You may be in the right place if…
- Sales are up, but cash still feels tight
- You are unsure what your business is actually keeping
- Your books are behind, messy, or unreliable
- You are making decisions without clean reporting
- No clear view of margins, profitability, or cash flow
- Tax planning feels reactive instead of strategic
- You need better systems before hiring, expanding, or investing
- You want CFO-level insight without a full finance team
Our Approach
Our process is designed for businesses in the industries we know best, so we can give relevant guidance, accurate recommendations, and the right level of support. If your business is outside of those industries, we recommend filling out this form so we can point you toward referrals that may be a better fit.
Initial consultation
We learn about your business goals, and what is not working financially.
Build the plan
We outline the right level of support based on your stage, needs, and priorities.
Review Scope
We’ll align on scope & pricing early in the process so expectations are clear.
- Cash flow over cash woe.
- Vision over indecision.
- Systems over symptoms.
- Strategy over tragedy.
Fractional CFO & Accounting Services for Business in San Francisco, California
Most companies in the Bay Area 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.
Fractional CFO services
Senior financial leadership on a part-time basis. Strategy, forecasting, and financial decision-making. Without the full-time salary.
Bookkeeping & financial reporting
Accurate, current books structured to reflect how your California business earns, with reporting that answers the questions you’re actually asking.
Cash flow forecasting
Know exactly what cash is coming in and going out by week, by month, by scenario, so you’re never caught off guard.
Profitability & cost tracking
Understand what’s driving margin and what’s quietly eroding it, at the level that matters for your business model.
Tax strategy & planning
Proactive California tax planning — not just filing. From entity structure to state-specific deductions, we reduce your tax burden and eliminate year-end surprises.
Growth financial advisory
Planning a hire, expansion, or major investment? We model the financial impact before you commit so you grow with confidence.
Profitability & cost tracking
Understand what’s driving margin and what’s quietly eroding it, at the level that matters for your business model.
Tax strategy & planning
Proactive California tax planning — not just filing. From entity structure to state-specific deductions, we reduce your tax burden and eliminate year-end surprises.
Growth financial advisory
Planning a hire, expansion, or major investment? We model the financial impact before you commit so you grow with confidence.
Fractional CFO services
Senior financial leadership on a part-time basis. Strategy, forecasting, and financial decision-making. Without the full-time salary.
Bookkeeping & financial reporting
Accurate, current books structured to reflect how your California business earns, with reporting that answers the questions you’re actually asking.
Cash flow forecasting
Know exactly what cash is coming in and going out by week, by month, by scenario, so you’re never caught off guard.
Comprehensive CFO-level guidance for growing San Francisco businesses
That means more than bookkeeping alone. It means having the right support across your books, your tax strategy, and your financial decision-making.
Essentials
Best for: Small businesses that just want clean
books. AI categorizes transactions, reconciles
accounts, and closes books monthly.
What's included:
- Monthly bookkeeping
- Catch-up and cleanup work
- Account reconciliations
- Financial statement preparation
Core
Best for: Small businesses that just want clean
books. AI categorizes transactions, reconciles
accounts, and closes books monthly.
What's included:
- Monthly bookkeeping
- Catch-up and cleanup work
- Account reconciliations
- Financial statement preparation
Custom
Best for: Small businesses that just want clean
books. AI categorizes transactions, reconciles
accounts, and closes books monthly.
What's included:
- Monthly bookkeeping
- Catch-up and cleanup work
- Account reconciliations
- Financial statement preparation
Growth Finance
Best for: Clean, low-complexity business wanting accounting, tax planning, and advisory with limited volume and simple structure.
What's included:
- 1 business tax return included
- Monthly accounting & reconciliation
- Monthly close by the 15th
- Financial statement package
- Payroll support & 1099 preparation
- One-state sales tax support (if applicable)
- Basic CA city / gross receipts tax
- Two tax planning sessions per year
- Semiannual projections & safe-harbor estimates
- Up to 5 advisory calls per month
- 48-hour response time
Strategic CFO
Best for: Growing business with moderate complexity, more accounts or payroll, or additional advisory and reporting needs.
What's included:
- Everything in Growth Finance
- Higher-volume monthly close & expanded review
- Management-level financial package
- Basic KPI or budget / forecast support (where scoped)
- Limited routine IRS / FTB notice support
- More active planning around entity & tax structure
- Up to 10 advisory calls per month
- 24-48 hour response time
Signature CFO
Best for: High-touch client requiring CFO-level oversight, priority access, complex reporting, or higher-risk compliance support.
