Financial Management

From AP and AR to Taxes and Audits

While your solution and services may make others green with envy, we know you'll need funding to accomplish that goal. Our finance team is here to assist so you can stay focused on your mission vs. money management. We follow financial best practices and leverage decades of experience managing millions of dollars in transactions every year for our clients, helping you stay in the black.

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How We Manage Your Money

From paying bills to managing investment accounts, we've got you covered. We'll execute bookkeeping in accordance to GAAP and disseminate monthly financial and cash flow reports to keep you informed every step of the way. Annual budgeting is breeze with customized annual operating budget reports and analysis. We've got outside CPA services ready for annual tax returns or the dreaded audit. Plus, we'll obtain necessary insurance policies to ensure your group's future is as secure as possible. We make it easy and keep you informed so you can focus on the big things.

We Make a Difference

Our mission is to achieve the missions of the client organizations we serve. As a result, we make a meaningful difference by helping increase the reach and impact of technology solutions that are changing the ways people, businesses and future generations operate.

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5000 Executive Parkway
Suite 302
San Ramon CA 94583
T: +1.925.275.6690
F: +1.925.275.6691
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