Burkland Associates - San Francisco, California

Address: 548 Market St PMB 94668, San Francisco, CA 94104.
Phone: 56515319.
Website: burklandassociates.com
Specialties: Business management consultant, Accounting firm, Financial advisor, Tax consultant.
Other points of interest: Online appointments, Wheelchair accessible entrance.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 4.5/5.

📌 Location of Burkland Associates

Burkland Associates 548 Market St PMB 94668, San Francisco, CA 94104

⏰ Open Hours of Burkland Associates

  • Monday: Open 24 hours
  • Tuesday: Open 24 hours
  • Wednesday: Open 24 hours
  • Thursday: Open 24 hours
  • Friday: Open 24 hours
  • Saturday: Open 24 hours
  • Sunday: Open 24 hours

Burkland Associates: A Comprehensive Overview

Burkland Associates is a highly regarded professional services firm located in the heart of San Francisco, California. Situated at 548 Market St PMB 94668, they offer a comprehensive suite of business and financial solutions tailored to meet the diverse needs of startups and established companies alike. Their commitment to client success is evident in their responsive service and the depth of expertise they bring to every engagement. Contacting Burkland Associates is straightforward through their Phone: 56515319, or by visiting their website at Website: burklandassociates.com. The firm operates with a focus on building long-term relationships based on trust and mutual understanding.

Specialized Services Offered

Burkland Associates distinguishes itself through its multifaceted approach, offering a range of specialized services designed to address critical aspects of a business’s operation. Their core competencies include:

  • Business Management Consulting: They provide strategic guidance to optimize business processes, improve operational efficiency, and drive sustainable growth.
  • Accounting Firm: Offering robust accounting services, including financial reporting, auditing, and compliance, ensuring accuracy and adherence to regulatory standards.
  • Financial Advisor: Burkland Associates assists clients with investment planning, wealth management, and financial forecasting, helping them achieve their long-term financial goals.
  • Tax Consultant: Their experienced tax consultants provide expert advice on tax planning, compliance, and optimization, minimizing tax liabilities and maximizing tax efficiency.

The firm’s integrated approach allows clients to benefit from a holistic perspective, addressing financial and operational challenges with coordinated strategies. They specialize in supporting companies through pivotal stages, from initial startup phases to navigating complex growth and, ultimately, successful exits.

Location and Accessibility

Burkland Associates’ San Francisco location at 548 Market St PMB 94668 places them in a vibrant business district, fostering collaboration and access to a network of industry professionals. For clients requiring accessible accommodations, the office entrance is Wheelchair accessible, demonstrating their commitment to inclusivity and customer comfort. The firm’s strategic location facilitates convenient meetings and fosters a dynamic work environment.

Client Feedback and Reputation

Burkland Associates consistently receives positive feedback regarding their professionalism, expertise, and dedication to client success. As reflected in their 15 reviews on Google My Business, clients consistently praise their responsive service and insightful guidance. The Average opinion: 4.5/5 underscores the high level of satisfaction experienced by those who have engaged their services. Specifically, clients frequently highlight the impact of Steve Lord’s expertise, noting his valuable contributions to their ventures. Many clients have engaged Burkland multiple times across different companies, a testament to their reliability and adaptability.

One client described their experience as “Working with Burkland has been exceptional. Their responsive service and guidance through our early-stage startup journey were invaluable, ultimately contributing to a successful exit. Steve Lord’s expertise was particularly impactful.” Another emphasized their “Highly recommended for startups seeking top-tier financial consulting, guidance, and leadership.” These testimonials demonstrate a clear pattern of positive experiences centered around responsiveness, strategic insight, and a commitment to achieving client goals. The firm’s ability to adapt to diverse client needs and provide tailored solutions appears to be a key factor in their strong reputation.

Online Appointments and Digital Engagement

Burkland Associates embraces modern business practices by offering convenient online appointments, streamlining the scheduling process and accommodating clients’ busy schedules. This commitment to digital engagement reflects their dedication to providing accessible and efficient service. Their website, burklandassociates.com, serves as a central hub for information, resources, and contact details, further enhancing the client experience. The firm’s online presence allows for seamless communication and fosters a collaborative environment.

Contact Information

Address: 548 Market St PMB 94668, San Francisco, CA 94104
Phone: 56515319
Website: burklandassociates.com

👍 Reviews of Burkland Associates

Burkland Associates - San Francisco, California
Eric D.
5/5

Working with Burkland has been exceptional. Their responsive service and guidance through our early-stage startup journey were invaluable, ultimately contributing to a successful exit. Steve Lord's expertise was particularly impactful. I've engaged Burkland multiple times for different companies and would absolutely work with them again. Highly recommended for startups seeking top-tier financial consulting, guidance, and leadership.

