About Us

We are a team of highly skilled CPAs and bookkeepers, helping San Francisco organizations harness the power and efficiencies of cloud accounting

Asset 24-100.jpg

People come to us to get un-stuck

 

As a team, we’ve seen many small business owners and dedicated not-for-profits struggle with the tech side of their accounting process. Too many apps that don’t play together. Too many steps in the process that don’t sync. The result is an inefficient workflow that eats into your time and resources.

We can help you make sense of it all and get you the results that you need. Whether you want one-on-one Quickbooks Online training, help setting up a smooth bookkeeping system, or you want to outsource your accounting to local Bay Area experts, we’re on your side.

 

Meet the Team

  • Rachel Friedland, CPA

    Rachel Friedland, CPA

    Before receiving a Master’s Degree in Accounting in 2011, Rachel had more than 15 years of executive experience in a variety of industries including e-commerce, retail, manufacturing and nonprofit. Along with being a  Quickbooks Pro Advisor, Rachel is a board volunteer and serves as treasurer and auditor for local non-profits.

  • Liz Steppe, CPA

    Liz Steppe, CPA

    Liz began her accounting career in 2012 in regional accounting firms in San Francisco gaining experience in income tax services to individuals, business, and nonprofits. More recently, her work has specialized around 501(c)(3) organizations and private foundations including multi-state filing, UBIT analysis, and bookkeeping functions.  Outside of work, you can find her bike touring the country and writing poems. 

  • Carla Lieberman

    Carla Lieberman

    Carla joined F + A as a bookkeeping associate in 2016. She has a background as a product manager, researcher and analyst in technology and media. She is enthusiastic about emerging technology that can streamline and improve back office processes. She has a special interest in small businesses that are developing new products and markets.

  • Adam Cohen

    Adam Cohen

    With over 15 years of experience in bookkeeping for franchises to non-profits, Adam is a Quickbooks Online Certified professional with a proven track record of success. He is proficient in implementing new technologies and is always eager to take on new challenges. Adam is a team player who is always willing to go the extra mile.

Our Certifications and Memberships

Quickbooks Certified Advisor Badge

CalCPA Elevate Women’s Leadership Forum 2023 CPA Trailblazer nominee

Why Our Clients Love Us

 

We’re local

We can meet you in-person at your office in San Francisco.

We’re trainers

We’ll help demystify your bookkeeping and tech so you’ll have confidence that your books will be clear.

We’re experts

We’re Quickbooks Pro Advisors, certified CPAs, and seasoned bookkeepers.

What Our Clients Say

How can we help your organization?

 

✔ Quickbooks Help

Get Quickbooks Online training and create a streamlined, cloud-based accounting workflow.

View Quickbooks Services

✔ Outsourced-Accounting

Bring us on your team as your outsourced accounting department.

View Accounting Services

 

Let’s work together

Get in touch to talk about streamlining your accounting and bookkeeping.