Accounting & Bookkeeping

Los Gatos’s Preferred Accountant & Bookkeeper

Rise Financial Solutions offers specialized accounting and bookkeeping services crafted to support your business’s success by ensuring your financial processes are accurate, compliant, and up-to-date.

Schedule a Free Consultation

Reach out today to get in touch with an accounting professional. We’ll schedule a free consultation to get to know your business and understand your financial needs.

Why Hire A Professional for Accounting & Bookkeeping

Accurate and efficient accounting and bookkeeping are key to reliable financial management, facilitating informed strategic choices, compliance with regulations, and identifying avenues for growth.

Our Services

Full-Service Accounting & Bookkeeping for Your Los Gatos Business

Partnering with Rise for accounting services connects you with experienced professionals committed to customized services and exceptional performance. We focus on understanding your business and tailoring our solutions effectively.

Maintenance of Data Feeds into Accounting Software Files

Streamline your financial management processes by automating data feeds into your accounting software files.

Journal Entry Adjustments for Accrual-Basis Accounting

Maintain compliance with accrual-basis accounting standards through accurate journal entry adjustments.

Tax and Investor-Ready Financial Statements

Prepare for tax season and investor meetings with professionally curated financial statements that meet regulatory requirements.

QuickBooks Troubleshooting and Support

Get expert assistance with QuickBooks troubleshooting and support to resolve issues quickly and efficiently.

Inventory Support

Maintain proper balance sheet value and Cost of Goods Sold (COGS) with inventory support services.

Accounts Payable (A/P) Management

Streamline your accounts payable process with Bill.com, including bill creation, approval routing, and payment.

Accounts Receivable (A/R)

Improve cash flow and efficiency with Accounts Receivable management using QuickBooks Online invoicing features.

Expense Report Software Implementation via Expensify

Simplify expense management with Expensify software.

Payroll Support

Ensure accurate and timely payroll processing with managed support through Gusto or ADP.

Monthly Financial Reviews & Performance Discussion

Gain valuable insights into your financial performance with monthly reviews and performance discussions.

Communications with External Parties

We liaise with external parties, such as tax accountants, attorneys, and lenders, as needed to ensure seamless financial management.

Our Benefits

Your Accounting & Bookkeeping Made Easy

For small businesses and constrained teams, outsourced accounting and bookkeeping can offer a reprieve. Our seasoned professionals provide direct assistance, allowing you to prioritize other business needs and look to the future.

Finance Technology: Rise takes advantage of the best secure technologies in the industry for financial processing and reporting. After confirming how you’d like to employ digital resources, we streamline your workflows, emphasizing efficiency and clear, concise communication to keep you well-informed.
Focus on Core Functions: Outsourcing accounting and bookkeeping is a strategic choice for businesses wanting to focus on key operations. We manage the financial details so you can concentrate on driving your business forward.
On-Demand Advisory : At Rise we take a problem-solving approach, using our financial expertise to do more than transactional activities. Our data-informed guidance and CPA-certified services provide another level of support to your business. You gain a financial partner whose insight and experience help inform decision-making.

Accounting and Bookkeeping Service Experts

Rise has been crucial to our Digital Marketing Agency, offering expert guidance in accounting, bookkeeping, and strategic business decisions. Iric’s personalized attention and proactive approach have significantly contributed to our success.

Adam Lang

Owner, KICKOFF

Partnering with Rise has been crucial to our growth, helping us double our revenue and improve margins. As our fractional CFO, Rise has expertly navigated inventory, working capital, & cash flow challenges. His guidance has been invaluable for our long-term success.

Keith McDonald

Owner, NH Tap

Partner with Rise

Rise was founded out of a deep passion for supporting businesses in one of the most crucial and challenging areas – finance. As a boutique financial solutions firm specializing in strategic financial consulting, accounting, and tax, we’re committed to empowering business owners with accurate data and thoughtful analysis to drive decision-making.

Frequently Asked Questions

Are there industries you specialize in or prefer not to work with?

At Rise, we have substantial experience across a broad range of industries including technology, healthcare, manufacturing, and professional services. While we are equipped to serve various sectors, we typically focus on those where we can deliver the most value based on our expertise. During our initial consultation phase, we’ll explore how our services can best support your business. If it’s not the right fit, we will be upfront and let you know.

How will our data be stored and who has access to it?

Your data is stored securely on encrypted cloud servers, ensuring protection against unauthorized eyes. Access to this data is strictly limited to authorized personnel who are directly involved with managing your account, ensuring your information remains confidential and secure.

Can your Los Gatos accountants and bookkeepers handle international accounting if required?

Can you handle international accounting if required? No, we are not equipped to handle international accounting needs. Our team is knowledgeable about business regulations and compliance in the United States, particularly in California. We can support domestic businesses to effectively manage and reconcile transactions and comply with tax laws. We cannot assist you with international accounting.

Ready to Streamline Your Accounting and Bookkeeping?

Take the first step towards streamlining your accounting and bookkeeping processes with Rise. Contact us today to learn more about how our services can help you achieve your financial goals and drive business success.

Schedule a Free Consultation