San Francisco accounting firm directors Geoffrey Kulik and Charles Sterck

Accounting firm partners
Geoffrey Kulik and Charles Sterck.

Accounting Services Tailored to Your Needs

This page highlights many of the services that Sterck Kulik O’Neill offers. However, the most important service is the one you want. If you don’t see a particular service listed, ask us.

Sterck Kulik O’Neill wants to provide the help you need.

Please contact us for more information on any service or if you would like to discuss your unique requirements.

Traditional Accounting Services

Everything You Expect from a CPA

Full Range of Services

Taxes, financial reports, audits, due diligence support, trust accounting, and more!
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One-stop Solutions to All Your Accounting Needs

We Do Your Books Your Way

Our bookkeepers provide clear, accurate information. Their work can be combined with accounting services to provide you a seamless financial team for your financial success.

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Business Consulting

Data is not Information. We Make Sense of the Numbers.

Business Development Support

From business plans to operational audits to roundtables to cash flow projections, forecasts, and “what if” scenarios, we help business owners grow their business and increase profits.

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Traditional Accounting Services

We provide accurate, clear financial reporting prepared in a timely, professional, and friendly manner.

We talk to you in English, not Accountingese!

Let us help you with your personal or business accounting tasks.

Bookkeeping Services

Our bookkeeping team includes professionals dedicated to maintaining your financial records and providing you with appropriate information to help you manage your business.

We offer:

  • Stand-alone bookkeeping or bookkeeping in tandem with other accounting services
  • Services provided in your offices or in ours
  • Competitive pricing

Our professional bookkeeping service lets you work ON your business and not get buried IN your business.

Our bookkeepers will:

  • Do your routine financial record keeping
  • Provide you accurate and timely reports
  • Help you configure your QuickBooks or other accounting systems
  • Work with Sterck Kulik O’Neill accounting team members to provide seamless support for your tax preparation, government compliance, and business development needs.

Accountant with BooksOur team includes QuickBooks Certified ProAdvisors and professionals familiar with other financial software packages.

Sterck Kulik O’Neill bookkeeping services are part of the financial team that includes Certified Public Accountants and other skilled professionals.

Sterck Kulik O’Neill’s services are all about your financial success.  Our bookkeeping and accounting services are designed to help you identify your goals and achieve them.

  • We provide bookkeeping as a stand-alone service or in tandem with  business development, accounting, and tax preparation engagements.
  • The bookkeeping work can be done in your office or in ours.  We also offer a secure portal to facilitate the transfer of sensitive information over the Internet.
  • Our bookkeeping services are priced competitively and are cost-effective.

We’ve looked on the Internet. Some bookkeeping companies say they do professional space organizing, computer organizing, computer servicing, and a host of other fine services that have nothing to do with bookkeeping or ensuring your financial success.

We don’t try to be all things to all people.  Our team is trained in bookkeeping, accounting, and business development. Sterck Kulik O’Neill offers you professional bookkeeping service that complements professional accounting services.  Period.

Business Consulting

Sterck Kulik O’Neill’s experienced professionals will work with you to identify your key goals and help you solve your key frustrations in running your business.

In addition to the actions highlighted in the tabs to the right, business development activities include:

  • General consulting services
  • Business plans
  • Social media and Internet Marketing
  • Information systems
  • Cash flow projections
  • Systems review and designs
  • Budgets and forecasts
  • Financing alternatives
  • Time management
  • Business roundtable
  • Key Performance Indicators
  • Benchmarking and trend analysis
Your growing business’s need for improved financial systems, financial planning, and fiscal control cannot wait.

Your current lead financial person is unable to step up to the responsibilities because of their experience level… or perhaps they are leaving the company!

Your search for the right permanent Chief Financial Officer should not be rushed.

The solution? A CFO to Grow!

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Buying, selling or combining businesses are complex transactions. Structuring the deal is all important to maximizing the economic benefit and minimizing the tax impact. We can not only help you negotiate the price, but can structure the transaction to achieve these ends.
This service will help you evaluate existing revenue volume, margins, and costs so you can set achievable, measurable targets for critical components of profit or other business activities. Through the use of modeling, together we can develop views of possible outcomes based on specified levels of activity, assumptions or other variables. We can also develop ways to implement and monitor appropriate plans of action.
A strategic plan is an organization’s road map. It shows you where you want to go, how you plan to get there, what to expect along the way, when you expect to arrive, how you’ll recognize your destination, and who will be responsible for getting you there. We can serve you best in this area by acting as an outside, independent facilitator for one or more sessions in which key members of your organization develop a strategic plan consisting of:

  • A list of an organization’s long-term goals
  • Opportunities and threats to organization objectives
  • Actions necessary to achieve those goals
  • Timetables for completing the actions
  • Identification of success indicators
  • Assignment of accountability

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