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About

About

Padgett Mountain View

Padgett Mountain View is here to help you maintain the financial health of your business and reclaim your time for the things most important to you

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Rooted in entrepreneurial spirit

Padgett was founded with a mission that continues today: to serve as trusted advisors to small businesses across the United States. The Mountain View, CA office opened in 2017, when Bei (Bonnie) Li decided to bring that mission to business owners and individuals in the Mountain View area. Today, we combine local relationships with the strength of a national network to help you stay organized, plan ahead, and make confident decisions all year long—whether you need accounting, tax support, payroll, or advisory services.

Do more of what you love

We'll handle the rest

Our services for your business

From day-to-day bookkeeping to year-round tax planning, we help you stay organized, reduce surprises, and make confident financial decisions. If questions come up with notices or filings, we’ll help you understand what’s happening and what to do next.

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  • Our monthly accounting services help build a solid foundation so you can track performance, understand cash flow, and plan ahead.
  • Working with a Padgett professional can streamline your payroll process and reduce the risk of costly mistakes.
  • Our advisory services support budgeting, forecasting, and cash flow planning, helping you adjust faster and make decisions with better information.
  • We prepare individual and business returns and help you take advantage of credits and deductions through practical tax planning and preparation.
  • We can help you plan for life’s big and little moments—investing, college costs, retirement, marriage and divorce, and charitable giving strategies.

Business advice from business owners

Padgett was founded to give small businesses the kind of financial support big businesses have always had. Today, our office is dedicated to helping small businesses like yours with guidance that fits your industry, your goals, and your day-to-day reality.

Food Service:

We understand the financial realities restaurants and bars face, from seasonal cash flow to payroll complexity and tip reporting.

Healthcare:

We support healthcare providers with bookkeeping and reporting that help you track revenue, manage expenses, and plan for growth.

Construction:

We’re familiar with job costing, project-based reporting, and keeping the books clean across multiple jobs and timelines.

Real estate:

We help with the financial side of buying, selling, and investing, including tracking income and expenses across properties.

Retail:

We understand inventory, margins, and the moving parts that come with product-based businesses.

Professional services:

We help service-based businesses understand profitability, plan for growth, and keep operations financially organized.

Become a client today

Frequently asked questions

We take care of your books for you, so you can get back to the job of running your business and generating profits.

We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.

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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.

We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.

We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We encourage you to contact us with any questions.

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