We provide fractional CFO services, bookkeeping, and tax strategy for growing businesses in San Francisco, the Bay Area, and across California, giving you the clarity to make confident decisions at every stage.
Fractional CFO & Accounting Services in San Francisco
You’re managing people, projects, expenses, and growth all at once, and the numbers have to keep up.
Profit on paper doesn’t pay payroll. Without cash flow visibility, you’re always reacting. Costs blur together and margins get squeezed without warning. One bad month or one slow client can disrupt everything.
Our team builds financial systems that match the way your business actually operates.
Most California companies hit a growth bottleneck because their financial systems are too simple. Strategic financial leadership, proactive reporting, and tailored infrastructure help San Francisco business owners navigate these challenges.
Senior financial leadership on a part-time basis. Strategy, forecasting, and financial decision-making. Without the full-time salary.
Accurate, current books structured to reflect how your California business earns, with reporting that answers the questions you’re actually asking.
Know exactly what cash is coming in and going out by week, by month, by scenario, so you’re never caught off guard.
Understand what’s driving margin and what’s quietly eroding it, at the level that matters for your business model.
Proactive California tax planning — not just filing. From entity structure to state-specific deductions, we reduce your tax burden and eliminate year-end surprises.
Planning a hire, expansion, or major investment? We model the financial impact before you commit so you grow with confidence.
Understand what’s driving margin and what’s quietly eroding it, at the level that matters for your business model.
Proactive California tax planning — not just filing. From entity structure to state-specific deductions, we reduce your tax burden and eliminate year-end surprises.
Planning a hire, expansion, or major investment? We model the financial impact before you commit so you grow with confidence.
Senior financial leadership on a part-time basis. Strategy, forecasting, and financial decision-making. Without the full-time salary.
Accurate, current books structured to reflect how your California business earns, with reporting that answers the questions you’re actually asking.
Know exactly what cash is coming in and going out by week, by month, by scenario, so you’re never caught off guard.
These aren’t accounting problems. They’re business problems, and California businesses face them every day. The right financial partner can solve them before they become crises.
Profit on paper doesn't pay the bills. We build cash visibility at the level your San Francisco business runs on — by job, client, month, or scenario.
Without accurate cost allocation, you can't price confidently or know what each part of your business actually produces.
Hiring or expanding without financial guardrails strains cash. We help you plan growth instead of reacting to it.
We identify where profit is leaking and create pricing strategies that protect margin without slowing momentum.
Most California businesses overpay taxes because planning happens after the fact. We build a proactive strategy that reduces your bill legally.
We partner best with businesses that:
We work with growth-focused businesses in San Francisco, the Bay Area, and across California that need more than basic bookkeeping.
They need financial clarity that keeps their work profitable and their cash predictable.
San Francisco and California commercial and residential general contractors, design-build firms, and construction management companies managing multiple concurrent projects and complex billing structures.
Plumbing, HVAC, electrical, roofing, concrete, framing, drywall, flooring, steel, and other subcontractors scaling crews, expanding capacity, and protecting margins.
California software businesses managing MRR, burn, revenue recognition, and the financial metrics that investors and operators need to see.
San Francisco Bay Area investors, syndicators, and developers managing entities, portfolio-level P&Ls, 1031 exchanges, and lender reporting requirements.
California consulting, legal, marketing, and staffing firms managing engagement profitability, utilization, retainers, and owner economics.
The right financial strategy doesn’t just organize your books. It increases resilience and confidence.
When your financial systems match how your business actually operates, everything gets clearer.
Our clients gain:
SLM Architecture and Design
What a great surprise! We were expecting to pay IRS over $10,000 in additional taxes but we ended up with $4,000 tax credits and paid nothing! Samy is amazing! He knows all the recent tax reforms and patiently explains them to us and applies the relevant tax deductible tools and strategies for our business and personal taxes.
As a new client I’m delighted to report that my interactions with Basta & Company have been excellent. I’m grateful for the invaluable assistance I’ve so far received from Basta & Company, and staff!
I cannot recommend Samy enough! He helped us with a very challenging 1031 exchange which allowed us to defer our capital gains taxes and purchase a new property. He returns e-mails and phone messages promptly and the best part is that he talks non CPA language to you in order to make sure you understand everything. If I could, I would give him 6 stars!
With over 25 years of experience, Basta & Company has become a trusted partner for growing businesses across San Francisco, the Bay Area, and California. Led by Samy Basta, CPA, our team provides fractional CFO services, bookkeeping, and tax strategy.
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