Outsourced CFO Services


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SAFE HARBOR LLP is a top-rated CPA firm in the San Francisco Bay Area. We can act as your company’s outsourced CFO, Chief Financial Officer or Tax Advisor. We provide audited financial statements for many San Francisco Bay Area businesses for loan applications and regulatory compliance. Our team of top-rated CPAs and accountants can act as your financial advisory team.

What We Can Assist With

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A CPA Firm Providing Outsourced CFO Services

    ~ More details on – Tax Consulting and Audited Financials

San Francisco Bay Area Outsourced CFOOur tax specialists keep up with all of the many changes in the Federal, California, and San Francisco tax laws so we can get the maximum deductions allowed to high net worth individuals or businesses. This means you or your business will pay the least amount of income taxes possible. There are a number of different kinds of business structures and issues that a CPA must know very well to effectively prepare business or corporate income tax returns. Safe Harbor LLP takes pride in knowing and understanding the intricacies of today’s business structures, as well as how these relate to high net worth individuals.

San Francisco Advisory

Safe Harbor LLP works with a wide array of businesses, including technology firms, legal services, and even non-profits, offering them the best tax services and tax preparation available. Our expert San Francisco CPAs have years of tax preparation experience who work with S Corporations, C Corporations, LLC’s, and Partnerships of all types. Regardless of size, we can help your business minimize your tax expenditures. Our business tax service is just the beginning!

An Outsourced CFO for Family Businesses

Many businesses and high net worth individuals need top-rated financial and tax advice, but do not want a permanent employee. Safe Harbor LLP CPAs can act as your outsourced CFO. We can advise you on complex financial and tax issues, so that you set up your business or persona affairs in the best way to minimize tax implications. Many families come to us for advise on how to transfer assets across generations, or prepare for a business transfer of ownership. We can also advise on estate taxes and inheritence issues. Finally, we specialize in preparing audited financials for Bay Area businesses.

Audited Financial Statements

Many Bay Area businesses need audited financial statements to comply with regulatory or tax issues. If you are applying for a business bank loan in San Francisco, for example, your bank may request audited financial statements from a disinterested third party such as a CPA or accounting firm. Safe Harbor LLP CPAs can act as your CFO or external advisory CPA and provide audited financial statements. Another example if regulatory compliance. Businesses or individuals doing business with the city of San Francisco or other cities in the San Francisco Bay Area may be required to provided audited financials. We can provide the required audited financial documentation to help you comply with regulations.

Outsource CFO Services for Startups

Many San Francisco Bay Area startups are too small to hire a full-time CFO but too big to not need one. Accordingly, our outsourced CFO model allows startups and other San Francisco Bay Area businesses to engage with us in a CFO relationship without having to pay the cost of a full time CFO. If you or your firm are interested in exploring outsourced CFO services, reach out to us for a consultation. We offer a range of financial and strategic consulting services!