Meet The Team
The People Behind Your Financial Success
Behind every financial report, tax return, and business recommendation is a team committed to helping you stay organized and move your business forward. Meet the experienced professionals who provide the responsive support and reliable guidance K.A.D Alliance has been known for since 1979.
Trusted By Business Owners Since 1979 | Supporting Businesses Across The Bay Area | Responsive Year Round Support
Trusted Since 1979
A Team That Works Together To Support Your Business
At K.A.D Alliance, accounting is a team effort. Every client benefits from the combined knowledge of experienced bookkeeping, accounting, tax, advisory, and administrative professionals who work together to deliver accurate financial information and responsive service.
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Whether you’re working with us for bookkeeping, tax planning, or ongoing financial support, you’ll always have a dedicated team focused on helping your business stay organized, compliant, and prepared for what’s next.
Meet The Team
Your business deserves consistent support from professionals who understand your goals and care about getting the details right. Meet the people working behind the scenes to keep your financial systems running smoothly.
Shachar Gilad
Co-Founder & Financial Expert
Shachar brings decades of experience helping business owners improve financial visibility, streamline accounting systems, and plan for long-term success. With a B.A. in Economics (Magna Cum Laude), a California real estate broker license, and extensive expertise in U.S. taxation and financial systems, he provides strategic guidance across bookkeeping, tax planning, CFO advisory, and business operations.
Shaila
Head Accountant
Shaila oversees the firm’s accounting operations, specializing in bookkeeping, financial reporting, reconciliations, and general accounting. She is committed to maintaining accurate financial records while delivering dependable support that helps clients stay organized and informed.
Katrina Serafica
Bookkeeping Specialist
With more than 13 years of accounting experience, Katrina specializes in bookkeeping, reconciliations, financial reporting, and regulatory compliance. She works closely with clients to maintain accurate records while ensuring every account is managed with care and attention to detail.
Jerome
Tax Specialist
Jerome is an experienced U.S. tax preparer with five years of expertise serving private equity funds and small to mid-sized businesses. His background includes tax compliance, reporting, and QuickBooks Online, helping clients navigate tax requirements with confidence.
Czarina
Accounting Specialist
Czarina brings more than seven years of experience managing bookkeeping, reconciliations, and financial reporting for multiple clients. Her attention to detail and commitment to accuracy help businesses maintain reliable financial records throughout the year.
Beth
Bookkeeping Specialist
Beth has over ten years of experience in finance, including eight years specializing in bookkeeping using QuickBooks. She is known for her consistency, organization, and attention to detail, ensuring every client receives dependable financial support.
Samantha Driver
Executive Assistant
Samantha supports the day-to-day operations of K.A.D Alliance, managing client onboarding, scheduling, payroll support, document coordination, and client communications. She plays an important role in creating a smooth, responsive experience for both clients and the internal team.
Why Choose K.A.D Alliance
Experience You Can Count On
Great accounting is built on more than technical knowledge. It’s built on communication, consistency, and a genuine commitment to helping businesses succeed.
Experienced Professionals
Our team brings decades of combined experience across bookkeeping, accounting, tax preparation, and advisory services.
Responsive Support
When you have questions, you’ll work with real people who know your business and are ready to help.
Accurate Financial Reporting
Reliable financial information helps you make better decisions with confidence.
Long-Term Relationships
Many of our clients have trusted us for years because we provide dependable support that grows alongside their businesses.
Our Mission
Helping Business Owners Focus On What They Do Best
Our mission is simple: to make accounting easier, provide dependable financial guidance, and give business owners the confidence to make informed decisions. By combining accurate bookkeeping, proactive tax planning, and responsive support, we help businesses spend less time worrying about finances and more time growing.
Let’s Work Together
Ready To Meet Your Accounting Team?
Whether you need bookkeeping, tax planning, accounting, or strategic financial guidance, our team is ready to help you simplify your finances and move your business forward.
Blogs
Small Business Tax Planning: Strategies To Reduce Your Tax Bill
Many business owners think about taxes only when deadlines are approaching. By then, your options to reduce your tax bill may be limited. The most effective tax savings usually come
Tax Write Offs For Small Business Owners Explained
If you’ve ever heard another business owner say, “Just write it off,” you may have wondered what that actually means. While tax write-offs are a common topic during tax season,
Tax Deductions For Small Businesses: Common Expenses You Should Not Miss
Many business owners work hard to increase revenue throughout the year but spend far less time identifying expenses that could reduce their tax burden. As a result, they often leave
Small Business Tax Deductions Checklist: What You Can Write Off This Year
Tax season can feel overwhelming for many business owners, especially when you’re unsure which expenses qualify as deductions. Missing legitimate deductions could mean paying more tax than necessary, while claiming