San Francisco Tax & Financial Services

Need accurate bookkeeping, tax planning, or certified financials in California?

San Francisco is a global hub for innovation, but it also carries some of the most complex local tax requirements in the country—including the city’s unique Gross Receipts Tax. These top-tier CPA firms, accounting specialists, and audit advisors help SF founders stay compliant, investor-ready, and financially organized.

Accounting (CPA) Specialists

Gillingham CPA

A specialized SF boutique with deep roots in the city’s tech scene. They focus specifically on “boot-strapped” startups and pre-Series A ventures, offering expert guidance on stock option compensation and complex equity structures that are standard in the Bay Area

Great for: Early-stage founders, employees with stock options, and entrepreneurs seeking personalized, practical tax consulting.

Asnani CPA & Accounting

A highly-regarded Bay Area firm that specializes in “outsourced accounting” for startups and small businesses. They go beyond basic filing to provide proactive tax reduction planning, GAAP implementation, and budget analysis designed to make companies stand out to VCs and Angels.

Great for: Tech startups, 1099 contractors, and owner-managed businesses seeking a “CFO-level” advisory relationship.

Basta & Company

A San Francisco-based firm focused on maximizing profitability for small and medium-sized businesses. They specialize in fractional CFO services and proactive tax strategy, helping local founders navigate the “red tape” of SF city compliance while minimizing tax liabilities.

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Great for: Scaling small businesses, family-owned companies, and founders needing part-time virtual CFO leadership.

Audit Specialists

SD Mayer & Associates

A premier San Francisco firm that offers personalized audit and advisory services specifically for small to mid-sized organizations (up to 1,000 employees). They excel in providing financial statement audits and risk assessments that satisfy lenders, investors, and regulatory bodies.

Great for: Established private companies, non-profits, and businesses requiring GAAP-compliant audits for banking or investment

Hood & Strong LLP

Established in 1917, Hood & Strong is one of the oldest and most respected audit firms in San Francisco. They provide a high-touch, rigorous audit process that focuses on internal controls and fiscal transparency for both non-profits and private enterprises.

Great for: Educational institutions, non-profits, and multi-generational family businesses requiring deep regional audit expertise.

EisnerAmper 

(Note: Using their SF Financial District team) This national powerhouse leverages a massive professional network to provide specialized audit and assurance for SF-based sophisticated financial institutions and entrepreneurial ventures across diverse industries.

Great for: High-stakes financial institutions, startups preparing for significant exits, and global public companies

Looking for personalized tax planning or certified financials in San Francisco?
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San Francisco Accounting & Audit FAQ

Business financial services in the San Francisco region reflect the city’s status as a premium global market:

  • Hourly Rates: Expect to pay between $300 and $550+ for experienced CPAs, especially those specializing in tech and venture capital.

  • Flat Fees: Many local boutiques and tech-enabled firms (like Pilot) offer fixed-price monthly packages for bookkeeping and tax, providing budget predictability.

  • Audit Pricing: Audits are typically priced by the scope and complexity of the business; given the high level of regulation in California, these are a necessary investment for companies seeking institutional capital.

  • Retainers: Standard for fractional CFO services or ongoing high-level advisory work.

 

Audits are typically required when a business is pursuing lender-backed financing, government grants, nonprofit status, or investor funding. In some cases, a financial review or compilation may satisfy lender requirements without the cost of a full audit.

  • How often will we meet and review financials?

  • What software systems do you recommend?

  • How do you support businesses during tax season?

  • What parts of my business pose potential compliance risks?