Accounting and CFO Services for Santa Ynez Businesses Ready to Grow
What You'll Gain

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

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

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.
Financial Services

Outsourced Accounting
Clean, consistent financial operations for Santa Ynez businesses and organizations.
From local retail and hospitality to agriculture and nonprofits, our outsourced accounting services bring order and oversight to your financials. We manage your monthly bookkeeping, reconciliations, and reporting, ensuring your systems and records are always up to date.

Fractional CFO
Strategic finance leadership for Santa Ynez businesses and organizations ready to grow.
Whether you're expanding a winery, scaling operations, or leading a local nonprofit, our fractional CFO services give you high-level insight without the full-time expense. We help you forecast, plan, and align your finances with your long-term vision.
How We Deliver

Confident Growth Starts Here
With the right financial support, scaling your business is simpler, smarter, and more sustainable.
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.
See the Big Picture
With expert support on the details, you can make informed decisions and plan your next move with confidence and clarity.
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.
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.
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.
