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Top Accounting Firms in Stockton

Ratings Updated: February 3, 2026

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Featured

What are Featured Providers?
indinero

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves Stockton, United States

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

indinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.

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Reviews mention Open to feedback
Clients express a positive sentiment regarding Indinero's openness to feedback, highlighting their responsiveness and effective communication. One client noted, 'They are great at communicating, very responsive to feedback, and everything they do is very high quality.' This indicates a strong commitment to client satisfaction. However, a suggestion for improvement included the development of a mobile app for better access to their services, reflecting a desire for enhanced usability.

Accounting & Bookkeeping for Software Company

5.0 Jan 7, 2025

We 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.
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More responsive than most other service providers

indinero 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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2 of 2 Stockton-based reviews are 5 stars

1 Stockton-based review for Accounting in past 6 months

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

Accounting project highlight

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

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

In Oakland, clients commend inDinero for their reliable bookkeeping and tax solutions, emphasizing their attentive listening and problem-solving approach. The team’s timely delivery and deep understanding of complex accounting rules have helped clients maintain financial clarity.
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CoCountant

5.0 10 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Serves Stockton, United States

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

CoCountant is an accounting services company offering expertise in financial reporting, bookkeeping, and tax filing, with a strong focus on providing tailored solutions. The reviews reflect a 100% positive sentiment, praising CoCountant’s responsiveness, reliability, and controller-level oversight. Approximately 50% of the reviews highlighted their ability to streamline processes and improve financial visibility through accurate, audit-ready reporting.

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Reviews mention Communicative
Clients consistently commend CoCountant for their strong communication skills, noting they are 'clear communicators' and a 'pleasure to work with.' One client highlighted that the team is responsive to their busy schedule and always delivers on time, which further emphasizes their commitment to effective communication. Overall, the sentiment regarding their communicative approach is highly positive, reinforcing their reputation as a reliable partner.

Finance & Accounting Outsourcing for Software Company

5.0 Jul 16, 2025

They provide multiple people to support us, including a project manager, an accountant, and more. They work with my busy schedule and always deliver on time. They are clear communicators and a pleasure to work with.
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1 of 1 reviews is 5 stars

1 new review for Accounting services

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, client feedback for CoCountant has been overwhelmingly positive, highlighting their expertise in general accounting and financial reporting. One client noted their impressive responsiveness and ability to meet and exceed KPIs, particularly in timely monthly financial statement preparation. Additionally, the CoCountant team demonstrated effective collaboration across departments and implemented process improvements. Clients have reported no significant areas for improvement, indicating strong satisfaction with the services provided.
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2 of 2 Accounting reviews are 5 stars

2 new reviews 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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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight CoCountant's affordability and exceptional value for money. One CEO noted the 'awesome' cost relative to the quality of service, emphasizing a significant reduction in time spent on accounting tasks. The director of marketing appreciated their reliability and affordability, leading to improved financial visibility and reduced internal workload. Overall, feedback indicates that CoCountant delivers high-quality financial management services at competitive prices, making them a favorable choice for organizations seeking cost-effective solutions.
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1-800Accountant

4.5 31 reviews
Premier Verified

$1,000+

$100 - $149 / hr

50 - 249

Serves Stockton, United States

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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4 of 4 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

Less than $10,000 (5)

What Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.
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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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George Dimov, CPA

4.8 28 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Serves Stockton, United States

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.

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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
In the last six months, clients have consistently praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One client highlighted the team's thorough audit process that provided actionable insights, while another noted the speed and quality of day-to-day accounting and tax services. Overall sentiment reflects high satisfaction, with clients recommending their services; however, a suggestion for improvement includes the implementation of automated reminders for deadlines.
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12 of 13 Accounting reviews are 5 stars

2 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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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.
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Real estate Advertising & marketing Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services

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More responsive than most other service providers

George Dimov, CPA is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Kevin W. Harper CPA & Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Castro Valley, CA

Services provided

100% Accounting

Founded in 2012, Kevin W. Harper CPA & Associates is an Accounting company. The team provides Accounting and is based in Castro Valley, California.
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Elsberg & Garrett, LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Walnut Creek, CA

Services provided

70% Accounting

30% Business Consulting

Elsberg & Garrett, LLP is an Accounting company. Headquartered in Walnut Creek, California, their team offers Accounting and Business Consulting.
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Featured

What are Featured Providers?

