Partners
The work rarely stops at the books.
Clients need a tax preparer, an attorney, a lender, or an operator we do not staff. We keep a network of professionals who already understand how our clients are put together financially.
A referral is only as good as what the other side receives.
Most referral networks are just lists. The reason this one works is more mechanical than relational. When we hand a client to a tax CPA, an attorney, a lender, or a broker, that professional inherits a reconciled set of books and a controller who can answer questions the same week.
That makes their work faster and their advice better, which is why the referrals come back. We are also explicit about what we do not do. We do not prepare returns and we do not audit, so there is no quiet competition sitting underneath the relationship.
Where we hand off
- Tax returns and planning
- IRS representation
- Legal and contracts
- Formal valuations
- Multi-state payroll
Who we work alongside
Tax and legal
CPAs specializing in tax
We keep the books clean year round so preparation is fast and accurate, and they bring planning insight we fold back into monthly management. Neither firm competes for the other work, which is the whole reason it holds.
Enrolled agents
They handle IRS representation, resolution, and controversy work. We supply the documented records that support tax positions and stand up under audit defense.
Business attorneys
Entity formation, contracts, governance, and litigation support all run on financial documentation. We produce it, and we send clients their way when a contract or a governance question needs real legal review.
Patent and IP attorneys
Technology clients need R and D expense tracking and development costs capitalized correctly. We maintain the records that support IP valuation, licensing negotiations, and damage calculations.
Estate planning attorneys
Succession and wealth transfer plans need business valuation, cash flow projections, and tax implications on the table. We provide the analysis and keep the records accurate through the transition itself.
Capital and transactions
Commercial bankers and lenders
We prepare the financial packages, projections, and applications lenders require, then manage covenant compliance afterward. Banks send us clients whose statements do not meet lending standards.
Business brokers
We prepare companies for sale with clean records, proper controls, and quality of earnings work that supports valuation. After close we often stay on, which gives the buyer continuity.
Valuation specialists
Formal valuations for transactions, estate planning, litigation, or partner buyouts need a reliable data foundation. When reporting issues surface mid-engagement, we have the controllership depth to fix them.
Financial advisors and wealth managers
Owner-operators need coordinated advice across business distributions, compensation, and personal wealth. We make sure the business cash flow actually supports what the plan assumes.
Commercial insurance brokers
Accurate payroll and revenue data drives correct coverage and correct premiums. When a claim happens, documented records support the business interruption calculation.
Commercial real estate agents
Facility decisions and property investments turn on affordability and return. We provide the analysis, plus the statements a landlord or lender will ask for.
People and technology
HR consultants and PEOs
They manage benefits administration and workforce planning. We run payroll and compliance underneath it, along with the labor cost analysis that makes workforce decisions quantifiable.
Payroll service providers
Where a client needs full-service payroll or multi-state compliance beyond our scope, we refer out and integrate the resulting data into reporting and job costing.
IT consultants and MSPs
When we implement accounting systems, they make sure the infrastructure and security underneath can carry it. They send us clients who need help selecting and running financial software.
Software implementation specialists
They handle setup and data migration. We take over as the ongoing accounting partner, keeping the system optimized and the data clean enough to report on.
E-commerce platform consultants
They optimize Shopify and Amazon operations. We handle multi-channel reconciliation, inventory, and revenue recognition so the platform work has real financial reporting behind it from day one.
Growth and strategy
Business coaches and consultants
Coaches work on leadership and strategy. We supply the metrics and KPI tracking that tell you whether any of it is actually working.
Marketing agencies
Agencies need to demonstrate return and understand acquisition cost. We provide the margin and cash flow analysis that shows whether the spend is affordable at the current rate.
Partner with us
If you serve growing Bay Area businesses and you have been burned by clients arriving with unusable financials, that is the problem we solve before you ever see them. We are selective and we expect the same in return.
Also from Silicon Valley Accounting Solutions: about us, outsourced accounting, partnership opportunity, and contact us.
Start with a clarity call.
Thirty minutes with a partner. Bring last month's P and L if you have it. You will leave with a straight answer about whether we can help, including when the answer is no.
Book a clarity call