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Top Accounting Firms in San Jose

Ratings Updated: May 31, 2026

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Featured

What are Featured Providers?

indinero

4.9 20 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 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.

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Average Project Cost Breakdown

$10,000 to $49,000 (10) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Client feedback highlights that inDinero provides excellent value for money, with several clients noting that their pricing fits within budget constraints while delivering high-quality services. For instance, one client emphasized the 'good value for cost' and another mentioned their 'flexible pricing' structure. Overall sentiment reflects satisfaction with the efficiency and responsiveness of the team, making their services a worthwhile investment for improving financial management.
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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

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2 of 2 San Jose-based reviews are 5 stars

$10,000 – $49,000 avg. project cost for Accounting services in San Jose

Accounting project highlight

Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read more
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CoCountant

4.9 12 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Serves San Jose, CA

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

CoCountant is a proficient accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. Across all reviews, clients commend their responsiveness and high-quality service, with 100% of reviewers noting timely deliverables and their ability to adapt to client needs. Key strengths include their comprehensive bookkeeping services and audit-ready financial statement preparation, while an area for improvement is more proactive data visualization.

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Reviews mention Open to feedback
Clients express a positive sentiment regarding CoCountant's openness to feedback. One client noted that the senior team actively responds to suggestions, leading to continuous service improvement. They mentioned that constructive feedback is considered and integrated appropriately, reflecting a commitment to client satisfaction. Overall, the feedback indicates a strong emphasis on communication and adaptability, contributing to a reliable and effective partnership.

Bookkeeping & Financial Consulting for VoIP Services Company

5.0 Apr 13, 2026

The senior team responds to feedback and the service continuously improves as a result. We have been very happy with our bookkeeping services and any time we've given them constructive feedback they consider it and integrate the feedback as appropriate. We don't have any area of improvement at this time.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with CoCountant's pricing, noting it fits their budgets and offers excellent value for the services provided. One client highlighted that the 'cost for the value is awesome,' while another emphasized 'competitive pricing' and the 'strong value of services offered.' Overall, the sentiment regarding cost-effectiveness is positive, with multiple clients affirming that CoCountant delivers high-quality work relative to its pricing.
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Coral Gables, Florida (1) North Charleston, South Carolina (1) South Houston, Texas (1) Somerset, New Jersey (1) Boston, Massachusetts (1)

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$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

Undisclosed

Undisclosed

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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Reviews mention Unique expertise
Clients have expressed high satisfaction with 1-800Accountant's unique expertise in tax management and accounting services. One client noted their impressive knowledge and responsiveness, highlighting effective communication and cost-effective solutions tailored to specific business needs. The firm’s entrepreneurial background also instilled confidence in their capabilities. Overall, the feedback reflects a strong sentiment favoring their specialized skills and commitment to client support.

Tax Management & Consultancy for Medical Dosimetry Provider

5.0 Jan 12, 2022

We’re very impressed with their expertise and knowledge of tax management.
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4 of 4 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read more
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Average Project Cost Breakdown

Less than $10,000 (5)

What Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.
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$209 Best for businesses that need essential year-round $249 Tax prep, strategy, and bookkeeping tools. $419 Full-service bookkeeping plus Core Accounting.

Business Accounting Package
Flat-rate accounting packages for small businesses, freelancers, and entrepreneurs. From year-round tax advisory to full-service bookkeeping and tax preparation, we have a plan for every stage of business. No hourly fees, no surprises.
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George Dimov, CPA

4.9 36 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 tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.

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Reviews mention Patient
Overall sentiment regarding George Dimov, CPA reflects a strong emphasis on patience and attentiveness. Clients noted his 'patience, courteousness, and efficiency' as standout qualities, contributing to a positive engagement experience. The feedback highlights the CPA's thoroughness and ability to maintain organized workflows, which fosters a productive partnership. Clients appreciate the attentive service, which has led to continued engagements over multiple years.

CPA Accounting Services for Media Production Company

4.5 Mar 10, 2021

We were impressed with their patience, courteousness, and efficiency.
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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for George Dimov, CPA highlight their professionalism, attention to detail, and effective communication. Clients have praised the firm for delivering timely services, such as tax filing and payroll management, while providing actionable insights during audits. One client noted significant tax savings after transitioning to an S-Corp, while another appreciated the smooth audit process and tailored recommendations. Overall, feedback is overwhelmingly positive, with clients expressing satisfaction and a willingness to continue their partnership.
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13 of 14 Accounting reviews are 5 stars

3 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight the value for money offered by George Dimov, CPA, noting that their pricing fits budgets and provides good value. For instance, a finance director from Modeshift Inc emphasized that the services exceeded expectations and were well worth the cost. Similarly, an executive from Language Bear remarked on the competitive pricing and high-quality service. Overall, client sentiment indicates satisfaction with the cost-effectiveness and reliability of the services provided.
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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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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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Featured

What are Featured Providers?

