Get In Touch
Get In Touch
Get In Touch
836 Anacapa St #2141, Santa Barbara, CA 93120
1-800-757-0510
hello@accountix.co

Accounting and CFO Support
That Helps Small Businesses Thrive

From day-to-day bookkeeping to long-term strategy, we help small business owners stay financially organized, make smarter decisions, and grow with confidence.

 

Talk To A Small Business Expert

You Run the Business.
We’ll Manage the Financials.

Built for Small Businesses

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You wear a lot of hats, and financial management does not need to be one of them. Whether you’re a solo founder or have a growing team, we tailor our services to fit your operations and support your goals.

Total Financial Support

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From bookkeeping and payroll to forecasting and planning, we cover the full finance function so you can stop guessing and start leading with clarity.

Peace of Mind

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With clean books, timely reports, and strategic oversight, you will always know where your business stands and where it is headed.

Schedule a Small Business Finance Review

Smart Financial Support for Small Businesses That Want More

Whether you're building momentum or scaling up, we help you gain control, stay compliant, and plan with confidence.

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What We Do for Small Businesses

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Bookkeeping and Accounting

Reliable financial systems to support your daily operations

→  Monthly bookkeeping and reconciliations

→  Payroll and contractor payment support

→  Accounts payable and receivable tracking

→  Expense categorization and budget monitoring

→  Sales tax reporting and compliance

→  Financial statements and reports you can trust

Accounting Services
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Fractional CFO Support

Lead with confidence and grow with strategy

→  Cash flow forecasting and budget planning

→  Pricing analysis and cost control

→  KPI dashboards to track performance

→  Strategic financial guidance for owners

→  Scenario planning for growth and investment

→  Support for lender or investor conversations

Fractional CFO Services

How We Execute

Creating your scalable, efficient, and effective Accounting Department
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Focus on Growth, Not the Math

We handle your bookkeeping, reporting, and payroll, so you can focus on building your business, not chasing numbers.

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Why Small Businesses Choose Accountix

We understand what it takes to run a small business because we’ve helped hundreds of them do it better. Our systems, tools, and financial guidance give you the structure to stay grounded and the insight to grow.

 

CASE STUDY

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Drew Cuddy, Owner

 Santa Barbara, CA

You need a bookkeeper. And you need one who can harmonize all the different elements of your business. I’m glad I went for a partnership-style approach.


View More Case Studies

 

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Less Paperwork, More Progress

We streamline your finances, so you spend less time on admin and more time growing your business.

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Small Business Accounting

We ensure that your books are accurate, your bills are paid, and your records are always up to date. With reliable accounting in place, you can focus more on your business and less on the paperwork.

Every small business faces unique accounting challenges. 

Discover how expert accounting can make your life easier and your numbers clearer.

Get Help With Accounting
Why outsource accounting for a small business?

Outsourcing provides clean books, consistent support, and expert insight without the cost of hiring in-house staff. It saves time and reduces stress.

What does small business accounting include?

Bookkeeping, reconciliations, payroll, accounts payable and receivable, reporting, and sales tax filings customized to your business needs.

What does an outsourced bookkeeper do for a small business?

They keep your books accurate and current, track expenses, handle bank and credit card reconciliations, and deliver monthly reports you can rely on.

What services are included in outsourced accounting for small businesses?

Bookkeeping, payroll support, compliance, and financial reporting are all designed to grow with your business.

What are the benefits of outsourcing accounting for small businesses?
  • Cost savings: No need to hire or manage in-house staff
  • Expertise: Access to small business-specific accounting professionals
  • Focus: Free up internal resources to focus on your business
  • Scalability: Services can grow with your organization
  • Risk reduction: Reduce fraud and compliance issues
  • Technology: Use of modern software for efficiency and visibility
When is outsourcing a good option for a small business?

Outsourcing is often a smart move when:

  • Your revenue reaches $1,000,000+ and finances become more complex
  • Your team lacks in-house accounting expertise
  • You’re preparing for rapid growth
  • You need structure, but can't hire full-time finance staff

Outsourced accounting brings structure, clarity, and confidence at a fraction of the cost of building a finance team.

CFO Strategy for Small Businesses

Whether you're hiring, investing, or preparing for growth, we help you understand your numbers and make informed decisions that support long-term success.

Behind every successful small business is smart financial leadership.

Find out how CFO support can simplify your finances, boost confidence in your decisions, and free you up to focus on growth.

Get Help With CFO Strategy
What is a fractional CFO for a small business?

A fractional CFO is a part-time financial leader who helps you manage cash flow, plan for growth, and make strategic business decisions.

What are the benefits of hiring a fractional CFO for a small business?

You gain high-level insight and strategic planning support without hiring a full-time CFO. It helps you scale smarter and plan more effectively.

What does a fractional CFO do for a small business?

A fractional CFO supports your organization by:

  • Developing long-term financial strategies
  • Leading budgeting and forecasting processes
  • Identifying financial risks and mitigation plans
  • Supporting board and finance committee communications
  • Delivering clear, accurate reporting to funders and stakeholders
This role goes beyond number-crunching; it’s about helping your nonprofit grow with clarity and control.
When does a small business typically hire a fractional CFO?

When you are growing, facing financial complexity, considering a big investment, or want help translating numbers into strategy.

What should a small business look for in a fractional CFO?

When evaluating candidates, consider:

  • Experience — sector-specific knowledge is critical
  • Certifications — such as CPA, CMA, or CFA credentials
  • Strategic skills — including planning, risk assessment, and forecasting
  • Communication style — must align with your leadership team and board
  • Flexibility and cost — services should scale with your needs and budget

A strong fit blends financial expertise with business-aligned thinking.

Financial Blog Resources

What the Santa Barbara Sales Tax Increase Means for Nonprofits
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Nonprofit

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.
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Sales Tax

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
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Blog

How to Log Onto RunPayroll

Dec 11, 2024 7:54:28 PM 3 min read
Visit Our Blog

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