SFBay Financial

Specialties

It is our goal at SFBay Financial to ensure that your financial needs are taken care of with minimal effort on your part.

Through our offering of personalized strategic business development and network of preferred partnerships with other financial institutions, we have grown into a full service firm that can assist with any and all business needs.

We offer scaled solutions and customized service to all our clients including:

Bookkeeping, Bookkeeping Services, Payroll, Accounting, Financial Services, Controller Services, Billpay, Quickbooks, Financial Controls, Custom Financial Systems, CFO Services, Business Plans, Burnrate analysis, Breakeven Forecasts, Budgets, Cash Flow Plans, Business Development, & Monthly Financial Reporting, and more.

History

Established in 2005.

For almost a decade, we have been providing financial services to businesses in San Francisco and the Greater Bay Area.

In that time, we have performed everything from basic bookkeeping services for sole enterprises and mom and pop shops to controller level activities for multimillion dollar corporations and VC-​backed Tech startups, and everything in-​between.

Currently, we are involved mainly in business development and helping young entrepreneurs start their own companies and follow their dreams. With our vast background in marketing, finance, and general business principles — we take pride in coaching and mentoring many new startup companies in the Bay Area.