What's included:
- Everything in Strategic CFO
- Deeper CFO support & cash flow modeling
- Strategic advisory & priority review (written scope)
- KPI dashboard & forecasting / budgeting
- Priority access & expanded strategic support
- Audit support (limited to defined scope)
- High-volume & high-access oversight
- Unlimited email & meetings
- Same-day response time
Our CFO Packages for Construction Businesses
Growth Finance
Best for: Clean, low-complexity business wanting accounting, tax planning, and advisory with limited volume and simple structure.
What's included:
- 1 business tax return included
- Monthly accounting & reconciliation
- Monthly close by the 15th
- Financial statement package
- Payroll support & 1099 preparation
- One-state sales tax support (if applicable)
- Basic CA city / gross receipts tax
- Two tax planning sessions per year
- Semiannual projections & safe-harbor estimates
- Up to 5 advisory calls per month
- 48-hour response time
Strategic CFO
Best for: Growing business with moderate complexity, more accounts or payroll, or additional advisory and reporting needs.
What's included:
- Everything in Growth Finance
- Higher-volume monthly close & expanded review
- Management-level financial package
- Basic KPI or budget / forecast support (where scoped)
- Limited routine IRS / FTB notice support
- More active planning around entity & tax structure
- Up to 10 advisory calls per month
- 24-48 hour response time
Signature CFO
Best for: High-touch client requiring CFO-level oversight, priority access, complex reporting, or higher-risk compliance support.
What's included:
- Everything in Strategic CFO
- Deeper CFO support & cash flow modeling
- Strategic advisory & priority review (written scope)
- KPI dashboard & forecasting / budgeting
- Priority access & expanded strategic support
- Audit support (limited to defined scope)
- High-volume & high-access oversight
- Unlimited email & meetings
- Same-day response time
Essentials
Best for: Small businesses that just want clean
books. AI categorizes transactions, reconciles
accounts, and closes books monthly.
What's included:
- Monthly bookkeeping
- Catch-up and cleanup work
- Account reconciliations
- Financial statement preparation
Core
Best for: Small businesses that just want clean
books. AI categorizes transactions, reconciles
accounts, and closes books monthly.
What's included:
- Monthly bookkeeping
- Catch-up and cleanup work
- Account reconciliations
- Financial statement preparation
Custom
Best for: Small businesses that just want clean
books. AI categorizes transactions, reconciles
accounts, and closes books monthly.
What's included:
- Monthly bookkeeping
- Catch-up and cleanup work
- Account reconciliations
- Financial statement preparation
Growth Finance
Best for: Clean, low-complexity business wanting accounting, tax planning, and advisory with limited volume and simple structure.
What's included:
- 1 business tax return included
- Monthly accounting & reconciliation
- Monthly close by the 15th
- Financial statement package
- Payroll support & 1099 preparation
- One-state sales tax support (if applicable)
- Basic CA city / gross receipts tax
- Two tax planning sessions per year
- Semiannual projections & safe-harbor estimates
- Up to 5 advisory calls per month
- 48-hour response time
Strategic CFO
Best for: Growing business with moderate complexity, more accounts or payroll, or additional advisory and reporting needs.
What's included:
- Everything in Growth Finance
- Higher-volume monthly close & expanded review
- Management-level financial package
- Basic KPI or budget / forecast support (where scoped)
- Limited routine IRS / FTB notice support
- More active planning around entity & tax structure
- Up to 10 advisory calls per month
- 24-48 hour response time
Signature CFO
Best for: High-touch client requiring CFO-level oversight, priority access, complex reporting, or higher-risk compliance support.
What's included:
- Everything in Strategic CFO
- Deeper CFO support & cash flow modeling
- Strategic advisory & priority review (written scope)
- KPI dashboard & forecasting / budgeting
- Priority access & expanded strategic support
- Audit support (limited to defined scope)
- High-volume & high-access oversight
- Unlimited email & meetings
- Same-day response time
Our CFO Packages for Architecture Businesses
Growth Finance
Best for: Clean, low-complexity business wanting accounting, tax planning, and advisory with limited volume and simple structure.
What's included:
- 1 business tax return included
- Monthly accounting & reconciliation
- Monthly close by the 15th
- Financial statement package
- Payroll support & 1099 preparation
- One-state sales tax support (if applicable)
- Basic CA city / gross receipts tax
- Two tax planning sessions per year
- Semiannual projections & safe-harbor estimates
- Up to 5 advisory calls per month
- 48-hour response time
Strategic CFO
Best for: Growing business with moderate complexity, more accounts or payroll, or additional advisory and reporting needs.
What's included:
- Everything in Growth Finance
- Higher-volume monthly close & expanded review
- Management-level financial package
- Basic KPI or budget / forecast support (where scoped)
- Limited routine IRS / FTB notice support
- More active planning around entity & tax structure
- Up to 10 advisory calls per month
- 24-48 hour response time
Signature CFO
Best for: High-touch client requiring CFO-level oversight, priority access, complex reporting, or higher-risk compliance support.
