1.925.800.3561

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Finvisor

4.8 2 reviews

$1,000+

$100 - $149 / hr

50 - 249

San Francisco, CA

Services provided

40% Accounting

25% Fractional CFO Services

15% HR Consulting +2 services

10% Benefits Administration

10% Compliance Consulting

Finvisor is a financial services company specializing in accounting services, financial advisory, and fractional CFO roles. They received 100% positive feedback, with clients praising their expertise, professionalism, and impactful financial reporting. Around 50% of reviewers emphasized their responsiveness and ability to adapt, while approximately 30% highlighted their value and alignment with company values.

See all 2 projects
Reviews mention Experienced
The feedback regarding Finvisor highlights a highly positive sentiment towards their experience as a fractional CFO for Deskpass. Clients noted their responsive communication, ability to handle complex financial tasks, and the seamless transition through significant company milestones, such as the Series A and acquisition. Specific praise was given to their approachable nature and commitment to resolving issues promptly. Overall, clients appreciated the professional expertise and the value provided without the burden of a full finance department.

Fractional CFO Services for Flexible Workspace Platform

4.5 Oct 31, 2025

The owner is thoughtful and experienced, and their client portfolio speaks for itself. We loved that they gave us the feeling of a full, robust finance department without the heavy cost or complexity. We had our bumps along the way, I was impressed at how they always stepped up and fixed the issues.
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1 of 2 reviews are 5 stars

2 new reviews for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for Finvisor highlight their exceptional support as a fractional CFO, with clients praising their responsiveness and professionalism. One CEO noted their flawless financial reporting and ability to navigate challenges effectively, while another emphasized the positive impact on cash flow management and investor relations. Overall, the sentiment is highly favorable, with clients appreciating the team's expertise, cultural alignment, and the value they provide without the complexity of a full finance department.
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San Francisco, CA

48 2nd Street, 4th Floor
San Francisco, CA 94105
50 - 75

+1(415)4166682

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1 of 1 San Jose-based review is 5 stars

1 San Jose-based review for Accounting in past 6 months

Unknown avg. project cost for Accounting services in San Jose

Accounting project highlight

Fractional CFO Services for Flexible Workspace Platform
4.5 — Finvisor serves as a fractional CFO for a flexible workspace platform. The team manages the client's financial responsibilities, including accounting, forecasting, budgeting, and investor Read more
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LTD Global, LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Pleasanton, CA

Services provided

100% Accounting

Headquartered in Pleasanton, California, LTD Global, LLC is an Accounting company. They specialize in Accounting.
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Pleasanton, CA

7901 Stoneridge Dr, Ste 318
Pleasanton, CA 94588
10 - 15

925.598.0056

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Adap Tax Financial, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Pleasanton, CA

Services provided

100% Accounting

Established in 2004, Adap Tax Financial, Inc., a small Accounting company, is located in Pleasanton, California. Their team focuses on Accounting.
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Pleasanton, CA

4725 First St Suite 264
Pleasanton, CA 94566
6 - 9

+1.925.218.2301

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SFBay Financial

5.0 2 reviews

$1,000+

$100 - $149 / hr

10 - 49

San Francisco, CA

Services provided

100% Accounting

SFBay 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.

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Reviews mention Efficient
Clients have consistently praised SFBay Financial for their efficiency in handling ongoing accounting services. One client highlighted the ease of setup and the swift resolution of issues, stating, 'Everything is very easy' and commending their quick follow-up with solutions. Another review noted the outstanding performance of their primary contact, Sarah, describing her as 'easy to work with' and 'efficient.' Overall, the sentiment surrounding their efficiency is highly positive, reflecting a strong capability to meet client needs promptly.

Accounting Services for Non-Profit Organization

5.0 Aug 3, 2021

I have been very impressed by the Staff. Sarah was assigned to our company a few years ago and has been outstanding. Easy to work with, solution approach, and efficient. They have done everything I need at a price that work for my small business.
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Industry Experience

SFBay Financial has received positive feedback across various industries, notably Nonprofit and Business Services. Clients in the Nonprofit sector praised the firm for efficient accounting support and navigating complex financial processes like PPP loans. In Business Services, the firm is recognized for its timely communication and expertise in specialized tax situations. Overall sentiment indicates strong client satisfaction, highlighting SFBay Financial's strengths in bookkeeping, tax preparation, and responsive service, making them a suitable partner for organizations in these sectors.
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Nonprofit Business services

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San Francisco, CA

44 Montgomery St, Suite 1308
San Francisco, CA 94104
10 - 15

415.702.3545

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1 of 1 San Jose-based review is 5 stars

Less than $10,000 avg. project cost for Accounting services in San Jose

Accounting 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 more
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ProBusiness Advisers LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Pleasanton, CA

Services provided

100% Accounting

Small Accounting company ProBusiness Advisers LLC, is located in Pleasanton, California. Their services include Accounting.
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Pleasanton, CA

