Top Accounting Firms in Santa Rosa
676 Companies
List of the Best Santa Rosa Accountants
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What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Serves Santa Rosa, CAServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee all 18 projectsindinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$50,000 – $199,999 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent feedback for indinero highlights their effective financial management services, with clients noting significant improvements in cash flow and expense management. One client emphasized the ease of their processes, stating, 'They make both so easy,' while another praised their responsiveness and accuracy in bookkeeping. Overall sentiment is highly positive, with clients appreciating their alignment with company values and the quality of support provided, leaving little room for suggested improvements.Was this helpful?
See All Locations (3)San Francisco, CA
2261 Market Street #4333
San Francisco, CA 9411421 - 30
1 (855) 463-4637
2 of 2 Santa Rosa-based reviews are 5 stars1 Santa Rosa-based review for Accounting in past 6 months$10,000 – $49,000 avg. project cost for Accounting services in Santa RosaRead All ReviewsAccounting project highlight
Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read moreWas this helpful?
$1,000+Undisclosed50 - 249Serves Santa Rosa, CAServices provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)See all 10 projectsCoCountant is an accounting services company offering expertise in financial reporting, bookkeeping, and tax filing, with a strong focus on providing tailored solutions. The reviews reflect a 100% positive sentiment, praising CoCountant’s responsiveness, reliability, and controller-level oversight. Approximately 50% of the reviews highlighted their ability to streamline processes and improve financial visibility through accurate, audit-ready reporting.
Reviews mention Knowledgeable
Clients consistently praised CoCountant's knowledgeable staff, noting their understanding of expectations and ability to exceed key performance indicators. One client highlighted the staff's proactive approach in suggesting process improvements, which significantly enhanced workflow. Overall, the sentiment regarding knowledgeability is highly positive, with clients expressing satisfaction in the expertise and responsiveness demonstrated throughout their projects.-
Accounting & Tax Filing Services for SaaS Data Company
5.0 Aug 7, 2025Assigned 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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3 of 3 reviews are 5 stars2 new reviews for Accounting servicesLess than $10,000 avg. project costRead 3 Recent ReviewsReviewed 3 times in the past 6 months
In the last six months, CoCountant has received positive feedback for their responsiveness and expertise across various projects. Clients noted successful outcomes, such as timely financial reporting and significant reductions in internal workload—30-40% in one case. The CFO of Backpack Group praised their adherence to KPIs and process improvements, while the CEO of LaunchPath Innovation highlighted their clear communication and value for cost. Overall, clients expressed satisfaction with CoCountant's professionalism and ability to meet unique needs.Was this helpful?
Industry Experience
CoCountant has demonstrated expertise across various industries, including Software, Healthcare, and Information Technology. Clients appreciate their ability to streamline financial processes, enhance reporting accuracy, and provide strategic insights. In Software, they excelled in reducing accounting time and errors, leading to improved financial clarity. In Healthcare, they delivered timely, structured bookkeeping for marketing expenses, significantly enhancing financial visibility. In Information Technology, they effectively managed end-to-end financial accounting and accounts receivable, resulting in on-time reporting and reduced receivable days. Overall, clients express strong satisfaction with CoCountant's responsiveness and value across these sectors.
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Software Healthcare Information technologyWas this helpful?
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This provider is fluent in 1 language:
- English
This provider is available in 1 time zone:
- Eastern Standard Time (EST)
$1,000+$100 - $149 / hr50 - 249Serves Santa Rosa, CAServices provided
100% AccountingSee all 31 projects1-800Accountant 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.
Reviews mention Communicative
Clients have consistently praised 1-800Accountant for their exceptional communication skills. One client noted their 'great communication' and availability for guidance without additional costs, highlighting their responsiveness to queries. The firm's ability to maintain accountability and adhere to budgets and schedules further reinforces this sentiment. Overall, the feedback reflects a strong appreciation for the company's communicative approach, contributing significantly to client satisfaction.-
Tax Management & Consultancy for Medical Dosimetry Provider
5.0 Jan 12, 2022Their communication is great and they’re always available to provide us with guidance at no additional costs. They’re also consistent in sticking to our budget and schedule, and they hold themselves accountable for everything that they do. We typically communicate through phone calls and the messaging board on their accounting software.
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1 of 1 reviews is 5 stars1 new review for Accounting servicesLess than $10,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews for 1-800Accountant highlight strong client satisfaction, particularly regarding their responsiveness and value for cost. A CEO noted that the firm successfully completed their tax filings for 2023 and 2024, emphasizing their timely project management and effective communication. Clients appreciate the budget-friendly pricing and the good value offered by 1-800Accountant, with no significant areas for improvement identified in the latest feedback.Was this helpful?
