Our CPA experts provide fractional CFO services, bookkeeping, and tax strategy for growing construction businesses in San Francisco Bay Area, and across California, giving you the clarity to make confident decisions at every stage.
Basta & Company provides proactive accounting, tax, and advisory support for construction firm owners who need more than basic compliance.
We have a forward-thinking team of CPAs and accounting professionals works closely with general contractors, interior designers, architects, and design-build firm owners to identify problems in the numbers, prevent details from slipping through the cracks, and uncover opportunities to plan better, save more, and operate with greater confidence.
Whether your business needs help with tax planning, financial reporting, compliance, cash flow, or more complex finance and operational decisions, our California accountants bring extensive experience working with construction business owners who need clear financial guidance, reliable reporting, and strategic advice tailored to the realities of running a construction company.
The numbers we review together:
Profit on paper doesn’t pay payroll. Without cash flow visibility, you’re always reacting. Costs blur together and margins get squeezed without warning. One bad month or one slow client can disrupt everything.
Our team of CPA in California builds financial systems that match the way your construction business actually operates.
These aren’t accounting problems. They’re business problems, and California businesses face them every day. The right financial partner can solve them before they become crises.
Profit on paper doesn't pay the bills. We build cash visibility at the level your San Francisco business runs on — by job, client, month, or scenario.
Without accurate cost allocation, you can't price confidently or know what each part of your business actually produces.
Hiring or expanding without financial guardrails strains cash. We help you plan growth instead of reacting to it.
We identify where profit is leaking and create pricing strategies that protect margin without slowing momentum.
Most California businesses overpay taxes because planning happens after the fact. We build a proactive strategy that reduces your bill legally.
We partner best with construction businesses that:
We work with growth-focused construction businesses in San Francisco, the Bay Area, and across California that need more than basic bookkeeping.
San Francisco and California commercial and residential general contractors, design-build firms, and construction management companies managing multiple concurrent projects and complex billing structures.
Plumbing, HVAC, electrical, roofing, concrete, framing, drywall, flooring, steel, and other subcontractors scaling crews, expanding capacity, and protecting margins.
Heavy civil, utilities, site work, excavation, and land development companies requiring accurate WIP schedules, backlog reporting, and bonding-ready financials..
Real estate developers and spec builders managing project-based cash flow, financing requirements, and multi-phase construction pipelines.
Established plumbing, HVAC, electrical, and restoration companies balancing service revenue with larger project work.
The right financial strategy doesn’t just organize your books. It increases resilience and confidence.
When your financial systems match how your business actually operates, everything gets clearer.
Our clients gain:
Most California construction companies hit a growth bottleneck because their financial systems are too simple. Strategic financial leadership, proactive reporting, and tailored infrastructure help San Francisco business owners navigate these challenges.
Senior financial leadership on a part-time basis. Strategy, forecasting, and financial decision-making. Without the full-time salary.
Accurate, current books structured to reflect how your California business earns, with reporting that answers the questions you’re actually asking.
Know exactly what cash is coming in and going out by week, by month, by scenario, so you’re never caught off guard.
Understand what’s driving margin and what’s quietly eroding it, at the level that matters for your business model.
Proactive California tax planning — not just filing. From entity structure to state-specific deductions, we reduce your tax burden and eliminate year-end surprises.
Planning a hire, expansion, or major investment? We model the financial impact before you commit so you grow with confidence.
Understand what’s driving margin and what’s quietly eroding it, at the level that matters for your business model.
Proactive California tax planning — not just filing. From entity structure to state-specific deductions, we reduce your tax burden and eliminate year-end surprises.
Planning a hire, expansion, or major investment? We model the financial impact before you commit so you grow with confidence.
Senior financial leadership on a part-time basis. Strategy, forecasting, and financial decision-making. Without the full-time salary.
Accurate, current books structured to reflect how your California business earns, with reporting that answers the questions you’re actually asking.
Know exactly what cash is coming in and going out by week, by month, by scenario, so you’re never caught off guard.
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, architecture, and interior design — 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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