Business Details
47 Years
experience
Trusted Accounting & Tax Services for Businesses Nationwide
KAD Alliance has been a trusted partner in financial services since 1979, delivering tailored accounting, bookkeeping, and tax solutions to businesses and individuals nationwide. Guided by our core values of being Knowledgeable, Accessible, and Dependable, our experienced team provides clear, actionable financial insights to help clients stay organized and compliant. With offices in San Ramon, California, we serve the entire Bay Area and support clients across the U.S. through cloud-based tools like QuickBooks Online and Egnyte. Our services include full-service bookkeeping, tax preparation, CFO guidance, and financial consulting, designed to simplify complex financial processes and empower clients to focus on growth.Over four decades of experience enable us to address industry-specific challenges in sectors such as healthcare, real estate, franchises, and technology. Client testimonials highlight our responsiveness, expertise, and commitment to personalized service, with long-term relationships spanning 15+ years. We prioritize transparent pricing, timely reporting, and proactive communication to ensure clients feel supported and informed. Our nationwide reach combines local expertise with scalable solutions, ensuring businesses of all sizes receive the strategic support they need. By aligning financial strategies with client goals, we help organizations navigate audits, optimize cash flow, and achieve long-term stability.
Services
Bookkeeping Services
CFO Services
Tax Preparation
Financial Consulting
Audits
IRS Representation
Payroll Coordination
Bookkeeping Clean-Up
Accounting Services
Franchise Accounting
Details
- Year established: 1979
Highlights and features
- We offer over 40 years of experience in accounting and financial consulting.
- Our team provides transparent, all-inclusive pricing with no hidden fees.
- We deliver timely and accurate financial reporting tailored to your schedule.
- Our expertise spans industries including healthcare, real estate, and franchises.
- We utilize cloud-based tools for secure, real-time financial data access.
What people say
Excellent service
Highly recommend
Outstanding results
Peace of mind
Personalized approach
Services
Bookkeeping Services
Our bookkeeping services manage daily financial tasks like accounts payable/receivable and month-end close, ensuring accurate profit and loss reports. We specialize in clean-up and catch-up solutions for disorganized records, using cloud-based tools for real-time access. Clients benefit from reliable reporting and compliance support tailored to their business needs.
Tax Preparation
We handle complex business and personal tax returns, including Forms 1120, 1065, and 1041, with strategies to minimize liabilities. Our proactive planning ensures compliance with evolving regulations while maximizing deductions. Clients receive year-round guidance to optimize tax outcomes and avoid penalties.
CFO Services
Fractional CFO services provide strategic financial planning, cash flow management, and budgeting expertise. We assist with forecasting, debt optimization, and exit strategies, offering scalable support for startups and established businesses. Our goal is to align financial decisions with long-term growth objectives.
Financial Consulting
Tailored financial consulting addresses risk analysis, business valuations, and succession planning. We deliver industry-specific insights for sectors like healthcare and real estate, focusing on operational efficiency and investment strategies. Our advisory services help clients navigate mergers, acquisitions, and market expansions.
IRS Representation
We provide full IRS representation during audits, ensuring accurate documentation and compliance. Our team handles communication and resolution to protect client interests, reducing stress and achieving favorable outcomes. This service includes preparation for state and sales tax audits.
People
Shachar Gilad
Co-Founder and Financial Expert
Shachar Gilad brings decades of expertise in U.S. taxation and financial systems, specializing in tax planning and bookkeeping efficiency. He holds a B.A. in Economics and a real estate broker license, offering strategic insights to enhance profitability across industries like healthcare and tech.
Questions
What are online accounting and bookkeeping services?
Online services use cloud tools like QuickBooks to manage financial data remotely, ensuring transparency and real-time access for businesses nationwide.
What is included in your bookkeeping services?
We handle accounts payable/receivable, month-end close, financial reporting, tax prep, and general ledger maintenance tailored to business needs.
Do you offer tax preparation services?
Yes, we prepare business and personal tax returns, identify deductions, and ensure compliance with federal and state regulations.
Can you help with bookkeeping clean-up?
Absolutely. We organize disarrayed records and update backlogged bookkeeping to establish a solid financial foundation.
Are your services available nationwide?
Yes, we provide accounting, bookkeeping, and CFO services to clients across the U.S. through cloud-based platforms.
What industries do you specialize in?
We serve healthcare, real estate, franchises, IT firms, and startups, offering industry-specific financial strategies and compliance support.
