accounteam

Founded in 2013, accounteam is a CPA firm in San Jose, California that started out helping small businesses with basic bookkeeping. It has since added tax preparation, payroll, HR consulting and CFO advisory, and it supports nonprofits with fundraising, audit compliance and volunteer management issues, sometimes pro bono. Its team is US-based and works on-site in Silicon Valley or remotely, with a second operation, TeamBooks, in Irvine.

What accounteam offers

• Bookkeeping packages: monthly and annual bookkeeping, including bank downloads, receipt and invoice processing and reconciliations.
• Accounting software setup and tutoring: installing QuickBooks or Xero and training staff to run their own books.
• Tax preparation: personal and business tax returns.
• Payroll and HR consulting: payroll processing and human resources advice.
• CFO advisory: budgeting, financial reporting and review of banking products.
• Assurance work: audit, review, compilation and agreed-upon procedures.

Customers and markets

Small businesses, larger corporations and nonprofit organisations in San Jose and the wider Bay Area.

Key facts

• Based in: San Jose, California, with an office in Irvine
• Founded: 2013
• Licence: Certified Public Accountant, licence 32149
• Software: QuickBooks and Xero certified; uses Basecamp for client communication