6700 Koll Center Pkwy #119
Pleasanton, CA 94566
6 - 9

+1.925.257.2430

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Despain Tax Sevices

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Pleasanton, CA

Services provided

100% Accounting

Small Accounting company Despain Tax Sevices, is located in Pleasanton, California. Their services include Accounting.
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Pleasanton, CA

405 Boulder Ct., Suite 400
Pleasanton, CA 94566
6 - 9

+1.925.469.0200

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Polly, Scatena, Vasheresse & Sater CPA

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Mateo, CA

Services provided

100% Accounting

Founded in 1974, Polly, Scatena, Vasheresse & Sater CPA is an Accounting company. The team provides Accounting.
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San Mateo, CA

655 Mariners Island Blvd. #304
San Mateo, CA 94404
10 - 15

650.578.1200

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Armanino LLP

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

San Ramon, CA

Services provided

30% Accounting

25% Business Consulting

20% Business Valuation Services +4 services

10% Finance & Accounting Outsourcing (FAO)

5% Back Office Outsourcing

5% Cybersecurity

5% HR Outsourcing

In San Ramon, California and Austin, Texas, Armanino LLP is an Accounting company. The team offers Accounting and Business Consulting.
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San Ramon, CA

2700 Camino Ramon #350
San Ramon, CA 94583
501 - 750

925-790-2600

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BookSmart Financials

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Sunnyvale, CA

Services provided

25% Accounting

50% Finance & Accounting Outsourcing (FAO)

25% Fractional CFO Services

BookSmart Financials is a Sunnyvale, California-based Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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Sunnyvale, CA

1039 West Remington Drive
Sunnyvale, CA 94087
1

5617151885

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Sweeney Kovar

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Danville, CA

Services provided

100% Accounting

Sweeney Kovar, an Accounting company, was launched in 1984. The agency focuses on Accounting, and is small.
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Danville, CA

3800 Blackhawk Road Suite 100
Danville, CA 94506
16 - 20

925.648.3660

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Tony H. Tarabay, CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Redwood City, CA

Services provided

100% Accounting

Tony H. Tarabay, CPA is an Accounting company established in 2007. The team focuses on Accounting and is based in Redwood City, California.
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Redwood City, CA

555 Veterans Boulevard Suite 100
Redwood City, CA 94063
2 - 5

650.551.0530

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England Financial Corporation

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Pleasanton, CA

Services provided

100% Accounting

England Financial Corporation is an Accounting company. Their small team is in Pleasanton, California. Their team offers Accounting.
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Pleasanton, CA

5776 Stoneridge Mall Road, Suite 162
Pleasanton, CA 94588
6 - 9

+1.925.463.0636

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Saunders Accountancy Corporation

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Pleasanton, CA

Services provided

100% Accounting

Small Accounting company Saunders Accountancy Corporation, is in Pleasanton, California. Their services include Accounting.
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Pleasanton, CA

5776 Stoneridge Mall Road, Suite 225
Pleasanton, CA 94588
6 - 9

+1.925.371.5628

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HK & Company

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Mateo, CA

Services provided

80% Accounting

20% Business Consulting

HK & Company is a small Accounting company based in San Mateo, California. The team provides Accounting and Business Consulting.
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San Mateo, CA

675 Mariners Island Blvd, Ste 108
San Mateo, CA 94404
10 - 15

650.525.1988

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Rivas Financial & Insurance Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Livermore, CA

Services provided

100% Accounting

Rivas Financial & Insurance Services is an Accounting company. They were founded in 2005 and specialize in Accounting.
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Livermore, CA

1569 Olivina Ave St 133
Livermore, CA 94551
6 - 9

925.960.9000

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Franklin Management Systems

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Pleasanton, CA

Services provided

100% Accounting

Franklin Management Systems is an Accounting company. Founded in 2003, the firm focuses on Accounting.
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Pleasanton, CA

4733 Chabot Dr, Suite 105
Pleasanton, CA 94588
6 - 9

+1.925.484.0620

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J.G. Accounting Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Foster City, CA

Services provided

100% Accounting

J.G. Accounting Services is a Foster City, California-based Accounting company. Launched in 2003, the team focuses on Accounting.
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Foster City, CA

835 Spruance Lane
Foster City, CA 94404
6 - 9

650.759.4017

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Williams Adley

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Oakland, CA

Services provided

100% Accounting

Established in 1982, Williams Adley, a midsize Accounting company, is headquartered in Oakland, California. Their team offers Accounting.
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Oakland, CA

7677 Oakport St., Suite 1000
Oakland, CA 94621
50 - 75

+1.510.893.8114

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Wright Kirby & Co., LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Carlos, CA

Services provided

100% Accounting

In San Carlos, California, Wright Kirby & Co., LLP is a small Accounting company. The team specializes in Accounting.
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San Carlos, CA

865 Laurel Street
San Carlos, CA 94070
2 - 5

650.592.6001

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Profit Factor CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Foster City, CA

Services provided

100% Accounting

Profit Factor CPA is an Accounting company. Launched in 2003, their team offers Accounting.
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Foster City, CA

