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 Services in Santa Barbara

Modern accounting and CFO support for Santa Barbara organizations that expect clear numbers, proven systems, and strategic financial guidance.
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The Difference You'll See

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Bookkeeping Relief

Leave behind messy books and missed deadlines. We deliver organized finances, timely reports, and a clear financial picture you can trust.

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Trusted Oversight

Achieve discipline and transparency with monthly closes and custom reports, ensuring you always know exactly where your business stands.

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Strategic Guidance

Our fractional CFO support helps you plan, forecast, and grow with clarity and confidence, whether you're scaling or simplifying your operations.

Navigate Growth with Ease

Our experienced team simplifies your finances so you can focus on leading and scaling your business.

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Financial Services

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Outsourced Accounting

Serving Santa Barbara clients who need reliable financials without the daily burden.

We manage your day-to-day accounting, allowing you to focus on the bigger picture. From reconciliations and reporting to board prep and tax-ready financials, our bookkeeping is built for visibility and peace of mind.

 

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Fractional CFO

Trusted by Santa Barbara leaders who want clarity and strategic direction.

Our fractional CFOs guide you through the complexities of growth, financial decision-making, and long-term planning. Whether you’re scaling a business or overseeing a nonprofit, we bring high-level support without the full-time cost.

 

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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

We’re trusted by Santa Barbara professionals, nonprofits, and families who expect more than just balanced books. With local insight, personalized service, and deep financial expertise, we help our clients lead with clarity, not guesswork

 

CASE STUDY

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Kelly D'Angelo, Owner, Lark Ellen Farm

Ojai, 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.

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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.

 

Nonprofit Expertise

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.

 

Professional Services Expertise

Financial Support for Creative Growth

Keep projects profitable, manage variable cash flow, and free up more time for your best creative work.

 

Creative Services Expertise

Support Built for Small Business

Gain control of your finances, save time on bookkeeping, and get clear reports to guide smarter decisions.

 

Small Business Expertise

Systems for Scaling Up

Upgrade your financial processes, strengthen oversight, and get strategic guidance as your business grows.

 

Midsize Business Expertise

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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Santa Barbara Accounting and CFO Support

Bookkeeping and Accounting

Our outsourced accounting services give Santa Barbara clients full confidence in their day-to-day financial operations. You get accurate, timely books without managing an in-house team.

We handle your monthly closings, reconciliations, payroll, and reporting, ensuring your numbers are always clean, consistent, and audit-ready. Whether you run a local business, oversee a nonprofit, or manage personal finances, we bring structure and peace of mind.

Services include:

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

Reliable, responsive bookkeeping tailored to Santa Barbara’s unique needs.

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Fractional CFO

Our fractional CFO services give Santa Barbara leaders the financial insight and strategic support they need to grow with confidence. From cash flow strategy and forecasting to KPI dashboards and investor presentations, we help you turn your numbers into decisions.

Whether you're managing a growing business, preparing for funding, or overseeing multi-entity finances, we bring structure, perspective, and leadership where you need it most.

Services include:

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

As your business becomes more complex, your financial leadership should also strengthen.

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Accounting and 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
image of woman on laptop looking at reporting data
Blog

How to Log Onto RunPayroll

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