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 7 Keys to Lowering Shipping Costs

Seen on Twitter this past weekend:Seems pretty typical with the way the IRS has operated over the past few years. If you’ve had any trouble with them processing anything of yours … well, that’s one explanation (and there are plenty more where that came...

Hiring a Consultant for Your San Francisco Bay Area Business

Remembering and honoring Martin Luther King this week has me thinking once again about being a voice. It’s hard not to get inspired listening to the iconic words of the famous I Have a Dream speech (if you’ve never listened to the entire speech, it’s worth...

Accepting Crypto Payments in Your San Francisco Bay Area Business

First of all, congratulations on making it through 2022. Pat on the back for sticking with it through the very real ups and the challenging lows. Many of our San Francisco Bay Area clients went through the wringer … others had their best year yet.From a personal...

Mastering Your San Francisco Bay Area Business Phone Answering

How is your year starting out? We’re into week 2 of 2023 … would love to hear back from you on what are the challenges you’re facing in your San Francisco Bay Area business finances right now. Relatedly, what are your customer service goals for this year?One...

Federal Spending Impact on San Francisco Bay Area Businesses

I don’t know about you, but after the holidays (and I hope yours were filled with good things and happy times with loved ones), I’m always a bit tapped out on the spending. But in true governmental fashion, Uncle Sam is piling it on. Seems like Congress missed...

Succession Planning Strategy For San Francisco Bay Area Business Owners

The 2022 clock is almost at midnight.An end to a still somewhat crazy year — “the crazy” seems like our new normal, post-2020, am I right? There were a lot of challenges this year and they were … exhausting. Keeping up with the changes and adjusting to the economic...

Patti ONeill and Gale Bergado’s 8 “Right Now” Business Tax Moves

Ready for some yuletide cheer? Inflation might have hit its peak this year. So say the “experts.” That particular category of people hasn’t exactly covered itself with glory of late … so, we’ll see how that actually plays out for businesses in the coming...

Employee Gifts: Some Ideas for San Francisco Bay Area Business Owners

Time is counting down until the year is up and your tax impact opportunity window closes.And even if this is the busiest (and perhaps most profitable) part of the year for your San Francisco Bay Area business, opening up a little space in your calendar to talk about...

The New Congress and Your San Francisco Bay Area Business

This time of year means big things for San Francisco Bay Area businesses like yours… and big-red-bow-on-top opportunities thanks to the post-Thanksgiving, pre-Christmas buying euphoria. Early indicators are that this has been a tepid start to the consumer holiday...

San Francisco Bay Area Businesses choosing to live out of a place of gratitude

This week is an opportunity.To comfort ourselves away from the noise of our clamoring-for-attention society with good food and (mostly?) good company ... for sure.But also, to pause. There's not many opportunities for that as a San Francisco Bay Area business owner...

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