Bookkeeping SF

(20 reviews)

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

Phuong La, EA

(10 reviews)

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

McCann HR Consulting

(12 reviews)

We enlisted Michael to help us get an employee handbook in place, and establish some good HR…read morepolicies as we were making our company's first "real" hires. Michael was also available for some ad-hoc questions as needed, and did a great job of keeping us up to date on any changes in CA employment law that we should know about.

Michael came on as our HR consultant as we were going through some transition, he assisted in…read moreproviding a path that would make the exit process for outboarding teamembers professional and seamless. In addition we have given our employee manual a much needed tune-up and implemented with his expertise a detailed process for screening and onboarding new hires. So appreciative to be partnering with him. Strongly recommend sharing this hat with Michael.

Rodriguez Perez Delgado & Company Llp

Knowledgable an professional, glad I found them , cant see going anywhere else for advice and or…read moredoing business , i recommend them to anyone

Fulcrum Point Partners

(6 reviews)

I transitioned from a part-time self employed massage therapist to a full time practice, doubled my…read moreincome in a year, and had more time for myself traveling and developing my artistic talents. Howard doesn't present you with "tips" to grow your business - he looks at the deeper level so you grow from within and come up with inspiring meaningful decisions and plans. I highly recommend him.

Howard Miller can help your business grow and succeed - simple as that!…read more One of the most powerful things you will get out of his coaching services is accountability. Howard will help you setup achievable, practical, short term goals that when added together bring about major long term improvements to your business. Whether it be with hiring, employee retention, marketing or a complete reconfiguration of your business model, Fulcrum Point is where to start.

SCORE

4.1

(35 reviews)

If I could give Score a rating of less than one star I would have done so. First if all they are…read morecomplete waste if your time and it takes a very long time for a so called mentor to answer your requests and reply to you. Second they send you a phony template and ask you several questions that are very vague and general questions. After I spent many hours of answering those questions they gave me phony excuses and rejected my answers even after I revised them so many times and then they lied to me in many occasions by accusing me not to answer those questions. They are very dishonest,corrupt, careless and complete waste if your time and money. Trust me they are there to completely waste your time and hard work. Stay as far as you can from this organization. They are complete scam and fraud. Be very careful.

Dr Valerie S. San Francisco, CA…read moreDec 21, 2024 I have the pleasure of working with George Schaefer through SCORE, and I am incredibly grateful for his expertise and guidance. George brings a wealth of knowledge, professionalism, and a genuine desire to help others succeed. From our very first meeting, George took the time to understand my goals and challenges. His thoughtful approach, combined with his ability to break down complex concepts into manageable steps, made a significant difference in how I approached my business strategy. He offered invaluable insights, practical advice, and resources that were directly applicable to my needs especially as he introduced me to AI. What stood out most was George's persistence, patience and encouragement. He created a supportive environment that allowed me to feel confident in exploring new ideas and making informed decisions. His mentorship has been instrumental in helping me move forward with clarity and purpose with my non-profit as well as my professional physician business. I wholeheartedly recommend George Schaefer to anyone seeking a SCORE mentor. His dedication, expertise, and genuine care for his https://www.score.org/inlandempire/profile/george-p-schaefer

Intrepid Coaching

(9 reviews)

I highly recommend Morgan! He is a voice of calm and reason - a fantastic sounding board who also…read morehas a wealth of information as it relates to what makes a winning business mindset. He takes a holistic approach to his clients' lives and doesn't just hyper-focus on a specific thing here or there. Rather, he keeps the big picture in focus and doesn't let you lose the forest through the trees! Give him a call! Andrew Rebennack

I knew I needed a bit of professional coaching to get me through a transition period in my career,…read morebut I just wasn't feeling motivated to do so. I was introduced to Morgan by a friend and decided to give him a shot. I consider myself to be a "grounded" person, but his coaching opened up new possibilities for the ways I was (and was not) engaging with my work. Without him, i don't think I or my business would be on the calm, successful track We are now on. As the new arm of my business continues to grow, I am forever grateful for the clarity I gained from working with him. I feel I will be able to grow with a steady hand at the wheel, rather than letting it pull me off center in my personal life, as I sometimes have with past projects. (Thank you, Morgan!)

Blue Globe Administrative Services, LLC

I work with a film production company in LA and we needed data collected from film festivals…read more2000-present. It was a huge undertaking and our little office needed extra hands to complete it. Rather than having to hire someone to come in and do it we went to Kety. All she needed was a quick explanation of what we expected and within a week had all the information for us. No problems whatsoever. She was immediately available when we had to add a bit more for her to process. I would definitely use this service again!

From the owner: Blue Globe Administrative Services provides Administrative and Executive support to small, dynamic…read morecompanies who wish to stabilize their headcount. We specialize in using collaborative technology such as Web Conferencing, Online Document Management Systems, and Online Project Management tools.

BookSoEasy

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!

