In recent times, Susan has channeled her focus towards providing top-tier tax services to high net worth individuals, alongside managing trust, estate, gift, and business entity returns. Her approach is characterized by a commitment to excellence, a proactive stance on problem-solving, and a continuous effort to stay at the forefront of tax legislation changes. Stride is a locally owned bookkeeping company that has been serving San Francisco and the surrounding areas for over 15 years. Its team is made up of professionals with backgrounds in investment banking, private equity, technology, and operations.
and accounting services
His affinity for the outdoors often finds him hiking, while his quieter moments are reserved for indulging in literature. A man of letters, Steve has also penned three books, sharing his insights, experiences, and expertise with a wider audience. On the home front, San Mateo resonates with the joyous echoes of his family life, where he cherishes moments with his wife of over three decades and their three children. Stationed at our front desk, she masterfully routes every incoming call, ensuring each inquiry reaches its intended destination swiftly. She is the unsung hero behind many administrative tasks that keep our office functioning seamlessly.
Accountants Who Get Bookkeeping Done
But what truly sets Dan apart isn’t just his extensive experience or knowledge. It’s his rare blend of technical prowess combined with an innate ability to connect. In an industry that can often be perceived as cold or purely transactional, Dan infuses warmth. His financial acumen isn’t just about money; it’s about dreams, hopes, and aspirations.
business thrive
In the past I’ve worked at Deloitte Tax and I was the Controller of a 120+ employee startup. Our COO Scott Orn is a Kellogg MBA, former VC Partner at Lighthouse Capital Partners, and before that was an investment banker at JPMorgan’s technology group. Our head of FP&A is a former venture capitalist and startup operating executive, and has helped Kruze clients successfully raise hundreds of millions in VC funding.
You’ve now seen the diverse range of bookkeeping services available in San Francisco, from top bookkeepers to custom solutions and tax compliance. At Profit Line, businesses can access customized tax planning solutions specifically tailored to their individual needs. By understanding each client’s unique situation, at Profit Line we are is able to develop proactive tax planning strategies that maximize benefits and minimize liabilities. From tax regulations specific to San Francisco to leveraging technology for streamlined bookkeeping processes, financial data, financial statements, and general accounting focus, at Profit Line, we’ve got you covered. From drafting engagement letters that set the tone and expectations for the firm’s services, to the critical task of mailing tax planners which help clients anticipate their tax obligations, Bhonie’s role is pivotal. His meticulous approach ensures tax returns are pre-populated efficiently, streamlining the process for both the firm and its clients.
Noteworthy stints include the San Francisco Chamber of Commerce, the influential Bay Area Council, and the halls of Riordan High School, underscoring his commitment to giving back. The creation of the 5 Buckets Foundation is the legacy he leaves to future young adults seeking financial literacy education. Angelica’s strong foundation in accounting is accredited to her academic achievements at San Francisco State University, where she earned a Bachelor of Science in Accounting.
Demonstrating a prowess in ensuring accurate financial reporting, Meixiao took on roles that involved recording payments, journal entry postings, and generating detailed financial statements. Earning his bachelor’s degree from the esteemed California State University East Bay, Josiah pursued Business Administration with a concentration in accounting. This solid foundation in business and accounting principles has prepared him well for the challenges of the auditing world. And now, with his active preparation for the CPA exam, Josiah underscores his commitment to excellence and a desire to continuously enhance his professional credentials. His role is crucial to the relationship management of all client engagements. With an unwavering commitment to excellence, he drives the expansion and growth initiatives of the firm, ensuring our services not only meet but exceed the expectations of our clients.
- And possibly, most importantly, you get 24/7 access to an exclusive community filled with women who “get it”.
- They may offer insights into optimizing financial operations based on their knowledge of the local business ecosystem.
- So the best startups know that they have an experienced bookkeeper near them, ready to help them fly through due diligence.
- These include everything from basic data entry and accounts payable/receivable management to financial statement preparation and payroll processing.
- Tales of his capacity to engineer spacecraft and missiles are told in hushed tones, adding an aura of mystique around this operational wizard.
- She has been honored with an AV rating, indicating the highest level of professional excellence.
- And the final thing that makes Kruze different is just our attitude, the way we approach business, and we call it Kruze Cares More.
These stories were later edited to remove specific references to the emotions and then analyzed by people who didn’t know about the experiment, to see how contentment stacked up to the other feelings. Shifting to the audit and assurance department at SD Mayer is a testament to Tina’s versatility and adaptability. Tina boasts a Bachelor bookkeeping San Francisco of Arts in Economics and Accounting from UC Santa Barbara, a revered institution known for its rigorous academic programs. She further fortified her academic credentials by participating in the Professional Preparation Program for Accounting at UCSB Extension, ensuring she was well-prepared for the challenges of the professional world.
The Science of Happiness at Work
Vicki’s professional endeavors have always been underpinned by a profound appreciation for education, philanthropy, and community service. This ethos, imparted by her family and mentors, is evident in her endeavors and commitments outside her professional sphere as well. By gracing the boards of multiple non-profit and membership organizations, Vicki has consistently showcased her dedication to making a difference. One of her notable roles was at Archbishop Riordan High School in San Francisco, where Vicki seamlessly meshed her directorial skills in Communications and Marketing with her philanthropic endeavors. Not only was she a key figure in the school’s fundraising machinery, but she also helmed a student leadership program, a testament to her commitment to molding future leaders.
- Further accentuating his business prowess, he pursued a Master’s degree in Entrepreneurship and Innovation, equipping him with a blend of strategic insight and innovative thinking.
- Bringing over two decades of invaluable experience, Irene has mastered the intricacies of tax operations, demonstrating exceptional proficiency and an unwavering commitment to excellence.
- April Rosario is a cornerstone of our administrative team, currently thriving as an office administrator.
- They provide data entry of all business transactions, as well as a monthly review and report for accurate and up-to-date financial statements.
- Shifting to the audit and assurance department at SD Mayer is a testament to Tina’s versatility and adaptability.