Your Trusted Accountant Is
Silicon Valley Accounting Solutions
Attention small business owners and executives:
Are your current accounting and bookkeeping processes holding you back and taking too long?
Are you struggling to understand your financial reports or accurately forecast your business’s future?
Look no further because Silicon Valley Accounting Solutions in Santa Clara is here to help!
We provide accounting, controllership, and advisory services for your business. Whether you’re starting a new business and need a little help setting up a user-friendly accounting system – or a well-established company that wants to outsource either some, or your entire accounting and finance department, we’re ready to serve.
Reasons businesses and non-profits use our accounting services:
- Lack of accounting processes & procedures
- Inability to forecast or budget
- Inaccurate or late financial reporting
- Employee turnover, lack of internal expertise, and even theft
WHO WE SERVE
SMALL BUSINESSES
- Full range of accounting services
- Set-up, clean-up, and maintain compliant books
- Custom service offering to address your specific needs
- Training for you to do as much of the work as you choose
- You don't have to manage the process - saving time and money
- Timely and reliable service
NON-PROFITS
- Accounting set up to serve management and board of directors
- Non-profit-specific reporting
- Budget/Forecast creation and maintenance
- Interface with auditors and Form 990 preparers
- Customized reporting for grants and other funding sources
- Creation of statements of activities, financial position and cash flow
START-UPS / VC FIRMS
- Full range of accounting services “as needed”
- Funding events & BoD projections/presentations
- Maintenance of Cap Table
- Consistency of reports across portfolio
- Annual valuation of portfolio for tax reporting
- Interface with tax preparers for K-1 issue
- Solid controls and processes to allow for growth
WHAT WE DO TO SUPPORT YOUR BUSINESS
CAPTURE
- Data entry from receipts, vendor bills, or bank statements
- Direct download of transactions from bank and credit cards
- Interface shopping cart or third-party billing software to accounting books
- Posting of customer payments via ACH
- Upload from payroll service provider
- Journal entries
REVIEW
- Reconcile to all outside financial statements
- Post recurring non-cash items (depreciation, amortization of prepaids, interest accruals, etc.)
- Verify make-up of ending balances in all Balance Sheet accounts
- Compare results to Budget, Forecast, and/or prior periods
- Calculate Gross Margin by product or line of business
ANALYZE
- Produce standard financial statements: Income Statement, Balance Sheet, Cash Flow
- Generate client-specific reports
- Run reports required by tax and/or audit teams
- Post actual results to Budget/Forecast
- Review all results with client
- Update Forecast from client input
START THE CONVERSATION
Done this before?
We have. Hundreds of times. GAAP (generally accepted accounting principles), best practices, accounting education and experience - is why you want to engage us.
Want to do it better?
One of our favorite things to do is to educate our clients so they can reclaim the accounting and finance function internally – with confidence in the timeliness and accuracy of their abilities.
Don’t want to deal with it?
Don’t sweat the details. We ask the right questions; understand your needs; and deliver results. It’s what we do. You won’t have to manage the process or participate any more than you choose.
You know it’s not just about the accounting.
It’s about knowledge, experience, and understanding.
You want someone that listens and connects with you.
It’s about communication.
You want someone that has solutions.
It starts with a conversation.
Every business requires the right accounting tools to master profits.
Your business is no different.
Silicon Valley Accounting Solutions uses a variety of popular accounting tools. We are Quickbooks Certified ProAdvisors for all desktop and online versions. We also regularly use many other tools like Asana, Bill, Divvy, Expensify, Fathom-Reports, Hubdoc, Shopify, Square, Stripe, Tax1099, Transaction Pro and Xero.
We also work with Payroll & Timekeeping software products with our clients. These include ADP, Gusto, Intuit Payroll, Minute7, Paychex, TriNet and T-sheets.
Ultimately, our neutral status allows us to help you choose the best accounting software to make your business run smoothly without bias.
Contact Us Today
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