Accounting and CFO Services in Goleta Built for Clarity
What You Get

Accurate Books
Say goodbye to inconsistent records and scattered reports. We keep your books clean, current, and always audit-ready.

Financial Control
Know exactly where your business stands every month. We bring discipline and transparency to your financials.

Strategic Guidance
Fractional CFO guidance gives you the clarity to plan, budget, and make smart decisions that fuel long-term growth.
Elevate Your Finance Team
Tap into expert guidance and proven systems that help your company adapt and thrive.
Financial Services

Outsourced Accounting
How We Deliver

Grow Without the Growing Pains
Let expert systems and guidance keep your business running smoothly, no matter how quickly you expand.
Why Accountix







Who We Help
Clarity for Your Cause
Stay compliant, transparent, and mission-focused with nonprofit accounting, grant tracking, and board-ready financials.
Focus on Clients, Not the Back Office
Streamline billing, payroll, and reporting so you can spend more time serving clients and less time on admin.
Financial Support for Creative Growth
Keep projects profitable, manage variable cash flow, and free up more time for your best creative work.
Support Built for Small Business
Gain control of your finances, save time on bookkeeping, and get clear reports to guide smarter decisions.
Scale Up, Stress Down
Rely on expert systems and smart guidance to grow your business minus the overwhelm.
Goleta Accounting and CFO Support
Bookkeeping and Accounting
We keep your books accurate and organized, so you can focus on leading. With reconciliations, payroll, and monthly closes handled for you, your numbers are always audit-ready and decision-ready.
Whether you’re running a growing company, launching a new venture, or scaling operations, we bring the consistency and clarity your finances need.
Services include:
- ✓ Monthly reconciliations and closes
- ✓ Accounts payable and receivable
- ✓ Payroll coordination
- ✓ General ledger management
- ✓ Custom monthly reports
- ✓ Audit prep and year-end support
Full-service bookkeeping support, tailored to Goleta’s business community
Fractional CFO
Our fractional CFOs give you executive insight without the full-time cost. Get clarity on your numbers, plan ahead with confidence, and turn your business goals into results.
From budgeting and planning to forecasting and cash flow strategy, we partner with you to turn data into direction.
Services include:
- ✓ Cost & profit insights
- ✓ Cash flow modeling
- ✓ Forecasting & modeling
- ✓ Scenario analysis
- ✓ Controls advisory
- ✓ Board-ready financial narratives
Strategic financial leadership to help your business plan, perform, and scale.
Accounting and Financial Blog Resources

What the Santa Barbara Sales Tax Increase Means for Nonprofits

Santa Barbara: Sales Tax Is Going Up—Here's What You Need to Know.
