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.

I've been using SFBay Financial bookkeeping services since 2018. I previously had a bookkeeper…read morewho made mistakes and was not knowledgable in my specified industry. A fellow business owner recommended SFBay and right from our initial meeting, i was put at ease and trusted I was getting into a partnership with a firm that was well versed in restaurants and bars and that all of my needs were being met. They have a great team! If you are looking for bookkeeper's who will take care of you and your business, reach out to them stat!

What can I say about SF Bay and particularly, Anne-Marie? She's wonderful-- truly a calm, assuring,…read moreknowledgeable, even Zen presence in my life. Side note- to be Zen when you are talking money is quite a feat!! The company as a whole has been professional, super easy to deal with and very helpful. I'm so glad I found them! Highly recommended!

Diabolical We were…read morelooking for a long term person to work on our taxes as expats from the UK, so we thought Chris would be the right person. We asked would they be able to take on our case before the tax deadline (a month or two before), they said they could and I pretty much provided all the documents needed in a few days. However a month or two later just before the deadline we were assigned to someone called Steven Daniel - he was without a doubt the absolute worst person we've ever dealt with in terms of client experience. He would ask us stupid questions like can we convert an image to a document for him to which I pointed out there are plenty of tools online for that. They filed an extension without telling us we would be liable for any interest. A month or so passes and they then start following up with questions saying they are nearly done. Another month passed and they upload the preliminary tax bill into their portal without telling us. The tax bill was a lot higher than expected, I clarified this with Chris, sent the money to the IRS and he said nothing more was needed. Another month passes and Steven emails us asking would we like to file the tax return. WTF Steven?!? The man is clearly an absolute imbecile and did not work out when I said we have paid the IRS (for which he was in the email) this means file the bloody return?!? I get a call from Chris apologising saying they will cover the interest. To this date I have never received this despite sending them the interest bill I paid off for several hundred dollars. For the luxury of all this madness, they charged me $1500. At that price I would be expecting a fairly high end service, this was beyond belief - I cannot fathom how they are happy to charge this for some of the worst professional service I have ever experienced. In short, steer clear unless you have more money than sense - if you hear the name Steven Daniel, run and do not look back.

I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

DeMar Consulting Group got back with me right away and set me up with one of their…read moreconsultants/advisors. The associate was very knowledgeable, professional, and answered all of my questions regarding retirement investments, income, tax, social security, and which type of investment works best for which situation. Glad I talked to them. It'll save me thousands in taxes doing things the right way and I'm the right timing. I recommend them for your investment, retirement, social security and tax consultant needs.

I hired DeMar Consulting Group for accounting and bookkeeping services (Service Requested)…read more Overall, the work was completed, but the process was not as smooth as I expected. The quality of the consultation was average: I received answers to basic questions, but for more specific issues I had to follow up several times. Deadlines were met, but the response time to messages was sometimes slow. The cost of services felt a bit high compared to the level of support provided. In the end, I would describe the experience as just "okay," but not excellent. The company could improve by providing faster communication and clearer explanations of the details.

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.

Not I'm officially a client of Linda's but she was so helpful over the phone, I needed to write a…read morereview for her - she was just that great. I have been looking for an accountant to handle a very specific matter and while it wasn't Linda's area of expertise, in my one phone call to her, she took the time out to listen and answer my questions (which was huge) and point me in the right direction. Just from our conversation on the phone I could tell she was very knowledgeable, thorough, and good at what she does.

I am a Real Estate Professional & have been working with Dale from Apex Bookkeeping since we filed…read moreour 2010 tax returns. Holy smokes.... honest to God, Dale is *totally* THE BEST!!!!! I love him & love what working with him has done for our business...and, if you are serious about getting your finances in order & delegating out to a true professional; I think you will love him, too. :) He seriously knows his stuff & kicks some serious a**. He reconciles my accounts on a monthly basis & gives me back precious time so that I can go & do what I am good at: Sell Real Estate & network up a storm! Now that we have hired Dale, I finally LOVE talking about our finances. It has taken the weight of the world off of my shoulders & he has created HUGE peace of mind for us. *sigh* SO HAPPY!! He is worth every penny & is one of the best investments I have ever made in my business. The return on my investment is off the charts! Dale has changed my life & business... no joke! Need I say more? Please feel free to reach out to me if you have any questions at all... or just pick up the phone (or ping him with an email). You will thank yourself later! :)

UPDATED REVIEW... GOT in touch, misunderstanding of time we were to meet. Am in process of hiring…read morehim, will update after we work together

I hired Wozzi and his team to drive a complex multi-system evaluation, deployment and integration…read moreproject across multiple entities and evolving lines of business. Due to various factors, the project was difficult to design and subject to significant scope changes along the way. Despite the high degree of difficulty and high risk of failure, Wozzi and his team were a major part of a successful conclusion. Wozzi thinks like a true Project Manager, organizing and planning key steps, recognizing business impacts beyond the immediate problem, possesses the ability to think through issues, create solutions and drive necessary process to bring them to fruition. In addition, he is a top-notch Controller, possessing the full range of knowledge and ability to run a finance department. I wouldn't hestiate to engage Bizvisory & Wellness again on any range of projects.

BizVisory & Wellness has had such a powerful and positive impact on the way I perceive and do…read morebusiness. Wozzi was so patient with me,( as a majority of my records were out of order ), and did all he could do guide me through these confusing steps of accounting and record keeping. Not only did he get all of my business affairs in order, he was able to produce necessary paper work essential to my meetings and dealings with clients, on the spot, with expedience and pain-staking detail. BizVisory & Wellness has my five star review, and my business for the future. Thank you so much Wozzi !!