Who We Are
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 clients in multiple states and countries. Through our offering of personalized strategic business development and our network of preferred partnerships with other financial institutions,
we are 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 colleagues 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 finance and general business principles - we take pride in coaching and mentoring many new startup companies in the Bay Area.
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.
We pride ourselves in the ability to attract and retain the best and brightest talent in the Bay Area. Our dynamic staff is comprised of professionals with backgrounds in many different areas of business and finance.
Whether they are MBA candidates or studying for the CPA exam, our team members are not just number crunchers, but critical thinkers and problem solvers devoted to the accounting profession.
SFBay Financial is committed to our staff's professional and personal growth and dedicate both the time and resources needed to ensure that they receive continuing education and training 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 culture of support and growth that allows our staff to excel and succeed and have a path to advancement in the firm.
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.
Meet The Team
After working in hospitality management for several years, Brian decided it was time to pivot to a more ideal work schedule with a career path that also scratched the analytical part of his brain. Using his depth of knowledge in cost accounting with bar and restaurant management, SFBay Financial quickly found a good home for Brian as the company's restaurant accounting guru.
In 2018, Brian became a partner of SFBay Financial. With his new role as Director of Operations, Brian turned his energy from managing his specific clients to helping all staff and clientele at SFBay Financial with continuing accounting knowledge development, enforcing client compliance, and building monthly accounting process efficiencies.
When he isn't busy helping his staff and clients, Brian enjoys attending live music events, mountain biking, and spending time outdoors in the Lake Tahoe area.
Brian lives in South Lake Tahoe, CA
Director of Operations
With a background in The Arts, Political Science, and a knack for Math, Jordan has a unique inroad to the accounting field. Each views commerce through a prism and find meaning through these facets. This is her approach; holding both creative solutions while maintaining pragmatic integrity.
She learned her business pragmatism through her work in small business, logistics, international commerce, and HR. Learning through experience has been the bedrock of how she shares expertise with Clients, Staff, and Partners. She is deeply embedded in the culture of San Francisco, Oakland, and the Bay Area as a whole, and utilizes every experience as a way to connect.
Connectivity drives Jordan, whether it be conversations with her cashier, neighbor, or fellow business owner, she finds common ground and ways to improve our situation. “It’s easy in the City, just take a walk, turn a corner, and you’re in a new neighborhood- a new world, with new experiences to explore and moments to connect.”
Jordan lives in San Francisco, CA
Director of Product Development
At the age of 26, Scott started his first company and quickly realized that no one gives you a playbook on the right way to run a small business. From those formative experiences, his goal now is to equip business owners with the tools and resources they need to be empowered, efficient, and successful.
Scott got his start at SFBay in 2012 as Accounting Specialist but quickly realized that he excelled at client engagement and pivoted into a Business Development role. He was promoted to Director of Business Development in 2015 and became a partner and co-owner in 2018.
When he’s not at work, he enjoys fishing, golf, and cooking, and spending time with his family.
Scott lives in Pleasant Hill, CA
Director of Business Development
Anne-Marie has almost 10 years of experience working in various parts of the accounting field. She also appreciates helping her clients work through trouble points in their books and implementing new processes for a pain-free tax season. Recently, she's enjoyed training those who are just starting their careers in accounting.
Consistency, clarity, and efficiency are her strong points. In leaving no stone unturned, she builds a solid foundation of financials to be utilized in the important decision making for the company's future. Anne-Marie also enjoys creating music and road trips. Someday soon she plans on driving across the U.S.A.
Anne-Marie lives in Alameda, CA
Senior Accounting Manager
Josh Catig has 14 years of experience with accounting. He has a bachelor’s degree in Business Economics from the University of San Francisco and is currently studying for his CPA license.
Josh makes sure all of his clients’ accounting needs are met, whether it’s accounts payable/receivable, payroll, or preparing financial statements. He’s a great communicator and has an eye for detail.
Josh enjoys binge-watching TV shows on Netflix, traveling, and spending time at home in Oakland with his two dogs, Mimi and BoomBox.
Josh lives in Oakland, CA
Senior Accounting Manager
With her experience in operations
management and accounting, Sarah has
successfully brought her data-driven,
detail-oriented approach to her role as an
Sarah’s a stickler for precision, and enthusiastic about research and analysis; she ensures our clients’ monthly reports are delivered with timeliness and integrity.
Sarah brings value to the team with her client care and communication. She is motivated by the opportunity to work alongside clients to develop accounting systems that create efficiencies and enable growth in their business. Your wins are her wins.
Sarah holds a Masters in Arts Policy and
Management, and is currently enrolled in UC
Berkeley’s Financial Analysis and Planning
Certificate. She spends her weekends hiking
trails, reading books, and riding her
Sarah lives in Albany, CA
Mishari has several years of experience in both bookkeeping and project supervision and has been an accountant at SFBay Financial since April 2020.
