Accounting & Bookkeeping

San Francisco Bay Area’s Trusted Accountant & Bookkeeper

At Rise Financial Solutions, we understand that precise and timely accounting and bookkeeping are foundational to your business’s success. Our services are carefully designed to address your specific needs, ensuring your financial documentation is both accurate and compliant.

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

Effective financial management is rooted in accurate accounting and bookkeeping. By maintaining precise books and clear transaction records, we empower your strategic decisions and ensure you meet regulatory standards.

Our Services

Full-Service Accounting & Bookkeeping for Your San Francisco Bay Area Business

When you choose Rise for your accounting needs, you access a team of seasoned professionals dedicated to crafting personalized, top-notch services. We delve deep into understanding your business dynamics to customize our offerings to your exact 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 can provide relief for overextended teams and small businesses. Our experienced professionals offer direct support where needed, allowing you to devote time and resources to other priorities without the effort of recruiting, onboarding, and maintaining a full-time employee.

Finance Technology: At Rise, we leverage the industry’s most powerful and secure tools for processing financials and generating reports. You’ll benefit from the efficient and reliable performance of these platforms, and a partner who prioritizes clear and concise communication with frequent updates.
Focus on Core Functions: One of the most common reasons businesses outsource accounting needs is to clear more ground to attend to core functions. While we manage your day-to-day accounting and bookkeeping tasks, you can devote energy to essentials that drive your business forward.
On-Demand Advisory : With strong problem-solving skills and financial advisory capabilities, Rise offers more than streamlined task solutions. We can help guide decision-making with data-driven information and expert insight. As Certified Public Accountants (CPAs), we are qualified to offer unique financial services and expertise.

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 you ensure confidentiality and security of financial data?

We employ powerful security measures including encrypted data transmission, secure cloud storage, and rigorous compliance with industry standards to ensure that your financial information remains confidential and protected.

What experience do you have with businesses in different industries?

We have extensive experience working with a diverse range of industries. Our team is well-versed in the unique challenges and requirements specific to different sectors, enabling us to provide tailored financial strategies.

What should I look for in an accounting and bookkeeping firm in the San Francisco Bay Area?

When looking for the best accounting and bookkeeping firm in the San Francisco Bay Area for your business, prioritize expertise, reliability, and a strong track record. Look for a partner that offers comprehensive services tailored to your needs, maintains transparent communication, and demonstrates a commitment to security and ethical standards.

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