Top Accounting Firms in Santa Rosa
679 Companies
List of the Best Santa Rosa Accountants
Sponsored
-
Featured
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.
Reviews mention Communicative
The overall sentiment regarding communication with inDinero is overwhelmingly positive. Clients consistently highlight the team's responsiveness and clarity in communication. For instance, one client noted, "They are great at communicating, very responsive to feedback," while another emphasized, "Communication with the team is extremely clear." Additionally, regular meetings and timely updates were frequently mentioned, underscoring inDinero's commitment to maintaining effective communication throughout their engagements.-
Back Office Fiscal Services for Healthcare Consulting Firm
5.0 Apr 8, 2022They are communicative and timely. Our dedicated professionals meet regularly with key staff. The company has dedicated a professional to learning the nuances of the company to provide customized support.
Read Full Review -
Finance & Accounting Services for Consumer Products Company
5.0 Apr 1, 2022Great communication and timeliness are highlights of their project management style. The senior controller schedules regular calls with us to go over bills, finances, etc. They are very attentive and responsive.
Read Full Review -
Accounting Services for Virtual Care Platform Company
5.0 Apr 1, 2022Communication with the team is extremely clear. They communicate their timelines and will freely as if they're coming against hurdles. They will clearly communicate if there are shifts in staff or who takes on which responsibilities.
Read Full Review -
Accounting & Bookkeeping for Software Company
5.0 Jan 7, 2025We are so happy with the level of service from the Indinero team. They are great at communicating, very responsive to feedback, and everything they do is very high quality.
Read Full Review -
Accrual Accounting Services for Food Service Management Co
5.0 Sep 6, 2023The project management was characterized by very efficient and great communication by Brittany and Carla. The primary forms of communication with inDinero were Virtual Meeting and Email or Messaging App. This approach ensured that our needs were met promptly and effectively.
Read Full Review
Was this helpful?
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 reviews for indinero highlight a strong overall sentiment, with clients praising their responsiveness and ease of collaboration. A General Manager noted significant improvements in cash flow and expense management due to indinero's effective accounting oversight. Meanwhile, a CTO emphasized their accurate bookkeeping and problem-solving capabilities. Both clients found indinero's culture and value alignment appealing, with no major areas for improvement identified, indicating a high level of client satisfaction.Was this helpful?
Industry Experience
Indinero demonstrates strong expertise across multiple sectors, including Advertising & Marketing and Medical, receiving high praise for their efficiency and responsiveness. Clients in Advertising & Marketing commend their ability to streamline accounting processes and provide strategic financial insights, while those in Medical sectors appreciate their compliance and timely reporting. Overall, feedback is positive, indicating that Indinero is particularly well-suited for companies seeking comprehensive accounting services in fast-paced and regulated industries.
Read All ReviewsSelect Industry to see insights
Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries SoftwareWas this helpful?
View projects from:
New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Chicago, Illinois (1) Indianapolis, Indiana (1) Manhattan, New York (1) Wilmington, Delaware (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)Was 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.
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.
Read All ReviewsSelect Industry to see insights
Software Healthcare Information technologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight CoCountant's affordability and exceptional value for money. One CEO noted the 'awesome' cost relative to the quality of service, emphasizing a significant reduction in time spent on accounting tasks. The director of marketing appreciated their reliability and affordability, leading to improved financial visibility and reduced internal workload. Overall, feedback indicates that CoCountant delivers high-quality financial management services at competitive prices, making them a favorable choice for organizations seeking cost-effective solutions.Was this helpful?
View projects from:
Was this helpful?
View PackagesController-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.Was this helpful?
$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 Accessible
Clients express a highly positive sentiment regarding the accessibility of 1-800Accountant. They commend the firm's responsiveness and availability, noting that communication is effective and guidance is provided without additional costs. One client highlighted the ease of reaching out via phone and messaging on their accounting software, reinforcing the notion of accessibility. Overall, clients appreciate the firm's commitment to being reachable and supportive throughout their engagement.-
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.
Read Full Review
Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
More responsive than most other service providers
Get in Touch1-800Accountant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$179 Best for businesses that need ongoing tax support. $239 Core accounting package that covers most business. $399 Full-service accounting for established businessesView PackagesBusiness 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.Was this helpful?
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.
