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Top Accounting Firms in San Jose

Ratings Updated: April 15, 2026

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Featured

What are Featured Providers?

Hiline

5.0 3 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Serves San Jose, CA

Services provided

40% Accounting

30% Finance & Accounting Outsourcing (FAO)

20% HR Outsourcing +1 service

10% Back Office Outsourcing

Hiline is an accounting services firm specializing in bookkeeping, tax preparation, and fractional CFO services. Clients consistently praise their proactive approach, high responsiveness, and on-time delivery, with 100% of reviewers highlighting their excellent project management and cultural fit. Additionally, their expertise in e-commerce and comprehensive services, including HR management, make them a preferred choice for businesses.

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2 of 2 reviews are 5 stars

1 new review for Accounting services

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent client feedback highlights Hiline's exceptional service in finance and accounting, with notable praise for their proactive approach and timely delivery. Clayton Technologies noted significant efficiencies and cost savings from Hiline's tax compliance support, while BackEngine emphasized a dramatic reduction in time spent on back-office tasks and improved financial clarity. Both clients expressed high satisfaction and found no areas for improvement, indicating a strong overall sentiment towards Hiline's performance.
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2 of 2 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Code Scanning Company
5.0 — Hiline provided tax compliance services for a code scanning company. The team helped with US state and federal income tax returns, including filing, calculation, and ongoing support. Read more
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Industry Experience

Hiline demonstrates strong expertise in the Information Technology and Food & Beverage industries. Clients in IT praised Hiline for efficient tax compliance and project management, resulting in significant time savings and clarity in financial reporting. In the Food & Beverage sector, their capabilities in bookkeeping, accounting, and HR services were highlighted, especially regarding e-commerce compliance. Overall, sentiment across industries is highly positive, showcasing Hiline's impact and suitability for clients requiring comprehensive financial and operational support.
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Information technology Food & Beverage

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$495 Bookkeeping - automated finances $1,395 Bookkeeping Plus for growing companies $2,895 Controller Services for future-focused operations

Core Accounting Services
Hiline's Core Accounting Services deliver expert financial operations with dedicated bookkeeping teams, daily transaction management, and custom reporting. We handle your financial foundation so you can focus on growing your business.
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CoCountant

5.0 11 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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3 of 3 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Tax Filing Services for SaaS Data Company
5.0 — CoCountant provides accounting services for a SaaS data company. The team handles end-to-end financial accounting, monthly closing, financial statement preparation, A/R management, and sales tax Read more
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Industry Experience

CoCountant has demonstrated expertise across various sectors, notably in Information Technology, Healthtech, Telecommunications, and innovation management. Clients commend their high-quality bookkeeping, responsiveness, and proactive financial management. Feedback indicates strong performance in streamlining accounting processes, enhancing financial visibility, and delivering timely reports. Overall, sentiment is highly positive, indicating CoCountant is well-suited for organizations requiring detailed financial oversight and operational efficiency in these industries.
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Software Healthcare Information technology Telecommunications

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently commend CoCountant for their competitive pricing and excellent value for money. One client noted that the 'pricing fit our budget' and highlighted the 'good value for cost.' Another stated, 'the cost for the value is awesome,' emphasizing the effectiveness of their services. Overall, the sentiment reflects strong satisfaction with the affordability and financial impact of CoCountant's offerings, with multiple clients expressing that their financial management needs were met without exceeding budgetary constraints.
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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

$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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Reviews mention Knowledgeable
Clients express strong sentiment regarding the knowledgeability of 1-800Accountant, highlighting their expertise in tax management as particularly impressive. One client noted, 'We’re very impressed with their expertise and knowledge of tax management,' underscoring the value they provide in addressing complex tax queries. Overall, the feedback reflects a high level of satisfaction with the team's knowledge and responsiveness, contributing to the client's ongoing partnership with the firm.

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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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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Hattiesburg, Mississippi (1) Monroe, Michigan (1) Albany, United States (1) Two Harbors, Minnesota (1) Afton, Wyoming (1)

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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 31 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 services firm specializing in tax preparation, bookkeeping, payroll, and financial advisory. Reviews highlight an impressive 100% positive feedback for their professionalism, responsiveness, and timely delivery. Notably, 88% of reviewers commend their ability to address complex financial situations and provide tailored recommendations, showcasing their expertise in financial reporting and tax filing.

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Reviews mention Efficient
The overall sentiment regarding efficiency in George Dimov, CPA's services is highly positive. Clients frequently commend the team's promptness and thoroughness, with one reviewer noting their ability to complete taxes within 24 hours. Feedback highlights their organized workflow, such as the seamless processing of six years of back taxes, which was completed efficiently. Clients appreciate the proactive communication regarding new regulations, emphasizing the firm's commitment to delivering timely and effective results.

