CPA-Led Accounting & Fractional CFO Support in San Francisco, CA
Where innovation scales fast—and your finance function should too.
Serving more of California
We support 8 cities across the state
How we help San Francisco operators
Bookkeeping
- Accurate, up-to-date books for San Francisco businesses
- Monthly close + reporting you can trust
Operational Accounting & Financial Reporting
- Stronger accounting workflows tailored to San Francisco's business needs
- Audit/compliance readiness and cleaner documentation
Fractional Controller / Fractional CFO
- Cash flow planning + capital strategy for San Francisco operators
- Strategic leadership for growth and risk management
What we see in San Francisco
San Francisco serves as a global technology and innovation hub, with thriving startup ecosystems and established tech companies. As businesses scale rapidly in this competitive market, they need financial operations that can keep pace. We help San Francisco operators build strong accounting foundations and maintain clean books as they grow.
As San Francisco continues to attract investment and talent, businesses face increasing complexity in scaling their financial operations. We help you navigate this growth with clean books, clear reporting, and the financial clarity you need to make confident decisions—whether you're raising capital or optimizing burn rate.
- Scaling financial operations to match rapid growth
- Managing complex equity structures and investor reporting
- Navigating revenue recognition for SaaS and subscription models
- Building financial processes that support fundraising
- Ensuring accurate financial reporting for stakeholders
Industries we commonly support in San Francisco
We support modern technology businesses across the San Francisco metro area, bringing CPA-led expertise to help you maintain clean books and strong financial operations as you scale.
Who We Serve in San Francisco
From technology & saas to professional services, San Francisco businesses share a common need: financial clarity that enables confident decision-making. Here's who we work with most often in the San Francisco market.
Startups & Growth-Stage Companies
Laying the foundation for sustainable growth
We work with early and scaling companies to establish clean books, disciplined reporting, and financial leadership that grows with the business.
Founder-Led Businesses
Empowering leaders with financial clarity
We help founders move from reactive financial management to confident, data-driven leadership—without losing focus on the business they're building.
Private Equity Portfolio Companies
Accelerating value creation
From post-acquisition integration to exit readiness, we provide the financial rigor, reporting cadence, and leadership support PE-backed companies require.
Mergers & Acquisitions
Enabling successful business transitions
We support buyers, sellers, and leadership teams through transactions—ensuring financial readiness, clean data, and confident execution.
Nearby areas we serve
Our remote-first approach means we can support businesses throughout the greater San Francisco metro area and beyond.
Frequently asked questions
Do you work with San Francisco-based technology and startup companies?
Yes. We support businesses across San Francisco's technology ecosystem, including SaaS companies, startups, and established tech firms. Our team understands the financial needs of rapidly scaling businesses.
How do you help San Francisco businesses with investor reporting?
We have experience managing financial operations for venture-backed companies. We'll help you maintain clean books, prepare investor reports, and build financial processes that support fundraising and investor relations.
Do you serve businesses throughout the greater San Francisco metro area?
Absolutely. We work with companies across San Francisco and throughout the Bay Area. Our remote-first approach means we can support your business regardless of your exact location.
What makes your approach different for San Francisco businesses?
We understand San Francisco's fast-paced startup environment and the need for financial operations that can scale quickly. Our CPA-led team brings deep expertise in supporting tech companies and startups.
Can you help with SaaS revenue recognition and subscription billing?
Yes. We have experience with SaaS revenue recognition, subscription billing models, and the financial reporting requirements for subscription-based businesses. We'll help you maintain accurate books and clear financial visibility.
Recommended next steps for San Francisco teams
Explore how we can help businesses like yours, learn about our services, or dive into our process.
Startups & Growth-Stage Companies
Laying the foundation for sustainable growth
Founder-Led Businesses
Empowering leaders with financial clarity
Private Equity Portfolio Companies
Accelerating value creation
Our Services
From bookkeeping to fractional CFO, services that scale with you
Our Process
How we work together to transform your financial operations
Get clarity in San Francisco—without slowing down.
Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.