Your Fractional CFO in San Francisco, CA
At Basta & Company, we provide fractional CFO services for San Francisco and California business owners who want stronger cash flow, better tax planning, clearer financial visibility, and a more profitable business.
We help you understand your numbers, improve cash flow, plan for taxes, and make better business decisions.
Get CFO-level guidance from an experienced CPA who understands business, taxes, and growth.
When you own a California business, the numbers are not just numbers. They affect how much you pay yourself, when you hire, how you price, how you plan for taxes, how much cash you keep, and whether your next decision is the right one.
That is why experience matters.
At Basta & Company, our fractional CFO services are led by Samy Basta, CPA, who brings years of experience helping California business owners understand their numbers, solve financial problems, and make smarter decisions.
Samy has worked with business owners across different industries and stages of growth. He has seen the issues that hold companies back: poor cash flow, unclear profit, surprise tax bills, weak reporting, underpricing, rising expenses, and financial decisions made without enough information.
His role is simple: help you see the full picture and make better decisions with confidence.
Why California Businesses Prefer Basta & Company for Fractional CFO Services
Our CFO advice is grounded in accounting, tax strategy, and real business experience. That combination helps business owners make decisions that are not only smart on paper, but realistic in practice.
CPA-level California tax knowledge
Samy Basta is a San Francisco CPA who brings deep tax knowledge directly into the CFO conversation. Your business decisions are reviewed with their tax impact in mind, not analyzed in isolation by separate advisors who never talk to each other. The result is a more complete view of your finances, where CFO strategy and CPA-level tax planning work together.
CFO-level financial strategy
Our San Francisco-based CFO helps business owners look forward, not just backward. That includes reviewing cash flow, building forecasts, analyzing profit, planning for growth, and helping owners understand what the numbers mean before they make big decisions. The goal is not to overwhelm you with financial jargon, but to give you clear answers you can use.
California business advisory experience
Every business owner comes to the table with a different challenge. Some need help understanding cash flow. Some need better pricing. Some need to plan ahead for taxes. And some are growing so quickly they need structure in place before the business gets harder to manage. As a San Francisco CPA and fractional CFO, Samy has helped owners work through these problems by looking at the whole business to identify what's working, what isn't, and what needs to change.
Financial Guidance Backed by Real Experience, Without Needing to Hire a Full-Time CFO
At Basta & Company, our San Francisco fractional CFO services are built on something most outsourced finance firms can’t offer: a CPA’s command of tax sitting at the same table as the strategy. Samy Basta has spent years helping California business owners make sharper financial decisions, and he brings that combination of tax fluency and operational judgment to every engagement.
We work primarily with construction contractors, architecture firms, and interior design studios in the $2M to $20M range, so we understand the realities of project-based revenue, job costing, labor burden, and the cash flow swings that come with them. That focus means you’re not getting generic advice retrofitted from another industry. You’re getting guidance shaped around how your business actually earns and spends.
Optimizing the numbers may be why you bring us in, but our real work is helping you see the whole picture. We dig into pricing, margins, cash flow, and entity structure to find what’s working, fix what isn’t, and plan for what’s next, always with the tax impact in view. Because Samy is a San Francisco CPA, the strategy and the tax consequences are considered together, not handed off between advisors who never compare notes.
Whether you need to tighten reporting, plan ahead for taxes, or build the financial structure to support growth, our San Francisco fractional CFO and CPA expertise gives you a clearer, more connected view of your business. If you’re looking for a finance partner who works as a genuine extension of your team, let’s talk.
If you’re looking for a finance partner who works as a genuine extension of your team, let’s talk.
How Our California Fractional CFO Supports Your Business
Every engagement is scoped to your business, so the work below is a menu, not a checklist. As a San Francisco CPA and fractional CFO, Samy brings tax strategy and financial leadership together in one relationship, which means these services are coordinated rather than handed off between separate advisors.
