Accounting and CFO Services in Los Olivos That Support Smart, Sustainable Growth
How We Help You Succeed

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

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

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.
Financial Services

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.

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

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