Melissa Fong, CPA

4.9

(110 reviews)

Melissa has been helping my family with our tax preparation for years. As my financial situation…read morebecame more complex and I can no longer trust myself with TurboTax, she expertly took over once I provided all my documents. She was able to reduce my liability. The e-filing process was simple and paying what I owe was a secure and seamless process. She has given me peace of mind through the years and I trust that she prepares my taxes accurately as I have never had any issues with the IRS. I plan to continue working with Melissa as she has been helpful with tax saving strategies as my life situation changes.

Welp. I'm updating my review because I wrote the review yesterday. She emailed me with the copy of…read morethe 2024 as I requested, but 12 hours after she said she sent it to me. (I checked my spam and mentioned that i will hadn't received it.) She was kind and considerate, until I said that I was at a wedding and couldn't respond. I am now pretty shaken about the exchange I had. You can judge for yourself if you want her for your CPA. I tried to delete my review, but I was met with an error message. To be clear, I never asked her for a refund for what I paid her for her services. I never said quoting a price was illegal. I'm not sure why she said that, honestly. I think people that receive a service should be paid in full, which I did. I wasn't trying to skirt out of any payment. I was going to edit my entire review. Instead, I'm trying to delete a review at almost 1 in the morning because of this exchange I received and it completely ruined my whole night and happy wedding/celebratory mood and replaced it with unnecessary stress because she wanted the review removed before 3am.

Tax Break-ers

(98 reviews)

Raymond from Tax Breakers has done my taxes for six years (or more) and I should have written this…read morereview before. He has always been responsive - often within the same day. He often (so far always) has my return back to me for my review within two days from the last document and answered questions. He works crazy hours. I think their prices are fair for the services. Raymond has also helped me figure out estimated tax payments during the year that I hadn't considered.

Austin has helped my father and I with our taxes during the pandemic. He took the time to explain…read moreall pages and answered all my questions. A very thorough person that genuinely wants to help you make the best of your tax situation. I would not hesitate to reach out to Austin and the team at Tax Break-ers for all your tax needs!

Yan Song CPA

(21 reviews)

I did not have any experience with doing taxes for the quarterly deadline, but Yan was very helpful…read moreand answered a lot of my questions, helping me through all the steps of the way. If you need help, make sure it isn't right before the deadlines, giving time to prepare what is needed. Will definitely be going back to Yan even if it isn't about the end of year tax deadline. Thank you so much Yan!

I had a bunch of issues with my previous CPA that I had engaged which that left me with little…read moreconfidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client!

Moskowitz LLP

3.5

(220 reviews)

Very good tax attorneys that are responsive and dependable. Great at filing and lowering tax…read moreliability with their negotiating skills

I have been a client of Moskowitz LLP for a few years now. I have received lots of help, great…read moreadvice and legal services from them. One person in particular, I have to thank for her help especially is Ms. Carey. She has so much knowledge and patience. I also want to give thanks to two other people who have made my experience great, they are Mary and Travis. Thank you for all that you do and continue to do. I really appreciate their time.

Why does Yelp recommend reviews?

Hundreds of millions of reviews are posted on Yelp, and our automated recommendation software works in the background to showcase the reviews that it …

4 reviews that are not currently recommended

The reviews below are not factored into the business's overall star rating.

Robyn M.

6 years ago

I have been working with Pamela for the past five years. I am grateful for her knowledge and attention to detail. I have never been so "on track" with my finances before, even though I have been in business for over 30 years! She has helped with with so much more than just the standard bookkeeping issues. I appreciate all that she does for my business. read more

Deborah B.

15 years ago

In my workings with Pamela, I have found her to be smart, hardworking and efficient. I highly recommend her services.

Kendrick W.

15 years ago

Pamela is extremely detail oriented and thorough, and a pleasure to work with.

Michael P.

15 years ago

Pamela has a great knack for business and gets the job done.

Bookkeeping SF - bookkeepers - Updated July 2026

People who viewed Bookkeeping SF also viewed

Lynda Bookkeeping

(7 reviews)

Working with Lynda has been a pleasure. My small business was complex and growing quickly at the…read moresame time. She deligently kept up on my books and provided excellent added value as we grew. As we move into our next phase (buy out), I feel very thankful to have work with Lynda and hope to stay in touch into the future.

I thoroughly enjoyed the training sessions conducted by Lynda, along with the extra support that…read morehelped enhance my bookkeeping and QuickBooks skills. Currently, I am managing the books independently and feel confident reconciling the accounts. Thank you, Maureen M

BookSoEasy

It's All Adding Up

I'm highly recommending It's All Adding Up bookkeeping service. We've been working with Cindy for…read moreapprox. 2 years now and have been very satisfied with the results. Cindy is very professional and provides comprehensive services to each of her clients. We are sole proprietors, yet she treats us just as she would with a larger business. She is focused, determined, detail oriented, pleasant, and reasonably priced. Cindy helped us through two intense audits, prepping us thoroughly as well as attending both meetings. She offers support, advice and encouragement to her clients. If you're looking for excellent skills and knowledge, look no further. It's All Adding Up is just for you.

