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Controller Services

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Our seasoned financial veterans have years of experience dealing with governmental organizations and CPAs. As they manage and administer your tax filings schedules and deliver financial analysis, you can focus on business growth.

Among our service offerings, choose from: 

financial statement analysis
budget vs. actuals 
project cost reporting
cashflow reporting
local tax filings 
efficiency measures

Get insights on what your numbers mean and how they are affecting your business. 


If you have on-site or remote administrative staff, our knowledgeable controllers can provide managerial oversite of financial procedures and reporting. We have found these services to be central to any business that seeks financial sustainability and growth.

compliance reviews 

It’s the extra things they do, like tip reporting or garnishments or providing a regular breakdown on our cost of goods, you name it…they’re smart. They’re on top of it.

Mark Nagle, owner of The Chieftain,
San Francisco, client since 2015

Every client at SFBay Financial is assigned a senior account manager who, along with your dedicated bookkeeper, will guide you through the new client implementation process. If necessary, they can assist with tax planning and scheduling for government filings such as sales tax, local taxes and registrations, payroll taxes and quarterly filings. They can also assist with fiscal tax filings through your CPA for business compliance. 

See What Your Numbers Are Telling You

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