Since then, he's worked on a variety of businesses and industries - from bars to production companies, startups to mom & pop retail stores. He is a great team player that brings a can-do attitude to work every day and loves engaging with clients and co-workers to find efficiencies and solve problems.
When he's not accounting, he enjoys cooking, playing music, and both recording and mixing tracks for bands.
Mishari lives in San Francisco, CA
Mashita has more than 7 years of experience working in the accounting field. Since leaving the nonprofit field, she has enjoyed working and juggling multiple clients of different industries and sizes.
She has meticulous attention to detail, which enables her to excel at maintaining the books of her clients. Mashita’s fondness for continued education of 3 rd party applications has helped streamline her client’s processes and systems that maximize time and cost-efficiency.
Mashita enjoys the solitude of reading and binge-watching 80’s and 90’s TV shows to realign her energy after a stressful day. She is a huge soccer fan and loves Liverpool FC. Currently, she’s planning her road trip through Europe.
Mashita lives in San Jose, CA
Walter has 7 years of experience providing accounting services to small businesses. From AP, AR, and payroll, to financial reporting, Walter makes sure all of a clients' monthly accounting functions stay in tip-top shape.
Walter loves partnering with clients to create reports that are tailored to their organization so that they get exactly the information they need each month and have more time to concentrate on growing their business.
When he's not in the office, Walter can be found out on the soccer field or putting together a homemade pizza.
Walter lives in Berkeley, California.
Gabbie is a California native who holds a BA in finance and accounting and an MBA in finance.
Though she works in many different types of industries and has a wide variety of clients she supports, she has come to specialize in real estate management and development companies and early-stage tech startups.
When not on the job, she enjoys hiking, eating, and sleeping, in reverse order.
Gabbie lives in San Francisco, CA
Senior Accounting Manager
Having moved from Ireland in 2014, where he achieved his bachelor's degree in accounting and finance, Shane fell in love with the Bay Area.
He enjoys working hands-on with his clients to ensure all of their bookkeeping & accounting needs are met and working with his colleagues on shared accounts where he can both lead and learn from team members.
In his spare time, Shane enjoys traveling and spending time with his family. He is a huge sports fan.
Shane lives in San Francisco, CA
Phoebe has always been interested in business as well as the arts. After studying Liberal Studies at SFSU, and some accounting in college, she worked in Direct Mail Marketing doing data analysis while serving major non-profit organizations throughout the US. From there, she decided she wanted to get into accounting and did so while working for an IT firm, subsequent Property Management firms, a CPA firm, and now SFBay Financial.
SFBay Financial has a unique way of processing and reviewing a high volume of data, and Phoebe has enjoyed these systems as well as the wealth of knowledge shared by her co-workers. Like every SFBay Accountant, Phoebe has been able to dabble in all areas of accounting and continues to find and enjoy the fact that there is always more to learn in the world of finance and accounting.
In her spare time, Phoebe enjoys spending time with her 11-year-old mini poodle, Frances, and her husband, Martin. In fact, Frances was the inspiration for the side business Phoebe has been running since 2010 - franniesshop.com. (Frances is the CEO and Phoebe is the CFO). Phoebe and Marty like to sneak away for road biking on the weekends, after enjoying a coffee and a walk with their fur child. Sonoma, where Phoebe’s mom resides, is a favorite spot for these activities, but she has been a resident of San Francisco since 1991.
Phoebe lives in San Francisco, CA
Working in various accounting roles for the last ten years, Ryan has developed a wide range of financial accounting skills relevant to the modern business environment. Always striving to continue learning and progressing, recently Ryan became a fully licensed Certified Public Accountant in the State of California.
In his current role, Ryan prides himself on providing excellent service to his clients, the capacity of which is due to his comprehensive accounting industry knowledge, efficiency techniques learned through years of experience, willingness to tackle difficult problems, and organized approach to communicating results and actionable items to interested parties.
In his spare time, Ryan enjoys exploring the surrounding bay area, vacation inside and out of the States, seeking out quality food spots, experimenting with some home cooking, catching a ball game on TV or a concert with some friends, hanging out with family, or just lounging around with a good book.
Ryan lives in Oakland, CA
Senior Accounting Manager/CPA
After 7 years in Technical Support and Sales, Lydia found her favorite place to be was lost in a spreadsheet. After some inspiration from a friend (and a few classes), she’s turned getting lost into an adventure in bookkeeping.
With a certificate from UC Berkeley in Project Management, she uses skills in organization to make sure clients have a smooth experience through clear communication and set goals.
An East Bay native, Lydia spends her free time mindfully doing paint-by-numbers while listening to podcasts/books on tape, binging TV shows, or going on adventures with her furbaby Ziggy.
Lydia lives in Alameda, CA