one of the most well-respected CPA firms
Shea Labagh Dobberstein provides comprehensive outsourced accounting services for private businesses, nonprofits, and high net worth individuals in San Mateo. As one of the most well-respected and long-standing independent CPA firms in the Bay Area, we have expertise in a range of industries, including real estate, manufacturing, construction, logistics, distribution, wholesale, food and beverage, and professional services.
Our portfolio of tax, audit, accounting, and advisory services are integrated and focused on addressing your unique needs. We have approximately 100 employees and three offices throughout the Bay Area, with a five-to-one staff-to-leadership ratio. This allows us to be highly responsive to our clients year-round, providing personalized service. As a member of DFK International, we also have access to a global network of independent CPAs and advisory firms, as well as accounting, tax, and advisory resources in over 90 countries, including the major markets of North America, South America, Europe, and Asia. This association with DFK enables our firm to provide you with the broader services of a large firm while maintaining the attentive outsourced accounting services of a local CPA firm.
We’ve been with SLD a couple of decades. They know our business almost better than we do. The firm worked with our employees to create a strategy for us to be able to switch from performing a time consuming and costly year-end inventory, to a much more efficient process of daily cycle counting. Through this change we will not only have a more accurate picture of our inventory on a daily basis, but will not be forced to shut down our warehouse at year end and lose valuable sales for a day and a half.
– Zachary Barulich, BiRite Foodservice Distributors
America’s Top Recommended Tax & Accounting Firms
Due to our high level of service, broad resources, and commitment to our core values, SLD has received several accolades. We were ranked on the 2020 list of “America’s Top Recommended Tax & Accounting Firms” with Forbes magazine, as well as a “Top 200 Firm” and 2020 “Best of Best Firm” by INSIDE Public Accounting. We have also received seven consecutive “unmodified” peer reviews without comments from the American Institute of Certified Public Accountants (AICPA), an achievement that’s been attained by less than 10% of accounting firms in the US. Annually, we provide audit services to over 100 employee benefit plans.
Many of our team members have decades of experience, exposure to national firms, and cross-functional expertise, like Linda Spain de Bruin, our COR2E Accounting Solutions Principal. Linda brings with her nearly thirty years of experience as an accomplished financial and operational manager in the private and nonprofit sectors. She, along with her team, provide complete outsourced accounting services, from processing daily transactions to year-end tax and audit preparations. Her specializations include annual budgeting, financial modeling, cash flow forecasting, audit management, and lending and legal negotiations.