Accounting & Bookkeeping

Napa’s Preferred Accountant & Bookkeeper

At Rise Financial Solutions, we emphasize the importance of detailed and compliant accounting and bookkeeping to propel your business forward. We provide a tailored suite of services designed to keep your financial records precise 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

Detailed financial records satisfy regulatory requirements and facilitate strategic decisions that can transform your business. A professional accountant and bookkeeper helps you build a strong financial foundation for lasting success.

Our Services

Full-Service Accounting & Bookkeeping for Your Napa Business

At Rise, our expert accountants provide personalized services designed to meet your specific business requirements. Our approach goes beyond mere number crunching; we dive deep to understand your business and optimize your unique opportunities.

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 offers relief to small businesses and teams stretched thin. Our seasoned professionals provide targeted support, enabling you to concentrate on other business priorities without the challenges of recruiting and paying a full-time workforce.

Finance Technology: At Rise, we employ the industry’s most robust and secure technologies to manage your financial processes and generate reports efficiently. The reliability and capabilities of these systems support data-driven analyses and secure, economical processing.
Focus on Core Functions: Many companies outsource their accounting to unlock resources for other essential business functions. As we handle your daily accounting needs, you gain the freedom to concentrate on driving your business’s growth.
On-Demand Advisory : Rise professionals use advanced problem-solving skills and financial advisory expertise to offer more than task management. Our guidance is driven by data and expert insights, leveraging our credentials and expertise as CPAs to deliver superior financial services.

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 Napa accountants and bookkeepers have experience with financial audits?

Yes, we have substantial experience conducting financial audits. Our team is well-versed in both internal and external audit processes, ensuring thorough compliance and accuracy in financial reporting. Audits are a crucial part of catching hidden errors or evaluating the efficacy of repetitive systems. Depending on the needs of your business, we are happy to conduct targeted audits to bolster your financial systems.

How do you stay current with changes in tax and accounting regulations?

We continuously update our knowledge through professional development courses, subscribing to industry publications, and participating in relevant seminars and workshops. This commitment helps us stay aware of the latest changes in tax and accounting regulations, ensuring we provide the most current and effective strategies.

How is communication handled between your team and clients?

We prioritize clear and consistent communication with our clients. Our approach includes regular updates, scheduled reviews, and availability for ad hoc consultations. We ensure that all communication channels are open, so our clients can easily reach us with their questions or concerns.

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