Jamie Bell’s multifaceted career and personal interests highlight her dynamic personality and dedication. At SD Mayer, she continues to make significant contributions through her professional role while enriching her life and the lives of others with her hobbies and family-oriented values. Outside of her professional life, Jamie is an empty nester and a proud mother to an active college student. She cherishes spending quality time with her family and friends, sharing meals, and exploring local sites, attractions, and nature. Jamie’s love for the outdoors and her community often sees her discovering new places and experiences. Our services are designed to help clients manage their finances, minimize risks and maximize their financial potential.
- With more than 25 years of experience as a bookkeeper, Michelle Watts oversees critical processes for new BBK clients in her role as Director of Onboarding.
- Her research identified a lack of financial controls and an inability to interpret financial statements as the reason many small businesses fail.
- With an expansive career that encompasses accounting, consulting, and wealth management, he offers a rare 360-degree perspective.
- Whether it’s organizing files, managing communications, or supporting team members with vital information, his contribution ensures the firm’s processes are efficient and effective.
- Additionally, she plays a pivotal role in the meticulous management of diverse tax projects, ensuring every detail aligns with the highest standards of accuracy and compliance.
- SD Mayer is a full-service accounting and consulting firm proudly serving San Francisco, California.
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- In Dan, the world sees a testament to the idea that finance, when married to empathy, can indeed be a force for good.
- Its team of CPAs and bookkeepers assists with maintaining records of financial transactions, including reconciling accounts, categorizing expenses, and catching up on backlogs.
- These packages may include basic bookkeeping, payroll processing, tax preparation, and financial reporting.
- Clients are matched with a certified public accountant experienced in their particular state laws and industry.
- Bai says that people in the U.S. too often equate contentment with being lazy when, in fact, it seems to be a “magic” emotion with an unexpected superpower.
Beyond this, April managed bookkeeping tasks with precision and care, ensuring financial records were meticulously maintained. Businesses can benefit from a wide array of comprehensive services for clients, company, and bookkeeping tasks. These include everything from basic data entry and accounts payable/receivable management to financial statement preparation and payroll processing. So the hundreds and hundreds of startups that work with Kruze are going to raise venture capital and eventually, hopefully, get bought for an exit. It’s incredibly important that their books and financials are in tip-top shape, their taxes are in tip-top shape. The top VC funds – the accounting firms that they hire and also the legal firms they hire – will be pouring over the books and other financial documentation of our clients, so we make sure they are ready.
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His adeptness at tax planning, especially for high net-worth clients in the Bay Area, is a testament to his expertise and dedication. Each project Joe undertakes reflects his commitment to precision, comprehensive research, and client satisfaction. Combining meticulous attention to detail with a rich history in the realm of tax and accounting, Meixiao brings a wealth of experience to the SD Mayer team. Launching her career in 2014, she showcased her proficiency as a tax preparer at San Francisco State University, where she diligently assisted tax filers, ensuring they maximized refunds and minimized payments. As one of the most reputable San Francisco accounting firms, we’ve been serving clients in the Bay Area and beyond for many years.
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Whatever it is, whatever you need, we are going to try our best to go beyond your expectations and make sure you’re taken care of. We have offices in San Francisco, San Jose (Silicon Valley), Santa Monica (Los Angeles) and New York, and our trained accountants and bookkeepers serve clients all over the United States. They may offer insights into optimizing financial operations based on their knowledge of the local business ecosystem. Yes, hiring a local bookkeeper in San Francisco is crucial for understanding the specific tax laws, regulations, and business environment of the city. Hiring an outsourced bookkeeper like Profit Line can provide personalized support tailored to the unique needs of your business within the thriving San Francisco business ecosystem.
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Yari serves solopreneurs and small to medium-sized businesses in San Francisco. The company offers various bookkeeping services, such as monthly categorizing of transactions, virtual filing of source documents, and management of financial reports. Yari is a Xero Certified Advisor and a Certified Quickbooks Online ProAdvisor. The company is led by Yaritza Lebron, who worked as a finance and operations specialist for Silicon Valley entrepreneurs for over 10 years. Sutro Li is a financial firm that provides bookkeeping and financial services to nonprofits, businesses, and individuals in the San Francisco metro.
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- And now, with his active preparation for the CPA exam, Josiah underscores his commitment to excellence and a desire to continuously enhance his professional credentials.
- Her professional journey embarked with a strong foundation in audit, where she developed a keen analytical acumen and an unwavering attention to detail, ensuring rigorous compliance across the board.
- Joining the firm in 2018, Wyatt’s quick rise to the position of COO within just a year is a testament to his unparalleled skillset and forward-thinking approach.
- Interestingly, contentment didn’t seem to lead to more personal growth or autonomy, though.
- We accomplish this by implementing and managing automated and paperless accounts payable, accounts receivable, payroll and banking systems.
- An alumnus of California State University East Bay, Robby holds a Bachelor’s degree in Business Administration with a special focus on Accounting.
- It’s essential to find a firm that understands your unique needs and can provide tailored solutions to help you achieve your goals.
Its team of CPAs and bookkeepers assists with maintaining records of financial transactions, including reconciling accounts, categorizing expenses, and catching up on backlogs. Its secure online portal allows clients to submit their invoices and view their books in real time. Clients are matched with a certified public accountant experienced in their particular state laws and industry. Matax is a Xero Gold Partner, which means it is certified with Xero and seamlessly integrates its software into is services. Xero itself is a cloud and web-based accounting suite of tools and software, and Matax has committed fully to its use.
Stephen D. Mayer, CPA
Corporations in particular need business bookkeeping services from a trusted CPA firm right here in San Francisco. While based in San Francisco, these bookkeeping services extend beyond the city boundaries to cater to surrounding areas’ needs as well. The Bay Area encompasses various thriving business hubs outside of downtown San Francisco where enterprises seek similar high-quality financial management support. For instance, a small startup with a general accounting focus might only require basic bookkeeping services, while a larger corporation might need more comprehensive financial management.
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Further testament to his multifaceted expertise, he has donned the hats of both CEO and CFO/Controller roles for various esteemed companies. We’ve actually had $10 billion in total venture capital raised amongst our client base. bookkeeping San Francisco If you are lost in the books, you might feel like you will never see that freedom that you dreamt of when starting your bookkeeping journey. Don’t underestimate the impact of solid bookkeeping on your company’s success.