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 completed an accounting and tax services project for RocketWheel Videos. The firm was hired to provide both bookkeeping and tax preparation services, along with any other tasks related to accounting. The team, consisting of an accountant and one other member, advised the client on how to handle a special kind of tax for a Canadian foreign business owner that owns a US company. The executive video producer of RocketWheel Videos started working with SFBay Financial in January 2019 and the relationship is still ongoing.
SFBay Financial was hired by a non-profit organization to provide ongoing accounting services and clean up past mistakes made by a previous accounting firm. The client chose SFBay Financial based on a recommendation from a friend and the firm's ability to meet their goals. The engagement involved discussing the client's accounting needs and formulating a plan that fit their budget. The client primarily worked with a day-to-day bookkeeper, but other staff were readily available to answer more complex questions and resolve issues. The client praised Sarah, their primary contact, as the best accountant/bookkeeper they have ever worked with.