W
Wentworth
& Associates

Established 1987 · Trusted Financial Partners

Financial clarity
for ambitious
businesses.

Wentworth & Associates delivers meticulous bookkeeping, proactive tax strategy, and CFO-level advisory so you can focus on building your business — not deciphering spreadsheets.

CPA Certified
IRS Enrolled Agent
QuickBooks ProAdvisor
37yrs
In Practice
840+
Clients Served
$2.1B
Revenue Managed
98.7%
Client Retention

What We Offer

A full suite of
financial services.

Whether you need foundational bookkeeping or sophisticated strategic guidance, our team of CPAs and financial advisors brings the same standard of care to every engagement.

Bookkeeping

Precise, timely recording of every transaction. Monthly reconciliations, categorization, and financial statement preparation.

From $349/mo

Tax Preparation

Business and individual tax returns filed accurately, with every deduction identified and documented.

From $895/filing

Tax Planning

Year-round strategy to minimize your tax burden through smart timing, entity structuring, and proactive advisory.

From $1,200/yr

Payroll Services

Accurate payroll processing, direct deposit, quarterly filings, and year-end W-2/1099 preparation.

From $199/mo

CFO Advisory

Fractional CFO support including cash flow forecasting, KPI dashboards, board reporting, and growth modeling.

Custom engagement

Audit Support

IRS audit representation, correspondence management, and financial review preparation for due diligence.

Custom engagement

How It Works

Getting started is straightforward.

01

Discovery Call

A 30-minute conversation to understand your business, current pain points, and financial goals. No pressure, no obligation.

02

Custom Proposal

We prepare a tailored scope of work and fee structure based on your specific needs — transparent, itemized, and flexible.

03

Onboarding

Our team connects to your accounts, reviews historical records, and establishes clean, organized books from day one.

04

Ongoing Partnership

Monthly reports, proactive communication, and strategic reviews to keep your finances clean and your strategy sharp.

Client Stories

Trusted by business owners
across the region.

Read More Stories
"

Wentworth completely transformed how we manage our finances. We went from chaotic shoeboxes to precise monthly reports in 60 days. The tax savings in year one paid for the service three times over.

Margaret Osei-Bonsu
Founder, Meridian Architecture Studio
"

Their fractional CFO service gave us the financial visibility we needed to close our Series A. Professional, responsive, and they speak plain English — not accountant jargon.

Daniel Reinholt
CEO, Reinholt Distribution Group
"

Three CPAs, two different firms, and then we found Wentworth. For the first time, someone proactively told us about deductions we were missing. Night and day difference.

Priya Nambiar
Partner, Nambiar Medical Associates

Transparent Pricing

No surprises. No hidden fees.

Clear, fixed monthly pricing so you always know what to budget. Upgrade or adjust anytime as your business grows.

Foundation
$349/month

For startups & freelancers


  • Monthly bookkeeping up to $50K revenue
  • Bank & credit card reconciliation
  • Monthly financial statements
  • Annual tax return (1 entity)
  • Email support (48-hr response)
Get Started
Recommended
Growth
$799/month

For growing businesses


  • Monthly bookkeeping up to $500K revenue
  • Payroll processing (up to 25 employees)
  • Quarterly tax planning sessions
  • Annual returns (business + personal)
  • Sales tax filings
  • Priority phone & email support
Most Popular
Enterprise
Custom

For complex organizations


  • Unlimited revenue & transactions
  • Fractional CFO services
  • Multi-entity consolidation
  • Board reporting & investor packages
  • Audit readiness & representation
  • Dedicated account team
Contact Us

All plans include secure document portal, onboarding assistance, and a 30-day satisfaction guarantee.

W&A
Est. 1987
San Francisco, California

About The Firm

Nearly four decades of
unwavering precision.

Founded in 1987 by Eleanor Wentworth, CPA, our firm has grown from a solo practice to a team of 24 credentialed professionals serving clients across industries including healthcare, real estate, technology, legal services, and professional services.

We believe the best accounting relationships are built on transparency and proactive communication — not just compliance. Our team goes beyond the numbers to understand your business, so we can anticipate challenges before they become problems.

14
Certified CPAs on staff
6
IRS Enrolled Agents
18
QuickBooks ProAdvisors
11 yrs
Avg. client tenure

Take the First Step

Ready for financial clarity?

Schedule a complimentary 30-minute consultation. No commitment, no sales pressure — just a focused conversation about your financial situation and goals.

Book Free Consultation Common Questions

Get In Touch

Let's start a
conversation.

Reach out for a free consultation, a quick question, or to learn more about our services. Our team responds within one business day.

(415) 882-7340
Mon–Fri, 8am–6pm PT
hello@wentworthcpa.com
Typically responds same day
580 California St, Suite 1200
San Francisco, CA 94104

No commitment required. We respond within 1 business day.