Industry Experience
1-800Accountant has demonstrated expertise across diverse industries including Healthcare, Wellness & Fitness, Transportation, and Advertising & Marketing. Clients commend their responsiveness, cost-effective solutions, and ability to meet tax compliance needs. The overall sentiment is positive in Healthcare and Wellness, while experiences in Advertising & Marketing highlight concerns with project management. Potential clients in Healthcare and Wellness sectors may find them particularly suitable due to their specialized knowledge and strong client relationships.
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Wellness & Fitness Healthcare Transportation Advertising & marketingWas this helpful?
See All Locations (3)Bellevue, WA
10485 Northeast 6th Street
Bellevue, WA 980046 - 9
866-750-1382
Undisclosed$200 - $300 / hr10 - 49Serves Santa Rosa, CAServices provided
85% Accounting15% Tax LawSee all 28 projectsGeorge Dimov, CPA is an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In the last six months, clients have praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One finance director highlighted their thorough audit process, noting actionable recommendations and a smooth experience. An executive from Language Bear commended their speed and accuracy in day-to-day accounting and tax returns. Overall, sentiment is highly positive, though suggestions for improvement include automated reminders for processes and deadlines.Was this helpful?
12 of 13 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 13 ReviewsAccounting 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 moreWas this helpful?
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This provider is fluent in 12 languages:
- English
- Mandarin
- Spanish
- Arabic
- Hindi
- Russian
- Korean
- Turkish
- Vietnamese
- Urdu
- Ukrainian
- Cantonese
This provider is available in 4 time zones:
- Central Standard Time (CST)
- Eastern Standard Time (EST)
- Pacific Standard Time (PST)
- Mountain Standard Time (MST)
See All Locations (12)San Francisco, CA
555 4th Street
San Francisco, CA 941071
866-699-4951
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Pilot
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UndisclosedUndisclosed50 - 249San Francisco, CAServices provided
45% Accounting20% Fractional CFO Services15% Finance & Accounting Outsourcing (FAO) +2 services15% HR Outsourcing5% Benefits AdministrationSee all 10 projectsPilot is a company specializing in accounting services, including bookkeeping, tax preparation, and financial reporting. Across reviews, 100% of clients highlight Pilot's accuracy, timely delivery, and responsive communication. Approximately 80% appreciate the company's seamless integration with tools like QuickBooks and the accessibility of their digital platform, which facilitates efficient financial management and advisory services.
Industry Experience
Pilot has received positive feedback across multiple industries, including Software, IT Services, Advertising & Marketing, and Healthcare. Clients highlight Pilot's strengths in bookkeeping, tax preparation, and CFO services, noting their responsiveness, organization, and ease of use. The overall sentiment is highly favorable, with clients in the Software industry particularly appreciating the accuracy and efficiency of services. For potential clients seeking reliable accounting solutions, Pilot demonstrates strong expertise in these sectors.
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Software IT Services Advertising & marketing Healthcare MedicalWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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This provider is fluent in 1 language:
- English
This provider is available in 2 time zones:
- Central Standard Time (CST)
- Pacific Standard Time (PST)
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Services provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee all 18 projectsindinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$50,000 – $199,999 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent feedback for indinero highlights their effective financial management services, with clients noting significant improvements in cash flow and expense management. One client emphasized the ease of their processes, stating, 'They make both so easy,' while another praised their responsiveness and accuracy in bookkeeping. Overall sentiment is highly positive, with clients appreciating their alignment with company values and the quality of support provided, leaving little room for suggested improvements.Was this helpful?
See All Locations (3)San Francisco, CA
2261 Market Street #4333
San Francisco, CA 9411421 - 30
1 (855) 463-4637
2 of 2 Santa Rosa-based reviews are 5 stars1 Santa Rosa-based review for Accounting in past 6 months$10,000 – $49,000 avg. project cost for Accounting services in Santa RosaRead All ReviewsAccounting project highlight
Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read moreWas this helpful?
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Featured
What are Featured Providers?
$1,000+Undisclosed1,000 - 9,999Serves Santa Rosa, CAServices provided
60% Accounting25% Finance & Accounting Outsourcing (FAO)15% Fractional CFO ServicesSee all 10 projectsPacific 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.
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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Nonprofit Financial services Automotive Retail Business servicesWas this helpful?
