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.
Been working with KAD for 2 years and the service has consistently been excellent. The team is highly skilled, responsive and efficient in handling everything from book keeping, tax preparation to financial advice. Merav Frenkel Love working with k.a.d. Great staff, highly recommend. Karen Nelson I've used KAD Alliance for over 15 years with outstanding results! Business, personal & trust tax returns, all completed and filed as needed. Very Happy & sleeping well at night, knowing taxes are all filed! ken traverso I have been a client of K.A.D Alliance for both my company's tax returns, bookkeeping and personal taxes for the last few years. Their services consistently exceed my expectations, very fast communication and execution. The team at K.A.D is highly knowledgeable and incredibly thorough in handling all aspects of tax accounting and business bookkeeping. They not only ensure that all my tax obligations are met accurately and on time but also provide valuable insights and guidance to optimize my financial situation. Their professionalism and attention to detail give me peace of mind, knowing that my tax matters are in capable hands. I highly recommend K.A.D to anyone seeking expert tax accounting services, and I will certainly continue to rely on them as my tax experts. Their commitment to excellence and personalized approach make them a trusted partner for both businesses and individuals. Ronen Cojocaru

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.

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
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.

Small Business Tax Tips: Proactive Bookkeeping Strategies For Better Planning
Why Proactive Bookkeeping Is Essential Proactive bookkeeping isn’t just about keeping your records in order—it’s about setting the foundation for smarter financial decisions. By staying on top of your books

Mastering the Art of Accounting: A Comprehensive Guide to Bookkeeping and CFO Services
Who Are We? K.A.D Alliance is a well-established accounting firm that has been serving clients since 1979. Our team of highly skilled professionals is devoted to providing excellent financial services