Basta & Company is a California-based accounting and tax strategy firm built for project-based businesses — construction companies, architecture firms, and interior design studios that need more than compliance. They need a financial partner who understands how their industry actually works.
Traditional accounting is transactional: you send documents, a preparer files a return, and you don’t hear from anyone again until next tax season. That model doesn’t work for businesses managing job costs, progress billing, subcontractor compliance, or seasonal cash flow swings.
We work differently.
“Cloud accounting” gets thrown around a lot. Here’s what it actually looks like day-to-day:
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Your accounts connect directly to your books. Bank accounts, credit cards, and payment platforms feed transactions into your accounting software automatically, instead of someone manually keying in numbers from a statement weeks later. That means your books reflect reality in near real time, not last quarter’s reality.
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You and your team see the same numbers we do. Everything lives on a secure, cloud-based platform, so there’s no version-control problem of emailed spreadsheets or “which file is the latest one.” You can log in and check your financials whenever you need to, from wherever you are — a job site, a client walkthrough, home.
Documents and communication live in one place. Instead of digging through email threads for that W-9 you sent in March, everything — tax documents, financial statements, questions, requests — sits in a secure client portal built for exactly this kind of ongoing relationship.
Reconciliation happens continuously, not once a year. We review and reconcile your accounts on a regular cadence throughout the year, so small errors get caught while they’re small, and nothing snowballs into a year-end scramble.
The result: when you ask “what’s my cash position right now” or “can I afford to hire this month,” the answer comes from current data, not a guess based on last year’s numbers. That’s the whole point — the technology exists to support faster, better decisions, not to replace the advisory relationship.
Basta & Company was founded by Samy Basta, CPA, licensed CPA with 25+ years of experience helping Bay Area businesses grow with confidence. From smart California tax strategies to clear financial guidance, our team simplify accounting and provide hands-on support tailored to your needs.
Most firms grow by taking on every client that comes through the door. We don’t.
We intentionally limit how many clients we take on at any given time, because the kind of work we do — real-time financial guidance, proactive tax strategy, hands-on advisory — doesn’t scale past a certain point without losing quality. When a firm spreads itself across too many clients, something gives: response times slow down, strategy becomes generic, and clients start to feel like a number.
We’d rather do exceptional work for a smaller number of businesses than mediocre work for a large one. That means every client on our roster gets real attention from real people who know their business, not a rotating cast of preparers working from a template.
If we don’t have capacity for your business right now, we’ll tell you honestly — because a firm that’s stretched too thin can’t deliver what we promise.
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!
Basta & Company guides San Francisco businesses through every financial milestone — from business structure and accounting systems to tax strategy and scaling with confidence.
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, accounting, and tax strategy.
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