We Help Your Business Grow and Succeed

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.  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 small to medium size organization, our team can help you grow and succeed. We will provide the professional, personalized bookkeeping and financial management services you need, from bookkeeping to payroll processing. We are known for our ability to bring companies financial consistency, manageability, streamlined processes, and timely financial data and statements, resulting in improved cash flow and simpler, clearer financial statements.

Our business financial services include:

  • Accounting
  • Accounts Payable Service
  • Audit Preparation
  • Bill Payment Service
  • Bookkeeping
  • Budget Preparation
  • Budget Entry and Reporting
  • Commercial Tenant Invoicing
  • Consulting
  • Contract and Customer Invoicing
  • Financial Organization
  • Financial Statement Preparation
  • Government Grant Invoicing
  • Payroll Services
  • Residential Tenant Invoicing

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

PPP Loan Forgiveness2

So, your small business received a PPP Loan. Congratulations! Now that you've been able to provide for your employees, how will you tackle loan forgiveness?

That is where Applied Financial Services, Inc. comes in.  We will walk you through the PPP Loan Forgiveness application, helping you understand the qualifications, how to calculate forgiveness, create proper recordkeeping, and prepare everything you need to report to the bank and Small Business Administration (SBA).

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

Need Help Tracking Your PPP Funds?

 We would be happy to help and offer free 30-minute consultations.

Q&A about PPP with Roxanne

Roxanne Albin President Applied Financial Services-Inc.Q: How much of our PPP funds have to be used on payroll related expenses to be forgiven?
A: It is now set at 60% payroll related expenses and 40% operating expenses

Q: What type of expenses do operating expenses include?
A: Rent, mortgage lease, equipment lease (copier and postage), and transportation expenses

Q: If I am a business owner, but I do not have payroll expenses, can I apply?
A: Yes!

Q: Where do I apply for PPP:
A: You will need to have a business bank account to apply.   Please contact your bank to get access to the PPP application link.

Q: How long does the PPP program last?
A: The PPP program ends 8/8/20 so HURRY if you have not applied yet.

Q: Can AFS help me track my PP expenses?
A: YES. Contact me to set up a free 30-minute meeting to discuss your PPP today!

Entrust Your Business Financial Management Needs to Us

Hire Applied Financial Services, Inc. today and have peace of mind knowing that you are working with the best. Our financial management team is well-versed in performing various accounting and financial services for (non-profit and for-profit) businesses.