Aigul CPA & Associates

Extremely easy to work with! Stress free tax filing for the last 10 years. They are very affordable…read moreand worth every penny.

Fast and accurate. Aigul helps you to remember documents to scan and upload. I appreciate that…read moreeverything can be handled remotely by using a system that keeps your documents secure (supposedly, lol)

Beth Crittenden, Financial Guide

(8 reviews)

Ok so Beth actually makes finances peaceful and fun. I did not think that was possible. She helped…read moreme with my taxes last year (of course I waited till the last minute) and the entire time it was like we were playing a sparkly-fun video game. You know how it is when a subject you normally suck in becomes clear to you? That is what Beth facilitated for me. And she's humble and sweet. Can't beat it! She's also wants the best solution for you. Even though she is a GREAT advisor and when I have the money, I will totally spend it on sessions with her, I was reluctant to drop the money at this juncture for some financial help because I'm in the red... so she made a few suggestions that saved me a lot of money. She's the best!

I met Beth a few years ago when I first purchased a business and I had never been a business owner…read morebefore. She helped me to wrap my head around business finances, how to determine my budget, flushed out what was important to me to prioritize and pointed out that I am my most important employee! Then a year later I participated in one of her group sessions and I got a lot out of that as well. She has many ways of helping people with their finances to meet people where they are in their process. Last year she sent out one of her regular newsletters and she issued a challenge to set a goal for the year. I took that seriously and followed through on my goal of setting a specific budget and working my budget. That helped me imensely to go from an unprofitable year to a profitable one. Beth has made my life better!

SmallBizMaven

(14 reviews)

My books were resurrected from the dead and neglected. Blythe came, conducted a thorough interview…read moreto really try to understand my small but complicated venture, forced me to supply and organize all kinds of important historical docs, set up a brand new streamlined bookkeeping flow, and most importantly got my quickbooks to a point where I can actually open it and obtain actionable information. She will make you do your homework. But it will be worth it.

Blythe IS THE SMALL BUSINESS MAVEN!!! For those of you who are great at creating business and doing…read moredeals and making things happen, but whose brains do not do well with the minutiae of managing your accounts, receipts, subscriptions and bills (but also don't know who to trust to help you with this), Blythe will come to the rescue. Having previously hired a bookkeeper who gave me tasks to complete then ignored me if I did not do them (and was happy to take a fee anyway), Blythe comes as a refreshing antidote. Blythe will figure out what YOU need to get the job done, and she will support you with patience and without judgment. She will clean up any messes, put systems in place, and look at ways to streamline. She has a special gift for working with small business owners who are in growth mode, and she will help you in the here and now as well as help you plan for the future. She also really CARES, has the highest integrity and wants to see you thrive and succeed! She takes her fiduciary role as seriously as I take mine, and I have tremendous respect for her work ethic and humanity. If she has time in her schedule for you, take advantage it! She will save you time and money, and she will help you get more of your life back.

Holistic Fiscal

(3 reviews)

I am incredibly grateful for Asal and Holistic Fiscal. After dissolving a difficult business…read morepartnership, my taxes were a complete disaster. Asal stepped in, sorted out the chaos, and truly helped me get my financial life back on track. She advocated on my behalf with the IRS, successfully reducing my penalties and securing a manageable payment plan. While I was initially embarrassed by the mess I was in, Asal was entirely non-judgmental. She is brilliant, highly experienced, and professional--qualities that alone warrant a glowing recommendation. However, it is her genuine kindness and compassion that truly set her far above the competition.

I worked with Asal during an important business decision and can't recommend her highly enough. Her…read morefinancial projections and scenario analysis completely changed how I evaluated my options, helping me see risks and outcomes I would have otherwise missed. What sets her apart is how clearly she explains the numbers and ties them to your broader goals. She goes beyond spreadsheets to build a realistic, holistic picture. Thanks to her guidance, I made a decision that was both financially sound and aligned with my personal priorities.

Jutta Reichert Associates

4.9

I have been a client of Jutta and Reyna for about 10 years. I may have found her thru Yelp, lol. My…read moreprevious tax accountant retired a bit over 10 years ago and I needed someone with international experience. Jutta has been a pleasure to work with. She and her team are very knowledgeable in international tax laws, and they are always responsive and cordial. Several of my immediately family members have been utilizing her firm. Highly recommended.

Jutta and Reyna have been preparing my personal taxes for the last 10+ years. They have been…read moreaccurate, efficient, and on time ever since we started working together. I appreciate their knowledge, expertise, and suggestions on how to be most prudent with my tax liability. I highly recommend them to anyone looking for a reliable and knowledgeable professional.

M & Z Tax Services

(6 reviews)

May is proactive, responsive, thorough and super professional. Highly recommend her service.read more

This is the most straightforward 5 star review! I had the…read morepleasure of working with May two consecutive years. May is not only an exceptional accountant, prompt and responsive but she is a woman with a kind heart, patient personality and outstanding professionalism! I highly highly recommend May for any personal or business accounting needs to anyone!!

Roshell Dean CPA, PC