Business Details
24 Years
experience
Your Trusted San Francisco CPA Firm for Business and Tax Solutions
Founded in 2002, Bol Global has established itself as a trusted accounting partner for individuals and businesses in San Francisco and the broader Bay Area. Our team of certified professionals brings over 60 years of combined experience to deliver tailored financial solutions, including tax planning, bookkeeping, payroll services, and strategic business advisory. We prioritize client relationships, offering personalized consultations and ongoing support to ensure long-term financial success. Recognized as the 2018 Best Accounting Firm in the SMB market by the San Francisco Award Program, we combine technical expertise with a commitment to transparency and client education.Our approach emphasizes proactive tax strategies, operational efficiency, and leveraging technology like QuickBooks to streamline financial processes. With a track record of helping clients navigate complex tax scenarios and business growth challenges, we position ourselves as both a strategic partner and a reliable resource for financial clarity.
Services
Tax Services
Bookkeeping
Payroll Processing
QuickBooks Setup
Business Advisory
Tax Planning
IRS Representation
Financial Reviews
Entity Structure Consulting
Startup Accounting
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of combined experience in accounting and tax advisory services.
- Our team provides tailored financial strategies for small to medium-sized businesses.
- We guarantee free initial consultations with no obligation.
- Recognized as 2018 Best Accounting Firm in the SMB market by San Francisco Award Program.
- We specialize in resolving complex tax situations and optimizing financial operations.
What people say
Exceptional tax expertise
Personalized approach
Timely responsiveness
Affordable rates
Proactive solutions
Services
Tax Services
Our tax services include preparation, planning, and resolution for individuals and businesses. We specialize in high-net-worth tax strategies, stock option taxation, and IRS compliance. Clients benefit from proactive tax-saving recommendations and audit representation. Our CPAs ensure accurate filings while optimizing deductions and credits to minimize liabilities.
Bookkeeping
We provide full-service bookkeeping including bank reconciliations, financial statements, and general ledger maintenance. Our team ensures accurate records for informed decision-making. Monthly or quarterly packages include income statements, balance sheets, and customized reporting tailored to business needs.
Payroll Processing
Our payroll services handle tax calculations, direct deposits, and regulatory filings. We manage W-2s, 1099s, unemployment claims, and wage garnishments. Clients receive compliance assurance and time savings through automated systems and expert tax reporting.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting for small businesses. Services include system customization, data migration, and ongoing support. Clients gain proficiency in financial tracking while leveraging software features for efficient accounting operations.
Business Advisory
Our advisory services focus on entity structure, cash flow management, and growth strategies. We assist startups with formation and established businesses with financial optimization. Clients receive actionable insights on financing, succession planning, and operational efficiency.
People
Benjamin Lee
Managing Partner
CPA with 20+ years of experience specializing in tax planning and business growth strategies. Graduated from Griffith University in 2000 and founded Bol Global in 2002 to serve San Francisco businesses.
Charlie Liu
Senior Tax Accountant
CPA with expertise in stock options, RSUs, and international tax matters. Joined the firm in 2016, recognized for technical proficiency and client service excellence in complex tax scenarios.
Victor Joshi
Director of Client Services
40+ years of business experience with Series 7, CTA, and insurance licenses. Focuses on client relationship development and delivering value through team expertise in accounting and tax services.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax compliance, financial reporting, and strategic advisory services tailored to small businesses' needs.
Can you help with IRS tax problems?
Yes, we specialize in IRS audit representation, back taxes, liens, and payment plans to resolve tax issues efficiently.
Do you offer QuickBooks support?
We offer QuickBooks setup, training, troubleshooting, and optimization to help businesses use the software effectively.
What areas do you serve?
Primarily San Francisco and the Bay Area, including Laurel Heights, Richmond District, and Campbell.
Are your services affordable for startups?
Yes, we offer customizable packages with transparent pricing to accommodate startups and growing businesses.
Videos
