Accounting and Advisory for San Francisco Businesses
Accounting and CFO-level advisory for San Francisco businesses. Monthly financials, growth support, and financial leadership for tech companies, consultancies, and professional practices.
Accounting and Advisory for San Francisco
San Francisco runs on technology companies, consultancies, agencies, and professional practices. These businesses often share a common challenge. They have outgrown doing their own books but are not ready for a full-time CFO. Kai Crest was built for exactly that gap. We are a Maui accounting company that provides monthly accounting and CFO-level advisory for businesses across San Francisco and the Bay Area.
Our clients are growth-stage companies with real operations. They need accurate financials, someone who reviews the numbers with a CFO’s perspective, and a partner who helps them understand the financial implications of their decisions. We work remotely with all clients, which is how most San Francisco businesses operate anyway.
Monthly Accounting
Monthly Accounting
Bank and credit card reconciliations, proper accrual adjustments, and monthly financials closed on schedule. Books that stay current and accurate without you spending your time in QuickBooks.
CFO-Level Review
CFO-Level Review
Your financials reviewed by someone who knows what to look for. Not just transaction processing, but actual attention to what the numbers mean and whether they make sense.
Advisory Support
Advisory Support
CFO-level advisory for businesses evaluating growth, preparing for financing, or making significant decisions. Forecasting, cash flow discipline, and a senior financial perspective on the choices ahead.
Investor-Ready Financials
Investor-Ready Financials
Books that hold up when investors or lenders ask questions. Revenue recognized properly, deferred revenue handled correctly, and financials clean enough for diligence.
San Francisco Businesses We Work With
The businesses that benefit most from our approach are established companies with real revenue and operations. They have grown past the stage where a spreadsheet works but have not reached the scale where a full-time CFO makes sense. They want a financial partner who understands their business and helps them make better decisions.
We work with technology companies, consultancies, agencies, professional practices, and service businesses across San Francisco. Companies where the founder wants to understand the financial health of the business and make decisions with clarity rather than intuition.
SaaS and Technology Companies
SaaS and Technology Companies
Recurring revenue recorded properly, deferred revenue as the liability it is, and the metrics that matter. Burn rate visibility, runway calculations, and financials ready for your next raise or board meeting.
Consultancies and Agencies
Consultancies and Agencies
Project and retainer revenue, prepaid work recognized as earned, and margin visibility by client or engagement. Financial structure that supports pricing decisions and hiring plans.
Professional Practices
Professional Practices
Law firms, engineering firms, and specialty practices with project economics and partner compensation. Clean books, proper trust or escrow handling where needed, and financial clarity for practice decisions.
Service Businesses
Service Businesses
Established service companies with real operations. Whether you are evaluating expansion, preparing for acquisition, or simply want better visibility into your finances, we provide the structure and insight to support those decisions.
Frequently Asked Questions
You're based in Hawaii. Why would a San Francisco business work with you?
Because financial work happens digitally, and quality matters more than proximity. Many of our clients are in California and elsewhere on the West Coast. We're available during your business hours and work remotely with everyone. The firms in San Francisco often chase venture-backed clients or charge rates that reflect downtown overhead. We offer CFO-level expertise without that structure.
What size companies do you work with?
Established businesses that have outgrown DIY bookkeeping and need real financial leadership. Typically companies doing a few hundred thousand to several million in revenue. If you need more than bookkeeping but not a full-time CFO, that's exactly the gap we fill.
Do you work with startups?
We work with growth-stage companies that have some traction and revenue. Early-stage startups still figuring out product-market fit usually need something simpler. Once you have revenue and operations to manage, we're a fit.
How does pricing work?
Monthly accounting starts at $1,200 per month per entity. Advisory engagements layer on top. We quote exact pricing after understanding your business and what you need.
Can you help us prepare for fundraising?
Yes. Clean financials, proper revenue recognition, and books that hold up to investor diligence are exactly what we provide. We also support the financial preparation and modeling that goes into a raise.
Hawaii's Trusted Accounting and Advisory Partner
The Next Step:
A Conversation
Schedule a call to talk through your business and see if we can help. A real conversation about where you are and where you're headed.
Not Sure Where
to Start?
Request our complimentary Financial Clarity Assessment and we will walk through your results together — no cost, no obligation.
Other Areas We Serve