Accounting and CFO Services for Santa Ynez Businesses Ready to Grow

Reliable bookkeeping and strategic financial leadership for Santa Ynez organizations that value clarity, consistency, and a local partner who understands your goals.
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What You'll Gain

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Organized Finances

We keep your books clean, current, and easy to understand so you always have a clear picture of where you stand.

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Confidence in Numbers

No more guessing. With monthly closes and tailored reports, you’ll have a clear understanding of your performance.

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Strategic Support

Our fractional CFOs help you plan for the future, manage growth, and make decisions with long-term clarity.

Power Up Your Finance Team

Streamline your processes and get the insights you need to lead your Santa Ynez organization with confidence.

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Financial Services

How We Deliver

Creating your scalable, efficient, and effective Accounting Department
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Confident Growth Starts Here

With the right financial support, scaling your business is simpler, smarter, and more sustainable.

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Why Accountix

Santa Ynez businesses and organizations trust Accountix for a mix of local insight, responsive service, and deep financial expertise. Based just over the hill in Santa Barbara, we deliver tailored accounting and CFO solutions to help Central Coast organizations thrive.

 

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.

 

See the Big Picture

With expert support on the details, you can make informed decisions and plan your next move with confidence and clarity.

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Santa Ynez Accounting and Fractional CFO Support

Bookkeeping and Accounting

We help Santa Ynez clients maintain clean, dependable books with services tailored for local businesses, vineyards, and nonprofits. Whether you’re tracking inventory, managing vendors, or prepping for taxes or audits, we keep your numbers accurate so you can stay focused on your work.

Services include:

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

Start with strong financial structure, finish with clarity and peace of mind.

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Fractional CFO

Our fractional CFO services help Santa Ynez business owners and nonprofit leaders lead with clarity and confidence. From forecasting and budgeting to scenario planning and board-ready reports, we help you make smarter decisions and drive long-term results.

Services include:

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

When you’re ready to take the next step, we’ll make sure your numbers are, too.

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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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