Guiding Growth In Your Business

Since 2005, SFBay Financial has been providing financial services to businesses in San Francisco and the Greater Bay Area. In that time, we have performed everything from basic bookkeeping services for sole enterprises to controller level activities for multimillion dollar corporations and VC-backed Tech startups.

Currently, we are involved mainly in business development and helping young entrepreneurs start their own companies and follow their dreams.

 
$1,000+
 
$100 - $149 / hr
 
10 - 49
 Founded
2005
Show all +
San Francisco, CA
headquarters
  • 44 Montgomery St, Suite 1308
    San Francisco, CA 94104
    United States

Reviews

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Accounting & Tax Services for Video Company

"It's so awesome working with SFBay Financial."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Confidential
 
Jan. 2019 - Ongoing
Project summary: 

SFBay Financial provides accounting services including bookkeeping, tax preparation, and financial consulting.

The Reviewer
 
1-10 Employees
 
Montreal, Canada
Ivan Andrianko
Owner & Executive Producer, RocketWheel Videos
 
Verified
The Review
Feedback summary: 

SFBay Financial is doing an excellent job with their tax services and has not received any negative feedback. They keep the client updated on any problem well in advance and keep them informed with important things. Consistently providing great support, they've made for an ongoing relationship.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the executive video producer at RocketWheel Videos.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SFBay Financial?

They were hired to provide accounting services.

SOLUTION

What was the scope of their involvement?

They provide both bookkeeping and tax preparation. They also help with any tasks related to accounting. For instance, when I was looking for a CPA that would handle a Canadian foreign business owner that owns a US company, which is a special kind of tax, they advised me on how to get somebody that specializes in different tax circumstances that aren’t as common.

What is the team composition?

We work with an accountant and one other person.

How did you come to work with SFBay Financial?

When I bought the company, they were already the accounting service the company used.

What is the status of this engagement?

I began working with them in January 2019, but they were already with the company when I started. The relationship is currently ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

We’re happy with their services and haven’t had any tax problems. Nothing bad happens, so that means they’re doing a good job.

How did SFBay Financial perform from a project management standpoint?

They’re great. Whenever there is a problem, they always let me know well in advance and keep me informed on important things.

What did you find most impressive about them?

I like how their firm is managed. They give a lot of great support. It's so awesome working with SFBay Financial.

Are there any areas they could improve?

No, I can’t think of anything.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer