Your Trusted Partner For Full-Service Accounting
K.A.D Alliance is a full-service accounting firm specializing in bookkeeping, tax and CFO services. With over 40 years of experience, we offer tailored financial solutions to support your business’s growth and streamline your accounting processes.
Mission Statement
At K.A.D Alliance, our mission is to simplify accounting for businesses locally in the San Francisco Bay Area and across the United States. As a full-service accounting firm, we provide customized bookkeeping, tax and CFO services to reduce stress and ensure accuracy. Our goal is to empower you to focus on running your business with confidence, knowing your finances are in trusted hands.
Knowledgeable
Over 40 years of experience providing financial expertise you can trust.
Accessible
Always available to offer clear communication and personalized support.
Dependable
Reliable solutions to keep your business finances on track, every step of the way.
Our Leadership
Co-Founder and Financial Expert
Shachar Gilad is a seasoned expert in bookkeeping, taxes, and accounting, bringing extensive experience in United States taxation and financial systems. Known for a strategic approach to tax planning, bookkeeping efficiency, and system transitions, Shachar has supported large corporations, franchises, and businesses across diverse industries—including medical, construction, high-tech, restaurant, and real estate sectors. In addition to his financial expertise, Shachar holds a real estate broker license, adding valuable insights into property-related financial strategies.
Shachar delivers CFO-level insights to enhance management practices, bookkeeping accuracy, and overall profitability. He holds a B.A. in Economics, graduating Magna Cum Laude, and resides in California, USA.
Meet The Team
At K.A.D Alliance, we believe in the power of teamwork to deliver exceptional financial services. Our team of dedicated professionals brings expertise across a variety of financial disciplines, ensuring your business receives the tailored support it needs.
Jerome
Jerome is an experienced U.S. tax preparer with a 5-year track record serving private equity funds and small to mid-sized businesses. He brings strong expertise in tax compliance and reporting, with hands-on experience using QuickBooks Online (QBO).
Czarina
Czarina is a detail-oriented accounting professional with over seven years of experience in multi-client bookkeeping, reconciliations, and financial reporting. Since beginning her career in 2017, she has been dedicated to delivering accurate, compliant, and timely financial records that help businesses make confident decisions.
Beth
Beth brings 10 years of experience in finance, including 8 years of specializing in bookkeeping with QuickBooks. Known for her consistency, time management, and thoughtful approach to detail.
Your Success Is Our Priority!
What Sets Us Apart
K.A.D Alliance combines decades of expertise with modern tools to deliver financial services that work for you. We prioritize accuracy, transparency, and efficiency to give you clear financial insights without unnecessary complexity.
Our dedicated approach ensures that your unique needs are met, whether it’s through precise bookkeeping, expert tax preparation, or strategic CFO-level support. With K.A.D Alliance, you gain more than a service—you gain a partner invested in your success.
Our Comprehensive Full-Service Accounting Solutions
At K.A.D Alliance, we understand the challenges of managing business finances. As a full-service accounting firm, we provide tailored solutions to simplify your financial management. Here’s how we can support you:
Full-Service Bookkeeping
Bookkeeping Clean-Up
Bookkeeping Catch-Up
Accounting Services
Tax Preparation & Planning
Franchise Accounting
CFO Services
Financial Consulting
Audits
IRS Representation
Payroll Coordination
Our Process
Free Discovery Call
Share your goals and challenges so we can understand your needs.
Proposal
Receive a customized plan with clear pricing and timelines.
Onboarding
A seamless setup process, including QuickBooks and Egnyte access.
Ongoing Support
Regular financial reports and expert guidance to keep you on track.
Blogs
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Why Growing Businesses Turn To Bay Area Bookkeeping Services For Accurate Financial Records
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Accounting For Franchise Operations: Best Practices For Franchisors Managing Multi-Unit Networks
Scaling a franchise is an ambitious journey that transforms a single successful concept into a regional or national powerhouse. However, as your network grows, so does the complexity of your
