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2024

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Best Bookkeeping Services in San Francisco, CA

Our Recommended Top 17

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored San Francisco Bookkeeping Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

197Reviewed

125Curated

17Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

795 Folsom St, San Francisco, CA 94107

Expertise.com Rating

Review Sources

Yelp
5.0 (450)
Google
4.9 (291)
Facebook
4.9 (40)

Why choose this provider?

With more than a decade of experience, Dimov Tax Specialists offers bookkeeping solutions to small businesses in San Francisco. The company provides payroll, accounts payable and receivable, and tax preparation services to entities ranging from LLCs to corporations and partnerships. It also offers to review and audit a business' financial statements, conduct attestations, and provide audit representations. Dimov Tax Specialists also counsels on areas such as operating excel and business valuation. It has worked for biotech, retail, and manufacturing companies.

  • Consulting
  • Audits
  • Accounting
  • Business Taxes
  • Individual Tax

San Francisco, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Bookkeeping Service in San Francisco? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

San Francisco, CA 94114

Expertise.com Rating

Review Sources

Yelp
5.0 (2)
Facebook
5.0 (1)

Why choose this provider?

Matax is a full service cloud bookkeeping firm based in San Francisco that specializes in customized, cost-effective bookkeeping services for start-ups, entrepreneurs, and small businesses. Matax uses Xero accounting software that allows clients to easily enter, track, and share accounting information including invoicing, expense management, and accessing account balances which allows owners to easily create and access the financial status of the company without having the need to hire an on-site, full-time bookkeeper, anytime, anywhere. Clients have praised Matax for giving them more time focusing on their business.

5235 Diamond Heights Blvd, San Francisco, CA 94131

Expertise.com Rating

Review Sources

Yelp
5.0 (8)

Why choose this provider?

Apex Bookkeeping opens its services to clients in San Francisco. It handles accounts payable and receivable, monthly reconciliations and financial reports, payroll processing, and budgeting. It also tracks and manages vendor and customer updates and assists with business setups. By documenting and managing financial movements, Apex has been assisting businesses to focus on their core goals since 1996. It has responded to the bookkeeping needs of professionals such as dentists, lawyers, chiropractors, and real estate appraisers.

Oakland, CA 94612

Expertise.com Rating

Review Sources

Google
5.0 (8)

Why choose this provider?

Streamline Bookkeeping is an accounting company in Oakland that offers bookkeeping services for small businesses and professional service firms. They provide data entry of all business transactions, as well as a monthly review and report for accurate and up-to-date financial statements. Streamline Bookkeeping is certified by the California Board for Accountancy and by Intuit Certified ProAdvisor QuickBooks.

548 Market St #49172, San Francisco, CA 94104

Expertise.com Rating

Review Sources

Google
4.5 (10)

Why choose this provider?

Stride is a locally owned bookkeeping company that has been serving San Francisco and the surrounding areas for over 15 years. Its team is made up of professionals with backgrounds in investment banking, private equity, technology, and operations. They handle accounting, cash collection strategies, and payroll profit analysis. Stride also offers CFO advisory solutions, including financial reporting, business planning, cash flow management, and debt financing. The company utilizes its proprietary analytics system—called Stride Vista—which integrates financial and time tracking data.

Alameda, CA 94502

Expertise.com Rating

Review Sources

Yelp
5.0 (17)

Why choose this provider?

SK Accountancy Corporation is an accounting firm based in Alameda that provides accounting, bookkeeping, financial services to businesses in the San Francisco Bay Area. Their team of Certified Public Accountants (CPAs) offers a wide range of accounting and tax services including, tax compliance and tax planning, bookkeeping, outsourced CFO and controller, payroll, and consulting services. SK Accountancy offers a variety of packages to suit the needs of different clients.

Walnut Creek, CA 94598

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Why choose this provider?

Hansell & Associates are certified public accountants and consultants based in Walnut Creek that provide a broad range of accounting, tax, and business advisory services to startups and companies in San Francisco and all over the world. Hansell & Associates specializes in providing accounting, bookkeeping, and systems solutions tailor fitted to each client's needs. They also offer a variety of tax services.

