Accounting & Bookkeeping

Palo Alto’s Preferred Accountant & Bookkeeper

At Rise Financial Solutions, we believe that effective accounting and bookkeeping are key to business prosperity. We offer a suite of customized services designed to maintain precise, compliant, and current financial records.

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 Palo Alto Business

With Rise accounting services, you experience a team of professionals dedicated to customized, high-quality outcomes. We go beyond traditional number crunching by taking the time to understand and align with your business’s unique 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

Outsourced accounting and bookkeeping are ideal for relieving overloaded small business teams. Our industry professionals offer targeted support and invaluable expertise so your business can focus on core functions and improve workflows.

Finance Technology: At Rise, we use leading secure technologies for processing financial data and creating reports, ensuring effective performance and safe methods. Our communication is always clear and frequent, keeping you in the loop about what tools we’re using and how your information is being secured.
Focus on Core Functions: One reason many businesses outsource accounting and bookkeeping is to devote more resources to other fundamental business activities and strategic growth. We handle your accounting tasks, enabling you to focus on scaling or stabilizing your business.
On-Demand Advisory : With our exceptional problem-solving and financial advisory skills, Rise delivers more than simple solutions. We equip you with data-driven insights and professional advice, backed by our CPA accreditation and management experience.

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 often will we communicate about our financial status?

We believe in maintaining open and regular communication with our clients. Typically, we provide monthly financial updates and reports, but we can adjust this frequency based on your needs and preferences to ensure you’re always informed and comfortable with the financial health of your business.

Can your Palo Alto accountants and bookkeepers help with financial strategy and planning?

Absolutely. Financial strategy and planning are core aspects of our services at Rise. We offer fractional CFO services for high-level, comprehensive financial management and advisory. We collaborate with you to develop and refine your financial strategies, helping you to set realistic goals, forecast future performance, and make informed decisions that align with your business’s long-term vision.

How do you handle the transition from our current bookkeeping system to yours?

Transitioning from your current bookkeeping system to ours is a carefully managed process. We start by reviewing your existing system and understanding your specific needs. From there, we plan a seamless transition that minimizes disruption to your operations. Our team supports you every step of the way, ensuring a smooth switch with training and support to adapt to the new system.

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