Industries
Specialized accounting, tax planning, and fractional CFO services for California businesses across the built environment, from construction and engineering to design, property management, and commercial real estate.
Includes Construction, and Construction Trade Businesses
CPA Guidance for Construction Businesses
We help contractors understand which jobs are making money, manage cash tied up in projects, and plan ahead as backlog, payroll, and overhead grow.
Services:
Construction Tax Planning, Fractional CFO Support, Job Costing, Backlog & Margin Analysis, Cashflow Forecasting, Payroll Oversight, and Construction Accounting
CPA Support for Plumbing Contractors
We help plumbing companies see whether service calls, remodels, and larger installations are actually profitable while keeping labor, vehicles, materials, and cash flow under control.
Services:
Plumbing Contractor Tax Planning, Fractional CFO Support, Job Profitability, Labor Burden Analysis, Cash Flow Management, Plumbing Contractor Accounting
CPA Help for Electrical Contracting Firms
We help electrical contractors stay ahead of labor costs, material spending, change orders, and retainage so growing project volume does not come at the expense of profit.
Services:
Electrical Contractor Tax Planning, Fractional CFO Support, Job Costing, Labor Cost Analysis, Retainage & Change Order Tracking, Electrical Contractor Accounting
CPA Advisory for Roofing Contractors
Weather, seasonal demand, material purchases, and delayed collections can quickly affect roofing cash flow. We help contractors see what each job is really producing and plan around those swings.
Services:
Roofing Contractor Tax Planning, Fractional CFO Support, Job Margin Tracking, Working Capital Planning, Seasonal Cash Flow Forecasting, Roofing Contractor Accounting
CPA Strategy HVAC Businesses
We help HVAC companies understand profitability across installations, service work, and maintenance agreements while managing technician costs and seasonal changes in demand.
Services:
HVAC Tax Planning, Fractional CFO Support, Install vs. Service Profitability, Labor Burden Analysis, Seasonal Cash Flow Planning, HVAC Accounting
CPA Guidance for Solar Power Companies
Solar contractors often spend heavily on equipment and labor before collecting the full value of a project. We help you understand project margins and manage the cash needed to keep growing.
Services:
Solar Power Tax Planning, Fractional CFO Support, Project Profitability, Material & Equipment Cost Tracking, Working Capital Planning, Solar Power Accounting
CPA Service for Paint Contractors
Busy crews do not always mean healthy margins. We help painting contractors identify labor overruns, material waste, and estimating gaps before they quietly eat into profit.
Services:
Painting Contractor Tax Planning, Fractional CFO Support, Estimate vs. Actual Job Costing, Crew & Labor Analysis, Material Cost Tracking, Painting Contractor Accounting
Includes Engineering, Architecture, Interior Design, and Landscaping Businesses
CPA Service for Engineering Firms
We help engineering firms understand project profitability, manage utilization and staffing costs, and improve financial visibility as contracts and teams grow.
Services:
Engineering Tax Planning, Fractional CFO Support, Project Profitability Tracking, Utilization Analysis, Budgeting & Forecasting, Engineering Accounting
CPA Strategy for Architecture Firms
Long project timelines, changing scopes, and staffing demands can put pressure on architecture firm margins. We help you understand project performance and plan resources around profitable growth.
Services:
Architecture Tax Planning, Fractional CFO Support, Project Profitability Tracking, Utilization Reporting, Staffing & Cash Flow Forecasting, Architecture Accounting
CPA Advisory for Interior Design Firms
Client deposits, vendor purchases, procurement markups, and project expenses can make interior design finances complicated fast. We help you keep projects organized and understand what is actually driving profit.
Services:
Interior Design Tax Planning, Fractional CFO Support, Project Cost Tracking, Client Deposit Management, Vendor & Procurement Reporting, Interior Design Accounting
CPA Help for Landscape Companies
Landscape companies balance crews, materials, equipment, seasonal demand, and a mix of installation and recurring maintenance work. We help you see which jobs and service lines are producing the strongest margins.
Services:
Landscaping Contractor Tax Planning, Fractional CFO Support, Job Profitability Tracking, Crew & Labor Cost Analysis, Maintenance vs. Installation Reporting, Landscaping Contractor Accounting
Includes Property Management, Commercial Real Estate, Professional Service Businesses
CPA Guidance for Property Management Companies
We help property management companies keep owner funds, operating expenses, payroll, and management fees organized while building clearer visibility into profitability across properties and portfolios.
Services:
Property Management Tax Planning and Accounting, Fractional CFO Support, Property-Level Reporting, Management Fee Analysis, Cash Flow Forecasting
CPA Strategy for Commercial Real Estate Businesses
We help commercial real estate businesses manage complex cash flow, financing, property performance, and tax decisions so they can evaluate opportunities and grow with better financial visibility.
Services:
Tax Planning, Fractional CFO Support, Property & Portfolio Reporting, Cash Flow Forecasting, Acquisition & Investment Analysis, Commercial Real Estate Accounting
CPA Services for Professional Businesses
We help service businesses stay on top of cash flow, understand their numbers, and make confident decisions as the business grows.
Services:
Small Business Tax Planning, Fractional CFO Support, Cash Flow Forecasting, Financial Reporting, and Accounting Done for You
“Basta & Co. was recommended to us after we had a series of bad experiences with other accounting firms. We look forward to tax season with Samy in charge of our complex tax situations.”
Sharon Ching
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.
Elmira Esmaeili
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!
John Meloy
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!
Michael Berke
Insights From Your San Francisco CPA
What types of businesses do you work with?
We work with small-to-mid-size businesses and scaling companies in the built environment: construction, engineering, architecture, interior design firms, and property management – primarily across San Francisco, the Bay Area, and California. We tailor every engagement to the size, stage, and industry of your business. Have a different industry? We work with select businesses on a case-by-case basis. Reach out and let’s talk.
Do you help with both personal and business taxes?
Yes. Many of our clients are San Francisco business owners whose personal and business finances are closely linked. We provide integrated California tax planning and preparation for both, ensuring your overall tax strategy is aligned and optimized.
Can you help reduce our tax liability legally?
Absolutely. Proactive tax strategy, not just annual filing, is one of our core services. We identify legal deductions, tax credits, and planning opportunities throughout the year so you never pay more than you legally owe.
Do you offer ongoing support or one-time services?
Depends. We offer monthly retainer engagements for accounting, CFO advisory, and tax management. Most clients find ongoing support delivers the most value.
How do you work with new or growing businesses?
We help new and growing businesses build a strong financial foundation from the start. Whether you’re launching a construction company, architecture firm, or interior design studio, our team provides the accounting, tax, and advisory support you need to stay organized, manage cash flow, and make confident financial decisions as your business grows.
How do we get started with Basta & Company?
Fill out our contact form to share your business details and biggest financial challenges. We’ll review everything, and if it looks like a good fit, we’ll invite you for a call to dive deeper. No obligation.
Frequently Asked Questions
Still Have A Question ?
We’re here to help. Reach out to our team and we’ll get back to you as soon as possible.
Sounds like a fit? Let's talk.
Basta & Company guides San Francisco businesses through every financial milestone — from business structure and accounting systems to tax strategy and scaling with confidence.