San Francisco, CA 94121

Why choose this provider?

Sutro Li is a financial firm that provides bookkeeping and financial services to nonprofits, businesses, and individuals in the San Francisco metro. Sutro Li offers in-depth knowledge on efficiently managing company finances as well as guidance to make the best financial decisions for more profitability. They offer a variety of package pricing to choose from.

San Francisco, CA 94111

Expertise.com Rating

Review Sources

Yelp
4.5 (13)
Google
5.0 (5)
Facebook
5.0 (3)

Why choose this provider?

Hager Accounting offers accounting, tax, and consulting services to individuals and businesses in the San Francisco area. They provide a variety of accounting, consulting, and tax services that include bookkeeping; preparation and review of financial statements; cash flow and budgeting analysis; accounting system setup; debt and financing services; financial, investment, retirement, and estate planning; and tax planning and preparation. They have been praised for being professional, smart, and having affordable rates.

San Anselmo, CA 94960

Why choose this provider?

Accountiful is an accounting company that provides financial management to small businesses in San Anselmo. Their team is detail-oriented, tech-savvy, and passionate about helping small businesses increase their efficiency and profitability by taking the day-to-day management of bookkeeping and other financial duties from owners so they can focus on their business. They offer free consultation and analysis of client's current financial situation.

San Francisco, CA
Website

Expertise.com Rating

Why choose this provider?

Yari serves solopreneurs and small to medium-sized businesses in San Francisco. The company offers various bookkeeping services, such as monthly categorizing of transactions, virtual filing of source documents, and management of financial reports. It also communicates with third-party consultants, investors, and auditors. Yari is a Xero Certified Advisor and a Certified Quickbooks Online ProAdvisor. The company is led by Yaritza Lebron, who worked as a finance and operations specialist for Silicon Valley entrepreneurs for over 10 years.

San Francisco, CA 94107

Expertise.com Rating

Review Sources

Yelp
5.0 (12)
Google
5.0 (1)

Why choose this provider?

BookSoEasy is an off-site accounting company that offers bookkeeping and accounting to businesses and companies in the San Francisco area. BookSoEasy provides consultation and training for a faster, less expensive, and efficient solution for bookkeeping, financial reports, and other accounting issues for businesses. They also offer assistance for those setting up their businesses by helping in securing forms, necessary IDs, and permits. Past clients have high praises for BookSoEasy for helping them with their financial records.

2145 19th Ave #205, San Francisco, CA 94116

Expertise.com Rating

Why choose this provider?

A to Z Bookkeeping Services helps clients keep track of their businesses in and around the San Francisco area. It provides a variety of bookkeeping services, including accounts payable and receivable, financial reporting, collections, and account reconciliation. It also offers payroll solutions which include timecard issue resolution, expense reimbursement, benefits management, and commission payouts. The company's team renders consultation regarding budget creation, compliance measures, best practices, and progress tracking. Its principal, Alina Tse, has over 13 years of experience in the industry.

San Mateo, CA 94402

Expertise.com Rating

Why choose this provider?

Bott & Associates is a bookkeeping and consulting company located in San Mateo that provides bookkeeping services to individuals and businesses in the San Francisco Bay Area since 1991. Bott & Associates uses cloud accounting software in providing a variety of bookkeeping services including, payroll, sales tax, bill paying, invoicing, and bank account reconciliation. Their owner and founder is a member of the Peninsula Bookkeeper’s Association and a Certified Quickbooks Advisor.

Burlingame, CA 94010

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

Audit and Tax Solutions CPAs Inc. is a full-service accounting firm in Burlingame that has been providing accounting, tax, and financial services to businesses in the San Francisco Bay Area since 1994. They provide businesses and individuals with a complete range of accounting, tax, and consulting services that include accounting and bookkeeping, tax planning and preparation, QuickBooks support, entity selection, incorporation support, and business consulting. They also offer free initial consultation.

