Accounting and CFO Services in Los Olivos That Support Smart, Sustainable Growth

Accurate books, reliable systems, and strategic financial leadership for Los Olivos businesses, wineries, and nonprofits, ready to operate with clarity and control.
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How We Help You Succeed

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Organized Finances

We keep your books clean and up-to-date, so you’re always prepared for tax season, audits, or major decisions.

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Financial Oversight

Our financial oversight helps you understand where your money is going and how your organization is performing.

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Fractional Leadership

With fractional CFO services, we help you build forecasts, manage growth, and make decisions rooted in real numbers.

Ready to Take Your Business Further? 

Gain the clarity, systems, and support to grow with confidence.

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Financial Services

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Outsourced Accounting

Stress-free, accurate accounting for Los Olivos businesses and wineries

From tasting rooms to retail shops and nonprofits, our outsourced accounting brings order and clarity to your finances. We handle bookkeeping, reconciliations, and monthly reporting so your numbers are always clean, current, and ready for what’s next.

 

 

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Fractional CFO

Strategic financial leadership for confident, sustainable growth

For growing businesses and nonprofits in Los Olivos, our fractional CFO services deliver the insights you need to forecast, plan, and make decisions with confidence. Get high-level guidance for growth, change, or complexity without the cost of a full-time hire.

 

 

How We Deliver

Creating your scalable, efficient, and effective Accounting Department
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Take the Complexity Out of Growth

Rely on expert financial systems and guidance to keep your business moving forward—no matter how fast you scale.

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Why Accountix

Los Olivos businesses trust Accountix for local insight, approachable service, and financial expertise. As a Santa Barbara–based firm, we deliver modern accounting and CFO support tailored to your goals, bringing calm, clarity, and confidence to every financial decision.

 

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.

 

Stay Focused on the Big Picture

Let us handle the details so you can lead with confidence and focus on your next move.

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Los Olivos Accounting and CFO Support

Bookkeeping and Accounting

We help Los Olivos businesses, wineries, and nonprofits maintain accurate, timely books without the day-to-day hassle. Get a clear financial picture and peace of mind with our complete bookkeeping, reconciliation, and reporting services.

Services include:

  • Monthly reconciliations and closes
  • Accounts payable and receivable
  • Payroll coordination
  • General ledger management
  • Custom monthly reports
  • Audit prep and year-end support

Clean, consistent bookkeeping tailored to local operations.

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Fractional CFO

When you need more than basic accounting, our fractional CFO services provide the strategy and insight to turn numbers into action. We help Los Olivos leaders forecast, plan, and navigate growth without a full-time CFO commitment.

Services include:

  • Cost & profit insights
  • Cash flow modeling
  • Forecasting & modeling
  • Scenario analysis
  • Controls advisory
  • Board-ready financial narratives

We bring the structure, insight, and support that growing businesses need, without the overhead they don’t.

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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.
Picture of Santa Barbara City Hall

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

Apr 25, 2025 9:46:38 AM 2 min read
How to Log Onto RunPayroll
image of woman on laptop looking at reporting data

How to Log Onto RunPayroll

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