Business Bookkeeping and *Accounting Services

Nonprofit Bookkeeping and *Accounting Services

Business Bookkeeping and *Accounting Services

Nonprofit Bookkeeping and *Accounting Services

QuickBooks Special Setup + Training

QuickBooks Special Setup + Training

Applied Financial Services will set up QuickBooks for your Business or Personal Accounts

*Offer good till October 31, 2020

NorCal 2020 Fire Donations Accepted

Hello neighbors, with so many firefighters on the line and more arriving from out of state , we are collecting donations for them.
 
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 9-5
FIRE DONATIONS

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.

Reception 3
One More Team Meeting

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:

One More Team Meeting

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.

Reception 3

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.

Payment Protection Program PPP Loan

Let Applied Financial Services, Inc. assist you with your PPP Loan Forgiveness process.

Applied Financial Services, Inc. helped over 13 businesses and sole proprietors receive over $1 million in Payment Protection Program (PPP) Loans since April 2020.

CFO-Business Consultant

Roxanne Albin has years of experience helping CFOs, sole proprietors, non-profits, and businesses owners thrive.  Roxanne specializes in anticipating a business’s needs. She will be your accountability partner to gain confidence to get a cleaner and clearer picture for your business.

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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