Reviews mention Proactive
Clients have consistently praised George Dimov, CPA for their proactive approach to accounting and tax strategy. One CEO highlighted that the team identified strategies that saved his company over $100,000 annually, demonstrating their foresight and commitment. Feedback emphasized their exceptional responsiveness, with emails replied to within hours and a proactive handling of deliverables. The firm’s ability to anticipate client needs and provide timely assistance has been a significant factor in their success, leading to high satisfaction among clients.-
Accounting & Tax Preparation Service for Landscaping Company
5.0 Mar 2, 2024The responsiveness, flexibility, and proactive thinking were most impressive. They are on top of deliverables before anyone else is even thinking about them.
Read Full Review
Was this helpful?
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 past six months, clients have praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One finance director highlighted the team's ability to deliver a thorough audit process efficiently, while an executive noted the speed and quality of day-to-day accounting services. Overall sentiment is highly positive, with clients expressing satisfaction and a willingness to recommend the firm for reliable and trustworthy accounting services.Was this helpful?
Industry Experience
George Dimov, CPA has demonstrated expertise across various industries, including Information Technology, Advertising & Marketing, Financial Services, Real Estate, and Arts & Entertainment. Clients consistently praise their quick and efficient service, proactive communication, and ability to tailor solutions to specific needs. Overall sentiment is highly positive, with notable strengths in tax strategy, bookkeeping, and financial management. This provider appears especially well-suited for clients in dynamic, service-oriented sectors seeking reliable accounting and advisory support.
Read All ReviewsSelect Industry to see insights
Real estate Advertising & marketing Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT ServicesWas this helpful?
View projects from:
Was this helpful?
-
-
UndisclosedUndisclosed10 - 49Pleasanton, CA
Services provided
100% AccountingHeadquartered in Pleasanton, California, LTD Global, LLC is an Accounting company. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Hayward, CA
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingTax Magic Incorporated is an Accounting company established in 2002. Headquartered in Hayward, California, the team provides Accounting and Business Consulting.
Read more -
Featured
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.
Reviews mention Communicative
The overall sentiment regarding communication with inDinero is overwhelmingly positive. Clients consistently highlight the team's responsiveness and clarity in communication. For instance, one client noted, "They are great at communicating, very responsive to feedback," while another emphasized, "Communication with the team is extremely clear." Additionally, regular meetings and timely updates were frequently mentioned, underscoring inDinero's commitment to maintaining effective communication throughout their engagements.-
Back Office Fiscal Services for Healthcare Consulting Firm
5.0 Apr 8, 2022They are communicative and timely. Our dedicated professionals meet regularly with key staff. The company has dedicated a professional to learning the nuances of the company to provide customized support.
Read Full Review -
Finance & Accounting Services for Consumer Products Company
5.0 Apr 1, 2022Great communication and timeliness are highlights of their project management style. The senior controller schedules regular calls with us to go over bills, finances, etc. They are very attentive and responsive.
Read Full Review -
Accounting Services for Virtual Care Platform Company
5.0 Apr 1, 2022Communication with the team is extremely clear. They communicate their timelines and will freely as if they're coming against hurdles. They will clearly communicate if there are shifts in staff or who takes on which responsibilities.
Read Full Review -
Accounting & Bookkeeping for Software Company
5.0 Jan 7, 2025We are so happy with the level of service from the Indinero team. They are great at communicating, very responsive to feedback, and everything they do is very high quality.
Read Full Review -
Accrual Accounting Services for Food Service Management Co
5.0 Sep 6, 2023The project management was characterized by very efficient and great communication by Brittany and Carla. The primary forms of communication with inDinero were Virtual Meeting and Email or Messaging App. This approach ensured that our needs were met promptly and effectively.
Read Full Review
Was this helpful?
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 reviews for indinero highlight a strong overall sentiment, with clients praising their responsiveness and ease of collaboration. A General Manager noted significant improvements in cash flow and expense management due to indinero's effective accounting oversight. Meanwhile, a CTO emphasized their accurate bookkeeping and problem-solving capabilities. Both clients found indinero's culture and value alignment appealing, with no major areas for improvement identified, indicating a high level of client satisfaction.Was this helpful?
Industry Experience
Indinero demonstrates strong expertise across multiple sectors, including Advertising & Marketing and Medical, receiving high praise for their efficiency and responsiveness. Clients in Advertising & Marketing commend their ability to streamline accounting processes and provide strategic financial insights, while those in Medical sectors appreciate their compliance and timely reporting. Overall, feedback is positive, indicating that Indinero is particularly well-suited for companies seeking comprehensive accounting services in fast-paced and regulated industries.
