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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 took that leap of faith, as we work with such amazing clients (non-profits, for profits, and individuals). We have clients who do amazing work; some provide services around the globe!  We take great pride in providing excellent service and personal attention to each of our clients.  

Since the business began, we have added clients and services, moved into a larger suite, and added staff and staff benefits.  In this next quarter, my goal is to add an A/P & P/R Specialist and Accountant to our wonderful team. I look forward to holding more educational events for our community, as well as sponsoring a summer fire donation drive and fall homeless drive.

Warm regards,

Roxanne Albin


Featured Event

Upcoming Events

  • July 24: 2019 All County Chamber Mixer from 5:30 – 7:30 PM
  • August 12th: Novato Chamber Women in Business with Susan Tollefson at Applied Financial Services
  • October 13th: Our 3rd year Anniversary – Come Celebrate With Us! More details to come.
  • October: Donation Drive for the Homeless
  • November & December: Toys for Tots Donation Drive

It’s Official!

Applied Financial Services has been certified as a Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC), the nation’s largest third-party certifier of businesses owned and operated by women. 

We recognize the commitment to supplier diversity that is embraced by corporations and government agencies today and we can proud to be able to help add diversity to your supply chain.


Fire season is here and we are now accepting donations all throughout July. Donations needed: diaper wipes, socks, new crew neck mens’ t-shirts, new boxers, toothbrushes, toothpaste, toiletries, and granola bars. No used clothing, please!


We love working with Tinyb Chocolate! Check out this testimonial from Andrei:

“I’ve relied on Applied Financial to maintain my company’s books and advise me on bookkeeping best practices for over two years and I’m delighted with the relationship.They’re very competent, fast, thorough and incredibly responsive to any requests – even last minute ones. As an owner of a small business I’m under constant time pressure so being able to rely on such amazing professionals is a huge advantage, especially in such an important area of my operations like finances.I would highly recommend them to any business.”

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