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About Us

A Passion for Ethical Accounting

When it comes to bookkeeping, tax preparation and all other accounting-related services in the San Francisco area, Coastal Account Services is an undisputed leader. Since 2000, we have been helping individuals, businesses and nonprofits understand their financial standing and maximize their growth. If you are looking for a dynamic, ethical Accountant, get in touch with our team today.

Financial Analyst

Financial solutions for your growing business

  • Essential

    425$
    Every month
    Ideal for small businesses <100 transactions monthly
     
    • Cash or accrual based bookkeeping
    • P&L, balance sheet, and cash flow statements
    • Monthly reviews
    • Dedicated finance expert
    • Communication by video, text, email, or phone

  • Professional

    575$
    Every month
    Ideal for growing businesses 100-300 transactions monthly
     
    • Customer invoicing and invoice scheduling
    • Customized chart of accounts
    • Budgeting and budget-to-actual reconciliation

  • Premium

    850$
    Every month
    For businesses with >300 monthly transactions
     
    • Financial Analysis reporting
    • Quarterly consultation
    • Custom reporting

Additional services are also available, including:

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  • Inventory tracking

  • AP / AR services

  • Payroll services

  • Sales and Use Tax

  • 1099 Forms and prep

  • Custom reporting

Coastal Account Services

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©2021 by Coastal Account Services.

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