Outsourced CFO: A Better Solution for Startups and Small Businesses in San Francisco

Filed in CPA Blog by on October 20, 2015
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San Francisco CPA and Accounting ServicesSan Francisco is a hotbed of entrepreneurial activity – believe us, we know. Although we are located out from the inner downtown and South of Market area, we have plenty of clients who come to San Francisco (or are long-term residents) and who have “got the fever.” They want to be the next Yelp, the next Twitter, or the next LinkedIn. Or in other cases, they are not in tech but are still creating the next new restaurant (in a city that is perhaps the most competitive in the world for good eats), the next new Uber-type service, or something entirely different. Or perhaps they are a long-established San Francisco family, “passing the torch” to a new generation for their Bay Area small business.

Does Your Business Need Financial Advice?

Many businesses, however, need financial advice – accounting and CPA services, advice on business formation, tax planning – or even “audited financials” to do business with the City of San Francisco. This type of knowledge is far beyond the power of simple Quickbooks. They need someone who has the experience and complex tax and accounting knowledge… but they don’t need a full-time in house CFO (Chief Financial Officer).

Outsource Your In-House CFO To Us

That’s why we have an intermediary relationship opportunity: we can be your outsourced CFO. We can be “more” than just your accounting firm that you deal with once a year, but “less” than a full-time employee. We can advise on everything from how to set up your new business venture, to how to use stock options for employee compensation in your San Francisco start-up, or even estate planning as your business transitions from one generation to the next. In particular, our service and expertise in International Tax and audited financials come in handy when your business is either a) involved in foreign dealings, and/or b) you need to do business with the City of San Francisco, apply for a business loan, or engage with a larger entity.

Watch our Video on Our Outsourced CFO Services

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