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Prime Buyers Guide Accountants

How to Find the Best Accountant in the San Francisco, CA Area

From CPAs to ABAs, San Francisco area Certified Public Accountants are an indispensable part of finance management. Keeping your own books or doing your own tax preparation can be difficult and time-consuming. Hiring a professional accounting service in the San Francisco areas can ease the burden. These articles can help you locate a high-quality San Francisco accountant with the skills you require.
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Updated November 29, 2007

Top 9 Accountants in San Francisco Area

Burr Pilger & Mayer Llp
(415) 421-5757
600 California St # 1300
San Francisco, CA 94108

Areas Served: San Francisco, North Beach, Noe Valley, Sunset District, Mission District,

Deloitte
(415) 783-4000
50 Fremont St # 31
San Francisco, CA 94105

Areas Served: San Francisco, incl. Mission District, North Beach, Laurel Heights, The Presidio

Pricewaterhouse Coopers
(415) 498-5000
3 Embarcadero Ctr # 20
San Francisco, CA 94111

Areas Served: San Francisco incl. Sunset District, Pacific Heights, Sea Cliff, Noe Valley

Ernst & Young
(415) 537-2000
555 California St
San Francisco, CA 94104

Areas Served: San Francisco incl. North Beach, Sunset District, Laurel Heights, Noe Valley

The Creative Group
(415) 989-6650
50 California St # 10
San Francisco, CA 94111

Areas Served: San Francisco & Bay Area, incl. Noe Valley, The Marina, Sunset District

Hood & Strong LLP
(415) 781-0793
60 Spear St
San Francisco, CA 94105

Areas Served: San Francisco, incl. North Beach, Noe Valley, Russian Hill, Twin Peaks, Sea Cliff

Robert Half Legal
(415) 982-2001
50 California St
San Francisco, CA 94111

Areas Served: San Francisco, incl. North Beach, Noe Valley, Mission District, The Presidio

Grant Thornton
(415) 986-3900
1 California St # 2300
San Francisco, CA 94111

Areas Served: San Francisco, incl. Inner Sunset, Outer Sunset District, Mission District

Joe R Chhabria Accountancy
(415) 922-0900
1549 California St
San Francisco, CA 94109

Areas Served: San Francisco, incl. Laurel Heights, The Marina, North Beach, Russian Hill

How to Find the Best Accountant in the San Francisco, CA Area 

When it comes to your personal or business finances, there's no room for error. Many people opt to maintain control of their own money, but the more complicated the books, the higher the risk of miscalculation. That's why there are professional accountants in San Francisco Area who can take care of every aspect of your money management for you, from filing taxes to planning multi-million dollar estates. Since the field of accountancy is so large and varied, accountants focus their expertise on specific tasks. If you're in need of some relief from the stress of managing your financial records, The Prime Buyer's Report can help you locate a qualified accountant who has experience in the type of help you require. The following articles will get you started.

San Francisco Area Accountants Specialize in Different Areas of Finance
To find the best accountant to suit your needs, be aware of the various certifications that accountants may have. In San Francisco Area accountants may hold certificates for Certified Public Accountancy (CPA) or Certified General Accountancy (CGA). These accountants can perform general and public accounting tasks, including your taxes. For management accounting, accountants may hold a Certified Management Accountant (CMA) title, or an Associate Certified Management Accountant (ACMA) title. Accredited Business Accountants (ABA or ABAA) and Public Accountants (PA) practice personal accountancy. Different credentialing means different areas of expertise.

San Francisco Area Accountants Perform Numerous Services

The various accountants in San Francisco Area are qualified and experienced in a number of different accounting areas, including public accounting, management accounting, project accounting, cash-basis accounting, chartered accounting, cost accounting, accrual basis accounting, and fund accounting. CPAs can generally advise on areas such as income tax preparation, section 1031 exchange, tax audits, and estate and trust planning and administration. All accountants have access to much more finely tuned software than the average financial layman. Accountants can use widely-available accounting software, such as TurboTax, Oracle, Microsoft Money, QuickBooks, and QuickBooks Pro to accommodate litigation support, financial planning and payroll services. But they have access to professional programs as well, including Cognos, Crystal, ERB software or VBA to do your bookkeeping or generate financial reports. Accountants in San Francisco Area offer counsel on auditing, audit quality or compensation, or may be able to take over these projects for you.

