Accounting & Bookkeeping

Mountain View’s Preferred Accountant & Bookkeeper

At Rise Financial Solutions, we acknowledge how crucial detailed and compliant accounting is for the success of your business. We deliver services tailored specifically to ensure that your financial operations are accurate and meet current regulations.

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

Thorough accounting and bookkeeping are critical for robust financial management, enabling businesses to make well-informed decisions. Our accounting professional help you comply with regulations and spot opportunities for growth.

Our Services

Full-Service Accounting & Bookkeeping for Your Mountain View Business

Our team at Rise is comprised of skilled accounting professionals who offer personalized and outstanding services. We go beyond typical accounting by immersing ourselves in the nuances of your business and aligning our services with your specific 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

Small businesses can benefit greatly from outsourcing their accounting and bookkeeping, particularly during times of transition or rapid growth. Our experts deliver direct assistance, freeing up your time and resources for other important tasks without the need for hiring a full-time employee.

Finance Technology: We use top, secure technologies for financial processing and report generation, prioritizing both safety and efficiency at every step. With clear, regular communication we keep you informed about the security measures and tools we employ to protect your information.
Focus on Core Functions: A common benefit of outsourcing accounting and bookkeeping is the ability to refocus on essential business activities. While we oversee your accounting, you can concentrate on the functions that propel your business.
On-Demand Advisory : At Rise, our ability to solve complex problems and provide expert financial advice goes beyond managing tasks. We use data-backed insights to enhance your strategic decision-making, and our qualifications as CPAs allow us to perform those unique duties that some bookkeepers cannot.

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

How do I know if outsourcing or internal hiring is a better option for my business’s accounting and bookkeeping?

To determine whether outsourcing or internal hiring is best for your business’s accounting needs, consider factors such as the complexity of your financial operations, the cost-effectiveness of each option, and the level of control you wish to maintain. Outsourcing may offer cost savings and access to specialized expertise, while internal hiring could provide more direct control and integration with your team.

What makes your accounting and bookkeeping services unique compared to other firms?

Rise stands out due to our personalized approach, with services tailored specifically to each client’s needs and industry nuances. Our team’s in-depth expertise, combined with state-of-the-art technology and commitment to transparency and communication, set us aprat from other accounting firms.

Do your Mountain View accountants and bookkeepers provide training on financial tools and processes for our team?

Yes, we offer training for your team on financial tools and processes. This training helps your staff understand and make the most of the financial systems we implement, so they are well-equipped to manage day-to-day financial tasks efficiently and effectively.

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