· Cash flow tight-even when sales are up?
. Do you know your real profit right now?
. Do you have a tax strategy or just a tax preparer ?
If you can’t answer fast, your finance isn’t leading. It’s lagging.
I build CFO-level financial systems for construction, tech/SaaS, and real estate businesses in San Francisco, the Bay Area, and across California, so you get clarity and make smarter calls fast.
“Why do I only hear from my bookkeeper when the month’s over?”
“Profits are up but why does cash still feel tight?”
“Can I afford to buy another equipment?”
“Who do I turn to when it’s time to talk strategy?”
Many San Francisco business owners go through the same frustrations Our team at Basta & Company translates your financial data into a clear, forward-looking strategy so you always know where you stand and what to do next.
Let me show you what that looks like.
We translate your financial reports into strategic next steps when to hire, when to invest, and when to wait so you make decisions with insight, not pressure.
Get clear, experienced guidance from a trusted San Francisco CPA & CFO when decisions are happening. Not two weeks later!
Find $20,000 that had been floating unnoticed for 45 days, and put it back to work.
Know exactly from your CPA when you can hire crew and buy materials without putting cash flow at risk.
Your books are built for strategy all year, so tax season is quiet, predictable, and boring. Our San Francisco CPA and accountants will handle it for you.
Our San Francisco CPA and accounting experts combine real-time data and modern technology to deliver hands-on tax strategy and financial leadership tailored to the needs of California small businesses, startups, and growing companies — built for the industries that drive the Bay Area forward.
Basta & Company was founded by Samy Basta, CPA, licensed CPA with 25+ years of experience helping Bay Area businesses grow with confidence. From smart California tax strategies to clear financial guidance, our team simplify accounting and provide hands-on support tailored to your needs.
We don’t believe in once-a-year conversations. To truly scale, your business needs a proactive financial engine that runs in the background so you can stay focused on the foreground.
Our comprehensive service suite combines real-time cloud accounting, aggressive tax strategy, and advisory support into one seamless partnership. We handle everything from the day-to-day bill pay to complex IRS defense, ensuring your personal and professional wealth are always moving in the same direction.
Work with San Francisco’s trusted CPA for small businesses and startups. Full-service CFO, accounting & tax solutions built for California founders who are ready to grow.
Optimize your financial strategy without the
full-time cost.
We provide part-time CFO services that streamline operations, maximize resources, and solve complex financial challenges—helping your business grow smarter and faster.
Pay less tax, legally and strategically.
From startups to established businesses, our CPAs design tax strategies that minimize liabilities, maximize savings, and give you peace of mind.
Start strong, grow smart.
We guide new business owners through critical financial decisions, setting the foundation for long-term success and profitability.
SLM Architecture and Design
What a great surprise! We were expecting to pay IRS over $10,000 in additional taxes but we ended up with $4,000 tax credits and paid nothing! Samy is amazing! He knows all the recent tax reforms and patiently explains them to us and applies the relevant tax deductible tools and strategies for our business and personal taxes.
As a new client I’m delighted to report that my interactions with Basta & Company have been excellent. I’m grateful for the invaluable assistance I’ve so far received from Basta & Company, and staff!
I cannot recommend Samy enough! He helped us with a very challenging 1031 exchange which allowed us to defer our capital gains taxes and purchase a new property. 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. If I could, I would give him 6 stars!
We work with startups, small-to-mid-size businesses, and scaling companies in construction, real estate, and tech/SaaS — primarily across San Francisco, the Bay Area, and California. We tailor every engagement to the size, stage, and industry of your business. Have a different industry? We work with select businesses on a case-by-case basis. Reach out and let’s talk.
Yes. Many of our clients are San Francisco business owners whose personal and business finances are closely linked. We provide integrated California tax planning and preparation for both, ensuring your overall tax strategy is aligned and optimized.
Absolutely. Proactive tax strategy, not just annual filing, is one of our core services. We identify legal deductions, tax credits, and planning opportunities throughout the year so you never pay more than you legally owe.
Both. We offer monthly retainer engagements for bookkeeping, CFO advisory, and tax management, as well as project-based engagements for tax preparation, audits, or financial reviews. Most clients find ongoing support delivers the most value.
We love working with founders from day one. We help new businesses choose the right entity structure, set up their accounting systems, build financial models, and create a tax strategy before revenue even begins, so you start with the right financial foundation.
Fill out our contact form to share your business details and biggest financial challenges. We’ll review everything, and if it looks like a good fit, we’ll invite you for a call to dive deeper. No obligation.
Still Have A Question ?
We’re here to help. Reach out to our team and we’ll get back to you as soon as possible.
Basta & Company guides San Francisco businesses through every financial milestone — from business structure and accounting systems to tax strategy and scaling with confidence.
With over 25 years of experience, Basta & Company has become a trusted partner for growing businesses across San Francisco, the Bay Area, and California. Led by Samy Basta, CPA, our team provides fractional CFO services, bookkeeping, and tax strategy.
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