"Roxanne is not only an incredible financial expert, but she's also an incredible human being. She has been coaching me over the past several months and I've learned SO much about money, finances, and confidence through her. The leaps in growth that I've been able to take since she has come into my life are just astounding. She's supportive, so intelligent, so helpful, and so kind. Also - I love Quickbooks now (thanks to her!). I'd recommend her to anyone who wants to feel more confident and empowered both in their finances and in their life."

"When I took on the treasurer position at my non-profit with only a little bit of QuickBooks experience and absolutely no payroll background, the team at Applied Financial Services really came to my rescue! They stepped in quickly to help me straighten up our books, create financial reports for the board, and complete the payroll process, including issuing 1099s and W-2 statements. Roger is a QuickBooks expert who taught me the ropes of QuickBooks with patience and kindness through weekly Zoom sessions.  Roxanne walked us through the entire PPP loan process from application through forgiveness.  Her calm and competent guidance in navigating the PPP application process, even in the face of multiple frustrating website issues, was very reassuring.  Her perseverance and determination helped us get approved for a sizeable PPP loan when so many other nonprofits couldn't even get banks to take their applications.  The entire team at AFS has always been very responsive, patient, and knowledgeable when responding to my many inquiries.  I highly recommend Applied Financial Services for your bookkeeping and accounting needs!"

"Smart, thorough, and helps you get organized efficiently!"


"Professional ... Reliable ... Detailed Workmanship"

"Roxanne Albin and her team are great at providing personalized, professional financial service to organizations throughout the North Bay. Moreover, she always finds ways to give back to the community. She has a great heart in business and for those in need!"

"I highly recommend Roxanne and her team to deliver the best service and quality products for your business's financial needs. From financial statement preparation for loans to bookkeeping services for your business, they are an all star team!"

"I want to recommend Roxanne from Applied Financial Services. She is very professional, she has great customer service, and makes great connections. If you are looking for a specialist bookkeeper in the nonprofit sector Roxanne is the right person."

"Applied Financial Services has been providing outstanding support and assistance to the Postpartum Support Center by managing all our financials, from planing to bookkeeping and beyond! Highly Recommend!"

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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