We look forward to providing you with our same great service virtually in 2021!. Roxanne Albin has years of experience helping sole proprietors, non-profits, businesses owners, and individuals thrive. Roxanne specializes in anticipating a business and/or individual needs. She will be your accountability partner to help you gain financial clarity and obtainable actions to reach your goals.
Make bookkeeping a breeze! Applied Financial Services will set up QuickBooks for your Business or Personal Accounts. This package includes an intro meeting, setting up your QuickBooks account, syncing your bank accounts, setting up the right chart of accounts for your organization, two months of account categorization and three 30 minute training sessions.
That's why we provide a range of bookkeeping and *accounting services, tailored to your organization. Whether you are a startup Bay Area firm, or a small to medium size organization, our team can help you grow and succeed. Your financial statements have to address the requirements of auditors, as well as grantors and your board of directors.
Make bookkeeping a breeze! Applied Financial Services will set up QuickBooks for your Business or Personal Accounts. This package includes an intro meeting, setting up your QuickBooks account, syncing your bank accounts, setting up the right chart of accounts for your organization, two months of account categorization and three 30 minute training sessions.
That's why we provide a range of bookkeeping and *accounting services, tailored to your organization. Whether you are a startup Bay Area firm, or a small to medium size organization, our team can help you grow and succeed. Your financial statements have to address the requirements of auditors, as well as grantors and your board of directors.
Services
Applied Financial Services, Inc. is a woman-owned bookkeeping and *accounting services firm, with a strong dedication to serving both nonprofit and business clients.
Roxanne Albin founded Applied Financial Services after working in the financial services industry for over twenty years.
She wanted to focus on a four-pronged mission: provide quality, customized, financial management services to her clients, invest in her employees, facilitate financial training, and give back to the community.
Roxanne's expertise includes: nonprofit organizations, strategic business planning, sales, asset management, and team building.
Roxanne Albin founded Applied Financial Services after working in the financial services industry for over twenty years.
She wanted to focus on a four-pronged mission: provide quality, customized, financial management services to her clients, invest in her employees, facilitate financial training, and give back to the community.
Roxanne's expertise includes: nonprofit organizations, strategic business planning, sales, asset management, and team building.
Roxanne Albin has been in the financial services industry for over twenty years.
Her financial career started off in bookkeeping.
She later became the Business, Finance, and Administrative Director at a local 501c-3 nonprofit, where she worked for eleven years.
Roxanne received her Bachelor of Arts in Strategic Management and her Master's degree in Global Management from Dominican University of California.
She has a passion for helping nonprofits and is known for her ability to clean up and improve disparate systems.
Her financial career started off in bookkeeping.
She later became the Business, Finance, and Administrative Director at a local 501c-3 nonprofit, where she worked for eleven years.
Roxanne received her Bachelor of Arts in Strategic Management and her Master's degree in Global Management from Dominican University of California.
She has a passion for helping nonprofits and is known for her ability to clean up and improve disparate systems.
Roxanne Albin has years of experience helping sole proprietors, non-profits, businesses owners, and individuals thrive.
Roxanne specializes in anticipating a business and/or individual needs.
She will be your accountability partner to help you gain financial clarity and obtainable actions to reach your goals.
To learn more about our for-profit business bookkeeping and accounting services, please contact us.
Q: How is coaching different from the bookkeeping and financial management work you do?
Bookkeeping is recording the transactional information (deposits, expenses, etc.) and financial management is variety of reconciliations so we could prepare financial statements.
Roxanne specializes in anticipating a business and/or individual needs.
She will be your accountability partner to help you gain financial clarity and obtainable actions to reach your goals.
To learn more about our for-profit business bookkeeping and accounting services, please contact us.
Q: How is coaching different from the bookkeeping and financial management work you do?
Bookkeeping is recording the transactional information (deposits, expenses, etc.) and financial management is variety of reconciliations so we could prepare financial statements.
As a nonprofit, you have special bookkeeping and *accounting services needs.
You might receive much of your income from donations and grants.
Your financial statements have to address the requirements of auditors, as well as grantors and your board of directors.
The consistency of your reporting may be a concern, since many nonprofits are staffed with part-time financial management professionals, use the services of volunteers, and/or are experiencing high turnover.
At Applied Financial Services, Inc., we have the bookkeeping and *accounting expertise to help your nonprofit organization flourish.
You might receive much of your income from donations and grants.
Your financial statements have to address the requirements of auditors, as well as grantors and your board of directors.
The consistency of your reporting may be a concern, since many nonprofits are staffed with part-time financial management professionals, use the services of volunteers, and/or are experiencing high turnover.
At Applied Financial Services, Inc., we have the bookkeeping and *accounting expertise to help your nonprofit organization flourish.
Applied Financial Services, Inc., is the partner you need to make every aspect of your financial life work for you.
We will keep you on track to reach your goals, supporting you in your financial decisions with bookkeeping and accounting services, tailored to your personal needs.
Our team can help you grow and succeed.
We will provide the professional, personalized bookkeeping and financial management services you need, from bookkeeping to processing.
We are known for our ability to bring individuals financial consistency, manageability, streamlined processes, and improved cash flow to simpler, clearer financial statements.
We will keep you on track to reach your goals, supporting you in your financial decisions with bookkeeping and accounting services, tailored to your personal needs.
Our team can help you grow and succeed.
We will provide the professional, personalized bookkeeping and financial management services you need, from bookkeeping to processing.
We are known for our ability to bring individuals financial consistency, manageability, streamlined processes, and improved cash flow to simpler, clearer financial statements.
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