What's included:
- Everything in Strategic CFO
- Deeper CFO support & cash flow modeling
- Strategic advisory & priority review (written scope)
- KPI dashboard & forecasting / budgeting
- Priority access & expanded strategic support
- Audit support (limited to defined scope)
- High-volume & high-access oversight
- Unlimited email & meetings
- Same-day response time
Essentials
Best for: Small businesses that just want clean
books. AI categorizes transactions, reconciles
accounts, and closes books monthly.
What's included:
- Monthly bookkeeping
- Catch-up and cleanup work
- Account reconciliations
- Financial statement preparation
Core
Best for: Small businesses that just want clean
books. AI categorizes transactions, reconciles
accounts, and closes books monthly.
What's included:
- Monthly bookkeeping
- Catch-up and cleanup work
- Account reconciliations
- Financial statement preparation
Custom
Best for: Small businesses that just want clean
books. AI categorizes transactions, reconciles
accounts, and closes books monthly.
What's included:
- Monthly bookkeeping
- Catch-up and cleanup work
- Account reconciliations
- Financial statement preparation
Growth Finance
Best for: Clean, low-complexity business wanting accounting, tax planning, and advisory with limited volume and simple structure.
What's included:
- 1 business tax return included
- Monthly accounting & reconciliation
- Monthly close by the 15th
- Financial statement package
- Payroll support & 1099 preparation
- One-state sales tax support (if applicable)
- Basic CA city / gross receipts tax
- Two tax planning sessions per year
- Semiannual projections & safe-harbor estimates
- Up to 5 advisory calls per month
- 48-hour response time
Strategic CFO
Best for: Growing business with moderate complexity, more accounts or payroll, or additional advisory and reporting needs.
What's included:
- Everything in Growth Finance
- Higher-volume monthly close & expanded review
- Management-level financial package
- Basic KPI or budget / forecast support (where scoped)
- Limited routine IRS / FTB notice support
- More active planning around entity & tax structure
- Up to 10 advisory calls per month
- 24-48 hour response time
Signature CFO
Best for: High-touch client requiring CFO-level oversight, priority access, complex reporting, or higher-risk compliance support.
What's included:
- Everything in Strategic CFO
- Deeper CFO support & cash flow modeling
- Strategic advisory & priority review (written scope)
- KPI dashboard & forecasting / budgeting
- Priority access & expanded strategic support
- Audit support (limited to defined scope)
- High-volume & high-access oversight
- Unlimited email & meetings
- Same-day response time
Our CFO Packages for Interior Design Businesses
Growth Finance
Best for: Clean, low-complexity business wanting accounting, tax planning, and advisory with limited volume and simple structure.
What's included:
- 1 business tax return included
- Monthly accounting & reconciliation
- Monthly close by the 15th
- Financial statement package
- Payroll support & 1099 preparation
- One-state sales tax support (if applicable)
- Basic CA city / gross receipts tax
- Two tax planning sessions per year
- Semiannual projections & safe-harbor estimates
- Up to 5 advisory calls per month
- 48-hour response time
Strategic CFO
Best for: Growing business with moderate complexity, more accounts or payroll, or additional advisory and reporting needs.
What's included:
- Everything in Growth Finance
- Higher-volume monthly close & expanded review
- Management-level financial package
- Basic KPI or budget / forecast support (where scoped)
- Limited routine IRS / FTB notice support
- More active planning around entity & tax structure
- Up to 10 advisory calls per month
- 24-48 hour response time
Signature CFO
Best for: High-touch client requiring CFO-level oversight, priority access, complex reporting, or higher-risk compliance support.
What's included:
- Everything in Strategic CFO
- Deeper CFO support & cash flow modeling
- Strategic advisory & priority review (written scope)
- KPI dashboard & forecasting / budgeting
- Priority access & expanded strategic support
- Audit support (limited to defined scope)
- High-volume & high-access oversight
- Unlimited email & meetings
- Same-day response time
Not sure where your Bay Area business stands financially?
Tell our San Francisco CPA about your business goals and challenges. We’ll guide you toward the right advisory solution.
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
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.
Talk to an Advisor
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Your Contact Information
Still not sure what you need?
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.
What types of businesses do you work with?
We work with startups, small-to-mid-size businesses, and scaling companies in construction, architecture, and interior design — 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?
Both. We offer monthly retainer engagements for bookkeeping, CFO advisory, and tax management, as well as project-based engagements for tax preparation, audits, or financial reviews. Most clients find ongoing support delivers the most value.
How do you work with new businesses or startups?
We love working with founders from day one. We help new businesses choose the right entity structure, set up their accounting systems, build financial models, and create a tax strategy before revenue even begins, so you start with the right financial foundation.
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.
