Accounting and CFO Services in Los Olivos That Support Smart, Sustainable Growth

Accurate books, reliable systems, and strategic financial leadership for Los Olivos businesses, wineries, and nonprofits, ready to operate with clarity and control.
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How We Help You Succeed

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Organized Finances

We keep your books clean and up-to-date, so you’re always prepared for tax season, audits, or major decisions.

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Financial Oversight

Our financial oversight helps you understand where your money is going and how your organization is performing.

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Fractional Leadership

With fractional CFO services, we help you build forecasts, manage growth, and make decisions rooted in real numbers.

Ready to Take Your Business Further? 

Gain the clarity, systems, and support to grow with confidence.

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Financial Services

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

Los Olivos businesses trust Accountix for local insight, approachable service, and financial expertise. As a Santa Barbara–based firm, we deliver modern accounting and CFO support tailored to your goals, bringing calm, clarity, and confidence to every financial decision.

 

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.

Stay Focused on the Big Picture

Let us handle the details so you can lead with confidence and focus on your next move.

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Los Olivos Accounting and CFO Support

Bookkeeping and Accounting

We help Los Olivos businesses, wineries, and nonprofits maintain accurate, timely books without the day-to-day hassle. Get a clear financial picture and peace of mind with our complete bookkeeping, reconciliation, and reporting services.

Services include:

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

Clean, consistent bookkeeping tailored to local operations.

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Fractional CFO

When you need more than basic accounting, our fractional CFO services provide the strategy and insight to turn numbers into action. We help Los Olivos leaders forecast, plan, and navigate growth without a full-time CFO commitment.

Services include:

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

We bring the structure, insight, and support that growing businesses need, without the overhead they don’t.

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Accounting and Financial Blog Resources

Santa Barbara Sales Tax Increase 2025
Sales tax document on desk with pen and calculator

Santa Barbara Sales Tax Increase 2025

Oct 20, 2025 3:52:40 PM 2 min read
Nonprofit Finance Guide: Bookkeeping, Accounting & CFO Tips
Nonprofit Finance Guide: Bookkeeping, Accounting & CFO Tips

Nonprofit Finance Guide: Bookkeeping, Accounting & CFO Tips

Oct 8, 2025 4:58:29 PM 1 min read
What Are Outsourced Accounting Services?
Financial professional reviewing charts and using a calculator—representing outsourced accounting services for small businesses.

What Are Outsourced Accounting Services?

Oct 8, 2025 4:15:53 PM 3 min read
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