Business Details
47 Years
experience
Trusted Accounting & Bookkeeping Services in San Ramon, CA
KAD Alliance has been a trusted partner in financial services since 1979, delivering tailored accounting, bookkeeping, and tax solutions to businesses and individuals across the United States. Our team combines over four decades of experience with cloud-based technology to provide accurate, transparent, and efficient financial management. Guided by the principles of Knowledgeable, Accessible, and Dependable service, we prioritize client success through proactive communication, industry-specific expertise, and a commitment to minimizing tax liabilities while maximizing growth opportunities.Our cloud-based tools ensure real-time access to financial data, enabling informed decision-making for clients ranging from small businesses to multi-location franchises. With a focus on personalized support and compliance, we empower clients to concentrate on operational goals while we handle their financial complexities.
Services
Bookkeeping
Tax Preparation
CFO Services
Financial Consulting
Payroll Coordination
Details
- Year established: 1979
Highlights and features
- We offer over 40 years of experience in accounting and tax services.
- Our cloud-based tools ensure real-time financial data access and accuracy.
- We specialize in industry-specific solutions for franchises, real estate, and more.
- Transparent, all-inclusive pricing with no hidden fees.
- Personalized service combining proactive communication and financial expertise.
What people say
Excellent service
Highly recommend
Outstanding results
Peace of mind
Personalized approach
Services
Bookkeeping
Our bookkeeping services ensure accurate and organized financial records, including transaction management, reconciliations, and monthly reporting. We handle accounts payable and receivable, providing tailored solutions for businesses in industries like healthcare, real estate, and franchising. Cloud-based tools like QuickBooks Online enable real-time data access, ensuring transparency and efficiency for clients nationwide.
Tax Preparation
We specialize in business and personal tax preparation, including complex returns for corporations, partnerships, and trusts. Our proactive planning minimizes liabilities while ensuring compliance with evolving tax laws. Services include Schedule C filings, audit support, and IRS representation, tailored to industries such as IT, restaurants, and real estate.
CFO Services
Fractional CFO services provide strategic guidance on cash flow management, budgeting, and growth planning. We offer KPI development, debt optimization, and exit strategies, supporting businesses in sectors like startups and healthcare. Flexible engagement models ensure access to expert insights without full-time costs.
Financial Consulting
Our consulting services address tax strategy, business valuations, and risk analysis, with industry-specific expertise in real estate and franchising. We deliver actionable plans for mergers, succession planning, and operational efficiency, leveraging over 40 years of experience to align financial decisions with client goals.
Payroll Coordination
We streamline payroll processing through partnerships with providers like ADP and Paychex, ensuring accurate and timely payments. This service eliminates administrative burdens while maintaining compliance with tax regulations, allowing businesses to focus on core operations without payroll-related stress.
People
Shachar Gilad
Co-Founder and Financial Expert
Shachar Gilad is a seasoned accounting professional with expertise in U.S. taxation and financial systems. He specializes in tax planning, bookkeeping efficiency, and system transitions for industries like healthcare and real estate. Holding a real estate broker license and a B.A. in Economics, he delivers CFO-level insights to enhance profitability.
Questions
What are online accounting and bookkeeping services?
Online services use cloud tools like QuickBooks to manage financial data remotely, ensuring secure access and real-time reporting for businesses nationwide.
Do you offer virtual bookkeeping services?
Yes, we provide secure virtual bookkeeping with tools like QuickBooks and Egnyte, supporting businesses nationwide with accurate financial management.
How do fractional CFO services differ from a full-time CFO?
Fractional CFOs offer part-time strategic guidance, reducing costs while providing expertise in cash flow management and investor readiness without full-time overhead.
Can you handle complex tax returns for corporations?
Yes, we prepare and file complex returns like Form 1120, 1120S, and 1065, ensuring compliance for corporations and partnerships.
What industries do you specialize in for tax preparation?
We serve healthcare, real estate, IT, restaurants, and franchises, tailoring tax strategies to industry-specific deductions and compliance requirements.
How do your bookkeeping services support specific industries?
We adapt bookkeeping to sectors like medical practices and franchises, ensuring accurate reporting aligned with industry regulations and operational needs.
