Best QuickBooks Consulting & Training in San Francisco, CA

17 firms listed · all 17 in San Francisco · 2 open 24/7 · 3 open weekends · 16 rated 4.5+

Data verified November 2, 2026

B.o.l. Global

B.o.l. Global

4.5 41 reviews
“I've been using BOL Global for years now to help with both my business and personal taxes.”
Free consultationSince 2000FinancingPrices online
2830 Geary Blvd
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Flex Tax and Consulting Group

Flex Tax and Consulting Group

4.9 82 reviews
“First time using their accounting services and definitely will become a returning customer.”
Virtual consultationsSpeaks Mandarin, CantoneseFree consultationSince 2019
1160 Battery St suite 100
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Momentum Accounting

Momentum Accounting

5.0 41 reviews
“Momentum handled all my company's accounting needs and were always efficient and courteous.”
Since 2016Open 24 hours
530 Divisadero St PMB 767
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Scott Porter, CPA

Scott Porter, CPA

5.0 29 reviews
“I'm very much looking forward to working with Scott and Rachel to help me keep my business organized.”
Free consultationSince 2010Family-owned
315 Montgomery St 8th floor
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SM Accounting Services

SM Accounting Services

4.9 15 reviews
“He has a deep understanding of tax laws, patiently addresses our concerns, and provides personalized service based on our financial situation.”
Free consultationBBB ASince 2019
150 Executive Park Blvd Suite #3800
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Steve Rabin, CPA

Steve Rabin, CPA

4.7 11 reviews
“Steve guided me through the process and helped close the return.”
Free consultationSince 2009FinancingPrices online
100 Pine St #1250
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The 17 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

All 17 firms we list here are in San Francisco itself. We have 43 firms in San Francisco on file; this page shows the highest-rated 17. The firms on this page are rated from 4.4 to 5.0 across 378 reviews; 2 have 50 or more reviews and 16 are rated 4.5 or higher. 2 are open around the clock; 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are new business advisory (2), tax preparation (2) and tax services (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 26 years. 2 offer urgent consultations; 2 offer payment plans; 9 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 17 of the firms on this page; 16 publish a contact page; 12 list a public email and 4 take bookings online. We count these figures across the firms on this page; 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 17 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.

Kruze Consulting

Kruze Consulting

5.0 29 reviews
“The Kruze team is absolutely great to work with for any financial, accounting, and tax related questions.”
Free consultationSince 2012Prices online
600 California St 13th Floor
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Sfbay Financial

Sfbay Financial

4.6 12 reviews
“Not only was SFBay engaged throughout the entire process, they've remained engaged with each question or request we have.”
Free consultationSince 2005Family-owned
315 Montgomery St Ste 900
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Duan Wei-Maynez CPA

Duan Wei-Maynez CPA

BBB A+Since 2009Prices online
870 Market St #723
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Book onlineBook
Kaufmann Advisors

Kaufmann Advisors

5.0 4 reviews
“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”
15+ yearsBBB A+Prices online
580 California St #1200
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Cristian Borcan, CPA

Cristian Borcan, CPA

5.0 8 reviews
“Cristian's team takes advantage of every opportunity to make tax preparation and accounting effective and simple.”
Free consultationOpen 24 hoursSince 2020
71 Stevenson St # 400
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Virtual CPA For You

Virtual CPA For You

4.9 11 reviews
“She's detailed, great at communication and patient.”
Replies within 1 business dayVirtual consultationsServes San Jose, San Francisco Bay AreaSince 2016Prices online
2443 Fillmore St $380-8024
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Basta & Company

Basta & Company

5.0 24 reviews
“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.”
Serves Bay Area, CaliforniaSince 2011
100 Pine St
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Accounting Completed [records In Order]

Accounting Completed [records In Order]

5.0 9 reviews
“They have done a hell of a job staying on top of the constant changes of the federal stimulus and helping me navigate the PPP.”
Free consultationServes San Francisco area, nationwideSince 2000
201 Spear St Suite 1100
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Lindi TAX Services

Lindi TAX Services

4.4 10 reviews
“Carl is the nicest, most patient person EVER!!!”
Since 2003Licensed
1475 Polk St #12
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Hager Accounting

Hager Accounting

5.0 9 reviews
“Sabrina's team has extensive knowledge for both accounting and taxes.”
Since 2014
505 Montgomery St 10th Floor
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Matax

Matax

5.0 7 reviews
“I've worked with Matax for over 6 years for my bookkeeping, accountant, and similar needs, and I've always found them great to work with.”
Responds within 24 hoursVirtual consultationsServes United StatesSince 2006
584 Castro St #612
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HomeQuickBooks ExpertsCaliforniaSan Francisco, CA

Why these companies made our list

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