Accounting & Bookkeeping

Monterey’s Preferred Accountant & Bookkeeper

Rise Financial Solutions provides tailored accounting and bookkeeping services, recognizing their essential role in your business’s success. We ensure that each client’s financial records are not only accurate but also fully 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

By keeping accurate financial records and staying on top of transactions, businesses can drive informed strategic decisions, uncover opportunities for expansion, and meet compliance requirements.

Our Services

Full-Service Accounting & Bookkeeping for Your Monterey Business

Partner with Rise and benefit from the expertise of our seasoned accounting professionals who are dedicated to providing a tailored approach and superior results. We invest time to support your business and better meet your needs.

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

Outsourcing provides significant relief for small businesses and teams stretched too thin. Our financial experts offer robust support, granting you the freedom to focus on other priorities at a fraction of the cost of a full-time employee.

Finance Technology: Rise leverages advanced, secure technologies to streamline your financial transactions and reporting. Moving forward, you’ll benefit from a partner that optimizes opportunities for your business to scale with technology, backed with the support it needs.
Focus on Core Functions: When you delegate ongoing accounting tasks to a firm like Rise, you can dedicate more time to core operations. We solve your daily accounting and bookkeeping needs, allowing you to channel more effort into advancing your business.
On-Demand Advisory : Rise professionals bring more than task efficiency. Our strong problem-solving and advisory skills enhance decision-making. As CPAs, we provide distinct financial services and deep knowledge from years of experience across industries.

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

Do your Monterey accountants and bookkeepers assist with budgeting and financial forecasting?

Yes, we offer budgeting and financial forecasting services, typically as fractional CFOs. We work closely with our clients to understand their financial goals and provide detailed projections that help guide their strategic planning and financial management.

How accessible will our financial information be to us?

Your financial information will be highly accessible. We ensure that clients can access their financial data whenever needed through secure online platforms that are easy to use. Regular updates and reports will also be provided to keep you informed. Although we don’t work in-house with you, we maintain a responsive and client-focused culture, quickly and consistently attending to your questions and requests.

What happens if there is a mistake or discrepancy in the books?

If a discrepancy or mistake is found in the books, our team acts swiftly to investigate and rectify the issue. We conduct a thorough review to understand the source of the error and implement corrective measures to ensure accuracy and compliance. Additionally, we review our processes to prevent similar issues in the future.

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