More responsive than most other service providers
Get in TouchPacific Accounting & Business Services is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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This provider is fluent in 1 language:
- English
This provider is available in 5 time zones:
- India Standard Time (IST)
- Hawaii Standard Time (HST)
- Central Standard Time (CST)
- Pacific Standard Time (PST)
- Mountain Standard Time (MST)
See All Locations (3)Irvine, CA
300 Spectrum Center Drive
Irvine, CA 9261810 - 15
(888) 837-3714
Undisclosed$100 - $149 / hr50 - 249Serves Santa Rosa, CAServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee all 18 projectsindinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$50,000 – $199,999 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent feedback for indinero highlights their effective financial management services, with clients noting significant improvements in cash flow and expense management. One client emphasized the ease of their processes, stating, 'They make both so easy,' while another praised their responsiveness and accuracy in bookkeeping. Overall sentiment is highly positive, with clients appreciating their alignment with company values and the quality of support provided, leaving little room for suggested improvements.Was this helpful?
See All Locations (3)San Francisco, CA
2261 Market Street #4333
San Francisco, CA 9411421 - 30
1 (855) 463-4637
2 of 2 Santa Rosa-based reviews are 5 stars1 Santa Rosa-based review for Accounting in past 6 months$10,000 – $49,000 avg. project cost for Accounting services in Santa RosaRead All ReviewsAccounting project highlight
Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read moreWas this helpful?
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Undisclosed$200 - $300 / hr10 - 49San Francisco, CA
Services provided
85% Accounting15% Tax LawSee all 28 projectsGeorge Dimov, CPA is an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In the last six months, clients have praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One finance director highlighted their thorough audit process, noting actionable recommendations and a smooth experience. An executive from Language Bear commended their speed and accuracy in day-to-day accounting and tax returns. Overall, sentiment is highly positive, though suggestions for improvement include automated reminders for processes and deadlines.Was this helpful?
12 of 13 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 13 ReviewsAccounting 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 moreWas this helpful?
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This provider is fluent in 12 languages:
- English
- Mandarin
- Spanish
- Arabic
- Hindi
- Russian
- Korean
- Turkish
- Vietnamese
- Urdu
- Ukrainian
- Cantonese
This provider is available in 4 time zones:
- Central Standard Time (CST)
- Eastern Standard Time (EST)
- Pacific Standard Time (PST)
- Mountain Standard Time (MST)
See All Locations (12)San Francisco, CA
555 4th Street
San Francisco, CA 941071
866-699-4951
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
100% AccountingSee all 1 projectsRedwood Tax Service is a company engaged in providing Accounting Services, including Tax Preparation and Bookkeeping. However, based on the review provided, the feedback is overwhelmingly negative, with 100% of the reviewer expressing dissatisfaction due to delayed service, overcharging, and poor communication. The reviewer specifically highlights issues with incomplete tax filings over multiple years.
Industry Experience
Redwood Tax Service has primarily worked within the transportation industry, where they have received negative feedback highlighting issues with timely project completion, overbilling, and inadequate training. Clients expressed disappointment in the lack of responsiveness and overall effectiveness, indicating a poor experience and unmet expectations. Given this feedback, potential clients in the transportation sector may need to approach Redwood Tax Service with caution regarding their reliability and communication.
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TransportationWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed significant dissatisfaction with Redwood Tax Service regarding cost and value for money. One reviewer noted that they were overcharged for services and experienced delays in tax completion over multiple years, stating, "never completed on time" and "always I am too busy excuse for not completing." Overall, the sentiment reflects a lack of perceived value, with clients indicating that the service did not meet their expectations relative to the fees charged.Was this helpful?
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
100% AccountingLaunched in 1999, Virtual Jeannie Business Services is a small Accounting company headquartered in Santa Rosa, California. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49St. Helena, CA
Services provided
100% AccountingBrotemarkle, Davis & Co LLP is a small Accounting company. Founded in 1984, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
Services provided
100% AccountingLinkenheimer LLP CPAs & Advisors is an Accounting company. The firm is in Santa Rosa, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49St. Helena, CA
Services provided
100% AccountingCarbonneau Williams is an Accounting company. They were founded in 2011 and provide Accounting.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
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100% AccountingElliott CPA Group Inc. Is an Accounting company founded in 2006. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
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100% AccountingAccounting company O'SHEA CARTE LLP is headquartered in Santa Rosa, California. They provide Accounting and were launched in 2018.