Clarity Tax Group & CPA's

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

Serves San Jose, CA

Services provided

25% Accounting

25% Business Consulting

25% Financial Advising & Planning +1 service

25% Financial Consulting

Clarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.

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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for Clarity Tax Group & CPA's reflect a strong overall sentiment, highlighting their responsiveness and professionalism. Clients praised the timely and accurate handling of bookkeeping and payroll, with one stating, 'Payroll always on time and correct.' Another noted their impressive communication, describing them as 'very responsive.' No significant areas for improvement were mentioned, indicating a high level of client satisfaction with their services.
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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 — Clarity Tax Group & CPA's provides accounting and payroll processing services for a painting company. The team is responsible for managing the client's bookkeeping and payroll and creating financial Read more
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Industry Experience

Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
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Construction

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indinero

4.9 20 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 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.

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Average Project Cost Breakdown

$10,000 to $49,000 (10) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Client feedback highlights that inDinero provides excellent value for money, with several clients noting that their pricing fits within budget constraints while delivering high-quality services. For instance, one client emphasized the 'good value for cost' and another mentioned their 'flexible pricing' structure. Overall sentiment reflects satisfaction with the efficiency and responsiveness of the team, making their services a worthwhile investment for improving financial management.
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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

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2 of 2 San Jose-based reviews are 5 stars

$10,000 – $49,000 avg. project cost for Accounting services in San Jose

Accounting project highlight

Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read more
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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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Pilot

4.8 10 reviews

Undisclosed

Undisclosed

50 - 249

San Francisco, CA

Services provided

45% Accounting

20% Fractional CFO Services

15% Finance & Accounting Outsourcing (FAO) +2 services

15% HR Outsourcing

5% Benefits Administration

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.

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Reviews mention Easy to work with
Clients consistently describe Pilot as responsive and easy to work with, highlighting their proactive approach without being intrusive. One CEO noted that Pilot's project management was exemplary, with all deliverables on schedule and high-quality bookkeeping. They appreciated Pilot's ability to balance high-touch and low-touch interactions, making the collaboration seamless. Overall, the sentiment reflects a strong satisfaction with Pilot's professionalism and responsiveness, with no significant areas for improvement mentioned.

Bookkeeping & Tax Services for Surgical Robot Manufacturer

5.0 Nov 1, 2024

They are very responsive and easy to work with. They're proactive when needed but don't bother us too often and are generally light touch. All deliverables have been exactly on schedule.
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Accounting Services for Creative Design Studio

4.5 Jan 8, 2025

Lots of companies say they're easy to work with but Pilot actually is. I've got great confidence in our finances and bookkeeping like I never did before, which takes all those tasks off my plate.
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Average Project Cost Breakdown

$10,000 to $49,000 (4) Less than $10,000 (2) $50,000 to $199,999 (1)

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.
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United States (8) Spain (1)

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Review Rating from Clients

4.8/5.0

Quality

4.8

Schedule

4.9

Cost

4.6

Willing to Refer

4.9

In San Francisco, clients commend Pilot for their expertise in bookkeeping, tax preparation, and CFO services, emphasizing timely, high-quality deliverables and clear communication. Their proactive, professional approach supports diverse financial needs for tech and medical companies.
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ALLSTARSIT

4.9 43 reviews

$25,000+

$25 - $49 / hr

1,000 - 9,999

San Francisco, CA

Services provided

10% Accounting

20% IT Staff Augmentation

10% Back Office Outsourcing +7 services

10% Employer of Record (EOR) Services

10% Finance & Accounting Outsourcing (FAO)

10% IT Managed Services

10% Recruiting

10% Staffing

5% Customer Service Outsourcing

5% PEO/Employee Leasing

ALLSTARSIT is a staffing and BPO service provider specializing in building dedicated remote teams to enhance operational efficiency and support growth across global markets. With 100% of reviewers highlighting impressive project management, including clear communication and timely delivery, the company is renowned for its expertise in recruitment and its ability to provide end-to-end support, resulting in high employee retention rates and improved performance outcomes.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for ALLSTARSIT highlight exceptional service in providing BPO solutions, particularly in establishing efficient LATAM teams for customer support. Clients noted a remarkable 40% reduction in operational costs, improved performance metrics, and a 95% employee retention rate. The project management was praised for its transparency and agility, with clear communication and timely delivery of milestones. Overall, feedback reflects high satisfaction, with no significant areas for improvement identified.
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Industry Experience

