For Small Businesses

ESTABLISH GREATER PROFITABILITY AND BUSINESS EFFICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!
Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

 

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

I know from several years of using Patti’s skills as an accountant and advisor that she is tops in her field. I cannot tell you how many times she has saved us tens of thousands of dollars on our taxes and kept us from making mistakes that would have hurt our bottom line. In short, she is the best!

 

Over the past 15 years, Patti and I have worked together on projects for mutual clients in business and estate planning matters. She has always been well informed, up to date on the current tax rules, organized and clear thinking, and eager to help her clients negotiate the world of the IRS. I recommend her wholeheartedly!.

 have known Patti for several years. She provides professional accounting and tax services to both me and one of my companies. I recommend her without reservation.

 

I would like to personally say: ‘thank you for your assistance.’ Gale, you have been an amazing partner to team up with and make sense of our accounting process. The Food & Beverage industry is such a complex business to operate in so many ways. I truly feel that since we have teamed up with your group, that our information is secure and in the right hands. Again, thank you and your staff for making this transition a smooth and positive one.

 

Gale is an impressive tax accountant and one I highly recommend.  She is professional, organized, and very efficient.  She navigated me swiftly through a variety of difficult issues; she explained each piece, made smart out of the box recommendations and ultimately saved me both  money and stress.

Patti has been my accountant for years. She always meets deadlines, even though I usually come in with my stuff at the last possible moment. She is very forthcoming with sage advice and counsel, delivered in the calmest and most pleasant tones possible. Now that I am starting my own business, I have a whole raft of new concerns and questions, and I couldn’t be happier than to have Patti on my team.

We have been fortunate to have been introduced to the services of ONeill & Bergado many years ago, and greatly appreciate the relationship and confidence that have developed.   One less worry for us… knowing that we have a great team in them!!
Also, very friendly folks, that means quite a lot!!

Patti – you and the team of ONeill & Bergado rocks!  Since we’ve known you I’m just so happy and relaxed.  No matter what question I have you are here for us!  We are in BEST hands!  Many, many thanks.

Patti, you are a godsend.. thank you.

ONeill & Bergado’s Guide to the Profit and Loss Statement

As a small business owner, you’re often preoccupied with all the things that go into running your San Francisco Bay Area business – the daily logistics, managing employee workflow, paying the bills, bringing in more customers… making a profit. Let’s focus on that...

Three Financial Statements San Francisco Bay Area SMBs Need To Get Right

If you’re a successful San Francisco Bay Area business owner in this high-pressure time, you’ve learned to master the art of the pivot. Pivot on pricing, pivot on operations, pivot on hiring, pivot on supply, pivot on financials... Successfully pulling it...

Customer Relationship Management Software for San Francisco Bay Area Businesses

Apparently, it is National Small Business Week. And while I tend to think these kinds of “national weeks” or days, or what have you, are often pretty silly … well, as someone who has been in the trenches with the SMB community over the last few years, I...

Time Management Software Choices for San Francisco Bay Area Businesses

Tax “season” is over – at least for most of us. For all of the tax-exempt organizations out there operating on a calendar year basis, just a little nudge regarding the May 16th filing deadline. We’re here to help.Now, however, despite the relief that comes with the...

What is the Best Payroll Software for Your San Francisco Bay Area Small Business?

Every San Francisco Bay Area business owner in today’s inflationary environment is looking for ways to economize and improve: overhead expenses, workload, staffing needs, office space, supply chains, etc. It all feels stretched. We’re *all* feeling it, even here in...

Small Business Accounting Software: A San Francisco Bay Area Owner’s Guide

For as long as trade has existed, so has accounting. Goods are sold, profit is made, expenses are accrued, and everything gets recorded (presumably, ha!). And it wasn’t THAT long ago that electronic spreadsheets were considered “a big advancement” in...

How ONeill & Bergado Handles Investors in Small Business

I can’t write without mentioning that somewhat awkward, somewhat shocking, somewhat moving star-studded Oscars event. There were some, well, memorable scripted (and *unscripted*) moments.One truly happy surprise was the best picture winner CODA (child of deaf adults)...

Pointers From ONeill & Bergado For Handling Business Debt

While we all helplessly watch the war in Ukraine, we are also seeing the toll it’s extracting on our economy… and small businesses. Oil prices are skyrocketing and supply chain disruptions are becoming regular fare.The shock of the last two years hasn’t really worn...

Business Budget Basics San Francisco Bay Area Owners Should Follow

Well, it’s now *officially* spring. Of course, that means the end of those cold winter months and the start of warmer, longer days, but it also means the possibility of disruption and stormy weather (especially in the south this week).And while we sure do love...

Business Bank Account Basics for San Francisco Bay Area Business Owners

Have you been able to keep your mind clear? Have you kept your time-limited output and attention focused on your San Francisco Bay Area business? I hate to repeat myself, but this is so critical during these globally anxious days. Your business, your team – your...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

See How We Can Help