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Contact:

Phone: 415-702-3545
Fax: 415-391-7558

Email: services@sfbayfinancial.com

     

Address:

44 Montgomery St. 
Suite 1308

San Francisco, CA 94104

© SFBay Financial, Inc. - 2020

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About

Our History 

Since 2005, we have been providing financial services to companies in San Francisco and the Greater Bay Area. 

 

In that time, we've helped hundreds of businesses and have grown from a small organization with a handful of faithful clients to a bustling firm with offices in San Francisco and the East Bay. Through our offering of personalized strategic business development and our network of preferred partnerships with other financial institutions, we are now a full service firm that can assist with any and all business needs. 

 

We have performed everything from basic bookkeeping services for sole enterprises and mom and pop shops to controller level activities for multimillion dollar corporations and VC-backed Tech startups. 

 

Many of those first dedicated clients still remain with us today and have referred their friends and colleauges who now use our services as well.

 

Currently, we are involved mainly in business development and helping young entrepreneurs start their own companies and follow their dreams. With our vast background in marketing, finance, and general business principles - we take pride in coaching and mentoring many new startup companies in the Bay Area. 

Our Philosophy 

It has always been our goal to ensure that your financial needs are taken care of with minimal effort on your part. We have always customized our methods to suit your individual business needs to streamline duties and take the stress off your shoulders.

 

We strive to help you maintain a healthy growing business model through accurate financial reporting and strategic development planning. 

 

To that end, we offer the full array of accounting services: everything from basic bookkeeping and reports to controller level actives and business consulting services. We also have a knowledgeable staff of friendly and dedicated accounting specialists and account managers to provide these valued services whenever they are needed. 

 

We also look to offer these services in a thoughtful and approachable way so that you can feel comfortable with the information and use it to assist you in your day-to-day business decisions. 

 

We are also dedicated to providing superior customer service and are attentive and responsive to any of your specific needs or requests. Again, our mission is to take the stress of accounting out of your business life and allow you to use your financials as a positive tool for growth. 

 

  

Our Team

We pride ourselves on the ability to attract and retain the best and brightest team members available. Our dynamic staff is composed of professionals from all over the country with backgrounds in many different areas of business and finance.

 

All of our Accounting Specialists are either MBA candidates or studying for the CPA exam and are not just number crunchers, but critical thinkers that are actively engaged in understanding your specific business needs. 

 

SFBay Financial is committed to excellence with every engagement we undertake and we dedicate both the time and resources needed to ensure that our staff are continuously educated and trained in current finance laws and best practices. We implement this through a series of internal developmental classes, a full time resource center for education, and managerial mentors to track performance for all of our employees. Our goal is to create a financial education center that allows our staff to excel and succeed both with us but also in their future professional lives.    

 

We feel that it is this pledge to empowering our staff that allows us to select from the best and the brightest in the field; and coupling that with our personal approach to serving our clients individual needs has made us one of the top financial firms in the Bay Area.