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 CFO advisory support for construction firm owners who need more than basic compliance.
We have a forward-thinking team of CPAs and accounting professionals working closely with general contractors, specialty trades, builders, design-build firms, and established service contractors to uncover problems in job margins, cash flow, labor costs, overhead, and tax planning before they become larger issues.
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 help contractors understand
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.
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.
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.
Labor burden, subcontractors, materials, equipment, rework, and shared overhead can turn a good-looking estimate into a weak-margin job. We help make those costs visible earlier.
Hiring or expanding without financial guardrails strains cash. We help you plan growth instead of reacting to it.
We identify where profit is leaking and create pricing strategies that protect margin without slowing momentum.
We review entity structure, compensation, estimated taxes, deductions, depreciation, and major purchases throughout the year so tax decisions are made before deadlines close off your options.
We partner best with construction businesses that:
We work with growth-focused construction businesses in San Francisco, the Bay Area, and across California that need more than basic bookkeeping.
San Francisco and California commercial and residential general contractors, design-build firms, and construction management companies managing multiple concurrent projects and complex billing structures.
Plumbing, HVAC, electrical, roofing, concrete, framing, drywall, flooring, steel, and other subcontractors scaling crews, expanding capacity, and protecting margins.
Heavy civil, utilities, site work, excavation, and land development companies requiring accurate WIP schedules, backlog reporting, and financial reporting for banking and bonding conversation.
Real estate developers and spec builders managing project-based cash flow, financing requirements, and multi-phase construction pipelines.
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:
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.
Senior financial leadership on a part-time basis. Strategy, forecasting, and financial decision-making. Without the full-time salary.
Keep billed work, outstanding receivables, retainage, and change orders visible so completed work turns into cash more predictably.
Anticipate upcoming payroll, material purchases, subcontractor payments, taxes, and collections so you can spot potential shortfalls before they become urgent
Track labor, subcontractors, materials, equipment, and overhead against each job so you can see which projects are producing healthy margins and where costs are drifting.
Proactive California tax planning — not just filing. From entity structure to state-specific deductions, we reduce the risk of unexpected year-end tax bills.
Planning a hire, expansion, or major investment? We model the financial impact before you commit so you grow with confidence.
Track labor, subcontractors, materials, equipment, and overhead against each job so you can see which projects are producing healthy margins and where costs are drifting.
Proactive California tax planning — not just filing. From entity structure to state-specific deductions, we reduce your tax burden and eliminate year-end surprises.
Planning a hire, expansion, or major investment? We model the financial impact before you commit so you grow with confidence.
Senior financial leadership on a part-time basis. Strategy, forecasting, and financial decision-making. Without the full-time salary.
Keep billed work, outstanding receivables, retainage, and change orders visible so completed work turns into cash more predictably.
Anticipate upcoming payroll, material purchases, subcontractor payments, taxes, and collections so you can spot potential shortfalls before they become urgent
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
No. We’re based in the Bay Area serving the built environment (construction and construction specialty trades, engineering and design-firms, and property managers) across California.
Yes, when cleanup is part of an ongoing accounting relationship. We can review the existing QuickBooks setup, correct structural issues, and build a reporting system that supports job costing, cash-flow planning, and better decisions 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. As part of an ongoing engagement, we can assess your existing QuickBooks setup and improve how it supports construction reporting and decision-making.
It may be time when you have multiple crews or concurrent jobs, cash feels tight despite healthy revenue, you can’t confidently identify your best-margin work, payroll and overhead are rising, tax bills keep surprising you, or your current bookkeeping no longer gives you information early enough to make decisions.
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.
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.
Basta & Company guides San Francisco businesses through every financial milestone — from business structure and accounting systems to tax strategy and scaling with confidence.
Top-rated San Francisco CPA offering fractional CFO services and tax strategy in the Bay Area
With over 25 years of experience, Basta & Company has become a trusted partner for growing businesses across San Francisco, Alameda, Contra Costa, Marin, Napa, San Mateo, Santa Clara, Solano, and Sonoma counties, as well as throughout California. Led by Samy Basta, CPA, our team provides fractional CFO services, accounting, and tax strategy for the built environment: construction, planning & design, and CRE.
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