CPA Accounting Services for Media Production Company

4.5 Mar 10, 2021

We were impressed with their patience, courteousness, and efficiency. Excellent, organized, thorough and timely.
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Business Taxes Filing for Apparel Design Services Company

5.0 Mar 1, 2021

They efficiently and quickly do what they say they're going to do. I also appreciate that they are on top of new rules and email me in advance of my needing to access those rules so that I have a heads up.
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Back Taxes Filing for Entertainment Business

5.0 May 9, 2020

The work flow was awesome. We knew what was happening and it was always clear what they needed. For six years of tax work the process was so clear and efficient.
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3 of 3 reviews are 5 stars

3 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 3 times in the past 6 months
In recent reviews, clients have praised George Dimov, CPA for their professionalism, responsiveness, and attention to detail. One finance director noted the team's thorough audit process and actionable recommendations, while an executive from Language Bear commended their efficient day-to-day accounting and tax services. Overall sentiment is highly positive, with clients expressing a strong likelihood of continued collaboration. However, some suggested improvements in automated reminders for deadlines and communication efficiency.
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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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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)

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Shea Labagh Dobberstein

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

San Mateo, CA

Services provided

100% Accounting

Shea Labagh Dobberstein is a midsize San Francisco, California-based Accounting company. Their services include Accounting.
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San Mateo, CA

1700 S El Camino Real #500
San Mateo, CA 94402
76 - 100

650.579.7200

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TaxClaim

Not yet reviewed

Undisclosed

$200 - $300 / hr

Freelancer

San Jose, CA

Services provided

85% Accounting

15% Finance & Accounting Outsourcing (FAO)

TaxClaim is an Accounting company. The San Jose, California-based firm was established in 2026. Their team provides 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
In the last six months, clients have praised Clarity Tax Group & CPA's for their responsiveness and professionalism. One client noted their ability to maintain excellent bookkeeping and timely payroll, stating, 'Everything is in order for the business.' Another highlighted their quick communication and high-quality service, emphasizing the ease of managing taxes and financial reports. Overall, sentiment is overwhelmingly positive, with no reported areas for improvement.
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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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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients have expressed satisfaction with Clarity Tax Group & CPA's pricing and value for money, noting that the services fit their budgets while delivering high-quality results. One client highlighted the company's responsiveness and professionalism, stating, 'Clarity always is quick to answer questions or needs.' Another emphasized the ease of working with them for bookkeeping and payroll, remarking on the timely and accurate handling of financial reports. Overall, feedback indicates a strong sentiment of value received for the cost.
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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.

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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 client feedback on indinero highlights their exceptional responsiveness and effective financial management support. A General Manager noted improved cash flow and expense management, attributing these successes to indinero's streamlined processes. Similarly, a CTO emphasized the accuracy of bookkeeping and the company's attentiveness to client needs. Overall, clients expressed satisfaction with indinero's services, citing their alignment with company values and effective communication as key strengths, with no significant areas for improvement identified.
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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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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise inDinero for offering excellent value for money, with several reviews highlighting that their pricing fits within budget and reflects good quality service. One client noted, "Good value for cost," while another emphasized their flexible pricing structure. Overall sentiment indicates that clients feel they receive comprehensive accounting services that exceed expectations, contributing to improved financial management and operational efficiency.
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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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Silicon Valley Hitech Accounting LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Campbell, CA

Services provided

85% Accounting

15% Business Consulting

Silicon Valley Hitech Accounting LLC is an Accounting company. Headquartered in Campbell, California, their team focuses on Accounting and Business Consulting.
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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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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 Proactive
Clients consistently highlight Pilot's proactive approach in managing their accounting needs. One client noted that Pilot's team was 'responsive and proactive in addressing our concerns,' facilitating smooth communication and timely deliveries. Another emphasized their ability to maintain a 'light touch' while being 'proactive when needed,' effectively balancing support without excessive interference. Overall, the sentiment reflects a strong appreciation for Pilot's reliability and proactive engagement, which significantly supports clients' financial management.

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 for Healthcare Company

4.0 Nov 13, 2024

Pilot's project management has been efficient and organized. They consistently delivered items on time, including monthly financial statements and QuickBooks updates, which helped us stay on track with our accounting needs. Whenever we needed adjustments or had questions, their team was responsive and proactive in addressing our concerns. The communication was smooth, and they adapted well to our requests, making it easy to manage our finances even from abroad.
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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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2 of 4 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 Surgical Robot Manufacturer
5.0 — Pilot provides bookkeeping, tax preparation, and CTO and CFO services for a surgical robot manufacturer. The team uses QuickBooks for bookkeeping and has created financial models for the client. Read more
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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

San Francisco-based reviewers highlight Pilot's expertise in bookkeeping, tax prep, and CFO services, emphasizing timely, professional support and seamless project management. Clients appreciate their proactive communication, cost-effectiveness, and ability to handle complex financial solutions efficiently.
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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
In the last six months, ALLSTARSIT has received positive feedback for their BPO services, particularly for establishing dedicated teams in LATAM. Clients noted a 40% reduction in operational costs and a 30% improvement in performance metrics. The project management was praised for its clarity and responsiveness, with one client highlighting the team's expertise in recruitment. Overall sentiment reflects high satisfaction, with no areas for improvement mentioned by clients.
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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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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 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.

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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 the past six months, Finvisor has received positive feedback for their role as a fractional CFO, particularly noted for their responsive communication and ability to adapt to client needs. One client highlighted their seamless support during a critical acquisition phase, emphasizing the company's commitment to quality and client satisfaction. Overall, clients appreciate Finvisor's approachable team and effective management, noting the value they provide without the complexity of a full finance department.
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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.

See all 2 projects

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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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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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

4.5

Willing to Refer

5.0

Local clients in San Francisco appreciate SFBay Financial's efficient, approachable team, especially Sarah, for their comprehensive accounting support. They deliver cost-effective, timely solutions that effectively address small business financial needs and regulatory hurdles.
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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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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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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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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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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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