Choose From One of Many Local Accountants
In San Francisco Area there is a wide selection of well-studied and experienced accountants. When you wish to enlist their expertise, we recommend starting with the list of accountants we've determined to be highly qualified. According to our research, the top ten accountants in San Francisco Area are Burr Pilger & Mayer Llp, Deloitte, Pricewaterhouse Coopers, Ernst & Young, The Creative Group, Hood & Strong LLP, Robert Half Legal, Grant Thornton, Joe R Chhabria Accountancy. Other reputable firms or individuals include .

Do Some Independent Learning on the Field of Accountancy
It will be helpful to your search if you educate yourself about the nature of the accounting industry. You can find information almost anywhere, from magazines to blogs. But use caution; While some resources are helpful, others can be biased. That's why The Prime Buyer's Report has done the first part for you. By filtering out the questionable sources, we've been able to compile a list of consumer friendly Web sites and publications. To see the list of sources that only the best accountants will be affiliated with, move forward to the article, "Key Resources for Accounting in San Francisco Area".
Updated November 29, 2007
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How to Interview an Accountant 

Step 1: Describe Work
Before the interview, you should be prepared with copious notes on exactly what you require. If you aren't clear on your specifics, your accountant won't be either. You should also gather all applicable financial records for the accountant. Be thorough and consistent in the way that you present information so each accountant will be able to determine whether or not they can accommodate you. The abilities of an accountant can be very specialized, so make sure you are very exact in outlining your requirements.

Step 2: Ask Questions & Take Notes
After you've described your financial scenario, clarify an accountant's ability to help you by asking some questions. Supplement your questions with the list below.

  • What accounting work do you specialize in?
  • What is the extent of your experience in my required field?
  • What is your educational background?
  • Which certifications do you hold?
  • Are you a member of a professional accounting body?
  • Is your pricing fixed per project or hourly?
  • Do you visit clients?
  • Do you have references in San Francisco Area that I may contact?
  • What is your feedback on my specific accounting issues?

Step 3: Answer Questions & Take Notes
You'll learn a lot by the how each accountant responds and which questions they ask. The approach accountants take to your job will vary, so pay close attention to the specific issues raised by each interviewee. Do they seem genuinely concerned for your financial welfare? Your money is important, so you'll want your accountant to be as invested as possible.

Step 4: Make a Preliminary Decision
After you've interviewed accountants serving San Francisco Area, it's time to narrow the field. Review your notes and weigh the accountants' abilities against your priorities. Which comes closest to a perfect match?

Step 5: Make the Final Decision
Now it's time to select and contract your San Francisco Area accountant of your choice. Call and ask any final questions and then ask for the accountant to provide a written and signed engagement letter.
Updated November 29, 2007
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Important Resources for Accounting Services in the San Francisco 

Associations & Licensing
AAA Association for Accounting Administration (www.cpaadmin.org)
AGNI Accountants Global Network International (www.agn.org)
AGN - North America (www.agn-na.org)
AICPA American Institute of CPAs (www.aicpa.org)
BBB The Better Business Bureau (www.bbb.org)
BKR International (www.bkr.com)
CBA California Board of Accountancy (www.cba.ca.gov)
CPAAI CPA Associates International (www.cpaai.com)
Diamond Certified (www.diamondcertified.org)
IAAER International Association for Accounting Education and Research (www.iaaer.org)
IGAF International Group of Accounting Firms (www.igaf.org)
IRS US Internal Revenue Service (www.irs.gov)
Polaris International (www.polarisinternational.org)

Media & Web Resources
Abacus
Accounting and Business Research
Accounting and Finance
Accounting Education
The Accounting Review
Accounting Technology
Accounting Today
Behavioral Research in Accounting
CFO magazine
CGA Magazine
Contemporary Accounting Research
CPA journal
CPA news
CPA Software News
eCFO
The Economist
Electronic Accountant
The European Accounting Review
International Journal of Intelligent Systems of Accounting
Issues in Accounting Research
Journal of Accountancy
Journal of Accounting Research
Journal of Business Strategy
Journal of Commerce
The Journal of Management Accounting Research Practical Accountant
Strategic Finance Magazine
The Tax Advisor
Treasury and Risk

www.fmsinc.org
www.managementlogs.com
www.accounting-academia.net
www.accountingnet.com
www.accountantsworld.com

If you are looking for certified accountants The Prime Buyer's Report provides information for the top 10 accountants in San Francisco Area within the following zip codes.

