February 2021

In Fadi, we see the convergence of two worlds – the precision of auditing and the freedom of the great outdoors. This balance makes him not just an asset to his profession but also an inspiration to those around him. Yet, there’s another side to Fadi, one that’s far removed from balance sheets and ledgers.

• It assists clients with their tax preparation, financial report, tax return, and business accounting.
• In stage four, the final step of  the business lifecycle may include services such as compensation planning, legacy planning, exit strategies, and risk management and internal controls.
• The firm audits, reviews, and compiles financial statements for small and larger businesses and conducts bookkeeping services.
• As an Enrolled Agent, they are bound by the IRS’s ethical standards and regulations of professional behavior.
• In addition, the company communicates with clients through web conferencing tools, phone, and email.
• Irrespective of your industry, we understand and address your organization’s unique challenges and intricacies.

RINA Accountants & Advisors is a San Francisco accounting firm that supports individuals, businesses, real estate ventures, and nonprofit organizations. Its team of certified public accountants provides financial statement services, bookkeeping, payroll services, and forecasts and projections. It also offers business plan consulting, tax strategy consulting, retirement income planning, and trust and estate planning.

San Francisco

The seeds of her professional foundation were sown during her internships with esteemed firms, Moss Levy & Hartzheim LLP and Deloitte. These experiences imbued her with a nuanced understanding of the audit and accounting world, preparing her for the challenges ahead. Represented below are factors leading to the selection of Shea Labagh Dobberstein as one of 2017’s top 12 accounting firms in San Francisco. Represented below are factors leading to the selection of Seiler as one of 2017’s top 12 accounting firms in San Francisco. The company employs more than 80 professional staff members, and many of the employees holding leadership roles at the firm were, at one point, partners and managers at Big 4 accounting and financial firms.

As the face and voice of our firm, Stephanie’s warm and welcoming presence ensures each visitor or caller feels valued and attended to from the moment they engage with us. Hailing from the Central Valley, Seth’s odyssey took him to Wisconsin post-college, where he earned his CPA credentials. This achievement was soon followed by procuring his CPA license in California. His quest for excellence led him to the vibrant Bay Area, contributing his prowess to renowned firms such as BPM and Elsberg & Garrett in Walnut Creek. Alongside a Bachelor’s of Science in Business Administration, Seth is on the cusp of adding a Master’s of Science in Taxation to his academic achievements this coming August.

Best SF Accountants / Accounting Firms To Set 2021/22 Financials

Additionally, it also offers audit representation, valuation services, and CA certifications for home buyers and apartment renters. In business for more than a decade, Dimov Tax has served clients in the retail, biotech, M&A consulting, technology, and real estate industries. The experts at KB Financial Advisors combine financial advisory services with tax prep and tax planning to maximize the money you save on your taxes each year.

Their adventures range from camping under the stars to the adrenaline rush of soccer. Weekends are special, with hikes up Mount Diablo, soaking in the panoramic views of the Bay area and the mesmerizing cityscape of San Francisco. And if you ever come across breathtaking drone shots capturing the beauty of nature, chances are, they were taken by Fadi, the auditor with an eye for beauty. He is the bridge between numbers and bookkeeping san francisco narratives, the beacon guiding the ship through stormy seas of data, and the strategic compass pointing the way forward. With an engineer’s precision and an analyst’s insight, Wyatt is redefining the paradigm of operations at SD Mayer. His prowess in analyzing intricate data streams and turning them into actionable intelligence has paved the way for the firm to enhance its productivity and revenue streams significantly.

Accounting Consulting Firm in San Francisco

It also works with clients in estate and trust tax preparation, litigation support, IRS audits, and retirement planning. Leading the firm is Stan Pollock, who conducts continuing education courses in accounting and taxation for other professionals. James J. McHale, CPA/PFS, is a family-owned accounting firm that serves San Francisco and the nearby areas.

As he continues to shape the world of finance and wealth management in the Bay Area, Dan’s legacy will be remembered not just for his financial brilliance but also for his commitment to building genuine human connections. In Dan, the world sees a testament to the idea that finance, when married to empathy, can indeed be a force for good. In the world of finance and wealth management, few names resonate as harmoniously as Dan’s. With a legacy spanning over three decades in the heart of the San Francisco Bay Area’s finance realm, he stands as a beacon for expertise and human-centric leadership.

In the provision of Accounting Services CPA firms live up to their name in terms of professional conduct. Accounting firms will stipulate clearly the terms and conditions for providing accounting services; any jargon and complex clauses in Accounting principles will be thoroughly explained to a client. You can conveniently outsource your daily bookkeeping tasks to Safe Harbor LLP. The company’s bookkeepers are equally QuickBooks experts and will accurately handle your files. Safe Harbor LLP works with diverse industries, including non-profit organizations, small businesses, and tech firms. Also, the company offers Stride Vista, a dynamic business intelligence platform.

You can rely on Anne Liang, CPA to guarantee that your personal or company operations are carried out in a manner that ensures the integrity of your finances. Seth, an accomplished accounting professional, became a pivotal part of our firm in 2022. His extensive accounting journey of two decades is characterized by a rich tapestry of industry engagements ranging from real estate, wineries, breweries, law firms, medical groups, to restaurants and retail establishments. Moreover, Seth’s client portfolio is diverse, catering to both individuals and closely-held businesses, demonstrating his versatility and depth of expertise. You might consider a range of factors when choosing from the accounting firms in the Bay Area — industry expertise, range of services, pricing and communication can all play into your decision. It’s essential to find a firm that understands your unique needs and can provide tailored solutions to help you achieve your goals.