SFBay Financial, Inc
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 + remote
- Software?
- QuickBooks Online
Who they say they serve: startups, retail, real estate, non-profits, professional services (self-reported, from the firm's own website)
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 | SFBay Financial, Inc | home page | |
| Website | https://www.sfbayfinancial.com/ | home page | |
| Office locality | San Francisco, CA | home page | |
| Service area | United States (stated by the firm) | /faqs | |
| Phone | +14157023545 | home page | |
| Offers bookkeeping | Documented: Bay Area Bookkeeping & Outsourced Controller Services | SFBay Financial top of page Your books, handled.... | home page | |
| Monthly bookkeeping | Documented: ...to established companies and VC-backed organizations. Whether a client needs reliable monthly bookkeeping, stronger financial controls, or higher-level reporting and planning, our... | /about-us | 8 pts (max 8) |
| AP / AR | Documented: ...with greater clarity and confidence. Full-charge Bookkeeping Dedicated accounting team Bill pay services & A/P support Invoicing & A/R support Payroll administration Financial... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...building a full in-house finance team. From bookkeeping, bill pay, reconciliations, and payroll administration to budgeting, compliance support, forecasting, and controller-level... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...needs are met, whether it’s accounts payable/receivable, payroll, or preparing financial statements. He’s a great communicator and has an eye for detail. Josh enjoys... | /about-us | 6 pts (max 6) |
| Industries served (documented) | startups, retail, real estate, non-profits, professional services, technology | /about-us | 5 pts (max 5) |
| Software supported | QuickBooks Online | /faqs | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /faqs | 3 pts (max 3) |
| Pricing approach published | Quote only (stated): "custom quote" | /faqs | 6 pts (max 6) |
| What is included / excluded | Documented: ...tax planning with your CPA and help guide business decisions. Our bookkeeping services include: monthly transaction expense and income coding bill payment and A/P tracking... | /services/bookkeeper-services | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...for precision, and enthusiastic about research and analysis; she ensures our clients’ monthly reports are delivered with timeliness and integrity. Sarah brings value to the team... | /about-us | 4 pts (max 4) |
| Communication channel / process | Documented: ...accruals and financial closes, and up-to-date financial reporting …and much more. Your dedicated bookkeeper can answer questions or bring them to our advisors at SFBay Financial... | /services/bookkeeper-services | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Onboarding described (0 pts, max 4).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'SFBay Financial, 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): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (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 SFBay Financial, Inc's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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