📍 San Francisco, CA

Accounting, Taxes and Virtual CFO For San Francisco Businesses

Accounting, tax, virtual CFO and payroll services built for San Francisco's technology companies, venture-backed startups, fintech firms, and enterprise software businesses. California and San Francisco compliance handled end-to-end with AI-powered automation and real-time Power BI dashboards.

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Four Services, One Expert Team

Everything San Francisco businesses need,
handled end-to-end

From disciplined monthly close and Power BI dashboards to California state tax compliance and San Francisco's Gross Receipts Tax. One integrated team covers your complete financial picture.

Accounting & Bookkeeping

Audit-ready monthly close, clean books, and real-time Power BI dashboards for San Francisco's technology companies, venture-backed startups, fintech firms.

Taxation

California's 8.84% corporate tax and high individual rates require careful planning. We handle every filing accurately for San Francisco businesses.

Virtual CFO

Strategic CFO support, KPI dashboards, board-ready reporting, and cash-flow planning for San Francisco's growing companies.

Payroll Processing

Multi-state payroll with California compliance, tax withholding, contractor payments, and year-end W-2 and 1099 filing.

★★★★★

"We raised our Series B and suddenly had complex equity accounting, SF Gross Receipts Tax, and California income tax questions coming at us from every direction. CrownGlobe handled it all and gave us the clean financials our new board members expected on day one."

Fintech Startup Founder · San Francisco, CA

We Know San Francisco

We know finance for San Francisco businesses

San Francisco is one of the most significant technology and financial services centers in the world, and the core of the broader Bay Area innovation economy. Salesforce, whose name adorns the city's tallest building at Salesforce Tower, maintains its global headquarters in San Francisco. Airbnb, Lyft, Reddit, Gap Inc., Levi Strauss and Co., Wells Fargo, and the Federal Reserve Bank of San Francisco all have headquarters or major operations in the city. San Francisco is also the financial services address for a large share of the world's venture capital activity.

Engagement Models

Work with us your way

Choose the model that fits how your San Francisco business operates. Every engagement includes US leadership, structured onboarding, and defined SLAs.

Fixed Price

$99

per month

Ideal for task-specific work with a pre-defined scope and deliverables.

Set scope and timeline
Clear deliverables
No variable invoices

Get a Quote

Dedicated Team

$1,699

per month

A dedicated team assigned to your account, building context about your business every month.

Monthly close, every month
Same team, built-in continuity
Scales with your business
Real-time Power BI dashboards

Book a Consultation

Hourly

$15.99

per hour

Pay only for hours used. Flexible, on-demand support with easy tracking and control.

No monthly commitment
Dial up or down anytime
Easy tracking and control

Get Started

Outcome-Based

Custom

pricing

Pay for results, not effort. A performance-driven approach ideal for defined KPIs.

Results-first approach
Defined KPIs and goals
Tailored to your business

Discuss Your Goals

FAQ

Common questions from San Francisco businesses

Yes. We handle California state income tax and franchise tax filings, the San Francisco Gross Receipts Tax (with its industry-specific rate tiers), payroll tax compliance with California EDD, SDI, and SUI, and multi-state tax obligations for San Francisco businesses with revenue or employees in other states. We also handle California-specific stock option planning for founders and key employees, including ISO vs. NSO analysis, AMT exposure assessment, and 83(b) elections.

We connect directly to your bank accounts, credit cards, and merchant processors using secure read-only integrations. CrownGlobe works in QuickBooks and Xero, layering AI-powered automation and real-time reporting on top. AI categorizes every transaction and reconciles your bank feed daily. When a direct connection is not available, we ask you to upload statements to your client portal.

Data security is foundational to how CrownGlobe operates. We require NDAs signed by CrownGlobe and each employee on your account. Protections include antivirus and malware software, sophisticated firewalls, removable storage blocked on all workstations, authorized IP-only logins, CCTV surveillance, thumbprint access, and diskless computers to prevent unauthorized data removal.

You get a dedicated team: a bookkeeper for day-to-day transactions, an accountant who reviews and closes your books monthly, and a senior reviewer who signs off before anything goes out. Your team stays consistent month after month, building deep context about your business that generic outsourced services never develop.

Accounting, Taxes and Virtual CFO For San Francisco Businesses