ALLSTARSIT has demonstrated strong expertise across various industries, particularly in Information Technology, Telecommunications, Advertising & Marketing, and others. Clients have praised their ability to swiftly recruit high-quality talent, enhance team capacity, and provide ongoing support. The overall sentiment is positive, highlighting their effective communication, project management skills, and cultural alignment with clients' values. Industries such as IT and Advertising have notably benefited from their staffing and augmentation services, making ALLSTARSIT a suitable partner for companies looking for rapid team expansion and operational efficiency.
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Telecommunications Information technology Design Software Advertising & marketing IT Services Gaming Education eCommerce Human Resources Financial services Other Industry Business services Automotive Agriculture

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Average Project Cost Breakdown

$200,000 to $999,999 (6) Less than $10,000 (3) $1,000,000 to $9,999,999 (3) $10,000 to $49,000 (2) $50,000 to $199,999 (2) $10,000,000 + (1)

What Clients Have Said
The overall sentiment regarding ALLSTARSIT's cost and value for money is highly positive. Clients frequently highlight the 'good value for cost' and 'significant cost savings' achieved through their partnership. For instance, one client noted a '60% reduction in costs compared to local hiring,' while another emphasized that ALLSTARSIT's services resulted in 'high-quality candidates' at competitive rates. Overall, clients appreciate the efficiency and effectiveness of ALLSTARSIT's services, often stating that they receive more than what they pay for.
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United States (10) Ukraine (9) Israel (8) Estonia (4) Germany (2) Canada (1) Netherlands (1) Portugal (1) England (1)

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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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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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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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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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Cube Accounting Solutions

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

San Francisco, 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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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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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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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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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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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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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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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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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 an accounting services company specializing in fractional CFO roles, financial advisory, and comprehensive financial reporting. The company has received overwhelmingly positive feedback, with 100% of reviewers praising their professional reporting, responsive communication, and valuable financial insights. Clients highlight their flawless financial reporting, adaptability, and the ability to deliver a robust finance department experience without high costs.

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0 of 1 reviews is 5 stars

1 new review for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients have praised Finvisor for their exceptional service as a fractional CFO, highlighting their responsiveness and ability to handle complex financial responsibilities effectively. A CEO noted their guidance during a significant acquisition, emphasizing flawless financial reporting and clean audits. Clients appreciated the approachable nature of the team and their alignment with company values. Overall, sentiment is overwhelmingly positive, with clients expressing satisfaction with the value provided and the supportive, proactive approach of Finvisor.
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Industry Experience

Finvisor has demonstrated expertise across various sectors, notably in health, wellness, and flexible workspace platforms. Clients highlight their strengths in financial reporting, modeling, and advisory services, noting timely delivery and responsiveness. Overall sentiment is highly positive, emphasizing professionalism and strong alignment with company values, making them an ideal partner for businesses seeking reliable financial management and strategic guidance.
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Other industries

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients consistently highlight Finvisor's competitive pricing and excellent value for money. One CEO noted that Finvisor's pricing fit their budget while providing a great culture fit and good value. Another client emphasized that Finvisor delivered professional financial services without the high costs typically associated with a full finance department, allowing for effective financial management throughout critical phases of their business.
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1 of 1 San Jose-based review is 5 stars

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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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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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 Easy to work with
Clients consistently highlight SFBay Financial's ease of collaboration, with one LLC owner noting the straightforward setup process and effective communication. They praised the staff, particularly Sarah, for being responsive and solution-oriented. Feedback reflects a strong sentiment of satisfaction, with clients appreciating the tailored approach to their accounting needs and the overall smooth engagement, which has positively impacted their business operations.

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 works 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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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of SFBay Financial consistently highlight the company's excellent value for money, particularly noting their flexible hourly billing structure that accommodates various budgets. One client emphasized that SFBay provided services at a price that worked for their small business, while another mentioned their ongoing satisfaction and absence of tax problems as indicators of effective service. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of service provided.
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Canada (1) United States (1)

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Kevin W. Harper CPA & Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Castro Valley, CA

Services provided

100% Accounting

Founded in 2012, Kevin W. Harper CPA & Associates is an Accounting company. The team provides Accounting and is based in Castro Valley, California.
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Accounting & Business Solutions, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hayward, CA

Services provided

80% Accounting

20% Finance & Accounting Outsourcing (FAO)

Accounting & Business Solutions, LLC is an Accounting company. In Hayward, California, their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Maemura & Company, CPAs LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Mateo, CA

Services provided

75% Accounting

25% Business Consulting

Maemura & Company, CPAs LLP is an Accounting company. Founded in 1990, the agency is headquartered in San Mateo, California. Their team specializes in Accounting and Business Consulting.
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