Business Details
18 Years
experience
Virtual Accounting & Tax Services San Francisco
Established in 2008, we are a virtual accounting and tax services firm serving small to medium-sized businesses and their owners across the San Francisco Bay Area. Our team of qualified US-based accountants specializes in virtual bookkeeping, tax preparation, payroll, and advisory services, leveraging advanced cloud-based software like QuickBooks, Xero, and Zoho Books. With over two decades of combined experience, including managerial roles at major CPA firms, we prioritize accuracy, efficiency, and personalized service.Our founder, Ying McKee, CPA, holds a Master's in Accounting and is a Certified QuickBooks Advanced ProAdvisor, ensuring technical excellence and compliance. We guarantee 100% US-based support, fast communication (within 1 business day), and a commitment to uncovering tax savings that often exceed our fees. Trusted by clients for over 15 years, we focus on simplifying financial complexities so businesses can concentrate on growth.
Services
Virtual Bookkeeping
Tax Preparation
Payroll Services
Virtual CFO
Tax Planning
Details
- Year established: 2008
Highlights and features
- We offer two decades of experience in accounting and tax services for Bay Area businesses.
- All work is completed by qualified US-based accountants, with no offshore outsourcing.
- Our team includes a Certified QuickBooks Advanced ProAdvisor for seamless software integration.
- We guarantee 100% response within 1 business day for all client communications.
- Clients consistently report tax savings exceeding service fees through our expertise.
Associations and certifications
- California Board of Accountancy
- QuickBooks Advanced ProAdvisor
- Certified Public Accountant (CPA)
What people say
Saved hundreds $$$
Accurate and honest service
Thorough with auditing
Personalized financial insights
Timely reminders
Services
Virtual Bookkeeping
Our virtual bookkeeping services use cloud-based platforms like QuickBooks and Xero to manage financial records remotely. We provide monthly balance sheets, income statements, and customized reports within one week of document receipt. Services include data entry, bank reconciliation, and financial tracking tailored to small business needs.
Tax Preparation
We specialize in individual and business tax preparation with a focus on maximizing legal deductions. Our process includes reviewing prior-year returns, identifying missed savings, and electronic filing. Clients receive personalized consultations to address multi-state, international, or complex tax scenarios while ensuring compliance with IRS regulations.
Payroll Services
Our payroll services handle direct deposits, tax withholdings, and electronic tax filings for businesses. We ensure compliance with federal and state regulations, including quarterly payroll tax returns and year-end W-2/1099 processing. Services integrate seamlessly with accounting software to streamline financial reporting.
Virtual CFO
Virtual CFO services offer strategic financial guidance for business growth. We provide cash flow analysis, budgeting, forecasting, and tax planning to optimize profitability. Clients gain access to real-time financial insights and customized reports to support data-driven decision-making without the cost of an in-house executive.
Tax Planning
Proactive tax planning services identify opportunities to reduce liabilities throughout the year. We analyze income, investments, and business expenses to implement strategies like retirement contributions, depreciation, and entity structure optimization. Mid-year reviews ensure clients stay aligned with long-term financial goals.
People
Ying McKee
CPA & Founder
Ying McKee, CPA, holds a Master's in Accounting and 20+ years of experience serving Bay Area businesses. As a Certified QuickBooks Advanced ProAdvisor, she specializes in virtual accounting and tax strategy for small to mid-sized companies.
Questions
What accounting software do you use?
We use QuickBooks, Xero, Zoho Books, and Wave Accounting. As a Certified QuickBooks Advanced ProAdvisor, we prioritize seamless integration and client-specific solutions.
How do you ensure data security?
We use encrypted file portals for document sharing and maintain strict confidentiality protocols. Clients provide 'view-only' access to financial accounts, ensuring secure collaboration without compromising control.
Do you offer fixed-price services?
Yes, we provide fixed-price proposals for most services, including tax preparation and monthly bookkeeping. Hourly rates are available for specialized projects, with transparent cost breakdowns upfront.
Can you handle multi-state tax filings?
Yes, we prepare and file multi-state individual and business tax returns, leveraging our expertise in complex tax scenarios to ensure compliance across jurisdictions.
How quickly do you respond to client inquiries?
We guarantee responses within 1 business day, with most communications addressed within a few hours during regular business hours.
What certifications do your accountants hold?
Our team includes Certified Public Accountants (CPA) and Certified QuickBooks ProAdvisors. All staff maintain US-based credentials and ongoing professional development in tax and accounting standards.
