5 employees
9 years in business

About this pro

- Xero & Quickbooks Experience

- Accounting Set-Up / On-Line Bookkeeping

- Dashboards, Metrics, KPI's

- Tax Preparation & Planning

- CFO & Controller Advisory

Website: and (in progress)


Staying ahead of the curve in today’s competitive environment requires you to keep a constant ear to the pulse of your business. What are you hearing? If you’re like many of the executives we work with, you know the beat is off somewhere, but you can’t quite pinpoint the source.  That’s where SF BAY CFO comes in.

We provide interim or part time CFO services and take a holistic approach to analyzing your business, from cash management to operations to personnel, and then help you make informed decisions in support of your vision for the company. We are your sounding board and advisor. We ask the tough questions, and help you find the answers and solutions to move your company to the next level.

Members of SF Bay CFO are independent consultants who are committed to maintaining the highest level of service, integrity and ethical standards.

Bottom line, we both enjoy helping people save time & money!

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Fremont, CA 94538
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What is your typical process for working with a new customer?

Every client and business is different and has unique needs.  We review the short-term needs, and also assess longer term goals.  From there we develop and present a Proposal.

What education and/or training do you have that relates to your work?

Over 40 years combined financial expereince, including:

- Banking / Funding

- Financial Planning & Analysis (Financial Models)

- Bookeeping and Set-Up of Accounitng Systems

- Tax Clean-Up and Preparation Services

Do you have a standard pricing system for your services? If so, please share the details here.

We have several standardized levels for the Accounting & Bookkeeping, priced on transaction volume.

Consulting services based on estimated time per week.

Services offered