Read All ReviewsSelect Industry to see insights
Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries SoftwareWas this helpful?
View projects from:
New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Chicago, Illinois (1) Indianapolis, Indiana (1) Manhattan, New York (1) Wilmington, Delaware (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)Was this helpful?
-
-
UndisclosedUndisclosed2 - 9Hayward, CA
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingAccounting company Eva Smith and Associates, EA offers Accounting and Business Consulting. They are headquartered in Hayward, California.
Read more -
UndisclosedUndisclosed10 - 49San Mateo, CA
Services provided
75% Accounting25% Business ConsultingAccounting company Crisafi, Pryor & Farquhar, Inc. CPAs offers Accounting and Business Consulting. They are located in San Mateo, California.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
20% Accounting40% Business Valuation Services20% Back Office Outsourcing +1 service20% Corporate LawTower59 is a Business Valuation Services company in San Francisco, California. Launched in 2012, the team focuses on Business Valuation Services and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9San Mateo, CA
Services provided
100% AccountingIn San Mateo, California, Andersen, McKune & Associates, LLP is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Mateo, CA
Services provided
100% AccountingCaplan & Wong CPAs, LLP is an Accounting company. They offer Accounting and are located in San Mateo, California.
Read more -
UndisclosedUndisclosed2 - 9Foster City, CA
Services provided
100% AccountingJ.G. Accounting Services is a Foster City, California-based Accounting company. Launched in 2003, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Pleasanton, CA
Services provided
90% Accounting10% Business ConsultingSallmann, Yang & Alameda is a small Accounting company founded in 1963. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Mateo, CA
Services provided
75% Accounting25% Business ConsultingMaemura & 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.
Read more -
UndisclosedUndisclosed10 - 49Sacramento, CA
Services provided
100% AccountingDAMORE, HAMRIC & SCHNEIDER, INC. Is a Sacramento, California-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
100% AccountingRex Halverson & Associates, LLC is a Sacramento, California-based Accounting company. Established in 2005, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
100% AccountingEngland Financial Corporation is an Accounting company. Their small team is in Pleasanton, California. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
100% AccountingSmall Accounting company Saunders Accountancy Corporation, is in Pleasanton, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Mateo, CA
Services provided
80% Accounting20% Business ConsultingDe Martini & Company, LLP is an Accounting company. They are based in San Mateo, California and have small team of experts. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Hayward, CA
Services provided
100% AccountingEstablished in 2000, Y & Y Income Tax Service is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Mateo, CA
Services provided
20% Accounting35% Financial Advising & Planning30% Financial Consulting +1 service15% Business Valuation ServicesLaunched in 2021, HNK Bookkeeping, Inc is a small San Mateo, California-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed50 - 249Sacramento, CA
Services provided
20% Accounting20% Business Consulting20% Compliance Consulting +2 services20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & PlanningMaksim Consultant Group is a Business Consulting company launched in 2000. The agency offers Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Brentwood, CA
Services provided
70% Accounting30% Business ConsultingLocated in Brentwood, California, Smeed CPA is an Accounting company. They specialize in Accounting and Business Consulting and were established in 2006.
Read more -
UndisclosedUndisclosed2 - 9Hayward, CA
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingAccounting company Safwat & Marston, Inc. Is in Hayward, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancerSan Ramon, CA
Services provided
80% Accounting20% Business ConsultingSTEPHAN MUELLER, CPA, an Accounting company, was established in 2011. The firm offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
100% AccountingFranklin Management Systems is an Accounting company. Founded in 2003, the firm focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dublin, CA
Services provided
80% Accounting20% Business ConsultingJJACPA, Inc. Is an Accounting company. The agency is in Dublin, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Brentwood, CA
Services provided
80% Accounting20% Business ConsultingDiscovery Professional Services is a small Brentwood, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Pleasanton, CA
Services provided
100% AccountingMy Tax Filer is an Accounting company. Their midsize team is based in Pleasanton, California and focuses on Accounting. The agency was established in 2008.
