Strategic Accounting and
CFO Services in Montecito
The Results You'll Notice

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

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

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.
Financial Services

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.

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

Smart Growth, Simplified
Tap into financial tools and insights that help your business thrive even as things get more complex.
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 plan your organization's next move.
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.
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.
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.