94101, 94102, 94103, 94104, 94105, 94107, 94108, 94109, 94110, 94111, 94112, 94114, 94115, 94116, 94117, 94118, 94119, 94120, 94121, 94122, 94123, 94124, 94125, 94126, 94127, 94129, 94130, 94131, 94132, 94133, 94134, 94140, 94141, 94142, 94146, 94147, 94157, 94158, 94159, 94164, 94165, 94166, 94167, 94168, 94169, 94170, 94172 and 94188

The Prime Buyer's Report provides information for the top 10 accountants in San Francisco Area within the following cities.

Bernal Heights, Cow Hollow, Diamond Heights, Duboce Triangle, Eureka Valley, Fisherman's Wharf, Haight-Ashbury, Hayes Valley, Inner Sunset, Japantown, Laurel Heights, Marina District, Mission District, Nob Hill, Noe Valley, North Beach, Outer Sunset, Pacific Heights, Presidio, Rincon Hill, Russian Hill, San Francisco, Sea Cliff, Sunset District, Telegraph Hill, The Marina, The Presidio, Treasure Island, Twin Peaks and Western Addition
Updated November 29, 2007
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Top 9 Accounting Tips of All Time 

Take Time Choosing Your Accountant.
Don't hire the first accountant that you contact. If you take a little time to properly outline the job and hire the right professional San Francisco Area, you're less likely to be disappointed.

Write a Description of the Job.
You'll be better equipped to judge accountants if you write down the details of your job before you interview anyone. You must be clear on your requirements and consistent in presenting information to your candidates. If each of San Francisco Area accountants see the same description, you can be sure that any variety in responses will be telling of the accountants' ability and expertise. Then you can better judge which accountant gives the best responses to your consistent description.

Compile a List of Several Potential Accountants.
You should contact at least 2 or 3 accountants. Remember that cheaper doesn't always mean better, especially concerning accountants. Getting several potentials will help you arrive at a reasonable price range, and ultimately determine which accountant is best suited to your needs.

Know Your Accountant's Area of Expertise.
There are several levels of certification that an accountant may have fulfilled. From CPAs to ACCAs, your potential accountant's credentials will have a direct bearing on the type (and ultimately, the quality) of service you require. Ask about each accountant's area of expertise. For example, if you just want help with your taxes, make sure your accountant specializes in tax accounting. Also, ask questions about each accountant's educational background to see if he or she is right for you.

Know Your Accountant's Qualifications.
Believe it or not, anyone can call themselves an accountant, and if they are not certified by an accounting body it means that a so-called "accountant" doesn't have to abide by any standardized regulations. Make sure your potential accountant holds certain certifications, such as a CPA. Ask to see the certification. This will ensure that the accountant's practices are regulated by a professional accounting body.

Seek out Certified Excellence.
Some accountants have earned recognition for their exceptional attention to customer satisfaction. In San Francisco Area, accountants that have earned Diamond Certification or other impressive acclaim are much more likely to go above and beyond for each client.

Maintain Constant Contact.
Working with an accountant is a partnership, so communication is essential. This is an overlooked skill with specialized industries, especially accountants. After all, you're hiring them to maintain your finances so that you don't have to. Still, you must stay informed about every detail of your accounting situation. If something seems wrong, don't jump to conclusions; call and ask when you have even the simplest question about your financial affairs. It's your money and you have a right to know.

Establish Trust.
Your accountant has access to your private records and your entire financial portfolio. Do you really want to entrust this information to anyone? You can easily find yourself in a very vulnerable position, so make sure you hire someone you trust. Don't just ask around - perform background checks as well.

Know Your Rights.
Consumers have special rights depending on where they live. You're dealing with accounting professionals in San Francisco Area, so check out the consumer affairs Web site for the State of California, listed in the article, "Key Resources for Accountants in San Francisco Area."

Updated November 29, 2007
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Diamond Certified