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Rubric Financial

East Bay

Berkeley Accounting, Tax & Fractional CFO

Berkeley clients tend to be a mix of professional service firms, academic professionals with consulting income, healthcare practices, and small retailers / restaurants on Telegraph, Solano, and Fourth Street. Rubric Financial supports each with the partner-led, CPA-reviewed model.

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What's Different About Berkeley

Local context that affects your books and tax

  • Berkeley's business license tax is calculated on gross receipts and varies by activity category
  • Many Berkeley clients have UC-affiliated income (consulting, royalties, K-1s from research-related ventures) requiring careful coordination with personal returns
  • California real estate and rental income is common, so passive activity loss tracking and real-estate-professional analysis matter here
  • PTET and California-specific tax planning apply the same as elsewhere in the Bay Area

Industries we work with in Berkeley

  • Professional services and consulting (often academic-affiliated)
  • Healthcare and therapy practices
  • Specialty retail and food
  • Real estate (rental, small landlord, partnership)
  • Nonprofits and adjacent consulting

See our industry pages for service-specific detail.

Nearby locations

Keep reading

Guide

When Does a Small Business Need a Fractional CFO?

Bookkeepers record. Accountants close and report. CPAs file. None of them help you make the next decision. That's what a CFO does.

Guide

Owner Compensation: Salary, Distribution, and Profit Sharing

How owner-operators should pay themselves: salary vs. distribution split, reasonable comp, retirement contributions, and how it all interacts with tax.

Guide

5 Bookkeeping Mistakes That Trigger IRS Audits

Most IRS audits start from patterns in the books, not random selection. Here are the five bookkeeping mistakes most likely to put you on the audit list.

Run a small business in Berkeley?

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