Accounting & Reporting
- Monthly accounting and reconciliation, with a clean close by the 15th
- Financial statement packages built to reflect how your business actually earns
- Payroll support and 1099 preparation
- Management-level reporting that answers the questions you’re actually asking
- Design of financial systems and internal controls as you scale
Profitability & Cash Flow
- Cash flow forecasting by week, month, and scenario, so you’re never caught off guard
- Profitability and cost tracking at the project or service level that fits your model
- Pricing and margin analysis to find what’s working and what’s quietly eroding profit
- KPI dashboards and budget-to-actual review for moderate to high-complexity businesses
- Cash flow modeling for hiring, expansion, and major-investment decisions
Tax Strategy & Growth Planning
- Proactive California tax planning, not just year-end filing
- Entity structure review and planning to keep more of what you earn
- State-specific deductions, credits, and CA city / gross receipts tax handling
- Semiannual projections and safe-harbor estimates to eliminate surprises
- IRS and FTB notice support, plus audit support within a defined scope
- Financial modeling before you commit to a hire, expansion, or investment
Is a Fractional CFO the Right Move for Your Business?
Here are 6 signs it may be time to bring on a fractional CFO:
- Sales are up, but cash still feels tight. Revenue growth and cash flow aren’t the same thing, and the gap between them is where healthy-looking businesses get into trouble. Our California CFO builds weekly and scenario-based cash flow forecasting so you can see the squeeze before it happens.
- You’re making decisions without clean numbers. Hiring, pricing, taking on a large project, or buying equipment shouldn’t come down to instinct. We deliver accurate, current reporting and a monthly close you can actually trust, so every decision is backed by data.
- You can’t tell which work is actually profitable. Plenty of busy businesses are busy with the wrong jobs. We track profitability and cost at the project, client, or service level, so you can steer toward the work that pays.
- Tax planning feels reactive instead of strategic. If tax is something that happens to you in April rather than something you plan for all year, you’re likely overpaying. As a CPA-led firm, our San Francisco CFO builds proactive California tax strategy, including entity structure and state-specific planning, directly into your financial decisions.
- You’re scaling and your systems can’t keep up. A new hire, a second location, or an investor conversation exposes weak financial infrastructure fast. We design the systems, controls, and reporting your business needs before the growth gets ahead of you.
- You want CFO-level insight without a full-time CFO salary. A seasoned finance leader costs well into six figures all-in. A fractional CFO gives you the same strategic judgment, scaled to your stage and your budget.
With our Fractional CFO services, California businesses get a clearer view of their current situation and a stronger plan for what comes next.
Our clients want more than compliance. They want visibility. Strategy. Better decisions. Stronger systems.
- Where their money is going
- Which services are actually profitable
- How to improve cash flow
- What decisions will move the business forward
- How to scale without financial chaos
Industry Expertise
“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
Let’s Discuss Your Financial Strategy
Whether you need help with accounting, tax compliance, or strategic financial guidance, our team is here to support you.
Share a few details about your business and we’ll get back to you with the right solutions to move forward with confidence.
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Still not sure what you need?
A lot of business owners know something feels off financially, but they are not sure whether they need accounting, controller support, CFO advisory, or tax strategy.
We will help you identify the gap, prioritize the next step, and make sure you are getting the right support for where your business is now.
Do I need a fractional CFO if I already have a bookkeeper?
Yes, if you need more than transaction recording. A bookkeeper helps maintain the books. A fractional CFO helps interpret the numbers, create forecasts, improve profitability, plan for taxes, and guide business decisions.
What size business needs a fractional CFO?
A fractional CFO can help when your business has enough complexity that basic bookkeeping and annual tax planning are no longer enough. This often happens when revenue is growing, payroll is increasing, cash flow is harder to manage, or the owner needs better reporting to make deci
How much do fractional CFO services cost?
The cost depends on your business size, complexity, service needs, and meeting cadence. Fractional CFO services are typically more affordable than hiring a full-time CFO because you receive strategic support at a level that fits your business. Get an estimate here.
Can you help with tax planning too?
Yes. Because Basta & Company CPAs is a CPA firm, our CFO advisory can be coordinated with tax strategy. This helps ensure your growth, cash flow, owner compensation, and tax planning are considered together.
What should I prepare before scheduling a consultation?
It is helpful to have recent financial statements, tax returns, payroll information, and a general idea of the financial questions you want answered. If your books are not perfect, that is okay. We can help identify what needs to be cleaned up or improved.
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 ?
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