563 Pilgrim Drive Suite B
Foster City, CA 94404
6 - 9

650.357.1010

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Y & Y Income Tax Service

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hayward, CA

Services provided

100% Accounting

Established in 2000, Y & Y Income Tax Service is an Accounting company. Their services include Accounting.
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Hayward, CA

1174 W. Tennyson Rd.
Hayward, CA 94544
1

+1.510.785.3573

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DAINES, INC.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Menlo Park, CA

Services provided

80% Accounting

20% Business Consulting

DAINES, INC. Is an Accounting company. They were established in 1993 and specialize in Accounting and Business Consulting.
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Menlo Park, CA

707 Menlo Ave,
Menlo Park, CA 94025
2 - 5

650.323.5955

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GoldsteinEnright Accountancy Corporation

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Ramon, CA

Services provided

70% Accounting

30% Business Consulting

GoldsteinEnright Accountancy Corporation is an Accounting company. Located in San Ramon, California, the agency was founded in 1979. Their services include Accounting and Business Consulting.
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San Ramon, CA

18 Crow Canyon Ct, 370,
San Ramon, CA 94583
16 - 20

925.552.8200.

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Polly, Scatena, Vasheresse & Sater CPA

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Mateo, CA

Services provided

100% Accounting

Polly, Scatena, Vasheresse & Sater CPA, an Accounting company, is in San Mateo, California. They specialize in Accounting and were launched in 1974.
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San Mateo, CA

655 Mariners Island Blvd. #304
San Mateo, CA 94404
6 - 9

650.578.1200

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Dawns Bookkeeping

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Livermore, CA

Services provided

90% Accounting

10% Business Consulting

Accounting company Dawns Bookkeeping is headquartered in Livermore, California. They offer Accounting and Business Consulting.
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Livermore, CA

220 S Livermore Ave
Livermore, CA 94550
6 - 9

+1.925.399.2334

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Greenough Consulting Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Burlingame, CA

Services provided

70% Accounting

10% Back Office Outsourcing

10% Business Consulting +1 service

10% HR Consulting

Founded in 1999, Greenough Consulting Group is an Accounting company. Located in Burlingame, California, the team provides Accounting and Back Office Outsourcing.
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Burlingame, CA

1350 Bayshore Highway, Suite 920
Burlingame, CA 94010
41 - 49

650.548.6900

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McKinney & Company, CPA, A Professional Corporation

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Castro Valley, CA

Services provided

100% Accounting

Launched in 1978, McKinney & Company, CPA, A Professional Corporation is a small Accounting company in Castro Valley, California. Their team offers Accounting.
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Castro Valley, CA

19244 Redwood Road
Castro Valley, CA 94546
6 - 9

510.582.2484

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VOCKER KRISTOFFERSON AND CO.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Mateo, CA

Services provided

100% Accounting

VOCKER KRISTOFFERSON AND CO., a small Accounting company, is based in San Mateo, California. Their services include Accounting.
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San Mateo, CA

1700 S El Camino Real,
San Mateo, CA 94402
6 - 9

650.574.5000

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ReconcileBooks

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Alamo, CA

Services provided

100% Accounting

ReconcileBooks is an Alamo, California-based Accounting company. Their services include Accounting.
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Alamo, CA

3201 Danville Boulevard
Alamo, CA 94507
10 - 15

3479674079

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Asnani CPA Tax & Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hayward, CA

Services provided

100% Accounting

Asnani CPA Tax & Accounting is an Accounting company based in Hayward, California. They focus on Accounting and were established in 2017.
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Hayward, CA

22320 Foothill Blvd.
Hayward, CA 94541
2 - 5

+1.510.552.7555

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David J. Cormia, CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Morgan Hill, CA

Services provided

85% Accounting

15% Business Consulting

David J. Cormia, CPA is an Accounting company founded in 2004. Based in Morgan Hill, California, the team specializes in Accounting and Business Consulting.
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Morgan Hill, CA

15305 Watsonville Road
Morgan Hill, CA 95037
1

408.365.0202

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Secure Taxes Incorporated

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hayward, CA

Services provided

100% Accounting

Secure Taxes Incorporated is an Accounting company. Based in Hayward, California, their small team specializes in Accounting. The company was founded in 2004.
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Hayward, CA

1290 B Street, Suite 218 Gatehouse Plaza Building
Hayward, CA 94541
1

+1.510.537.2122

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Sun & Associates CPA - Hayward

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hayward, CA

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Sun & Associates CPA - Hayward is a small Accounting company located in Hayward, California. The team focuses on Accounting and Business Consulting.
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Hayward, CA

111 Jackson Street
Hayward, CA 94544
6 - 9

+1.510.886.7680

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Harry K. Jeung, CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Burlingame, CA

Services provided

100% Accounting

Accounting company Harry K. Jeung, CPA offers Accounting. They are located in Burlingame, California.
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Burlingame, CA

1350 Old Bayshore Hwy, Suite #950
Burlingame, CA 94010
10 - 15

650.343.3830

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