Educating, Guiding, Assisting: Support of Financial Management for Young Adults with Coaching Sessions

March 18, 2022 | Comments Off on Educating, Guiding, Assisting: Support of Financial Management for Young Adults with Coaching Sessions

In 2021, Roxanne Albin of Applied Financial Services, Inc. started offering one-on-one coaching sessions to individuals, sole proprietors, non-profits, and businesses.  She had no idea how fulfilling this new service would be. Roxanne began working with young adults whose parents wanted to provide financial support to their adult child, but not be involved in their child’s financial management, (teaching them about healthy money habits, help put their dreams in action, funding an emergency savings fund,…

Read More

Let’s Budget

February 1, 2022 | Comments Off on Let’s Budget
Let's Budget

If you don’t have a 2022 budget yet, let’s get working on yours today. The importance of making a budget is a financial lesson that cannot be overemphasized. If you, your business, and/or your family would like to get more financial security this year, budgeting is a fantastic tool to help you obtain your goals’ 6 Reasons Why You Need a Budget It Helps You Keep Your Eye on the Prize A budget helps you figure…

Read More

Money Awareness

September 21, 2021 | Comments Off on Money Awareness
Money Awareness

Money awareness is one of the most important and overlooked topics in our society. We deal with money on a day-to-day basis but how you deal with money differs from person to person. It should be a simple concept, but budgeting can be daunting and overwhelming to many. Being aware of what money comes into your business and/or household, what goes to savings, investments, and retirement and what money goes out is critical to your…

Read More

Why is Money such a Taboo Subject?

June 1, 2021 | Comments Off on Why is Money such a Taboo Subject?

Money is a touchy subject for many.  Money brings up feelings of deep emotions, anxiety, shame, guilt, embarrassment, and much more when having to talk about income, expenses, and spending patterns.  Money is also seen as a measure of status and power.  By keeping money a taboo subject, we become unaware of better habits, healthier practices, and perspectives. Here at Applied Financial Services, Inc., we would like to change the taboo on money.  We are…

Read More

Benefits of Outsourcing Bookkeeping Services

April 13, 2021 | Comments Off on Benefits of Outsourcing Bookkeeping Services
Outsourcing Bookkeeping Services

Do you have 25-150+ employees?  Are you tired of the never-ending change of bookkeepers-accountants who leave you constantly reinventing the wheel when the previous bookkeeper gives two-weeks notice?  Do you have piles of financial paperwork, but you don’t know what your finances actually look like? It may be time for you, your business, or nonprofit organization to think about outsourcing your bookkeeping and financial management services to Applied Financial Services, Inc.  By working with AFS.…

Read More

Businesses Recovering and Flourishing in 2021

March 26, 2021 | Comments Off on Businesses Recovering and Flourishing in 2021

March 2021 marks the one-year anniversary of the Covid-19 Pandemic. No one thought this the pandemic would last as long as it has.  Businesses have had to change drastically while business owners have had to make a lot of hard choices. Applied Financial Services, Inc. is just like you.  Due to Covid we have had to make changes we wish we did not have to make.  AFS had to reduce our staff, closed our physical…

Read More

2021 tax calendar for small business owners, non-profits, and individuals

March 11, 2021 | Comments Off on 2021 tax calendar for small business owners, non-profits, and individuals
2021 tax calendar for small business owners, non-profits, and individuals

March 15, 2021: If your business is set up as an S-corporation or a partnership, your corporate income tax return is due today. Yes, that’s a full month before the deadline for personal income tax returns and returns for businesses that are set up as sole-proprietorships or LLCs! Pro tip: Keep in mind that an extension allows you extra time to file but does not extend the time you have to actually pay your income tax.  …

Read More

What a Year

November 25, 2020 | Comments Off on What a Year

I hope this newsletter finds you and your loved ones well! As we see the colors of the season change (Fall 2020), it serves as a reminder to me of how much change we have undergone this year.  Never in all my life have I said “what a year” so many times.  We have all been stretched in our resilience, patience, creativity, and (hopefully) compassion in so many ways.  From COVID-19, shelter-in place, unprecedented fires…

Read More


PPSC and Applied Financial Services

In just one week, we have received 0ver 15,000 diapers and wipes, single strollers, double strollers, breast pumps, booster seats, car seats, baby bottles, bassinet, diaper pail, other baby items, and over $1,200 in monetary donations. If you would like to host a diaper drive for families in need in Marin or Sonoma, please click below. Host a Diaper Drive Marin & Sonoma Counties 415-326-3623

Read More

NorCal 2020 Fire Donations Accepted

August 20, 2020 | Comments Off on 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 94949Monday through Friday 9-5   Firefighters/police/first responder: Gold bond powder or spray Travel size hygiene products Shaving products(razors, shaving cream) Chapstick/lip balm Eye drops Baby wipes/wet wipes Wool Tube socks(new and…

Read More

Receive helpful information, tips and updates about our services.

Please enter a valid email address.
Something went wrong. Please check your entries and try again.

Applied Financial Services, Inc.

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


PO Box 3002
Novato, 94948


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