Top-rated tax strategy firm for Construction in San Francisco, CA

Our CPA experts provide fractional CFO services, accounting, and tax strategy for growing construction businesses in San Francisco Bay Area, and across California, giving you the clarity to make confident decisions at every stage.

Basta & Company provides proactive accounting, tax, and advisory support for construction firm owners who need more than basic compliance.

We have a forward-thinking team of CPAs and accounting professionals who works closely with general contractors, interior designers, architects, and design-build firm owners to identify problems in the numbers, prevent details from slipping through the cracks, and uncover opportunities to plan better, save more, and operate with greater confidence.

Whether your construction business needs help with tax planning, financial reporting, compliance, cash flow, or more complex finance and operational decisions, our California accountants bring extensive experience working with construction business owners who need clear financial guidance, reliable reporting, and strategic advice tailored to the realities of running a construction company.  

The numbers we review together:

  • Gross margin by job
  • Labor and subcontractor costs
  • Materials trends
  • Overhead allocation
  • WIP or project status
  • Change orders
  • Accounts receivable and retainage
  • Cash runway
  • Tax set-asides
  • Owner compensation
  • Backlog and upcoming work

Fractional CFO & Accounting Services in San Francisco

Most CPAs are spreadsheet-heavy, but ours is decision-focused.

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 of CPAs and accountants builds financial systems that match the way your construction business operates.

The Real Financial Challenges We Solve

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.

Cash flow gaps

Profit on paper doesn't pay the bills. We build cash visibility at the level your construction business runs on — by job, client, month, or scenario.

Costs that don't reflect reality

Without accurate cost allocation, you can't price confidently or know what each part of your business actually produces.

Growth that outpaces infrastructure

Hiring or expanding without financial guardrails strains cash. We help you plan growth instead of reacting to it.

Unpredictable margins

We identify where profit is leaking and create pricing strategies that protect margin without slowing momentum.

Tax drag & missed deductions

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 construction businesses that:

Who We Work Best With

We work with growth-focused construction businesses in San Francisco, the Bay Area, and across California that need more than basic bookkeeping.

General Contractors & Builders

San Francisco and California commercial and residential general contractors, design-build firms, and construction management companies managing multiple concurrent projects and complex billing structures.

Specialty Trade Contractors

Plumbing, HVAC, electrical, roofing, concrete, framing, drywall, flooring, steel, and other subcontractors scaling crews, expanding capacity, and protecting margins.

Civil & Infrastructure Contractors

Heavy civil, utilities, site work, excavation, and land development companies requiring accurate WIP schedules, backlog reporting, and bonding-ready financials..

Developers & Real Estate Builders

Real estate developers and spec builders managing project-based cash flow, financing requirements, and multi-phase construction pipelines.

Service-Based Trade Companies

Established plumbing, HVAC, electrical, and restoration companies balancing service revenue with larger project work.

The right financial strategy doesn’t just organize your books. It increases resilience and confidence.

Your financial setup should work the way you do — not the other way around. That’s when things finally make sense

Our clients gain:

Samy Basta, CPA

Fractional CFO & Accounting Services in San Francisco, California

Most California construction 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.

“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

No. Basta & Company is based in the San Francisco Bay Area, but we serve construction businesses across California.

Yes. Many construction business owners come to us because their books are behind, inaccurate, or not set up for job costing. We can help clean up your accounting and build a better system going forward.

Yes. Job costing and profitability reporting are core parts of construction accounting. We help you track costs by project so you can see where your margins are strong and where they need improvement.

We help construction business owners with proactive tax planning, entity structure review, deductions, depreciation planning, estimated taxes, and year-end strategy. The goal is to reduce surprises and identify legal tax-saving opportunities before deadlines pass.

We provide more than basic bookkeeping. Depending on your needs, we can support tax planning, accounting cleanup, financial reporting, cash flow planning, job costing, and fractional CFO advisory.

Yes. We can review your existing QuickBooks setup, clean it up if needed, and improve the structure so it better supports construction reporting and decision-making.

You should consider hiring a construction CPA if your revenue is growing, your books are messy, you are unsure about job profitability, you are surprised by taxes, or you need better financial systems to support growth.

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.