Business Details
47 Years
experience
Your Trusted Partner for Full-Service Accounting Solutions
KAD Alliance has been a trusted partner in financial services since 1979, offering tailored accounting, bookkeeping, tax preparation, and CFO solutions. Our team combines over 40 years of industry experience with cloud-based technology to deliver accurate, compliant, and strategic financial management for businesses and individuals nationwide. Guided by principles of knowledge, accessibility, and dependability, we prioritize personalized service, transparent pricing, and proactive communication to ensure clients achieve long-term financial success.Our expertise spans industries including healthcare, real estate, franchises, and technology, with a focus on simplifying complex financial processes. Client testimonials highlight our responsiveness, technical proficiency, and commitment to exceeding expectations through services like bookkeeping clean-up, tax planning, and financial consulting.
Services
Bookkeeping Services
Tax Preparation
CFO Services
Financial Consulting
Accounting Services
Audit Support
Payroll Coordination
IRS Representation
Details
- Year established: 1979
Highlights and features
- Over 40 years of experience in accounting and financial services
- Transparent, all-inclusive pricing with no hidden fees
- Cloud-based tools for real-time financial data access and reporting
- Industry-specific expertise across healthcare, real estate, and franchises
- Proactive, personalized service focused on client growth and compliance
What people say
Excellent service
Highly skilled
Outstanding results
Responsive and efficient
Peace of mind
Services
Bookkeeping Services
Our bookkeeping services ensure accurate and organized financial records through daily transaction management, reconciliations, and report generation. We handle accounts payable/receivable, month-end closes, and clean-up for businesses nationwide. Cloud-based tools like QuickBooks Online enable real-time access, improving cash flow management and compliance.
Tax Preparation
We specialize in business and personal tax preparation, including complex returns for corporations, partnerships, and trusts. Our proactive planning minimizes liabilities while ensuring compliance with federal and state regulations. Services include IRS representation, audit support, and year-round tax strategy consultations.
CFO Services
Fractional CFO services provide strategic financial leadership for budgeting, forecasting, and growth planning. We offer cash flow optimization, debt management, and exit strategy guidance tailored to startups, franchises, and established businesses across industries like healthcare and real estate.
Financial Consulting
Our consulting services address tax strategies, business valuations, risk analysis, and succession planning. We deliver industry-specific insights for medical practices, IT firms, and real estate investors, combining 40+ years of expertise with data-driven recommendations to enhance profitability.
Audit Support
We manage IRS, state, and sales tax audits with precision, ensuring accurate documentation and compliance. Our team handles communication and resolution directly, minimizing disruptions while protecting client interests through thorough record organization and audit-ready financial reporting.
People
Shachar Gilad
Co-Founder and Financial Expert
Shachar Gilad is a seasoned expert in bookkeeping, taxes, and accounting with extensive experience in U.S. taxation and financial systems. He specializes in strategic tax planning, system transitions, and CFO-level insights for diverse industries including healthcare, construction, and real estate.
Questions
What accounting services do you offer?
We provide full-service bookkeeping, tax preparation, CFO services, financial consulting, audit support, and IRS representation tailored to businesses and individuals.
Do you serve businesses outside the Bay Area?
Yes, we offer nationwide accounting services with cloud-based tools enabling remote support for clients across the U.S.
How do your bookkeeping services work?
Our bookkeeping includes daily transaction management, reconciliations, financial reporting, and catch-up services using cloud platforms like QuickBooks Online for real-time accuracy.
Can you handle complex tax returns?
Yes, we prepare complex returns including Form 1120, 1120S, 1065, and 1041, ensuring compliance and tax-saving strategies for corporations and partnerships.
What industries do you specialize in?
We serve healthcare, real estate, franchises, IT/software firms, restaurants, and startups with industry-specific financial strategies and reporting.
Do you offer virtual accounting services?
Yes, our cloud-based platforms allow us to provide virtual bookkeeping, tax, and CFO services nationwide with secure, real-time data access.