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UndisclosedUndisclosed10 - 49Healdsburg, CA
Services provided
100% AccountingMengali Accountancy is an Accounting company. The team provides Accounting and is in Healdsburg, California.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
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80% Accounting20% Business ConsultingDal Poggetto & Company LLP is an Accounting company. In Santa Rosa, California, the agency was established in 1992. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rohnert Park, CA
Services provided
85% Accounting15% Business ConsultingDavid J. Fisher, CPA MST, an Accounting company, was established in 1998. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9St. Helena, CA
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80% Accounting20% Business ConsultingGranados Hillman LLP is an Accounting company. They were established in 2017, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Petaluma, CA
Services provided
70% Accounting30% Business ConsultingBEELS SOPER LLP is an Accounting company. The Petaluma, California-based team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Santa Rosa, CA
Services provided
20% Accounting40% HR Outsourcing40% StaffingLarge Staffing company Staff Chex Inc, is headquartered in Santa Rosa, California. Their services include Staffing and HR Outsourcing.
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$1,000+$100 - $149 / hr250 - 999Novato, CA
Services provided
100% AccountingGALLINA LLP is a midsize Accounting company located in San Jose, California and Novato, California. Their services include Accounting.
Read moreSee All Locations (11)Novato, CA
7595 Redwood Blvd. Suite 203
Novato, CA 9494516 - 20
415.892.7759
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UndisclosedUndisclosed2 - 9Petaluma, CA
Services provided
80% Accounting20% Business ConsultingFounded in 2003, North Bay CPA is a small Petaluma, California-based Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Napa, CA
Services provided
100% AccountingHeadquartered in Napa, California, G&J Seiberlich & Co LLP is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Napa, CA
Services provided
100% AccountingUboldi, Heinke & Velladao, LLP is an Accounting company founded in 1974. Their services include Accounting.
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UndisclosedUndisclosedFreelancerSanta Rosa, CA
Services provided
100% AccountingKenneth W. Escobar, CPA is an Accounting company. They are based in Santa Rosa, California and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Petaluma, CA
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100% AccountingHaas & Reaney, LLP, an Accounting company, was founded in 1996. The firm provides Accounting.
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Undisclosed$50 - $99 / hr10 - 49Novato, CA
Services provided
90% Accounting10% Business ConsultingFounded in 2014, Protea Financial is an Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Novato, CA
Services provided
70% Accounting30% Business ConsultingAccounting company Ghirardo CPA is headquartered in Novato, California. Founded in 1990, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerSanta Rosa, CA
Services provided
90% Accounting10% Business ConsultingIn Santa Rosa, California, Summer Morris, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sonoma, CA
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100% AccountingSandra Stout Certified Public Accountant, an Accounting company, specialize in Accounting. They were launched in 2008.
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UndisclosedUndisclosed2 - 9Sonoma, CA
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100% AccountingSingular Accounting is an Accounting company. Their small team is in Sonoma, California and provides Accounting. The firm was founded in 2015.
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UndisclosedUndisclosed10 - 49San Rafael, CA
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80% Accounting20% Business ConsultingEckhoff and Company is an Accounting company. Launched in 1955, the firm is located in San Rafael, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Rafael, CA
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100% AccountingFounded in 1986, Perotti & Carrade, CPAs is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Novato, CA
Services provided
100% AccountingMorre & Company, LLP, an Accounting company, was launched in 1979. The company offers Accounting, and is small.
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$1,000+$25 - $49 / hr10 - 49San Rafael, CA
Services provided
100% AccountingPacific Crest Group is an Accounting company founded in 2001. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Sonoma, CA
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80% Accounting20% Business ConsultingAho + Associates is a Sonoma, California-based Accounting company. They specialize in Accounting and Business Consulting and were launched in 2001.
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UndisclosedUndisclosed10 - 49San Rafael, CA
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100% AccountingFriedlander Cherwon Capper LLP, an Accounting company, specialize in Accounting. They were launched in 1978.
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UndisclosedUndisclosed2 - 9Napa, CA
Services provided
100% AccountingElite Financial Company, Inc is an Accounting company. They are based in Napa, California and have small team. They specialize in Accounting.
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Undisclosed$50 - $99 / hr10 - 49Napa, CA
Services provided
50% Accounting20% Business Consulting20% Fractional CFO Services +1 service10% HR OutsourcingBalanced Business Group is an Accounting company. Their small team is in Napa, California. Their services include Accounting and Business Consulting.
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$1,000+$100 - $149 / hr50 - 249San Francisco, CA
Services provided
40% Accounting25% Fractional CFO Services15% HR Consulting +2 services10% Benefits Administration10% Compliance ConsultingSee all 2 projectsFinvisor 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.
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, 2025The 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 stars2 new reviews for Accounting services$50,000 – $199,999 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent feedback for Finvisor highlights their strong performance as a fractional CFO and financial services provider. Clients commend their responsiveness, professionalism, and ability to deliver accurate financial reporting and modeling. For instance, Deskpass noted flawless financial reporting during their acquisition process, while Suggestic AI praised the team's expertise and timely delivery of reports. Overall, sentiment is highly positive, with clients appreciating the cultural fit and the value provided relative to cost.Was this helpful?
