Accounting & Bookkeeping

Santa Cruz’s Preferred Accountant & Bookkeeper

Rise Financial Solutions is dedicated to enhancing your Santa Cruz business success through meticulous accounting and bookkeeping services, tailored to fit the unique demands of your operations and ensuring everything is current 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

Accurate bookkeeping and accounting are key to robust financial management. Solid financial records and proactive transaction oversight form the cornerstone of visionary leadership, allowing you to seize growth opportunities.

Our Services

Full-Service Accounting & Bookkeeping for Your Santa Cruz Business

Partnering with Rise means working with experienced professionals who prioritize service and outstanding outcomes in accounting and bookkeeping. We’re not just about numbers; we align our services with your business’s unique demands.

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 ease the burden on overstretched teams and small enterprises. Our skilled professionals provide essential support, freeing you to focus on other critical aspects of your business without the hassle of hiring and training full-time staff. With an impressive suite of technological tools and extensive experience in the financial industry, we can also equip your business with resources and guidance for the benefit of your business in its entirety.

Finance Technology: At Rise, we harness the power of top-tier technologies to manage your financial processing and reporting, ensuring you receive efficient service coupled with transparent communication and regular progress updates.
Focus on Core Functions: With your energy no longer pulled to recurring accounting and bookkeeping tasks, you can focus on other primary functions. While we responsibly manage your accounting needs, you’re free to drive your business’s core strategies and growth.
On-Demand Advisory : Rise brings more than just efficiency to task management. We offer robust problem-solving and financial consulting to inform your decision-making processes. Our role as CPAs equips us to deliver unparalleled financial advice and 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

Can your Santa Cruz accountants and bookkeepers handle both accounts payable and receivable?

Yes, we are equipped to manage both accounts payable and receivable. Our comprehensive services ensure that all aspects of your accounting and bookkeeping are handled meticulously, from invoicing and payment to tracking receipts and expenditures.

How often will financial reports be provided?

We typically provide financial reports on a monthly basis, but we can also accommodate different reporting frequencies depending on your business needs. Our goal is to keep you well-informed with timely, accurate data that supports your other business functions and decision-making.

Can you integrate with our existing financial software and systems?

Yes, we prioritize seamless integration with your existing financial systems and software. Our team is proficient in adapting to various platforms to ensure a smooth transition and ongoing compatibility. From the start, we’ll consult with you on preferred workflows, offering recommendations and options for software.

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