Updated:
← Back to Top 30 Bookkeepers in the San Francisco-Oakland Area, CA (2026)API Accounting, Tax & Advisory, Inc.
Evidence Score 56/100 at 77% evidence coverage 4 of 30 on the San Francisco-Oakland area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local
- Software?
- QuickBooks Online
3 of 5 answered from a dated source.
Documents 4 of 5 core services; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | API Accounting, Tax & Advisory, Inc. | home page | |
| Website | https://www.apiaccounting.com/ | home page Sep 26, 2026 | |
| Office locality | Concord, CA | home page | |
| Phone | +19258272222 | home page Sep 26, 2026 | |
| Offers bookkeeping | Documented: ...Great financial planning starts with a clear tax picture . Learn more 03 Accounting & Bookkeeping Reliable books are the foundation of every good business decision . Learn more 04... | home page | |
| Monthly bookkeeping | Documented: ...refer to our more detailed Tax Prep Checklist ACCOUNTING & PAYROLL QUESTIONS DO I NEED MONTHLY ACCOUNTING, OR CAN I DO QUARTERLY OR ANNUAL ACCOUNTING? The first thing to consider... | /faq-ready Sep 26, 2026 | 8 pts (max 8) |
| AP / AR | Documented: ...bookkeeping in QuickBooks Bank, credit-card, loan, and merchant-account reconciliations Accounts payable and accounts receivable tracking Sales tax filings in all counties across... | /accounting-bookkeeping | 4 pts (max 4) |
| Payroll coordination | Documented: ...well as California and the USA. Contact us for a Consultation Our Services Accounting & Payroll Tax Preparation & Tax Planning Tax Audits & Representation Financial Planning &... | home page Sep 26, 2026 | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Sales tax filings in all counties across California Chart-of-accounts cleanup and setup Monthly financial statements: P&L, balance sheet, and cash-flow summary Year-end closing... | /accounting-bookkeeping | 6 pts (max 6) |
| Software supported | QuickBooks Online | /accounting-bookkeeping | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| Pricing approach published | Quote only (stated) | home page | 6 pts (max 6) |
| What is included / excluded | Documented: ...complex books Professional practices, contractors, retailers, and service businesses What's included Monthly, quarterly, or annual bookkeeping in QuickBooks Bank, credit-card... | /accounting-bookkeeping | 5 pts (max 5) |
| Onboarding described | Documented: ...sheet, and cash-flow summary Year-end closing packages ready for your tax return How it works 01 Discovery call We review your current books, tools, and pain points and provide... | /accounting-bookkeeping | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...Sales tax filings in all counties across California Chart-of-accounts cleanup and setup Monthly financial statements: P&L, balance sheet, and cash-flow summary Year-end closing... | /accounting-bookkeeping | 4 pts (max 4) |
| Communication channel / process | Documented: ...greater Bay Area, and the rest of California - in person or fully remote through our secure portal. Also licensed to serve clients nationwide. Client stories What our clients say.... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Nov 7, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Named contact / team (0 pts, max 3).
- Not documented. Checked 12 pages of the firm's own site on 2026-11-07 (Firm's own website): Industries served (documented) (0 pts, max 5).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'API Accounting, Tax & Advisory, Inc.' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from API Accounting, Tax & Advisory, Inc.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.