Business Bookkeeping and *Accounting Services

Nonprofit Bookkeeping and *Accounting Services

Individual Bookkeeping and *Accounting Services

Consulting

Roxanne Albin has years of experience helping CFOs, 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 gain confidence to get a cleaner and clearer picture.

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Toys for Tots

Toys for Tots, We Need Your Help Today!

AFS is a collection station for Toys for Tots donations. The toys have to be brand new in packaging, unwrapped, and dropped off by December 5. 
 
Please feel free to drop off or mail to:
Applied Financial Services, Inc 
359 Bel Marin Keys Blvd Ste 1,
Novato,
Ca 94949
Monday through Friday 10-5
 

Your gift today will bring the joy of the holidays and send a message of hope to America’s less fortunate children.

Thank you for your contribution!

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.

  • Rather make you conform to our systems, we are happy to work with yours. Our goal is to get to know you and your business so well, we become an extension of your own team.

  • Whether you are a startup Bay Area firm, or a large international organization, 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.

Our Services

We collaborate with you to provide tailored services based on your needs:

Business and Non Profit Financial Bookkeeping

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.

  • Rather make you conform to our systems, we are happy to work with yours. Our goal is to get to know you and your business so well, we become an extension of your own team.

  • Whether you are a startup Bay Area firm, or a large international organization, our team can help you grow and succeed.

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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.

QuickBooks Special Setup + Training

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.

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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.

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Call us to schedule a free 30-minute consultation.

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Call us to schedule a free 30-minute consultation.

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Applied Financial Services, Inc.

Hours: Monday - Friday 9:00 am - 5:00 pm

Address

359 Bel Marin Keys Blvd., Suite# 1
Novato, CA 94949

Phone

Office: 415-842-7635

Applied Financial Services, Inc. provides customized, personalized bookkeeping and *accounting services for for-profit businesses and nonprofit organizations in Marin County, Oakland, San Francisco, Sonoma, Petaluma, Santa Rosa and beyond.

*The services we provide do not require any certifications or additional licenses