Palo Alto Accounting

Silicon Valley, Palo Alto Accounting Solutions offers comprehensive financial solutions for businesses of all sizes. Whether you need ongoing Palo Alto accounting services or just need help getting your financial records in order, we are there for you. Our professional accountants can assist your business in accelerating cash flow, controlling costs, assess current procedures, conduct periodic reviews of financial statements, develop performance plans and more. We are your full-service solution.

Accelerate Cash Flow

Most businesses have identifiable and correctable issues with cash flow. We can assist you in conducting a cash flow analysis and then design, implement, and maintain a system that will accelerate your company’s cash flow. In order to do this, we will identify the key elements of your business’ cash cycle. This includes analyzing invoicing processes and making necessary changes to ensure accurate and timely billing.  Additionally, we will strategize with your vendors and lenders to extend payment terms, execute the collections process remotely, maximize available credit, and explore alternative funding sources on your behalf.

Controlling Costs

Generally, every business strives to do a better job of keeping costs in line with sales. A part of our services includes helping make sure your company is spending appropriately. To accomplish this, we focus on identifying areas in which your business expenses can be reduced. We also develop expense guidelines and cost control programs. Once implemented, a financial model will be created for monthly forecasting to detect changes in spending early and adjust as needed.

Palo Alto Accounting Procedures

Developing, implementing, and following good procedures can increase productivity for your company. Outsourcing this “re-organization” to our team will maximize efficiency. Some of the areas in which our professional accountants can assist include:

  • Assessment of control processes and accounting procedures
  • Review of organization chart to assess accounting resource requirements
  • Written procedures manual for accounting
  • Referrals to and integration of procedures with specialized service providers: Payroll, CPA, insurance, bank, HR, benefits providers, etc.
  • Training of direct staff in accounting, administration, payroll, and benefits processing
  • Creating a portfolio of customized document templates for use in HR, accounting, and general administrative functions
  • Review of Chart of Accounts with recommendations for improvement
  • Software feature review for accounting system application/selection
  • Implementation of computer systems: accounting, timekeeping, commissions, etc.
  • Recommendations for additional development of the client’s accounting tools
  • Generate compliance reports for Worker’s Comp, Sales Tax, Property Tax, etc.
  • Interface with client CPA for tax return input and quarterly tax payments

Financial Reports

We help demystify the standard financial statements for you and highlight the information most critical to running your business. Having a “second set of eyes” to design and customize your reports, dashboards, charts, etc., can dramatically improve your business decisions. Services we provide:

  • Periodic review of financial reports and performance to Plan with management to identify variances and their impact
  • Generate and maintain detailed account analysis worksheets to promote understanding of the Balance Sheet
  • Design reporting/presentation of key performance metrics (customize dashboard)
  • Generate monthly financial reporting package to provide full disclosure of financial health to management and/or Board of Directors
  • Perform ROI analysis of proposed product lines, marketing or development projects

Get Started Today

Whether you’re looking to outsource a project or your entire Palo Alto accounting function, we have a solution. We serve startups and emerging companies across many industries and are conveniently located in Palo Alto, California. Let Silicon Valley Palo Alto Accounting Solutions be the first choice for all your operational, financial, and management Palo Alto accounting needs.

Contact Us

We want to help you grow
your business, call us
at: (408) 260-5250 or
find out more here.


When you need:
  • Clear processes for cash controls
  • Analysis of results
  • Customized reporting


When you need:
  • Timely and accurate bookkeeping
  • Reconciliations and monthly closes
  • Familiarity with popular accounting software
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