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Insights

Small Biz Growth Target high-potential startups and SMBs in the Bay Area that need affordable, scalable financial services such as bookkeeping, CFO services, and cash flow planning to support rapid growth and VC-backed funding rounds.

VC & Startup Focus Leverage their experience with VC-backed tech startups to offer specialized services like burn rate analysis, breakeven forecasts, and monthly financial reporting tailored for early-stage ventures seeking investor confidence.

Full‑Service Pivot Position as a across-the-board financial partner capable of handling everything from basic bookkeeping to custom financial systems and business development, appealing to clients seeking a single outsourced finance solution.

Tech Stack Alignment Highlight proficiency with common tools (QuickBooks, Google Workspace, AWS, WordPress) to resonate with tech-savvy clients and propose integrations that streamline operations and data accuracy.

Local Brand Advantage Emphasize San Francisco and Greater Bay Area tenure since 2005 to attract local businesses valuing regional expertise, hands-on coaching, and a network of preferred financial partners.

Similar companies to SFBay Financial, Inc.

SFBay Financial, Inc. Tech Stack

SFBay Financial, Inc. uses 8 technology products and services including UserWay, Amazon Web Services, Wix, and more. Explore SFBay Financial, Inc. 's tech stack below.

SFBay Financial, Inc. 's Email Address Formats

SFBay Financial, Inc. uses at least 1 email format:
SFBay Financial, Inc. Email FormatsExamplePercentage
First@sfbayfinancial.comJohn@sfbayfinancial.com
100%

Frequently Asked Questions

What is SFBay Financial, Inc. 's phone number?

Minus sign iconPlus sign icon You can contact SFBay Financial, Inc. 's main corporate office by phone at
+1-510-545-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SFBay Financial, Inc. 's official website and social media links?

Minus sign iconPlus sign iconSFBay Financial, Inc. 's official website is sfbayfinancial.com and has social profiles on LinkedIn.

How much revenue does SFBay Financial, Inc. generate?

Minus sign iconPlus sign icon As of July 2026, SFBay Financial, Inc. 's annual revenue is estimated to be <$1M.

What is SFBay Financial, Inc. 's NAICS code?

Minus sign iconPlus sign iconSFBay Financial, Inc. 's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does SFBay Financial, Inc. have currently?

Minus sign iconPlus sign iconAs of July 2026, SFBay Financial, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Accounting Specialist: K. C. and Accounting Associate: Y. A. Explore SFBay Financial, Inc. 's employee directory with LeadIQ.

What industry does SFBay Financial, Inc. belong to?

Minus sign iconPlus sign iconSFBay Financial, Inc. operates in the Accounting industry.

What technology does SFBay Financial, Inc. use?

Minus sign iconPlus sign iconSFBay Financial, Inc. 's tech stack includes UserWay, Amazon Web Services, Wix, WordPress, Wix eCommerce, Google Workspace, Google Cloud and Sentry.

What is SFBay Financial, Inc. 's email format?

Minus sign iconPlus sign iconSFBay Financial, Inc. 's email format typically follows the pattern of First@sfbayfinancial.com. Find more SFBay Financial, Inc. email formats with LeadIQ.

When was SFBay Financial, Inc. founded?

Minus sign iconPlus sign iconSFBay Financial, Inc. was founded in 2005.
SFBay Financial, Inc. logo

SFBay Financial, Inc.

AccountingCalifornia, United States11-50 Employees

SFBay Financial, Inc. is a California accounting firm that has provided financial services to businesses in San Francisco and the surrounding Bay Area since 2005. Its client base ranges from sole proprietors and small family-operated shops to multimillion-dollar enterprises and venture-backed technology startups, with work spanning basic bookkeeping to controller-level responsibilities. The firm also emphasizes business development and mentoring for young entrepreneurs, drawing on experience in marketing, finance, and general business principles. Through a network of preferred partnerships with other financial institutions, the company positions itself as a full-service practice capable of addressing diverse business needs with scalable, customized solutions. Core offerings include bookkeeping, payroll, accounting, financial controls, budgeting, cash flow planning, and monthly financial reporting, with a focus on delivering financial visibility while minimizing client effort.

Section iconCompany Overview

Phone number
+1-510-545-****
Website
sfbayfinancial.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • <$1M

    SFBay Financial, Inc. 's revenue is estimated to be in the range of <$1M

Company Leadership

  • Accounting Specialist at SFBay Financial, Inc.
    K. C.
    Accounting Specialist
    Mobile Phone
  • Accounting Associate at SFBay Financial, Inc.
    Y. A.
    Accounting Associate
    Mobile Phone

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