Strategic Accounting and
CFO Services in Montecito

Smart financial systems and strategic support for professionals, firms, and families who expect more than the basics.
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The Results You'll Notice

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Accounting Relief

Messy books, late reports, and financial fog? We bring accuracy, clarity, and peace of mind.

 

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Financial Oversight

Bring structure and consistency to your finances with monthly closes and tailored reporting.

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Strategic Growth

Fractional CFO support to help you forecast, plan, and grow with focus and intention.

Upgrade Your Financial Game

Gain the tools, processes, and insights you need to run a smarter, more agile midsize company.

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Financial Services

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Outsourced Accounting

Serving Santa Barbara and Central Coast organizations that need clear, reliable financials without the stress.

We take accounting completely off your plate. From reconciliations to monthly closes, we keep your books clean, timely, and audit-ready for board meetings, grant reporting, and strategic planning.

 

 

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Fractional CFO

Trusted by Santa Barbara nonprofits, service firms, and growth-minded leaders who need clarity to scale smart.

When you need more than accounting, we step in with high-level financial guidance. From forecasting and cash flow to board prep, we help you lead with confidence, without hiring a full-time CFO.

 

 

How We Deliver

Creating your scalable, efficient, and effective Accounting Department
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Smart Growth, Simplified

Tap into financial tools and insights that help your business thrive even as things get more complex.

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Why Accountix

Trusted by Montecito professionals and families for clear, confidential financial leadership delivered by a Santa Barbara-based firm that understands your world.

 

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 plan your organization's next move.

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Montecito Accounting and CFO Support

Bookkeeping and Accounting

When your financial life requires more than clean books, our fractional CFO services bring high-level insight, planning, and oversight tailored to your needs and goals. We act as a trusted advisor to help you forecast, model growth scenarios, manage risk, and make smart decisions across your business, investments, or philanthropic ventures.

Services include:

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

Gain clarity and expert guidance to make informed decisions with confidence.

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Fractional Controller

Our fractional controller services deliver hands-on accounting oversight, process improvement, and deep reporting to give you a foundation for financial clarity. We support compliance, internal controls, and team efficiency so you can focus on scaling with confidence.

Services include:

  • Month-end close management
  • Financial statement preparation
  • Budgeting & forecasting
  • Process improvement & controls
  • Team training & support
  • Audit prep and compliance

Get structure, controls, and actionable reporting—without the full-time cost.

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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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