Coaching
Roxanne Albin has years of experience helping sole proprietors, non-profits, businesses owners, and individuals thrive. Roxanne specializes in anticipating a business and/or individual needs. She will be your accountability partner to help you gain financial clarity and obtainable actions to reach your goals.
QuickBooks Special Setup + Training
Make bookkeeping a breeze! Applied Financial Services will set up QuickBooks for your Business or Personal Accounts. This package includes an intro meeting, setting up your QuickBooks account, syncing your bank accounts, setting up the right chart of accounts for your organization, two months of account categorization and three 30 minute training sessions.
Our Services
We collaborate with you to provide tailored services based on your needs:
Businesses
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At Applied Financial Services, Inc., we understand that every business is unique.
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That’s why we provide a range of bookkeeping and *accounting services, tailored to your organization.
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Whether you are a startup Bay Area firm, or a small to medium size organization, our team can help you grow and succeed.
Nonprofits
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As a nonprofit, you have special bookkeeping and *accounting services needs.
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Your financial statements have to address the requirements of auditors, as well as grantors and your board of directors.
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Customized bookkeeping, *accounting, financial statements, and fiscal management services
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The consistency of your reporting may be a concern, since many nonprofits are staffed with part-time financial management professionals, use the services of volunteers, and/or are experiencing high turnover.
Our Services
We collaborate with you to provide tailored services based on your needs:
Businesses
-
At Applied Financial Services, Inc., we understand that every business is unique.
-
That’s why we provide a range of bookkeeping and *accounting services, tailored to your organization.
-
If you are a startup Bay Area firm, our team can help you grow and succeed.
Nonprofits
-
As a nonprofit, you have special bookkeeping and *accounting services needs.
-
Your financial statements have to address the requirements of auditors, as well as grantors and your board of directors.
-
Customized bookkeeping, *accounting, financial statements, and fiscal management services
-
The consistency of your reporting may be a concern, since many nonprofits are staffed with part-time financial management professionals, use the services of volunteers, and/or are experiencing high turnover.
Rely on us to be an integral part of your finance team so you may return to your mission-based activities.
About Applied Financial Services, Inc.
Applied Financial Services, Inc. is a woman-owned bookkeeping and *accounting services firm, with a strong dedication to serving both nonprofit and business clients. Roxanne Albin founded Applied Financial Services after working in the financial services industry for over twenty years. She wanted to focus on a four-pronged mission: provide quality, customized, financial management services to her clients, invest in her employees, facilitate financial training, and give back to the community. Roxanne’s expertise includes: nonprofit organizations, strategic business planning, sales, asset management, and team building. By launching Applied Financial Services, Inc. she is able to combine her education (MBA in Global Management), financial services experience, and passion for supporting her community.
Call us to schedule a free 30-minute consultation.
Call us to schedule a free 30-minute consultation.
Applied Financial Services, Inc.
Hours: Monday - Friday 9:00 am - 5:00 pm
Applied Financial Services, Inc. provides customized financial management and bookkeeping services for businesses, nonprofit organizations, trusts, and individuals in Marin County, Oakland, San Francisco, Sonoma, Petaluma, Santa Rosa and beyond.
*The services we provide do not require any certifications or additional licenses
