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Santa Barbara
Home to mission-driven nonprofits, creative agencies, and foundations that demand clarity and trusted financial guidance.
Goleta
A growing hub for tech, startups, and innovative service firms that need scalable financial systems and strategy.
Montecito
Private foundations, high-net-worth families, and boutique firms rely on strategic finance partners they can trust.
Carpinteria
Local businesses and fast-growing companies thrive here, supported by clean books and smart financial leadership.
Santa Maria
A dynamic mix of agriculture, healthcare, and nonprofits needing dependable accounting and budget oversight.
Lompoc
Emerging nonprofits and small businesses turn to us for financial systems that support sustainable local impact.
Solvang
Tourism, retail, and boutique enterprises rely on accurate reporting and CFO insight to stay profitable and plan ahead.
Los Olivos
Wineries, consultancies, and purpose-driven ventures benefit from clear financials and strategic support without the full-time hire.
Santa Ynez
A blend of hospitality, nonprofit, and legacy businesses looking for structure, simplicity, and long-term financial health.
Outsourced Accounting Services
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 Services
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.
Month-End Close Checklist for Small Businesses
Building a Scalable 13-Week Cash Flow Forecast
