Accounting & Bookkeeping

San Jose’s Preferred Accountant & Bookkeeper

Rise Financial Solutions champions the critical impact of accurate accounting and bookkeeping on business success, offering tailored services to ensure your records are impeccably maintained and fully 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

At the core of strategic business management are well-kept financials and meticulous records. Our professionals help pave the way for informed decisions and seamless regulatory compliance.

Our Services

Full-Service Accounting & Bookkeeping for Your San Jose Business

Joining forces with Rise for your accounting needs means engaging with a dedicated team focused on delivering custom solutions and exceptional results. We believe in understanding each client’s unique business environment to provide personalized service.

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 your accounting and bookkeeping tasks can be a lifeline for small businesses and overworked teams. Our professionals step in to fill gaps as needed, which lets you redirect your focus and resources to other vital activities, bypassing the management and costs of full-time staff.

Finance Technology: Rise uses the industry’s most powerful and secure tools for financial processing and reporting. When we take on your accounting and bookkeeping tasks, you benefit from the dependable performance of tools that optimize efficiency and provide valuable numbers for decision-making.
Focus on Core Functions: Outsourcing accounting and bookkeeping allows you to concentrate on core operations that will promote healthy functioning and sustainable growth. With us managing your routine financial tasks, you can invest more energy into critical business areas.
On-Demand Advisory : At Rise, we go beyond basic task execution by offering problem-solving and financial consulting to support your strategic decisions. As CPAs, we bring unique financial insights and services to the table, complementing your team with executive-level leadership.

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

What are the qualifications of the San Jose accountants and bookkeepers who will manage our account?

Our accountants are highly qualified, holding current CPA (Certified Public Accountant) status. They also bring vast experience from across various industries and are well-equipped to manage your account with the highest standards of professionalism and expertise. At Rise, we also offer fractional CFO services with guidance at the highest level of financial executive leadership.

Do you offer customized reporting to meet specific business needs?

Absolutely. We understand that each business has unique needs and requirements. We offer customized reporting options tailored to your specific business metrics and goals, ensuring you receive the insights and data that are most relevant to your operations. From the outset, we work with you to develop a plan for how our services can benefit your business with its current challenges and future goals.

How can your services scale as our business grows?

As experienced and flexible professionals, we’re equipped to handle increased complexity and larger volumes of financial activity, ensuring continuity and consistency in service. Our scalable solutions are designed to grow seamlessly with your business, providing the necessary support at every stage of your growth.

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