At Applied Financial Services, Inc., we are dedicated to providing exceptional bookkeeping and accounting services to businesses, nonprofits, and individuals in the Bay Area. Our team, led by Roxanne Albin, is committed to helping our clients achieve financial clarity and reach their goals.
Our Story
Applied Financial Services, Inc. was founded by Roxanne Albin, a seasoned finance professional with over twenty years of experience in the financial services industry. Roxanne's passion for supporting her community and providing quality financial management services led her to launch her own firm. Our mission is to provide customized, high-quality bookkeeping and accounting services to our clients, while investing in our employees, facilitating financial training, and giving back to the community.
Our Services
We offer a range of services tailored to meet the unique needs of our clients. For businesses, we provide bookkeeping and accounting services, tailored to help startups and small to medium-sized organizations grow and succeed. For nonprofits, we offer customized bookkeeping, accounting, financial statements, and fiscal management services to address the specific requirements of auditors, grantors, and board of directors. We also provide individual bookkeeping and accounting services, as well as coaching and QuickBooks setup and training.
Our Team
Our team is led by Roxanne Albin, a seasoned finance professional with expertise in nonprofit organizations, strategic business planning, sales, asset management, and team building. Our team is dedicated to providing exceptional service and support to our clients.
Our Approach
We take a holistic approach to financial management, working closely with our clients to understand their unique needs and goals. We believe in providing tailored services that address the specific requirements of each client, whether it's a startup, a nonprofit, or an individual. Our goal is to help our clients achieve financial clarity and reach their goals, so they can focus on their mission-based activities.
Giving Back
At Applied Financial Services, Inc., we are committed to giving back to the community. We believe in the importance of supporting our community and are dedicated to making a positive impact.
Customer Satisfaction
The customers who have worked with Applied Financial have been extremely satisfied with the services they received. They have praised the company for being competent, fast, thorough, and incredibly responsive to any requests.
Expertise
One of the key strengths of Applied Financial is their expertise in bookkeeping and advising on best practices. The professionals at Applied Financial are knowledgeable and up-to-date on the latest financial regulations and guidelines.
Personalized Service
Another notable aspect of Applied Financial is their personalized service. They take the time to understand each client's unique needs and provide tailored solutions. This personalized approach has led to long-term relationships being built between the company and their clients.
Recommendation
As a result of their exceptional service, Applied Financial has earned the trust of their clients. The customers who have worked with Applied Financial would highly recommend them to any business looking for reliable financial services.
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