SFBay Financial

Running a consulting business is already a lot of work, and having a trusted accounting partner is key in making sure the numbers add up at the end of the day. SFBay Financial has taken really good care of my accounting needs, they’ve helped streamline the whole process so I can manage everything with a few clicks, and on top of that they are always prompt and ready to help.

I was introduced to SFBay Financial via a trusted mentor of mine a few years ago. Our previous bookkeeper wasn’t a good fit for our needs and things were falling thru the cracks (late bill payments, payroll issues etc). We were playing catch up. As you can imagine, launching and running a business is already stressful enough, the last thing we needed was the wrong person handling our finances, and I and my biz partner realized that neither of us were truly qualified to take on that responsibility. We needed someone who could not only manage our bookkeeping, but could advise us on best tips and practices to help scale our business for growth.
After our first meeting with SFBay, we felt truly at ease. They cleaned up our old books, set up our financial system that we still use today, advise us on best tips and practices and stay on top of things so that we don’t have to worry about it and can focus on growth and development. The staff is very easy to communicate with and I never feel patronized or talked down to. I was excited to hear the firm has moved to Oakland as there are so many businesses similar to mine that could benefit from their services and expertise. Hands down one of the best business decisions I’ve ever made and I have made it a point to recommend to others (and now you!).

i’ve been working with Matt and SFBay Financial for years now, and everyone i’ve worked with is intelligent, helpful, and down to earth. they are so easy to work with, and i have complete faith that my books are being handled correctly. they’re fast and efficient, and always one step ahead of me. another bonus is that they are always around when i need them — whenever i have a question, they get back to me immediately. plus, it helps that everyone i’ve dealt with has an awesome sense of humor. laughing while discussing bookkeeping, who’d have thought?!
very pleased with this service. i’ve already recommend another business owning friend, and have heard only good things too!

These guys have been such an asset to the growth of my business. They handle all my bookkeeping tasks, and relay me the info in a way that I can actually use. This has allowed me to focus on the things I’m actually good at (ie, NOT numbers/​financials). Everyone I’ve worked with is super friendly, and consistently goes above and beyond to make sure I’m well taken care of.