San Francisco, CA 94110

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Liz Is All Biz is an accounting company based in San Francisco that specializes in helping clients reach their fiscal and organizational goals. Liz Is All Biz provides assistance to clients with their bookkeeping, payroll, record keeping, tax planning and returns and also helps businesses that are just starting with business plans and other logistics. Their clients have praised them for their knowledge in accounting and their organizational skills.

Compare our Top Bookkeeping Services

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax
795 Folsom St, San Francisco, CA 94107Call for quote
Matax
San Francisco, CA 94114
Apex Bookkeeping
5235 Diamond Heights Blvd, San Francisco, CA 94131
Streamline Bookkeeping
Oakland, CA 94612
Stride
548 Market St #49172, San Francisco, CA 94104
SK Accountancy Corporation
Alameda, CA 94502
Hansell & Associates, LLP
Walnut Creek, CA 94598
Sutro Li
San Francisco, CA 94121
Hager Accounting
San Francisco, CA 94111
Accountiful
San Anselmo, CA 94960
Yari
San Francisco, CA
BookSoEasy
San Francisco, CA 94107
A to Z Bookkeeping Services
2145 19th Ave #205, San Francisco, CA 94116
Bott & Associates
San Mateo, CA 94402
Audit and Tax Solutions CPAs Inc.
Burlingame, CA 94010
Liz Is All Biz
San Francisco, CA 94110

FAQs

  • Introduction

    Hiring a bookkeeper can free up your time so you can focus on running your business. However, handing off this type of duty can feel like handing off private company information to an outsider. So, to counter that feeling, choose a bookkeeper who is experienced and reputable. When you’re considering handing off bookkeeping duties, it can build trust if you know you’re dealing with a professional.

    Bookkeepers typically have specialized record keeping and accounting knowledge. Entering transactions in the correct ledger column and preserving records to be able to access later are two important bookkeeping functions. The knowledge about how to manage numeric data properly guides a bookkeeper when processing and filing information for your small business. Some bookkeepers offer additional accounting-related and HR-related services beyond basic bookkeeping.
  • What is bookkeeping?

    Bookkeeping is the technique that’s used to record every financial transaction a business makes. Bookkeepers typically use either paper ledgers or bookkeeping software to record every penny a business spends and receives. Funds going into or out of all major and minor accounts are recorded, but analytical reports aren’t generally created as part of the bookkeeping process.

  • What does a bookkeeper do?

    Without taking over accounting functions, bookkeepers do the basic management tasks for a firm’s accounting ledgers. Transactions, which are also referred to as journal entries, are recorded by the bookkeeper. Bookkeepers also generate financial statements for businesses, typically by printing out a spreadsheet or series of spreadsheets.

  • What is the difference between bookkeeping and accounting?

    Bookkeeping is a basic accounting function, but it isn’t as in-depth and all-encompassing. Bookkeeping forms the basis for accounting processes, and it’s based on performing clerical duties. Accounting is more in-depth and analytical. Bookkeepers accurately record financial data, and accountants use the recorded data to summarize and evaluate the company’s transactions.

  • Can bookkeepers do tax returns?

    Bookkeepers do not typically do tax returns. However, bookkeepers do perform some tax-related functions such as processing 1099s and some basic tax records for employees. Additionally, bookkeepers make tax preparation easier for others by organizing and accurately maintaining the financial records that are used by tax accountants when preparing taxes.

  • Do bookkeepers do payroll?

    Some bookkeepers perform payroll functions for employers, but it isn’t a standard part of the job for most bookkeepers. Payroll tasks typically fall under the set of tasks that a human resources department handles. Bookkeeping agencies sometimes offer packages that include managing payroll and tax forms for businesses.

  • What is a full charge bookkeeper?

    Small businesses sometimes hire a full charge bookkeeper to take responsibility for all the company’s accounting processes. In addition to reconciling ledgers and banking statements, these bookkeepers answer phones, collect money, and pay debts on behalf of companies. Full-charge bookkeepers also manage payroll duties and some types of tax preparation and remittance.