Burkland Associates - San Francisco, California
Supra (.
5/5

We have been working with Burkland team for over 4 years and very happy with their services. They are experts at taking care of all financial aspects for startups. They integrate well with business to balance priorities and always ready to help their clients with recommendations and good business practices.

Burkland Associates - San Francisco, California
Dan N.
5/5

We are a long-time Burkland client. We love Burkland, having engaged Burkland’s controller and tax teams for years (with occasional payroll support). We have been extremely happy not only with Burkland’s work but with the level of service and responsiveness as well. They are a true partner. Keep up the great work!

Burkland Associates - San Francisco, California
Magdalena P.
5/5

Jessica has made a huge difference to our startup. We started working with Burkland after a firm which communication was bad, responses shady and chasing them was the norm. With Jessica the experience is the complete opposite - she behaves as part of the team, drives initiatives, ensures our startup's financial and tax compliance along with her team and is extremely efficient in communication. What a great choice we've made!

Burkland Associates - San Francisco, California
Alexis G.
1/5

I hired Burkland Associates to help our family-owned business transition from QuickBooks Desktop to QuickBooks Online. We have been in business since 1973, and while I understand that Burkland focuses on startups, we had been informed their team could help us with the significant accounting overhaul we needed as an established business. Unfortunately, our experience was far from what we expected.

From the very start, working with Emily Felceti was frustrating and unprofessional. Despite making it clear that our books were outdated and our accounting needs were complex, Emily’s attitude was dismissive, and she provided no meaningful support. When my mother joined the conversation, Emily became increasingly rude. There was only one virtual meeting between the three of us during which Emily appeared overwhelmed with the task of training small business owners, and she never provided the training we needed. Afterward, Emily canceled every meeting we tried to schedule and failed to follow through on any commitments.

Due to Emily's lack of responsiveness, I eventually reached out to Karina Kongo, who had helped us during the initial stages of the transition. Karina was helpful, but by this point, we had already been left without the support we desperately needed.

Burkland unexpectedly dropped us as clients in the middle of our work without completing the transition, leaving us in a difficult position. We did not pay the final invoice because the work was left unfinished, and we were left to manage the transition ourselves. Burkland then turned the unpaid invoice over to collections, and the correspondence included an internal email from Emily, in which she inaccurately and unprofessionally described us as “very rude and difficult to train.” In reality, there was only one meeting, and during that time, Emily was neither helpful nor responsive to our needs.

While I believe that Burkland Associates may have strong team members suited to startup-focused projects, our experience was a significant disappointment. Emily's lack of professionalism, poor communication, and mishandling of the transition was a major setback for our business. As a small family-owned business, this left us in a very challenging situation. We were wildly frustrated and disappointed with how this relationship was handled, and I would not recommend Burkland Associates to established businesses seeking reliable support.

Burkland Associates - San Francisco, California
Bijan G.
5/5

We cannot recommend Burkland highly enough. They have been an instrumental component of our finance team and are consistently fast, accurate and readily available.

Burkland Associates - San Francisco, California
S S.
5/5

Burkland has an awesome team of professionals. They truly understand startups and take the time to understand your business needs. I highly recommend Burkland for fractional CFO, accounting, tax and people ops services for other startups.

Burkland Associates - San Francisco, California
Ioana C.
1/5

Burkland pride itself of providing accounting services for startups. After having worked with them for two years, the conclusion is that their services are way below professional quality and generally accepted industry standards and practices. Katrina, the accountant we were assigned was either on leave, had issues with power outages or other family outages. Most of the time sending her an email would result in an automatic reply saying that she may respond in a week. When trying to have weekly meetings with her, she would never be in front of her computer ready to sit down and walk you through reconciliations and issues, by contrary she would mostly be on the phone when driving indicating that she was busy with other stuff. The biggest problem is that as a startup you rely on the accountant you hire and trust that they know what they need to do. It turned out that her reconciliations were never really reviewed properly and updated in Quickbooks as they should have. She indicated via emails that she would take care of issues but when asked to provide evidence it was either a wish-washy job or something completely different. When these issues were brought up to the management, instead of trying to find proactive solutions this response was “take it or leave it”.
The most recent issue was that Burkland was listed as point of contact to the california department of tax and fee administration who reached out via phone and left messages to them to request additional information. They did not return the calls nor did they inform us as customers so by the time we received a written notice it was already too late to provide timely responses and the result was that we were penalized. The lady from CA tax and fee administration provided me with clear dates of the calls and Burkland denied getting them. In fact this was an issue that started in April and Burkland indicated that it addressed it when it actually occurs that it was not properly addressed initially and then dropped off the radar for proper followup.not only that but when I brought these issues up Burkland turned around and asked us if we filed the proper accounting and tax documentation which we paid them to advise and do!!!
In short, this company can not be trusted to handle your financials or provide services that come close to meet industry standards. Take your money, time and business to some other place that is more serious and respectful of your time and truly supportive of what you are trying to do.

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