Get In Touch
Get In Touch
Get In Touch
836 Anacapa St #2141, Santa Barbara, CA 93120
1-800-757-0510
hello@accountix.co

Strategic Accounting and CFO Support
for Midsize Businesses

We help growing businesses scale with confidence by delivering outsourced accounting and financial leadership built for complex operations, expanding teams, and long-term goals.

 

Talk To An Expert For Growing Businesses

You Drive Ambition.
We’ll Build the Financial Engine That Powers It.

Designed for Scale

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As your business grows, so do the challenges: expanding teams, multiple locations, and complex systems. We bring structure and efficiency to help you scale with confidence.

Complete Finance Team

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Get end-to-end support—from daily accounting to forward-looking CFO guidance. Everything you need for a fully integrated finance operation, without the in-house overhead.

Clarity to Move Faster

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Accurate numbers, predictive insights, and up-to-date dashboards provide you with the visibility and control to seize opportunities and navigate change with confidence, eliminating surprises.

Book A Finance Strategy Session

Unlock Growth With Smarter Finance

Level up your financial operations and establish a solid foundation for confident, sustained growth.

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What We Do for Midsize Businesses

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Bookkeeping and Accounting

Reliable systems and reporting for growing operations

→  Monthly bookkeeping and reconciliations

→  Payroll, benefits coordination, and vendor payments

→  Accounts payable and receivable management

→  Custom monthly closes and financial reports

→  Sales tax reporting and compliance

→  Support for multi-entity or departmental structures

Accounting Services
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Fractional CFO Support

Executive-level financial strategy without a full-time hire

→  Financial forecasting and long-range planning

→  Departmental budgeting and cost analysis

→  KPI dashboards for owners and leadership

→  Cash flow modeling for expansion or investment

→  Profitability analysis by product, service, or team

→  Guidance for board, executive, or investor relations

Fractional CFO Services

How We Execute

Creating your scalable, efficient, and effective Accounting Department
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Power Your Next Stage of Growth

Gain the guidance, reporting, and systems to support every milestone on your company’s journey.

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Why Midsize Businesses Choose Accountix

We understand what it takes to run a small business because we’ve helped hundreds of them do it better. Our systems, tools, and financial guidance give you the structure to stay grounded and the insight to grow.

 

CASE STUDY

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Doug Holt, Owner

Bend, Deschutes County, OR

I have been with Accountix for a couple of years now and I couldn’t be happier. It’s like having a trusted friend and advisor take care of your finances in a very secure way and then give you feedback.


View More Case Studies

 

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Transform Complexity Into Opportunity

We bring clarity and structure to your finances, so you can seize new opportunities and scale with confidence.

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Scalable Accounting Systems

We upgrade your accounting operations with reliable systems, structured processes, and expert oversight. Whether you're managing multiple locations or high-volume transactions, we keep your financials clean and consistent.

Every business faces accounting challenges. 

Discover how expert accounting can make your life easier and your numbers clearer.

Get Help With Accounting
Why outsource accounting for a midsize business?

Outsourcing provides expert-level support, streamlined operations, and strategic insights without the high costs associated with building an internal finance department.

What does accounting include for a midsize business?

Monthly closes, bookkeeping and reconciliations, reporting, payroll support, AP/AR tracking, and compliance, plus guidance on processes, tech, and financial structure.

What does an outsourced bookkeeper do for a midsize business?

They manage daily transactions, close your books each month, produce custom reports, and ensure financial accuracy at scale.

What services are included in outsourced accounting for midsize companies?

Full bookkeeping, payroll coordination, expense management, reporting, and system integrations—plus fractional CFO services as needed.

What are the benefits of outsourcing accounting for midsize businesses?
  • Cost savings: No need to hire or manage in-house staff
  • Expertise: Access to accounting professionals
  • Focus: Free up internal resources to focus on your business
  • Scalability: Services can grow with your organization
  • Risk reduction: Reduce fraud and compliance issues
  • Technology: Use of modern software for efficiency and visibility
When is outsourcing a good fit for a midsize company?

Outsourcing is often a smart move when:

  • Your revenue reaches $1,000,000+ and finances become more complex
  • Your team lacks in-house accounting expertise
  • You’re preparing for rapid growth
  • You need structure, but can't hire full-time finance staff

Outsourced accounting brings structure, clarity, and confidence at a fraction of the cost of building a finance team.

CFO Strategy for Growth

We help midsize business owners and leadership teams plan with confidence. From forecasts and budgets to cash flow and investment modeling, we provide the insight needed to guide the next stage of your business.

Behind every successful business is smart financial leadership.

Explore how working with a CFO can make your finances simpler, support smart decisions, and free you to focus on what matters most: growth.

Get Help With CFO Strategy
What is a fractional CFO for a midsize business?

A fractional CFO provides executive-level financial planning, forecasting, and strategic leadership on a flexible, part-time basis.

What are the benefits of hiring a fractional CFO for a midsize company?

You gain experienced financial leadership without hiring a full-time employee. This helps you plan for growth, improve margins, and guide key business decisions.

What does a fractional CFO do for a midsize business?

A fractional CFO supports your organization by:

  • Developing long-term financial strategies
  • Leading budgeting and forecasting processes
  • Identifying financial risks and mitigation plans
  • Supporting board and finance committee communications
  • Delivering clear, accurate reporting to funders and stakeholders
This role goes beyond number-crunching; it’s about helping your nonprofit grow with clarity and control.
When does a midsize business typically hire a fractional CFO?

When preparing for expansion, seeking funding, improving financial controls, or when leadership needs better financial insight to scale effectively.

What should a midsize business look for in a fractional CFO?

When evaluating candidates, consider:

  • Experience — sector-specific knowledge is critical
  • Certifications — such as CPA, CMA, or CFA credentials
  • Strategic skills — including planning, risk assessment, and forecasting
  • Communication style — must align with your leadership team and board
  • Flexibility and cost — services should scale with your needs and budget

Look for industry experience, communication skills, and the ability to turn data into a strategy that supports sustainable growth.

Financial Blog Resources

What the Santa Barbara Sales Tax Increase Means for Nonprofits
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Nonprofit

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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Sales Tax

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
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Blog

How to Log Onto RunPayroll

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

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