Accounting & Bookkeeping

Sonoma’s Preferred Accountant & Bookkeeper

At Rise Financial Solutions, we prioritize your business’s success by offering customized accounting and bookkeeping services, ensuring your financial activities are handled with utmost accuracy and compliance.

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

Detailed financial records and transaction management are the foundation of business success. With a professional accounting team, you can navigate strategic decisions and stay one step ahead in compliance.

Our Services

Full-Service Accounting & Bookkeeping for Your Sonoma Business

When you entrust Rise with your bookkeeping and accounting, you’re backed by a team of professionals devoted to exceptional, customized service. We’re committed to not just managing numbers but understanding your business to serve you better.

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

Trusting your accounting and bookkeeping functions to a firm like Rise lightens the load for limited teams. Without our experienced professionals at hand, you gain the support you need, allowing you to dedicate your resources and attention to other essential business functions without the overhead of additional employees.

Finance Technology: At Rise, we harness top industry tools for financial management and reporting, ensuring both powerful performance and security. Enjoy efficient operations and clear, frequent communication without concern for compromised data or sporadic points of contact with your accounting partner.
Focus on Core Functions: Businesses often outsource their recurring accounting functions to allocate more attention to their central activities. While we manage your accounting and bookkeeping, you can devote resources to your business’s progress.
On-Demand Advisory : Our problem-solving abilities and financial advisory prowess offer more than streamlined operations. We guide crucial decision-making with expert insights and data, backed by our certification as CPAs.

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

Are your Sonoma accountants and bookkeepers able to provide industry-specific financial advice?

Yes, we offer industry-specific financial advice tailored to the unique challenges and opportunities of your sector. With considerable experience in a wide range of industries in management positions, we’re equipped to provide advisory services. We also devote time to staying updated on sector-specific regulations and trends to provide you with the most relevant and strategic guidance.

How will outsourced accounting and bookkeeping save us money in the long run?

Outsourcing your accounting and bookkeeping functions can result in significant cost savings by reducing the need for in-house accounting staff, which saves on salaries and benefits. Additionally, it minimizes the risks of errors and non-compliance penalties. With an expert handling your finances, you are less likely to face the costly damages incurred by mistakes or negligence by an internal team that lacks specialized knowledge.

What measures do you have in place for data backup and disaster recovery?

Rise uses robust backup and disaster recovery systems to ensure your data is secure and retrievable in any circumstances. We employ encrypted backups, cloud storage, and redundant systems to protect against data loss and ensure continuity of services regardless of any disruptions.

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