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 industriesWas this helpful?
1 of 1 Santa Rosa-based review is 5 stars1 Santa Rosa-based review for Accounting in past 6 monthsUnknown avg. project cost for Accounting services in Santa RosaRead All ReviewsAccounting 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 moreWas this helpful?
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
100% AccountingSee all 2 projectsSFBay Financial is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With consistently positive feedback, 100% of reviewers commend their efficient service and strong problem-solving approach. Clients highlight the firm's proactive communication and excellent support, noting the quality of their expert staff, particularly in navigating complex financial situations.
Reviews mention Reasonable pricing
Clients of SFBay Financial have expressed positive sentiment regarding their reasonable pricing. One LLC owner highlighted that the firm provided services tailored to fit their budget, stating, 'They have done everything I need at a price that works for my small business.' This indicates a strong alignment between service quality and cost-effectiveness, contributing to overall client satisfaction.-
Accounting Services for Non-Profit Organization
5.0 Aug 3, 2021I 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 servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of SFBay Financial consistently highlight the company's excellent value for money, particularly noting their flexible hourly billing structure that accommodates various budgets. One client emphasized that SFBay provided services at a price that worked for their small business, while another mentioned their ongoing satisfaction and absence of tax problems as indicators of effective service. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of service provided.Was this helpful?
1 of 1 Santa Rosa-based review is 5 starsLess than $10,000 avg. project cost for Accounting services in Santa RosaRead All ReviewsAccounting project highlight
Accounting Services for Non-Profit Organization
5.0 — A non-profit organization hired SFBay Financial to provide accounting services. The team is tasked with rectifying the lapses of the client's previous accounting firm. Read moreWas this helpful?
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UndisclosedUndisclosed2 - 9Napa, CA
Services provided
90% Accounting10% Business ConsultingLocated in Napa, California, Constance Coughlan, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Rafael, CA
Services provided
100% AccountingAccounting company ROBERT BROWNSTEIN CPA is headquartered in San Rafael, California. They specialize in Accounting.
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$1,000+$100 - $149 / hr2 - 9San Rafael, CA
Services provided
60% Accounting40% Business ConsultingAxis Accounting Services is a small San Rafael, California-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vallejo, CA
Services provided
100% AccountingAccounting company TaxAce is in Vallejo, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Napa, CA
Services provided
75% Accounting25% Business ConsultingPEAR Accounting Solutions, an Accounting company, is located in Napa, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vallejo, CA
Services provided
100% AccountingSlater and Associates is an Accounting company. The firm is in Vallejo, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Vallejo, CA
Services provided
100% AccountingSmall Accounting company Mallari's Tax & Accounting, is headquartered in Vallejo, California. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Vallejo, CA
Services provided
100% AccountingIn Vallejo, California, Cavanagh Ringelman CPAs, PC is an Accounting company. They offer Accounting and were launched in 1980.
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UndisclosedUndisclosed2 - 9San Rafael, CA
Services provided
100% AccountingEstablished in 1973, Richard K. Chinlund, CPA is a small Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr250 - 999San Francisco, CA
Services provided
100% AccountingSingerLewak is a Los Angeles, California-based Accounting company. They specialize in Accounting.
Read moreSee All Locations (10)San Francisco, CA
300 Montgomery St., Suite 850
San Francisco, CA 9410441 - 49
415.905.0330
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$1,000+$100 - $149 / hr250 - 999San Francisco, CA
Services provided
100% AccountingBPM LLP, an Accounting company, provide Accounting. They were launched in 1986.
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UndisclosedUndisclosed10 - 49Novato, CA
Services provided
50% Accounting50% HR OutsourcingAccounting and HR Outsourcing company Accuchex Payroll Management Services is headquartered in Novato, California. The team provides Accounting and HR Outsourcing.
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$1,000+$100 - $149 / hr50 - 249San Francisco, CA
Services provided
100% AccountingShea Labagh Dobberstein is a midsize San Francisco, California-based Accounting company. Their services include Accounting.
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List of the Best Santa Rosa Accountants
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Ability to deliver
1.6/40.01.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Santa Rosa, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49St. Helena, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Santa Rosa, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49St. Helena, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Santa Rosa, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Santa Rosa, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Healdsburg, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Santa Rosa, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9Rohnert Park, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed2 - 9St. Helena, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9Petaluma, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
70% Accounting30% Other -
UndisclosedUndisclosed1,000 - 9,999Santa Rosa, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$100 - $149 / hr250 - 999Novato, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Petaluma, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Napa, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting
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