Accounting & Bookkeeping

Silicon Valley’s Trusted Accountant & Bookkeeper

Recognizing the pivotal role of effective accounting in business success, Rise Financial Solutions delivers customized, comprehensive services that ensure your financial records are accurate, timely, and adhere to all regulations.

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 bookkeeping sharpens your competitive edge by streamlining decision-making processes. It ensures that every strategic decision you make is backed by clear, compliant financial data.

Our Services

Full-Service Accounting & Bookkeeping for Your Silicon Valley Business

With Rise, you gain a partnership with expert accountants who are committed to tailored service and excellence. We go beyond basic accounting by adapting our services to fit the unique functions of your business.

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

Delegating work to outsourced experts alleviates the pressure on small business teams. Our experienced staff steps in to help, allowing you to allocate time and resources more effectively without the complexities and cost of managing additional employees.

Finance Technology: Using the industry’s most refined and secure tools, Rise processes your financials and generates accurate reports, ensuring optimal efficiency. Because we prioritize frequent communication, you stay updated with accurate numbers and helpful insight.
Focus on Core Functions: One key reason for outsourcing with Rise is to allocate more resources to your core business functions. By taking over your day-to-day accounting responsibilities, we help you focus on what matters most to your business’s growth.
On-Demand Advisory : At Rise, our task management goes beyond routine processing. We empower your decision-making with expert financial insights. As CPAs, our specialized advisory skills and data-driven approaches uniquely position us to enhance your financial strategies.

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 Silicon Valley accountants and bookkeepers assist with tax preparation and filing?

Yes, we provide tax services including preparation and filing [insert link]. Our team is equipped to handle various tax scenarios, ensuring compliance with the latest tax laws and maximizing your benefits. As Certified Public Accountants (CPAs), we can answer to the IRS if their authorities have questions or concerns.

What is your process for catching up on backlogged bookkeeping?

We begin by assessing the extent of the backlog and then prioritize tasks based on urgency and importance. Our team methodically updates and reconciles your financial records until they’re current, and implements thorough, efficient processes to maintain up-to-date bookkeeping moving forward.

What kind of support can we expect in case of financial inquiries or issues?

At Rise, we are committed to providing on-demand support for any financial inquiries or issues. You can expect prompt and detailed responses from our knowledgeable team, along with proactive solutions to address and resolve any financial concerns swiftly. Our founder, Iric, is committed to being your primary point of contact and holds himself 100% accountable for your success.

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