At Zumifi, we think of ourselves as more than your bookkeeping team. Over the years we’ve built relationships with professionals across the Bay Area who we trust with our own business and refer to clients regularly. Below are the people we turn to first, for taxes, legal work, insurance, real estate, marketing, and more. Reach out to any of them directly and let them know Zumifi sent you.
A Few We Recommend Most
How would you rate your CPA, on a scale of 1 to 5?
If it’s a 3 or below, let’s talk. We highly recommend Irina Pichko at SingerLewak.
Irina Pichko, SingerLewak
Has your trust or estate plan been reviewed in the last two years?
Life changes, and your plan should too. Matt Walding helps individuals and families keep their estate plans current while protecting what matters most.
Matt Walding, Santos Walding
Are your investments on track to support the retirement you envision?
Scott Jacobs helps clients tune out the daily market noise and focus on a long term, evidence based plan that provides confidence and peace of mind.
Scott Jacobs, WRP Wealth
sjacobs@wrpwealth.com | (415) 902-5258
Want an unlimited AI tutor?
These short, practical lessons have changed how we work at Zumifi. They can help you save time, work smarter, and get better results with AI too.
Browse All Trusted Partners
Organized by category. Contact anyone below directly, they know Zumifi sends business their way.
Legal & Accounting
Gabrielle Rekhtman
Real Estate Law
McLaughlin Sanchez LLP
(415) 655-9753
Ilya Filmus
Personal Injury Law
Infinity Law Group
415-426-3580
Jeffrey Pink
Legal Document Filing & Process Service
Are You Being Served
650-348-7378
Svetlana Kamyshanskaya
Business Law
Primum Law Group, PC
415-293-8042
Finance & Insurance
Kevin Casey
Mortgage Advisor
Guarantee Mortgage
415-860-2586
Richard O. Monetta
Business Insurance & Asset Finance
Farmers Insurance, Jordan Racey Office
415-637-6480
Real Estate
Mahesh Patki
Residential Leasing
Brown & Patki Inc.
415-513-2989
Thomas Redmond
Residential Real Estate Agent
Redmond Realty
415-494-5340
Consulting & Business Services
Adrienne Dale
Business Consultant, Management
Pivotal LLC
510-599-7158
Carter Welch
Business Consultant, Small Business
The Fig Tree Group, Powered by Shirlaws
707-339-2842
Cynthia Randall
Business Broker
Transworld Business Advisors SF
415-361-7977
Julee Jenkins
Business Consultant, Cost Reduction
Schooley Mitchell
julee.jenkins@schooleymitchell.com
858-354-2359
Daniel Kim
Office Services
Global Office
415-867-3150
Marketing & Creative
Jessica Wikingellis
Social Media
Love Wild Rivers
831-295-0463
Stuart Locklear
Videographer & Film Producer
Stuart Locklear Photography
stuart@stuartlocklearphotography.com
415-519-2754
Zoran Basich
Large Format Printing & Signage
SpeedPro SF Waterfront
415-987-8405
Health & Wellness
Cheryl Rouch
Holistic Skincare & Reiki Energy Healing
Kokoro Kara Wellness
1-415-823-3209
Corri Moss-Hunter
Counselor / Psychotherapist, LMFT
Marriage & Family Therapy
760-428-8673
Construction & Home Services
Pedro Perez
General Contractor
Platinum Premier Construction
pedro@platinumpremierconstruction.com
510-377-9286
Brent Hensley
Senior Services & Assisted Living Advisor
Assisted Living Locators of San Francisco
brenth@assistedlivinglocators.com
415-766-0361
Technology
Tushar Verma
App Developer
Jewar International Technologies
+1 210-843-2903
Know someone who should be on this list? Let us know.