Who we are
sFoundation Inc. is a trusted accounting and finance advisory firm dedicated to empowering small and medium-sized businesses across the US and Canada.
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Based in the heart of Silicon Valley, our expert team of shared and virtual CFOs, controllers, bookkeepers, and virtual assistants work tirelessly to solve your complex finance, accounting, bookkeeping, and operational challenges. With personalized solutions and quick response times - often within hours.
We help companies, from solo entrepreneurs to fifty-person teams, achieve financial goals and thrive in a competitive market. We partner with other CPA firms to help our clients with their taxation needs.
sFoundation Helps You Succeed
We help you consolidate all of your finance and accounting needs.
ARE YOU CONCERNED ABOUT YOUR DAY-TO-DAY ACCOUNTING DATA?
Our team will help you sort out the debits from the credits.
DO YOU WANT TO KNOW ABOUT YOUR MONTHLY/QUARTERLY FINANCIAL HEALTH?
We close your books monthly and generate accurate financial reports for you.
DO YOU WANT TO SCALE YOUR BUSINESS?
With our financial budgeting and modeling, you can plan your business ten years into the future.
Telling Your Financial Story
From your revenue to your expenses and profit, we help you make the financial numbers tell a story - not a boring spreadsheet!
DO YOU KNOW WHERE YOUR REVENUE COMES FROM?
Does one of your clients constitute 50% of your revenue? How are your high and low value clients affecting your financial stability? A good understanding of your story can go a long way!
ARE YOU SPENDING THE RIGHT AMOUNT IN EACH EXPENSE CATEGORY?
Every expense category can affect your overall financial picture. We help you identify overspending or understanding in each category - labor, marketing, sales, G&A, etc.
DO YOU WANT YOUR PROFIT TO BE BETTER THAN THE INDUSTRY AVERAGE?
A good financial story means having a good profit. We help you to understand your competition.
Financial Peace of Mind
We are a team of CFOs, controllers, bookkeepers, and virtual assistants that has your back in finance and accounting. You are working with a team of professionals, not different individuals from different companies.
DO YOU WANT TO KNOW YOUR OVERALL FINANCIAL HEALTH?
Our CFOs can help you with that.
DO YOU WANT TO HAVE A CLEAN AND UP-TO-DATE ACCOUNTING BOOK?
Our bookkeeper can help you with that.
DO YOU WANT TO OFFLOAD SOME OF YOUR REPETITIVE TASKS?
Our virtual assistants can help you with that.
WHAT IF SOMEONE IS OUT SICK OR ON VACATION?
Each of our bookkeeping clients is assigned three financial specialists to oversee their books:
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Data specialist or bookkeeper
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Closing specialist or senior bookkeeper
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Final closer or finance manager
​Rest assured that there will be continuity in your day-to-day accounting and finance tasks!
Our Services
Exceeding Your Expectations
Why we're different
We will get back to you within hours of your initial inquiry.
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We use the latest technology to improve your bottom line. Some of our staff started their careers in engineering,
and our bookkeepers have a combined 103 years of bookkeeping experience.
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One - Project Management Portal
Each of our clients gets an account manager. Each account manager will work with our fractional CFO, controller, bookkeeper, or virtual assistant to help our clients with their projects using this valuable project management tool.
Free to our clients.
Two - Job Board Portal
Our clients can access the job board for their hiring needs or list company openings.
Free to our clients and the public.
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Three - Bookkeeping Portal
We can communicate through this portal with any questions about your financial transactions. Each transaction question and all the relevant QuickBooks details are listed in this portal. This will reduce our back-and-forth emails or even missed communications. You can also ask us any questions on the portal, which is accessible 24/7. Again, no more emails back and forth. This reduces the email clutter by 95%. All of this is available in the history log.
Free to our clients.
Bonus - Referral Portal (Passive Income)
For every referral you refer who successfully becomes our customer, you get a 10% commission for twelve months as long as they remain paying customers.
Available to our clients and the public.
RECENT RESULTS
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ARR growth from $3.5 million to $14.5 million
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Savings of $20K in taxes due to Balance Sheet errors
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Identified a $98K error in Profit & Loss
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Improved a HealthTech founder's time management by 18%, no more unsustainable 60 hours weeks-on-end
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Re-aligned staffing responsibilities and improved overall company productivity by 23%
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Solved our clients' non-finance departmental problems by connecting them with other fractional CXOs
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Advised three startups, each raising a seed of >$1 million
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170+ startups served (from solopreneur to $15MM in annual revenue; from one-off project to ongoing engagement)
Strategic Partners
"Great bookkeeping services! I hired sFoundation for my 3 different entities in 3 different states. Very easy to communicate with, fast responses, and very reasonably priced."
S. Krawczyk - Franchise