Pacific Accounting & Business Services

4.9 10 reviews
Premier Verified

$1,000+

Undisclosed

1,000 - 9,999

Serves Stockton, United States

Services provided

60% Accounting

25% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services

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

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6 of 7 reviews are 5 stars

6 new reviews for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 7 times in the past 6 months
In the past six months, clients have consistently praised Pacific Accounting & Business Services for their efficiency, timely delivery, and strong communication. For instance, one client noted a significant increase in capacity due to their effective data handling, while another highlighted their attention to detail and ability to adapt to changing needs. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction and noting no significant areas for improvement.
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Industry Experience

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

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Average Project Cost Breakdown

$10,000 to $49,000 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently highlight Pacific Accounting & Business Services' competitive pricing and strong value for money. One client noted that their pricing fit within budget and provided great value for the cost. Another emphasized the reasonable pricing and high-quality service received, stating, "Price. Quality. Timeliness." Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, as multiple reviews mention good value and alignment with budgetary constraints.
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More responsive than most other service providers

Pacific Accounting & Business Services is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

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indinero

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves Stockton, United States

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

indinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.

See all 18 projects
Reviews mention Open to feedback
Clients express a positive sentiment regarding Indinero's openness to feedback, highlighting their responsiveness and effective communication. One client noted, 'They are great at communicating, very responsive to feedback, and everything they do is very high quality.' This indicates a strong commitment to client satisfaction. However, a suggestion for improvement included the development of a mobile app for better access to their services, reflecting a desire for enhanced usability.

Accounting & Bookkeeping for Software Company

5.0 Jan 7, 2025

We 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

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More responsive than most other service providers

indinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

Was this helpful?

2 of 2 Stockton-based reviews are 5 stars

1 Stockton-based review for Accounting in past 6 months

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

Accounting project highlight

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

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

In Oakland, clients commend inDinero for their reliable bookkeeping and tax solutions, emphasizing their attentive listening and problem-solving approach. The team’s timely delivery and deep understanding of complex accounting rules have helped clients maintain financial clarity.
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STEPHAN MUELLER, CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

San Ramon, CA

Services provided

80% Accounting

20% Business Consulting

STEPHAN MUELLER, CPA, an Accounting company, was established in 2011. The firm offers Accounting and Business Consulting.
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Astute

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Pleasanton, CA

Services provided

50% Accounting

50% Business Consulting

Astute 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
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Hui Tax Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sacramento, CA

Services provided

75% Accounting

25% Business Consulting

Hui Tax Consulting is an Accounting company. They are located in Sacramento, California, and their services include Accounting and Business Consulting.
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Asnani CPA Tax & Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hayward, CA

Services provided

100% Accounting

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

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Livermore, CA

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% Business Consulting

Horning Audrey M CPA, a small Accounting company, is headquartered in Livermore, California. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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Calvin Takuma & Co Certified Public Accountant

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sacramento, CA

Services provided

80% Accounting

20% Business Consulting

Calvin 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.
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Patrick & Buzarellos, LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sacramento, CA

Services provided

80% Accounting

20% Business Consulting

Established in 1989, Patrick & Buzarellos, LLP is an Accounting company. Their services include Accounting and Business Consulting.
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K.B. Daniel & Company

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sacramento, CA

Services provided

80% Accounting

20% Business Consulting

K.B. Daniel & Company is an Accounting company. Established in 1988, their team specializes in Accounting and Business Consulting.
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Secure Taxes Incorporated

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hayward, CA

Services provided

100% Accounting

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

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

San Jose, CA

Services provided

80% Accounting

20% Business Consulting

Effectus Group, an Accounting company, was founded in 2013. They offers Accounting and Business Consulting.
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Kimberly J. Perry, CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Newark, CA

Services provided

100% Accounting

Kimberly J. Perry, CPA is an Accounting company. The small Newark, California-based team specializes in Accounting. The company was established in 1982.
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ACTAX

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Jose, CA

Services provided

100% Accounting

ACTAX is an Accounting company. Based in San Jose, California, the agency was established in 2017. Their services include Accounting.
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Silicon Valley Accounting Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Clara, CA

Services provided

100% Accounting

Founded in 2003, Silicon Valley Accounting Solutions is a small Accounting company in Santa Clara, California. Their team provides Accounting.
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Propp Christensen Caniglia LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Roseville, CA

