SF Bay 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!).

Working with SF Bay Financial has been a fantastic, headache-​free process from day one. They helped me get my books and accounting into stellar shape when I had come in at my wits end. The team there was professional, accurate, and quick to turnaround my project and give me the results I had asked for. I know every month that my finances are in good hands and that they help me through any questions, processes, or problems I am having in understanding the Accounting process. I don’t think I’d be where I am today without their guidance and specialization of services. I’d recommend them to anyone seeking stellar accounting services. They also happen to be a friendly and fun group of people who make accounting more interesting and fun for us non-​accounting geared folks.

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!

Best service at reasonable fees. Scott and his team go the extra mile and really care about serving their clients. I highly recommend SF Bay Financial for your bookkeeping/​accounting needs!

I have been a client of SF Bay Financial for over a year and I am a very happy. They have cleaned up the mess I had going on and are always so patient with me. Lilly, who is my account specialist, came to my salon when my printer was down so I would not miss a deadline.
I would not hesitate to send anyone one to them.
Thanks SF Bay — you guys rock!

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.

Our restaurant has been working with SF Bay Financial since 2012 and we are very pleased with the professional work they do each and every week.
Matt Powell initially came into our business and did a full review, took the time to ask plenty of questions and discuss options for streamlining processes.
Matt provided a proposal of services and showed how the cost /​benefit made sense, he was right, it has!
Our Account specialist, Jason, is really part of the team, our staff know him 1 on 1 and he answers all their questions with patience and clarity.
SF Bay Financial is an excellent company that follows through on their commitments and I can honestly say … it’s a pleasure to work with them.
Mark Nagle, Partner, SFPub Company

SF Bay Financial has done a superb job of getting my company’s books in order.
If you are looking for a solid bookkeeping company, give SF Bay Financial a call. You will be very glad that you did!

There are very few services that I would unequivocally recommend to other companies; one of them is SFBay Financial. As a startup founder, there are a hundred things on my plate to do every day, and it has been such a relief to work with a team this effective, efficient, and genuinely helpful. To say they go the extra mile is an understatement — they have blown me away by their continued attentiveness and level of service.
Brett van Zuiden, Founder and CEO,

I’ve been using Matt Powell and his ace team for a decade or so to help me run my business. I consider them an essential part of my operation, and rely on them for much more than just running the payroll and keeping the books straight.
You won’t go wrong here.

SFBay is simply an outstanding bookkeeping firm. I hired SFBay before I opened my bar so they could get my books in line and get me set up before I opened. Since then they have really taken the pain of book keeping out of my life. That in itself is priceless. Matt and the team at SFbay are awesome to work with. If you’re in need of a book keeping service, SFBay will not let you down!

I can’t say enough good things about SF Bay Financial. They are a growing bookeeping company that has been handling the record keeping, payroll and tax reporting for two of my companies for over six years. Matt is a very friendly, responsive and customer-​oriented owner who hires excellent people to work for him. The company is particularly adept at working with startups. Their rates are always reasonable and the hours estimates seem to be always exactly what I think they should be. I’m a very happy camper.

Looking for bookkeeping services in San Francisco? Look no further. You just found the best. Congratulations.
SFBay Financial has worked with my company since the beginning of 2013. They are a real company with a real office and real employees. They are not just one guy who works out of his home (like my last bookkeeper). They are legit.
The team is attentive, friendly, responsive and knowledgeable. They are great people; very professional and personable. You would never know that they are bookkeepers, other than the fact that they perform pure magic with your accounting system.
I have given them access to my payroll system and Quickbooks because they have earned my trust. As an insanely busy business owner, they have taken a lot off of my plate and continue to make great suggestions and recommendations as to how I can work smarter with my accounting requirements, and reduce the time so I can focus on other parts of my business.
I plan to work with them for many, many years to come.

I am thoroughly impressed with the service I get from these guys. Not only are they responsive, they’re efficient, awesome to work with and reasonably priced. How much better can it get?
I interviewed this team not too long ago after deciding that it was time to change accounting services. I brought them in and after 10 minutes, we knew these guys were a fit.
Matt came in was up front about everything. This is a no frills kind of place and with the rates they are offering, you get a damn steal if you ask me. I did a reference check and they passed with flying colors.
I’ve been working with them now for a few months and I am more and more impressed. They cleaned up my books, kept me up to date on everything and were very careful to notify me if they felt we would go over estimated hours.
They are incredibly thorough, very easy to work with and super responsive. They are willing to do as little or as much as you need them to and it’s great. I completely trust them and even with that, they are always on top of any changes and will notify me if anything looks ‘odd/​off’. To me it means they are fully paying attention to the books and it’s great. It’s almost like having an accounting team working for me full time. The kind of attention I get from these guys is incredible. I can’t say enough good things about them.
So far, I’ve worked with Matt, Jon and Jordan.
Matt and Jon did the initial leg work and handed off my account to Jordan and I’ve been working with her ever since.
If you want a team you can trust to be upfront, honest and efficient, SF Bay is your team.
5 stars all the way!

This is my home team when it comes to financial services, bookkeeping, and all things Financial — SF Bay Financial has been providing top notch services for me and my entrie business team. As I’ve grown, so have they. Before I started working with Matt and Jose, my finances were — well — messy.
They helped get all my books in order, gave me solid business advice, and got me into a place of financial success. Thank you so much, guys!
And to all you Unilocal people — if you’re looking for help, and come across this review — stop reading and start calling.