Serving the San Francisco Bay Area
A Partner-Led CPA Firm for the Bay Area
Concierge accounting, tax and audit for Bay Area business owners and nonprofits, with the same partner access as our Sacramento clients.
We serve Bay Area clients virtually, with in-person meetings available by appointment. As an independent, partner-owned firm with no private equity backing, we assign an experienced team that handles your day-to-day work, with partner access, from our Sacramento and Folsom offices. You get one consistent relationship wherever you are.
What we do for Bay Area clients
The same services and standards we provide across California.
01
Tax planning for business owners.
Entity strategy, owner compensation, the California PTE elective tax and year-end projections. Business tax and advisory.
02
Nonprofit audit, tax and accounting.
Audits, reviews, Single Audits, Form 990s and outsourced accounting for California nonprofits. Nonprofit services.
03
Accounting and financial statements.
Reliable monthly reporting, plus compiled and reviewed statements for lenders and sureties.
04
Industry expertise.
Deep experience with Construction, healthcare, law firms, engineering, architecture, manufacturing, wealth management.
How working with us remotely works
Distance should not change the experience. Here is what you can expect.
01
An experienced team that knows you.
A dedicated, experienced team that knows your history handles the day-to-day work, with partner access when you need it.
02
Secure, simple document exchange.
A secure portal and e-signature keep information moving without trips to an office.
03
Meetings that fit your schedule.
Video meetings as a rule, and in-person meetings in the Bay Area by appointment.
04
Responsiveness you can count on.
We return every call and email within one business day.
Bay Area results
A Bay Area real estate professional and tech-employee couple came to us with poorly maintained books and a growing S corporation.
Clean books.
Financial statements rebuilt so the owners could rely on their numbers.
Proactive guidance.
Tax planning that kept pace as the business and assets grew.
One coordinated team.
We worked alongside the couple’s financial advisor.
Our offices are in Sacramento and Folsom. Bay Area clients are served virtually, with in-person meetings by appointment.
Frequently asked questions
Have a question that isn't answered here? Contact our team. We return every call and email within one business day.
Do you have a Bay Area office?
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We serve Bay Area clients virtually from our Sacramento and Folsom offices, and meet in person in the Bay Area by appointment. Call (650) 316-5100 to schedule.
Will I get the same service as local clients?
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Yes. Every client has an experienced team, with partner access, wherever they are located.
Is Rood & Dinis independent?
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Yes. We are an independent, partner-owned CPA firm with no private equity backing, so our priorities are our clients and our people.
What kinds of Bay Area clients do you serve?
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Established, owner-led businesses and their owners, and nonprofits with audit, tax and accounting needs.
How quickly do you respond?
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We return every call and email within one business day.
Talk with our team about your Bay Area business or nonprofit.
Call (650) 316-5100 or reach out online. We return every call and email within one business day.
