Santa Maria Accounting and CFO Support to Keep You Ready for What’s Next

Reliable financial systems and expert guidance for Santa Maria businesses, nonprofits, and founders ready to grow with clarity and control.
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Reliable Bookkeeping

No more messy books or missed deadlines. Get clean, current records ready for growth at every stage.

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Clarity and Control

Monthly closes and tailored reports give you visibility into your numbers, with no surprises - just clarity.

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Forward-Looking Strategy

Lead with intention, not reaction. Our fractional CFOs help you forecast, plan, and make confident, informed decisions.

Strengthen Your Financial Foundation

Unlock better tools, clear processes, and actionable insights to help your company grow with confidence.

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Financial Services

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Outsourced Accounting

Helping Santa Maria businesses stay organized, save time, and simplify financial operations

We handle your day-to-day accounting so you can focus on growth. From reconciliations to reporting, we keep your books accurate and your numbers on track, with systems designed to support your goals and ensure compliance.

 

 

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Fractional CFO

Strategic financial leadership and guidance right when you need it most

Our fractional CFOs partner with Santa Maria leaders to deliver clarity, insight, and informed financial planning without the need for a full-time hire. Whether you’re navigating complexity, preparing for growth, or simply need sharper decision-making, we’re here to guide the way.

 

 

How We Deliver

Creating your scalable, efficient, and effective Accounting Department
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Make Scaling Simple

With the right financial support, you can grow confidently and stay ahead as your business expands.

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Why Accountix

Santa Maria businesses and professionals choose Accountix for clarity, reliability, and proactive strategy. Based in Santa Barbara, our team brings regional understanding and national-level expertise to support your goals.

 

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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Santa Maria Accounting and CFO Strategy

Bookkeeping and Accounting

We provide comprehensive bookkeeping and accounting support to Santa Maria businesses and nonprofits that want dependable systems and more time to focus on growth. From reconciliations and payroll to reporting and vendor payments, we handle your back office with accuracy and care.

Services include:

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

Keep your books clean and your focus where it matters

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Fractional CFO

Our fractional CFO services provide Santa Maria leaders with the high-level planning and support needed to grow, without the cost of a full-time CFO. We guide you through forecasting, scenario planning, board reporting, and more, enabling you to make informed decisions with confidence.

Services include:

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

The right strategy starts with the right numbers and the right partner to interpret them.

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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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