THE BEST 10 Bookkeepers in SAN FRANCISCO BAY AREA, CA Last Updated May 2024

bookkeeping san francisco

A self-confessed foodie, Joe loves exploring the myriad gastronomic delights the City offers, always on the hunt for the next best restaurant. She’s not just our Front Desk & Administrative Assistant; she’s the pulse of our operations and the embodiment of our firm’s commitment to stellar client service. 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.


Tax season was fast approaching, and I needed to get my taxes done ASAP for my school FAFSA form. I saw their office while crossing 12th Ave. and thought I would stop in and see what they could do for me.  I went in and spoke with Chun Wong. Chun was very helpful and polite, and willing to work with me to get my taxes processed and filed. Safe Harbor got my taxes done quickly (I think it was two days later I was picking them up).

Seth Calhoun, CPA

RINA, founded in 1946, provides a comprehensive range of accounting and consulting services through 80 skilled experts across four sites in Northern California. RINA’s CPAs and employees provide services to closely-held businesses and their owners, high net worth individuals and families, as well as a variety of not-for-profit organizations and private foundations. They are invested in their clients’ success and are committed to learning about their businesses and processes, as well as their fields, in order to provide them with customized and creative solutions. RINA aids its clients in achieving their financial objectives by providing prompt, attentive, and proactive services. CBIZ SLD is one of the Bay Area’s most reputable and long-standing accounting companies, offering a comprehensive range of professional accounting, tax, and consulting services. CBIZ SLD delivers accessible expertise with locations in San Francisco, San Mateo, and Walnut Creek.

Green Valley Tax Services

From fresh recruits to seasoned professionals, clients to partners, Dan’s approach is consistently genuine and heartfelt. He isn’t just a financial expert; he’s a guide, a mentor, and often, a friend. But what truly sets Dan apart isn’t just his extensive experience or knowledge. It’s his rare blend of technical prowess combined with an innate ability to connect. In an industry that can often be perceived as cold or purely transactional, Dan infuses warmth. His financial acumen isn’t just about money; it’s about dreams, hopes, and aspirations.

  • As one of the most reputable San Francisco accounting firms, we’ve been serving clients in the Bay Area and beyond for many years.
  • Ghirardo CPA is a full-service accounting, tax, and business firm based in Novato that has served the area for more than 30 years.
  • Her journey started as a bookkeeper with a San Francisco-based company, where for three years she did more than just balance books.
  • In the dynamic landscape of human resources, few professionals bring as rich and varied an experience as Jill.
  • These services can range from monthly accounting, GAAP audit/GAAP compliance, and chart of accounts review, among a slew of other services.

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. Outside of her professional life, Jamie is an empty nester and a proud mother to an active college student. She cherishes spending quality time with her family and friends, sharing meals, and exploring local sites, attractions, and nature. Jamie’s love for the outdoors and her community often sees her discovering new places and experiences.

  • Boasting over a decade of experience in public accounting, Angelica stands out as a seasoned tax expert within our team.
  • Away from the numbers and financial statements, Robby’s life is equally vibrant.
  • By gracing the boards of multiple non-profit and membership organizations, Vicki has consistently showcased her dedication to making a difference.
  • They offer free consultation and analysis of client’s current financial situation.
  • But beyond these tasks, Bhonie is the go-to for a myriad of administrative responsibilities that keep the operations running smoothly.
  • Leading the firm is Stan Pollock, who conducts continuing education courses in accounting and taxation for other professionals.
  • Also, as someone not terribly tax savvy, I did not feel as though I was being talked down to, which was important to me.

We scored San Francisco Bookkeeping Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best. Adobe says the feature is up to the task, regardless of how complex of a background the object is set against. While our clients come from all over the city, state and country, our home base is in the city of innovation and entrepreneurship—San Francisco. As an alumna of prestigious institutions like Georgetown University and the University of San Francisco, Vicki’s educational credentials are undoubtedly impressive. But it’s her association with Leadership San Francisco and the Culinary Institute of America’s Enthusiast Program that adds a unique flavor to her profile, showcasing her multifaceted interests and pursuits. In Fadi, we see the convergence of two worlds — the precision of auditing and the freedom of the great outdoors.

Bay’s Best Bookkeeping Expert

In 2016, he found his way back to a familiar face, Steve Mayer at SD Mayer, both of whom had once been the torchbearers at Coopers & Lybrand. This reunion wasn’t just a professional merger; it was a full-circle moment that underlined the very essence of Noel’s journey. Taking bookkeeping san francisco the lessons and experiences from Coopers & Lybrand, Noel ventured into the world of entrepreneurship. Joining forces with the brilliant minds of Tony Pohl and Mike Berg, the trio gave birth to Pohl, McNabola Berg & Co., a testament to their combined vision and drive.

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From drafting engagement letters that set the tone and expectations for the firm’s services, to the critical task of mailing tax planners which help clients anticipate their tax obligations, Bhonie’s role is pivotal. His meticulous approach ensures tax returns are pre-populated efficiently, streamlining the process for both the firm and its clients. Jamie’s professional journey is characterized by a diverse background that spans finance and law, providing her with a unique perspective that she leverages to address the complex needs of the managing partner’s office. Her problem-solving abilities and proactive approach to challenges make her a central figure in the firm’s operations. Irrespective of your industry, we understand and address your organization’s unique challenges and intricacies.

Discover Our Range of Financial Services

bookkeeping san francisco

Her contributions to our tax department and the broader accounting community are invaluable, and her future endeavors are anticipated with great enthusiasm. 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. Her responsibilities didn’t stop there; April was also the go-to person for a plethora of general office duties.

Beginning with the prestigious KPMG, where the pillars of finance and auditing are held to the highest standards, he honed his foundational skills. This foundation led him to global giants such as Nokia, where he grappled with the intricacies of international finance and operations. His stint at the New York Life Insurance Company and Eagle Strategies further enriched his proficiency, driving him deeper into the realms of wealth management and insurance intricacies. Holding a Bachelor’s degree in Accounting from Cal Poly SLO, Kelly combines her academic grounding with practical insights, ensuring her clients receive top-tier audit services.

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