SFBay Financial

Simplifying Finances, Empowering Growth
44 Montgomery St, Suite 1308, San Francisco, California 94104, United States
https://www.sfbayfinancial.com
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SFBay Financial Overview

Number of Employees
Under 49
Minimal Budget
$1,000 - $10,000
Average Hourly Rate
$149/hr
Year Founded
2005

SFBay Financial specializes in delivering personalized financial services that support businesses of all sizes, from sole proprietors to VC-backed startups and large corporations. With a focus on accurate financial reporting and strategic development planning, they empower clients to make informed decisions and maintain healthy, scalable business models. Their network of partnerships with financial institutions further enhances their ability to address diverse financial needs.

The firms client-centric approach ensures minimal effort on the clients part by streamlining financial processes and customizing methods to suit unique business requirements. SFBay Financial prioritizes clear, approachable communication, making financial information accessible and actionable for day-to-day operations.

Dedicated to superior customer service, SFBay Financial is attentive and responsive to client needs, relieving the stress of accounting and transforming financials into powerful tools for growth. Their thoughtful and reliable support has made them a trusted partner for businesses throughout the Bay Area.

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SFBay Financial Services

SFBay Financial Reviews


Reviews from Google Maps are available on this profile.
We have been with SFBay Financial since 2017. Right from the start it was a good fit. Like all business relationships, there have been ups and downs. What makes them great is that when there is an issue, we are fully supported until it is resolved. A rare quality to find in any situation. "
Kumiko Furukawa's Review Sourced from Google
Top notch! I should've switched over earlier! Expert, communicative, friendly, fast, flexible, cost-effective... this outift is the complete package. Lydia (and Josh), in particular, deserve extra high marks for quickly onboarding us, identifying and addressing multiple existing issues, and for improving our books overall. Very pleased so far! "
Craig Boon's Review Sourced from Google
I'm a small business owner and have been working with SFBay Financial for around six months and they have been incredible! Brian and Mishari helped to completely update and streamline our bookkeeping system in a comprehensive way that saves us so much time. They have also made great suggestions regarding updating our payroll services, ensured we are always in compliance with state requirements etc and found ways for us to save money as a small business. They really know how to cater to your unique business and meet you where you're at, and have been professional, attentive and so easy to communicate with. The pricing also seems very fair for the services they are providing. Cannot say enough good things about this company and I would highly recommend them to any small business owner looking for an outstanding service! "
Maralisa Simmons-Cook's Review Sourced from Google
I have used SF Bay Financial for over a year now and they have provided outstanding service at a a fair price.I cannot say enough about Sarah Marsh, our bookkeeper, and the entire accounting team that backs her up. The company is very careful to get to know your needs and match you with an experienced professional. I am happy to say a friend with a small business asked for a referral and I didn’t hesitate to recommend SF Bay Financial. She is now a client. The company is thorough and they get the work we need done on time.They also easily tailor reports to your needs- a full service company that has made my work running a company much easier. "
Janet Clyde's Review Sourced from Google
I have worked with SFBay Financial for several years and have had nothing but positive experiences from the every day book keeping to an IRS audit that they assisted in helping me get organized for. Anne-Marie is a superstar and I appreciate her assistance in the course of running my real estate business very much. Thanks for all of your diligence and hard work SFBay Financial and Anne-Marie!! "
Brian Garrett's Review Sourced from Google

SFBay Financial Clients

Fathom
GUSTO
carta