Read more -
$1,000+$100 - $149 / hr2 - 9Pleasanton, CA
Services provided
100% AccountingDePretis CPAs is an Accounting company. In Pleasanton, California, the firm offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
100% AccountingBuckley and Endow, LLP is an Accounting company. Established in 1992, the company is in Sacramento, California. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Sacramento, CA
Services provided
100% AccountingIn Sacramento, California, Fountainhead Wealth is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Mateo, CA
Services provided
70% Accounting30% Business ConsultingAccounting company Brickley Wealth Management was founded in 1985. The company provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Sacramento, CA
Services provided
80% Accounting20% Business ConsultingGrant Bennett Associates is a Sacramento, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dublin, CA
Services provided
60% Accounting40% Business ConsultingPalma Financial Services is a Dublin, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Mateo, CA
Services provided
50% Accounting50% Business ConsultingBased in San Mateo, California, WuHoover & Co. Is an Accounting and Business Consulting company. They focus on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
100% AccountingSmall Accounting company ProBusiness Advisers LLC, is located in Pleasanton, California. Their services include Accounting.
Read more -
UndisclosedUndisclosedFreelancerBrentwood, CA
Services provided
100% AccountingBased in Brentwood, California, Cheryl A. Newton Tax & Accounting Services is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Hayward, CA
Services provided
80% Accounting20% 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).
Read more -
UndisclosedUndisclosed10 - 49San Carlos, CA
Services provided
100% AccountingIn San Carlos, California, Wright Kirby & Co., LLP is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Mateo, CA
Services provided
50% Accounting50% Business ConsultingMatt Grodin CPA is a San Mateo, California-based Accounting and Business Consulting company. They focus on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
50% Accounting50% Business Valuation ServicesVista Valuations, LLC is an Accounting and Business Valuation Services company established in 2006. The agency specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
80% Accounting20% Business ConsultingCalvin Takuma & Co Certified Public Accountant, an Accounting company, is based in Sacramento, California. They focus on Accounting and Business Consulting and were established in 1985.
Read more -
UndisclosedUndisclosed2 - 9San Carlos, CA
Services provided
70% Accounting30% Business ConsultingSmall Accounting company Medina & Company Consulting, Inc., is based in San Carlos, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
50% Accounting50% Business ConsultingSee all 1 projectsAstute is a professional firm located in the heart of Silicon Valley - San Francisco Bay Area that delivers cutting-edge automated solutions and business consulting services together with
Read more -
UndisclosedUndisclosed50 - 249Union City, CA
Services provided
30% Accounting30% Staffing20% HR Consulting +1 service20% RecruitingCarson Consulting Corp is a midsize Union City, California-based Accounting company. The team provides Accounting and Staffing.
Read more -
UndisclosedUndisclosed2 - 9San Mateo, CA
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsBurgess & Company is an accounting services firm specializing in bookkeeping and tax preparation. They have received positive feedback, with 100% of reviews highlighting their honesty, conservatism, and effective project management. Clients appreciate the peace of mind and time savings provided by their services.
Industry Experience
Burgess & Company has demonstrated expertise primarily in the Information Technology sector, offering substantial support in accounting and tax-related services. Clients have highlighted their strengths in providing honest, conservative guidance that fosters peace of mind and efficiency. The overall sentiment within this industry is highly positive, with clients appreciating the firm's ability to address complex financial challenges effectively. Potential clients in the technology space may find Burgess & Company to be a suitable partner for accounting needs.
Read All ReviewsSelect Industry to see insights
Information technologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have generally found Burgess & Company to offer good value for money, with one client noting an annual investment of $1,000 for services that provided significant peace of mind and time savings. The firm's honest and conservative approach is appreciated, as it fosters trust in their accounting practices. Overall sentiment reflects satisfaction with the cost-effectiveness of their services, indicating that clients feel they receive substantial value relative to their investment.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 Similar ReviewsAccounting project highlight
Tax Accounting & Business Consulting for Mindfulness Startup
5.0 — Burgess & Company provides tax accounting and bookkeeping services for a wellness application. Read moreWas this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
In San Francisco, Burgess & Company is recognized for delivering precise accounting and tax solutions to tech startups, including app companies. Clients value their conservative advice, professionalism, and ability to streamline financial processes, ensuring clarity and compliance.Read Local ReviewsWas this helpful?
-
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
90% Accounting10% Business ConsultingSee all 1 projectsT&D Tax Service is an accounting firm specializing in Tax Preparation, Bookkeeping, and Financial Advisory services. The reviews indicate a 100% positive feedback rate, highlighting their ability to simplify complex financial matters and provide personalized service. Clients appreciate their partnership approach, though some suggest more proactive feedback.
