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.

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Knowledgeable

Over 40 years of experience providing financial expertise you can trust.

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Accessible

Always available to offer clear communication and personalized support.

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Dependable

Reliable solutions to keep your business finances on track, every step of the way.

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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.

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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.

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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:

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Full-Service Bookkeeping

We manage daily financial tasks like Accounts Payable, Accounts Receivable, and Month-End Close, delivering accurate Profit & Loss and Balance Sheet reports on a schedule tailored to your needs.
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Bookkeeping Clean-Up

We organize and correct disorganized financial records, ensuring accuracy and compliance for a solid financial foundation.
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Bookkeeping Catch-Up

Let us bring your records up to date efficiently, no matter how far behind your bookkeeping has fallen.
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Accounting Services

Ensure your financial records are accurate and compliant with services like general ledger maintenance, account reconciliations, and financial reporting to support informed decision-making.
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Tax Preparation & Planning

Simplify tax compliance with expert preparation and planning to minimize liabilities and meet deadlines.
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Franchise Accounting

Tailored solutions for multi-location businesses, ensuring consistent reporting and accurate financial management.
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CFO Services

High-level guidance to manage risks, improve cash flow, and align your financial strategies with your goals.
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Financial Consulting

Strategic advice to optimize financial performance, overcome challenges, and support growth.
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Audits

We manage IRS, state, and sales tax audits with professionalism and precision, ensuring your records are compliant and accurate to streamline the audit process.
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IRS Representation

Our team provides full IRS representation, handling all communication and resolution directly with the IRS to protect your interests and achieve the best possible outcome.
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Payroll Coordination

We partner with providers like ADP and Paychex to ensure accurate, timely payroll without the administrative burden.

Our Process

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Free Discovery Call

Share your goals and challenges so we can understand your needs.

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Proposal

Share your goals and challenges so we can understand your needs.

Onboarding

Share your goals and challenges so we can understand your needs.

Ongoing Support

Share your goals and challenges so we can understand your needs.

Blogs

Tax Season Tips For Small Businesses: Simple Steps To Stay Ahead

Tax season can feel overwhelming, but with the right preparation, it doesn’t have to be stressful. Whether you’re filing early or looking for last-minute tax credits, following a structured approach will help you stay compliant and save money.




This guide covers essential tax season tips, including how to organize financial records, maximize deductions, and avoid common filing mistakes.

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