Franklin Management

Business Details

Trusted Accounting & Financial Advisory Services for Businesses

Franklin Management delivers comprehensive accounting, tax, and advisory solutions tailored to small and mid-sized businesses, startups, and nonprofits. With expertise in bookkeeping, payroll, financial statement preparation, budgeting, and CFO services, we empower clients to focus on growth while ensuring financial accuracy and compliance. Our team specializes in cloud-based accounting platforms like QuickBooks and NetSuite, offering customized support for industries including construction, real estate, retail, and manufacturing. Backed by decades of collective experience, we prioritize personalized service and transparent communication to build long-term client trust.

Operating from Pleasanton/East Bay, CA and Boston, MA, we combine local market knowledge with scalable financial expertise. Our commitment to excellence extends to tax planning, cash flow forecasting, and loan forgiveness assistance, addressing both immediate needs and strategic goals. By integrating technology with hands-on advisory, we streamline financial operations and enhance decision-making for businesses at every stage. This client-centric approach has established us as a reliable partner for organizations seeking financial clarity and sustainable growth.

Services

Bookkeeping Tax Preparation Payroll Services CFO Advisory QuickBooks Consulting

Highlights and features

We offer outsourced CFO services for startups and small businesses
Our team specializes in NetSuite and QuickBooks accounting solutions
We provide tax preparation and resolution services tailored to nonprofits
Our advisory services include cash flow forecasting and payroll consulting
We serve clients in Pleasanton/East Bay, CA and Boston, MA with personalized support

Website

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Services

Outsourced CFO

Our outsourced CFO services deliver strategic financial leadership for growing businesses. We provide budgeting, forecasting, and cash flow management expertise to startups and SMEs. By acting as an extension of your team, we help optimize financial operations and drive data-driven decision-making for long-term success.

Bookkeeping

We offer comprehensive bookkeeping solutions to maintain accurate financial records. Our services include accounts payable/receivable management, bank reconciliations, and financial statement preparation. Using cloud-based platforms, we ensure real-time visibility into your business's financial health while maintaining compliance with regulatory requirements.

Tax Preparation

Our tax preparation and planning services cover federal, state, and local filings for businesses and nonprofits. We specialize in tax-efficient strategies, audit support, and resolution of back-tax issues. By staying current with evolving regulations, we minimize liabilities while ensuring timely compliance for our clients.

Payroll Services

We provide end-to-end payroll processing solutions that handle employee payments, tax withholdings, and regulatory filings. Our services include payroll tax compliance, wage reporting, and integration with accounting systems. This ensures accurate, timely payments while reducing administrative burdens for business owners.

QuickBooks Consulting

Our QuickBooks specialists help businesses implement and optimize cloud accounting solutions. We offer system setup, data migration, and training for QuickBooks Online, Desktop, and Enterprise editions. By customizing workflows and integrating with other business tools, we enhance financial efficiency and reporting capabilities.

Questions

What accounting services do you offer?

We provide bookkeeping, tax preparation, outsourced CFO services, payroll processing, and QuickBooks/NetSuite consulting for small businesses and nonprofits.

Which industries do you specialize in?

We serve construction, real estate, retail, manufacturing, nonprofits, and startups with tailored financial solutions.

Do you offer remote accounting support?

Yes, our cloud-based accounting services support clients in Pleasanton, CA and Boston, MA remotely.

How do you handle tax resolution cases?

We assist with tax debt negotiation, back-tax filings, and IRS audit representation for businesses and nonprofits.

Can you integrate with my existing accounting software?

Our team specializes in QuickBooks and NetSuite integrations to streamline financial workflows.

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Reviews (5)

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Christina A.

Jan 23, 2020 Report

10+ stars! Look no further! Months ago we were looking for a new tax accountant, numerous colleges (business owners) told us about Franklin Management. After all owners raving about the entire staff also accounting services offered at Franklin Management, we decided to have a meeting to see if they were able to assist us with our business. For clearing up our past tax accountants errors, to handling our current taxes moving forward, etc.

Of course they are able to assist us, immediately seen how clean their entire office is, attentive staff plus their location is at a prime industrial location in Pleasanton! We are beyond happy with Franklin Management, not sure why other people gave bad reviews, that makes no sense! They are the best around!

Mike G.

Apr 13, 2019 Report

Waist of time. We called a couple times trying to set up a meeting for our business and personal taxes. We spoke to the receptionist twice over the span of a couple weeks but nobody called back to finalize a time to meet.

Jason B.

Apr 08, 2019 Report

I guess they are not interested in new clientele. I reached out twice trying to set up a meeting. Spoke to a nice women on the phone both times. The women over the phone said a guy named Jack would call to set up an appointment. I waited 10 days with no reply. I called again. Same deal. Talked to the receptionist again and she assured someone would call to set up a time but a week later I still haven't received a call. Bad business

Boris K.

Jan 31, 2018 Report

Avoid like the plague! Absolutely unprofessional; first said to wait for 3 weeks to file documents for no apparent reason. then, when time was up, lost my data (said computer crushed; no backup for customer data?); did not call me about that and invited to start the process again (which I refused, of course). They should be banned from professional service.

Roxie K.

Dec 15, 2016 Report

Jack Harrington has been preparing my tax return for over five years. I have been very pleased with his professionalism, expertise and excellent customer service from him and his entire staff. I have called or emailed him with questions and he has responded immediately and welcomes an appointment if necessary. I trust Jack completely and if your looking for a tax accountant, give Jack a call. Best decision I made after calling several preparers.