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Flex Tax and Consulting Group
- Season
- Tax Return
- Team
“Their team of accountants has been instrumental in managing our financial operations, providing us with the strategic insight needed to drive our business forward.”
Best QuickBooks Consulting & Training in San Francisco, CA
24 firms listed · 16 in San Francisco · 2 open 24/7 · 4 open weekends · 22 rated 4.5+
Data verified October 21, 2026
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Bridgewater Certified Public Accountants
- Team
- Personal Finance
- Questions
“Our business was growing rapidly, and Bridgewater helped us resolve issues, speed up tax preparation, and alleviated some of the financial strains we were experiencing.”
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B.o.l. Global
- Phone
- Peace
- Tax Return
“Benjamin is SO efficient and has guided me very well, corrected errors made by previous tax preparations by other accountants, and I can only highly recommend Benjamin from BOL Global.”
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Scott Porter, CPA
- Work
- Financial
- Mind
“Scott offers the advice that counts when it comes to a complete and big picture business structure, and as he says "it's not how much you make, it's how much you keep".”
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SM Accounting Services
- Team
- Company
- Money
“On of the best accounting firms around the bay, professional and quick, appointments always in time, Mohammed is such a professional and authentic accountant, he would go the extra mile so ur business is in a safe hand.”
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David D Tobkin, CPA
“Did great work for us in a difficult tax situation.”
The 24 firms listed for San Francisco, CA set up, repair and teach accounting software for businesses. What each says about certifications and supported platforms comes from its own website; ratings and quotes come from public reviews.
Area overview: San Francisco, CA
Of the 24 firms we list here, 16 are in San Francisco itself and 8 come from towns including San Jose (3, 45 mi), San Rafael (2, 17 mi) and South San Francisco (1, 7 mi). The firms on this page are rated from 4.3 to 5.0 across 419 reviews; 1 has 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (88%), responsiveness (83%) and quality (75%). 2 are open around the clock; 4 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are business services (5), services for individuals (5), tax services (5), quickbooks services (4) and bank financing (2). 2 show a license on their websites and 7 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 44 years. 2 offer urgent consultations; 6 offer payment plans; 9 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Which software consultants listed for San Francisco list their certifications?
All 24 firms on this page have a website on file, and most name their certifications and the platforms they support. Certification status can be checked on the vendor's own directory, which is worth doing before the first call.
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M & Z Tax Services
“She did an excellent job in completing my taxes and explained in detail how I could save money on my taxes.”
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Koehler David R CPA
“Get it done right.”
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Sunshine Pro Accounting and Tax
- Questions
- Tax Services
- Accountant
“He took the time to learn about my financials in detail, including personal and real estate income, walked me through options, prepared all the documents, and reviewed them with me in detail.”
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Steve Rabin CPA
- Price
- Tax Return
- Integrity
“Comparing Steve to some others options in the Bay Area, I was unable to find anything that would do my taxes with same accuracy for what Steve would charge, so I highly recommend him.”
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Duan Wei-Maynez CPA
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Kruze Consulting
- Job
- Startup
- Manage
“They are courteous, helpful, and went above and beyond so that I could even learn to take care of some of the little things myself (Delaware filing)...”
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Books IN Balance
- Team
- Skilled
“They literally took the entire back end of the office and reworked everything from overseeing a server installation, installation of new accounting software and utilities to manage my resources better.”
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Cristian Borcan, CPA
- Questions
- Tax Preparation
“He takes the time to understand your situation, ask questions and go through certain scenarios to figure out what the best course of action is for your taxes and financial direction!”
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Kaufmann Advisors
“It was refreshing to find and meet someone of his calibre as he provides tax advice, bookkeeping, personal and business tax returns in addition to filing and setting up new businesses - a one-stop-shop!”
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Virtual CPA For You
“Ying can troubleshoot problems from simple to complex, she's extremely responsive, she stays up-to-date on the latest opportunities, and she minimizes all of the behind-the-scenes work so you can get back to running your business.”
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Sfbay Financial
- Company
- Small Business
“I have worked with SF Bay Financial for several years and have had nothing but positive experiences from the every day book keeping to an IRS audit that they assisted in helping me get organized for.”
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Momentum Accounting
- Team
- CFO
- Bookkeeping
“Anytime I've needed something Nikole or Jen has shot it through almost immediately, even though we're battling through a lot of complexity between systems (Stripe, Deel, Gusto, Pulley, Xero etc).”
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Records In Order
- Team
- Information
- Corporate
“Between our personal and multiple businesses ranging from S-Corps, multi-disciplinary corporations, and non-profit organizations, Scott keeps abreast of all aspects that help you to financially streamline your operations, and implement new policies a...”
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Eikel Tax & Financial Solutions
“Suzanne has helped us with numberous finance related tasks and has taken the time to work hand in hand with us on items we needed to understand as owners of a small company.”
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Sunrise Tax Pro Services
- Team
- Travel
“My name is Ajit I've been using Sunrise Tax for five years now I don't have any words this guy so good he knows what he's doing and I never turn around to go to see somebody else thank you so much Tomas you are a rock keep your good work”
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Basta & Company
- Understanding
- Patient
“He returns e-mails and phone messages promptly and the best part is that he talks non CPA language to you in order to make sure you understand everything.”
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JCE Financial CPA
“Juan is professional and highly competent tax accountant.”
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Lindi TAX Services
“He's preparer my taxes for over 12 years.”
Why these companies made our list
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