SFBay Financial
visit site- $1,000+
- 10 - 49 employees
- San Francisco, CA
SFBay Financial is a financial services provider based in San Fransisco. They were founded in 2005 and have a team of under 15 employees. Their services split across financial accounting, tax preparation, and bookkeeping.
Client Insights
Industry Expertise
20%
20%
20%
10%
10%
10%
10%
Client Size Distribution
Small Business (<$10M) 35%
Midmarket ($10M - $1B) 30%
Enterprise (>$1B) 35%
Common Project Size
<$10K 1 project
Clients
- Alchemist Bar
Highlights from Recent Projects
SFBay Financial was engaged by RocketWheel Videos to perform accounting services. They assumed responsibility for both bookkeeping and tax preparation tasks, and also offered advice on navigating complex tax situations, such as handling a Canadian foreign business owner that owns a US company. The firm began working with the video company in January 2019 and the relationship continues to date. The client commends SFBay Financial for their expert knowledge in different tax circumstances and their ability to provide effective solutions.
In another project, SFBay Financial provided ongoing accounting services for a non-profit organization. The company was hired to correct past mistakes made by a previous accounting firm. The selection of SFBay Financial was based on a recommendation and their capacity to meet the client's goals. The engagement was characterized by easy setup, and the establishment of a plan that was tailored to the client's budget and needs. Billing was done on an hourly basis. The client praised the SFBay Financial team, especially Sarah, their primary contact, for their promptness in responding to complex inquiries and resolving issues.