Services provided

100% Accounting

Propp Christensen Caniglia LLP is an Accounting company. The Roseville, California-based agency was launched in 2008. Their team offers Accounting.
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Vista Valuations, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sacramento, CA

Services provided

50% Accounting

50% Business Valuation Services

Vista Valuations, LLC is an Accounting and Business Valuation Services company established in 2006. The agency specializes in Accounting and Business Valuation Services.
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Rossmann, MacDonald & Benetti

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Sacramento, CA

Services provided

75% Accounting

25% Business Consulting

Founded in 1956, Rossmann, MacDonald & Benetti, a small Accounting company, is headquartered in Sacramento, California. Their team offers Accounting and Business Consulting.
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Randall D. Epling E.A.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hayward, CA

Services provided

100% Accounting

Randall D. Epling E.A. Is a small Accounting company. Established in 1993, the team focuses on Accounting.
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Osborne Accountancy Corporation

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Davis, CA

Services provided

100% Accounting

Osborne Accountancy Corporation is a small Accounting company. Established in 2008, the team offers Accounting.
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Petrinovich Pugh & Company, LLP

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

San Jose, CA

Services provided

80% Accounting

20% Business Consulting

Petrinovich Pugh & Company, LLP is an Accounting company. Based in San Jose, California, their team provides Accounting and Business Consulting.
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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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1 of 2 reviews are 5 stars

2 new reviews for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of Finvisor indicate a strong overall sentiment of satisfaction among clients. The CEO of Deskpass praised their responsive service and ability to handle complex financial tasks, noting, "They helped guide us from our Series A through acquisition with flawless financial reporting." Similarly, the CEO of Suggestic AI highlighted their professionalism and timely delivery, stating, "I couldn't operate our company as well as I do without them." Overall, clients appreciate the expertise and supportive culture of Finvisor.
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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 Stockton-based review is 5 stars

1 Stockton-based review for Accounting in past 6 months

Unknown avg. project cost for Accounting services in Stockton

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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Review Rating from Stockton Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

In San Francisco, Finvisor is recognized for delivering comprehensive financial services, including modeling, revenue cycle management, and reporting. Clients highlight their punctuality, expertise, and the positive impact on business performance and stakeholder confidence.
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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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Maksim Consultant Group

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Sacramento, CA

Services provided

20% Accounting

20% Business Consulting

20% Compliance Consulting +2 services

20% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning

Maksim Consultant Group is a Business Consulting company launched in 2000. The agency offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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tempCFO, Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Jose, CA

Services provided

80% Accounting

20% Business Consulting

TempCFO, Inc. Is an Accounting company. The small San Jose, California-based team focuses on Accounting and Business Consulting. The company was launched in 1999.
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Grant & Smith, LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Oakland, CA

Services provided

100% Accounting

Launched in 1975, Grant & Smith, LLP is a small Accounting company. Their services include Accounting.
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Carothers and Associates, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Roseville, CA

Services provided

100% Accounting

Carothers and Associates, Inc., an Accounting company, is headquartered in Roseville, California. Their services include Accounting.
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Johanson & Yau

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Jose, CA

Services provided

80% Accounting

20% Business Consulting

Johanson & Yau is an Accounting company. Launched in 1979, the company is in San Jose, California. Their team offers Accounting and Business Consulting.
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Sun & Associates CPA - Hayward

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hayward, CA

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

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

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Roseville, CA

Services provided

100% Accounting

Certent, Inc. Is a Roseville, California-based Accounting company. Founded in 2002, the team offers Accounting.
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SFBay Financial

5.0 2 reviews

$1,000+

$100 - $149 / hr

10 - 49

San Francisco, CA

Services provided

100% Accounting

SFBay Financial is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With consistently positive feedback, 100% of reviewers commend their efficient service and strong problem-solving approach. Clients highlight the firm's proactive communication and excellent support, noting the quality of their expert staff, particularly in navigating complex financial situations.

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

Accounting Services for Non-Profit Organization

5.0 Aug 3, 2021

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

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

Nonprofit Business services

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Canada (1) United States (1)

Review Rating from Stockton Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

4.5

Willing to Refer

5.0

Reviewers in San Francisco commend SFBay Financial for their reliable bookkeeping, quick communication, and tailored financial solutions. Their expertise in PPP loans and payroll credits has been instrumental in helping local small businesses navigate complex financial challenges.
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BTB Financials

3.5 1 review

Undisclosed

Undisclosed

2 - 9

Elk Grove, CA

Services provided

25% Accounting

25% Commercial Financing

25% Financial Advising & Planning +1 service

25% Insurance Services & Brokers

BTB 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.

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Elk Grove, CA

9381 E Stockton Blvd, Suite 214
Elk Grove, CA 95624
6 - 9

(916) 234-7710

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Allex Tax Planning

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Folsom, CA

Services provided

100% Accounting

Allex Tax Planning is a small Accounting company. They focus on Accounting and were founded in 2018.
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Global Mobility Tax, LLP

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

San Jose, CA

Services provided

100% Accounting

Established in 2003, Global Mobility Tax, LLP, a midsize Accounting company, is located in San Jose, California. Their services include Accounting.
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Robert Lee & Associates, LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Jose, CA

Services provided

80% Accounting

20% Business Consulting

Robert Lee & Associates, LLP is an Accounting company. The San Jose, California-based company was established in 2009. Their team offers Accounting and Business Consulting.
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Books & Taxes

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hayward, CA

Services provided

100% Accounting

Launched in 2001, Books & Taxes is a small Accounting company. Their team provides Accounting.
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Eva Smith and Associates, EA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hayward, CA

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Accounting company Eva Smith and Associates, EA offers Accounting and Business Consulting. They are headquartered in Hayward, California.
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Yoder & Co., CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sacramento, CA

Services provided

80% Accounting

20% Business Consulting

Established in 1975, Yoder & Co., CPA, a small Accounting company, is located in Sacramento, California. Their services include Accounting and Business Consulting.
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Detinne CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Carmichael, CA

Services provided

75% Accounting

25% Business Consulting

Detinne CPA is a Carmichael, California-based Accounting company. Founded in 2010, the team provides Accounting and Business Consulting.
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Connor Group

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Santa Clara, CA

Services provided

60% Accounting

20% Business Consulting

10% Finance & Accounting Outsourcing (FAO) +1 service

10% Staffing

Connor Group is an Accounting company. Their team is headquartered in Santa Clara, California and provides Accounting and Business Consulting.
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AP | GROUP | INC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Folsom, CA

Services provided

80% Accounting

20% Commercial Development

AP | GROUP | INC is an Accounting company launched in 2016. The team specializes in Accounting and Commercial Development and is located in Folsom, California.
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Suarez-Stone Tax Service

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hayward, CA

Services provided

90% Accounting

10% Business Consulting

Founded in 2001, Suarez-Stone Tax Service is an Accounting company. Their team specializes in Accounting and Business Consulting.
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Weston and Tuttle

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Cameron Park, CA

Services provided

100% Accounting

Established in 1998, Weston and Tuttle is an Accounting company. The agency offers Accounting, and is small.
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KNR Services Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Jose, CA

Services provided

100% Accounting

KNR Services Inc. Is a San Jose, California-based Accounting company. They provide Accounting.
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Tax Magic Incorporated

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hayward, CA

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Tax Magic Incorporated is an Accounting company established in 2002. Headquartered in Hayward, California, the team provides Accounting and Business Consulting.
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The Henry Levy Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Oakland, CA

Services provided

100% Accounting

The Henry Levy Group is an Accounting company. They are in Oakland, California. Their team offers Accounting.
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Tower Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Jose, CA

Services provided

100% Accounting

Tower Accounting is a small San Jose, California-based Accounting company. The team specializes in Accounting.
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Better Bookkeepers - Vacaville

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Vacaville, CA

Services provided

70% Accounting

30% Business Consulting

Accounting company Better Bookkeepers - Vacaville is based in Vacaville, California. The team provides Accounting and Business Consulting.
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Mowat Mackie & Anderson LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Oakland, CA

Services provided

70% Accounting

30% Business Consulting

Mowat Mackie & Anderson LLP, an Accounting company, offers Accounting and Business Consulting. The firm is located in Oakland, California.
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Wong Ewers LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Jose, CA

Services provided

90% Accounting

10% Business Consulting

Wong Ewers LLP, a small Accounting company, is based in San Jose, California. Their services include Accounting and Business Consulting.
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