TESTIMONIALS

Here’s What Our Clients Have to Say

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“When our payroll manager left, we had no one internally who could make changes to our payroll system on a bi-weekly basis. Small nonprofits often don’t have staff to cover critical vacancies. AFS quickly helped us out by updating and maintaining ADP WorkforceNow until we were able to get new staff on board. Roxanne and her staff were flexible, easy to work with, and always reliable. Great team!”

Carol Sanders

CFO | Community School of Music & Arts Mountain View, CA

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“As COO of an international nonprofit that runs lean, I've trusted the team at Applied Financial Services to ensure that all of our financial transactions are recorded in a timely and accurate manner. AFS also interfaces well with our other external accounting team as well as our auditor, enabling me to focus more of my time on financial oversight. I've also found Roxanne and her team nothing but pleasant to work with over the years - professional, friendly, and self-starting. I'd recommend them to any nonprofit looking to save time and money by outsourcing their bookkeeping functions.”

AJ Viola

COO | D-Rev San Francisco, CA

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“AFS provides my organization with a variety of financial services, including: invoice processing, donation processing, bank reconciliations and management reporting. The entire team at Applied Financial has provided first class service to our organization. They are experts in QuickBooks and nonprofit bookkeeping and financial services. Roxanne and Unona give personal attention to the more complex areas of our business. Their support has been invaluable. I highly recommend AFS for all of your financial and bookkeeping service needs!”

Tiffany Gantus

Treasurer | St Nicholas Church San Anselmo, CA

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"California Minority Counsel Program (CMCP) is a 501(c)(6) nonprofit corporation whose mission is to diversify the legal profession. Our focus is on creating access and opportunity to business and professional development for attorneys of color.

AFS has been a solid partner for us bringing stability, efficiency and a high degree of professionalism to our accounting and bookkeeping. They are very responsive, attentive to our particular needs, and very easy to work with - in many ways an extension of our small team."

Robert White

Executive Director | California Minority Counsel Program

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“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.”

Andrei Stoica

Owner | tiny B chocolate

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"I first met Roxanne Albin while engaged as consultant to help create a financial services consolidation pilot for a bay area-wide collaborative of domestic violence (DV) prevention agencies. I discovered Roxanne’s considerable gift for client service, which combines a deep understanding of accounting concepts with a clearly communicated concern for the enterprise. Competence + Empathy is a truly powerful combination, and Roxanne engenders the feeling that someone understands your challenges and is truly committed to help. The feeling that you’ve found the financial management guardian angel you’ve been praying for. So deep was my trust in her professional competency that, as the Director of Finance and Administration of a $5m foster care advocacy agency, I entrusted Applied Financial Services with senior manager level transactional and analytic duties, state contract invoicing, audit and 990 preparation. Prompt, knowledgeable as well as thorough, Applied Financial Services never disappointed me, and Roxanne herself became a favorite among the program staff. I’ve referred Applied Financial Services many times and have yet to be contradicted in my assessment: Financial management guardian angel found!"

Anthony Reese

Director of Business and Finance | 30-year Nonprofit Financial Management Professional

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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 nonprofit organizations and for-profit businesses in Marin County, Oakland, San Francisco, Sonoma, Petaluma, Santa Rosa and beyond.

*The services we provide do not require any certifications or additional licenses

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