Industry Experience
T&D Tax Service has received positive feedback primarily from the design industry, where they have been praised for their expertise in tax filing and small business consulting. Clients commend their ability to simplify complex financial information, fostering informed decision-making. Their personalized service and commitment to client success are highlighted as key strengths. The overall sentiment is favorable, indicating a strong fit for creative organizations seeking reliable financial guidance.
Read All ReviewsSelect Industry to see insights
DesignWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend T&D Tax Service for their cost-effectiveness and strong value for money, with one client noting an annual investment of approximately $9,000, totaling around $100,000 over the years. They appreciate the personalized service and ability to simplify complex financial concepts. Overall, clients feel that the firm is a true partner in their success, although some suggest that more proactive feedback could enhance the experience.Was this helpful?
$50,000 – $199,999 avg. project cost for Accounting services in Santa RosaRead Similar ReviewsAccounting project highlight
Business Consulting, Tax Prep & Acct. for Creative Company
4.5 — T&D Tax Service provides yearly tax filing and ongoing bookkeeping services for a brand strategy and design firm in California. They communicate regularly and provide financial consultation as Read moreWas this helpful?
Review Rating from Clients
4.5/5.0
Quality
4.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Local clients in San Francisco commend T&D Tax Service for their consistent, clear guidance on taxes and financial management. They excel in supporting creative firms with bookkeeping and strategic advice, fostering close relationships and timely responses. Their experienced team ensures smooth, effective financial operations.Read Local ReviewsWas this helpful?
-
UndisclosedUndisclosed10 - 49Danville, CA
Services provided
100% AccountingSee all 1 projectsJHS CPAs, LLP is an accounting services firm specializing in bookkeeping, tax preparation, and general accounting. Overall, feedback is positive, with clients noting their excellent project management and responsive communication. However, some suggest improvements in providing more consultative advice for cost savings.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
General Accounting Services for SaaS Company
4.0 — JHS CPAs, LLP was hired by a SaaS company to provide them with standard accounting services such as tax preparation and bookkeeping. Read moreWas this helpful?
Industry Experience
JHS CPAs, LLP has demonstrated strong expertise in the software industry, particularly in providing bookkeeping and accounting services to SaaS companies. Clients have praised their excellent project management, responsiveness, and effective communication. Overall sentiment indicates satisfaction with their services, although there is room for improvement in offering more consultative advice on cost savings. Potential clients within the software sector may find JHS CPAs, LLP to be a suitable partner for their accounting needs.
Read All ReviewsSelect Industry to see insights
SoftwareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have generally expressed satisfaction with JHS CPAs, LLP regarding their pricing and value for money. One client noted a $5,000 investment for bookkeeping and accounting services, highlighting the successful delivery of all tasks and excellent project management. However, some feedback indicated a desire for more proactive cost-saving advice and consultative services. Overall, the sentiment reflects a positive assessment of the firm's responsiveness and communication, despite minor areas for improvement.Was this helpful?
-
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
25% Accounting25% Commercial Financing25% Financial Advising & Planning +1 service25% Insurance Services & BrokersSee all 1 projectsBTB Financials offers a range of services including Bookkeeping, Tax Preparation, and Financial Reporting. The overall feedback highlights their ability to deliver exceptional results and unique services, with clients noting a positive experience in terms of communication and culture fit.
-
$1,000+$50 - $99 / hr50 - 249Sacramento, CA
Services provided
100% AccountingMidsize Accounting company Vasquez & Company, is located in Los Angeles, California and Sacramento, California. The team offers Accounting.
Read moreSee All Locations (5)Sacramento, CA
1215 K Street 17th Floor
Sacramento, CA 95814916.503.3269
Was this helpful?
-
$1,000+$25 - $49 / hr10 - 49San Francisco, CA
Services provided
100% AccountingAllen Barron is a San Francisco, California-based Accounting company. The team offers Accounting.
Read more -
$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Services provided
100% AccountingDZH Phillips is an Accounting company based in San Francisco, California and Oakland, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Santa Rosa, CA
Services provided
80% Accounting20% Business ConsultingPisenti & Brinker LLP is an Accounting company. Launched in 1965, their team focuses on Accounting and Business Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Best Santa Rosa Accountants
-
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
Latest Accounting Articles
See all articles
5 Tips for Small Businesses Filing Their Taxes
Tax season is right around the corner — partnerships, LLCs, and S-Corporations are expected to file by March 14, 2024, while C-Corporations have until...
How to Create a Budget for Accounting Services [With Template]
Use our custom template for your accounting budgeting process.
Get personalized agency matches based on your project goals.