Accounting and CFO Services in Goleta Built for Clarity

Smart financial systems and strategic support for Goleta-based businesses, professionals, and founders ready to scale with confidence.
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What You Get

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Accurate Books

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

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Financial Control

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

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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.

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Financial Services

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Outsourced Accounting

For Goleta businesses that need reliable, organized finances without the cost of a full in-house team.

We handle your day-to-day accounting so you can focus on growing your business. From reconciliations and payroll to monthly reports, we keep your finances clean, current, and stress-free.

 

 

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Fractional CFO

For Goleta leaders ready to make smarter, more confident decisions with executive-level support.

Once your books are in order, we help you look ahead. Our fractional CFOs turn your data into actionable insight, helping you plan, forecast, and grow, without hiring a full-time CFO.

 

 

How We Deliver

Creating your scalable, efficient, and effective Accounting Department
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Grow Without the Growing Pains

Let expert systems and guidance keep your business running smoothly, no matter how quickly you expand.

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Why Accountix

Goleta leaders choose Accountix for clear financial operations, local expertise, and proactive strategy. Based in Santa Barbara, we combine regional insight with proven systems to help you grow confidently.

 

CASE STUDY

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Kelly D'Angelo, Owner, Lark Ellen Farm

Santa Barbara County, CA

I can’t say enough about how much I enjoy working with Accountix. They have taken the time to really understand my business and the processes that are required to run my business properly.

 

Who We Help

No matter the industry or stage of growth, we’re here to support your financial journey.

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.

 

Systems for Scaling Up

Upgrade your financial processes, strengthen oversight, and get strategic guidance as your business grows.

 

Scale Up, Stress Down

Rely on expert systems and smart guidance to grow your business minus the overwhelm.

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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

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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.

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Accounting and Financial Blog Resources

What the Santa Barbara Sales Tax Increase Means for Nonprofits
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What the Santa Barbara Sales Tax Increase Means for Nonprofits

May 1, 2025 2:42:44 PM 2 min read
Santa Barbara: Sales Tax Is Going Up—Here's What You Need to Know.
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Santa Barbara: Sales Tax Is Going Up—Here's What You Need to Know.

Apr 25, 2025 9:46:38 AM 2 min read
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How to Log Onto RunPayroll

Dec 11, 2024 7:54:28 PM 3 min read
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