MEET OUR TEAM

Roxanne Albin President Applied Financial Services-Inc.

Roxanne Albin, MBA, President/Owner

Roxanne Albin has been in the financial services industry for over twenty years. Her financial career started off in bookkeeping. She later became the Business, Finance, and Administrative Director at a local 501c-3 nonprofit, where she worked for eleven years. Roxanne received her Bachelor of Arts in Strategic Management and her Master’s degree in Global Management from Dominican University of California. She has a passion for helping nonprofits and is known for her ability to clean up and improve disparate systems.

Roxanne’s role includes: client relationship management, managing the AFS staff, cleaning up and streamlining client systems, contract management, and overseeing accounting processes.

Roxanne serves as a Board Member for both Marin Alano Club and Postpartum Support Center.

In her free time, Roxanne loves to play with her grandchildren, spend time with her family and friends, hike, kayak, and play with her two dogs.

Tania Gonzalez accountant

Tania Jackson

Accounting Supervisor

Tania Jackson has a Bachelor of Science degree in Accounting from California State University.

Tania started her career with AFS in April 2018. Tania’s role at Applied Financial Services, Inc. includes: staff workflow management, supervising month-end close tasks, reviewing balance sheet reconciliations, reviewing A/R, balance sheet reconciliations, staff workflow management, client calendar management, and month-end close activities.

In her free time, Tania likes to exercise, explore nature, read, spend time with family, and her dog, Bella.

Roger Valenzano Jr bookkeeper

Roger Valenzano, Jr.

Bookkeeping Supervisor/Operations Manager

Roger Valenzano, Jr. started his career with AFS in 2018. Roger’s role includes: supervising the bookkeepers, supervising bookkeeping activities, training clients on Quickbooks online, client bookkeeping tasks, office management and business development.

When he is not working, Roger enjoys spending time with friends and family, playing with his niece and nephew, and hiking with the family dogs.

Elisa Paredes

Elisa Paredes

Staff Accountant
Sage Beaube

Sage Beaube

Bookkeeper

Sage Beaube has a Bachelor of Science degree in Accounting from Fresno State University.

Sage started his career with AFS in July of 2019. Sage’s role at AFS is as a bookkeeper, which entails the daily, weekly, and monthly tasks required to maintain our clients’ books. Some of these tasks include the daily financial entries, weekly payments to vendors, and monthly invoicing to customers.

In his free time Sage enjoys spending time with friends and family, going walks with his dog, and going to see new movies at the theater.

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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