FAQS

**What services does SFBay Financial offer?**

SFBay Financial provides three core services: full-charge bookkeeping (monthly close, accounts receivable, accounts payable, and payroll administration), controller services (business compliance reviews, local tax filings, and budget-vs-actuals modeling), and consulting and analysis (financial forecasting, KPI tracking, and tech stack advisement).

**Does SFBay Financial only work with Bay Area businesses?**

No. While SFBay Financial is based in San Francisco, the firm is fully remote and serves businesses across the United States.

**What's the difference between bookkeeping and controller services?**

Bookkeeping covers the day-to-day: accurate monthly close, reconciliations, bill pay, invoicing, and payroll. Controller services build on that foundation with business compliance oversight, local tax filings, and budget and cash flow analysis — the kind of financial oversight a growing business typically needs once bookkeeping alone isn't enough.

**How much does outsourced bookkeeping or controller support cost?**

Pricing depends on the complexity and scope of a business's books. SFBay Financial offers tiered monthly service plans, from foundational bookkeeping up to full controller-level support, and provides a custom quote after a free consultation.

**What accounting software does SFBay Financial use?**

SFBay Financial works exclusively in QuickBooks Online (QBO) for core bookkeeping, and is flexible on complementary tools for bill pay, expense management, payroll, and reporting.

**What size or type of business is a good fit for SFBay Financial?**

SFBay Financial works with a wide range of businesses, from solo enterprises and family-owned companies to VC-funded startups — VC-funded startups are one type of client the firm supports, with services like investor distribution support and cap table coordination. The firm's ideal clients are typically founder or owner-led businesses, serving industries such as professional services, food and beverage, non-profits, real estate, and technology.

**How is SFBay Financial different from other outsourced accounting firms?**

Rather than offering high-volume, commoditized bookkeeping, SFBay Financial builds long-term, personal relationships between clients and a seasoned accounting team. The firm sits between basic bookkeeping providers and full-time CFO firms, offering genuine controller-level oversight without the cost of a full finance department.

**How do I get started with SFBay Financial?**

Businesses can schedule a free consultation through the Contact page to discuss their needs and get a custom service quote.