Roxanne’s Episode of The Thoughtful Entrepreneur Podcast

September 16, 2019 | Comments Off on Roxanne’s Episode of The Thoughtful Entrepreneur Podcast

Listen to Roxanne’s conversation with The Thoughtful Entrepreneur podcast host, Josh Elledge.

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Becoming A Woman-owned Business

August 20, 2019 | Comments Off on Becoming A Woman-owned Business

Never in a thousand years did I think I would ever have my own business. I was always one for being employed and always working to bring the most value to where I worked. What changed? Was it that I had more confidence in my work abilities since I returned to school (Dominican University) and received my BA and then my MBA? Was it the last manager that believed in me and pushed me to…

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July 2019 Newsletter

July 8, 2019 | Comments Off on July 2019 Newsletter

It is with great pleasure that I am writing in our first newsletter as we have been in business for 2 ¾ years now.  Our 3rd year anniversary celebration is right around the corner, in mid-October (stay tuned for a date for that celebration). What a crazy journey this has been and a dream come true. Never did I think I would be self-employed or start my own business.   I am so glad I…

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Meet Alexandria

February 14, 2019 | Comments Off on Meet Alexandria

We’re so excited to introduce you to Alexandria! She amazes us every day with her passion for helping others. With a background in finance and healthcare, she works part-time with office procurement and community donation drives. Alexandria is a volunteer with Red Cross Disaster Relief and she also has been independently collecting and distributing donations for first responders and victims of disasters since 2017. She has assisted in 7 major fires where she delivers to…

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Giving Back to Our Community This Holiday Season

December 15, 2018 | Comments Off on Giving Back to Our Community This Holiday Season

We’re collecting warm jackets, sweaters, pants, socks, lightly used tennis shoes or boots, and sleeping bags for the homeless, Monday through Friday, 9 -5 through the end of the year. Please join us in giving back to our community this holiday season. Thank you! 

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Toys for Tots

December 1, 2018 | Comments Off on Toys for Tots

Only a few days left to donate to Toys for Tots! Drop off any unwrapped toys (no toy guns, please!), until 12/6 from 9-5. Thank you! 

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Open House Success

November 29, 2018 | Comments Off on Open House Success

A huge THANK YOU to everyone who came to our Open House and 2 Year Anniversary celebration! It wouldn’t have been the same without you. Check out the photos here:

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Fire Donation Drive

November 17, 2018 | Comments Off on Fire Donation Drive

Donations are desperately needed for those affected by the fires! You can drop donations off at: Applied Financial Services (359 Bel Marin Keys Blvd Suite 1 in Novato), Monday – Friday from 9-5. Please check the list below for items needed for the firefighters. Thank you for your support, the donations go a long way to help those in need!Donations Needed: (*** indicates most needed) Chapstick/lip balm Razors Shaving cream Travel size toiletries Gold bond***…

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Open House & 2 Year Anniversary

November 5, 2018 | Comments Off on Open House & 2 Year Anniversary

Save The Date – our Open House celebration is this Wednesday! ?Stop by on 11/7 from 4 – 7 pm (don’t miss the ribbon cutting from 5:30-6:30 pm with Novato Chamber of Commerce!) to celebrate our 2 year anniversary and new office space. There will be refreshments and a raffle. Just bring an unwrapped gift for Toys for Tots to enter! We can’t wait to see you there!

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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 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