Business Details
Your Trusted Partner for Customized Financial Management Solutions
Applied Financial Services is a woman-owned bookkeeping and accounting firm dedicated to serving businesses, nonprofit organizations, and individuals. Founded by Roxanne Albin after over two decades in the financial services industry, our mission focuses on delivering customized financial management solutions, investing in employee development, facilitating financial training, and contributing to community growth. We specialize in nonprofit organizations, strategic business planning, asset management, and team building, combining an MBA in Global Management with practical experience to support clients' financial clarity and success. Our team prioritizes understanding each client's unique needs, streamlining financial processes, and providing transparent, organized information to enable informed decision-making.We maintain expertise in the latest bookkeeping software and financial regulations affecting both for-profit and nonprofit entities, ensuring compliance and efficiency. Our commitment to continuing education and professional development allows us to deliver consistent, reliable, and compassionate services tailored to individual client requirements. By collaborating with external professionals like CPAs and tax preparers, we create comprehensive financial strategies that reduce administrative burdens and empower clients to focus on their core missions.
Services
Bookkeeping
Accounting
Payroll Services
Financial Consulting
QuickBooks Setup
Highlights and features
- We offer 20+ years of experience in nonprofit and business financial management.
- Our team provides customized QuickBooks setup and training for seamless operations.
- We specialize in nonprofit financial compliance and grant reporting requirements.
- Our services include strategic budgeting and cash flow management expertise.
- We combine financial expertise with compassionate, client-centered service delivery.
What people say
Financial management guardian angel
Responsive and knowledgeable team
Highly recommend for bookkeeping needs
Calm and competent guidance
Experts in nonprofit bookkeeping
Services
Bookkeeping Services
Our bookkeeping services maintain accurate financial records through systematic transaction tracking and account categorization. We handle accounts payable/receivable, payroll processing, and bank reconciliations while ensuring compliance with financial regulations. Our team provides monthly financial statements and real-time reporting to support business decision-making.
Nonprofit Accounting
Specialized accounting solutions for nonprofit organizations address grant compliance, donor reporting, and audit preparation. We manage fund accounting, grant invoicing, and board reporting requirements while streamlining financial processes for organizations with part-time staff or volunteer support.
QuickBooks Setup
Our QuickBooks implementation includes customized chart of accounts setup, bank account integration, and two months of transaction categorization. We provide three 30-minute training sessions to ensure clients master financial management tools while maintaining accurate bookkeeping practices.
Financial Coaching
Personalized financial coaching combines budget development, strategic planning, and accountability support. We help clients navigate business growth, personnel management, and revenue stream development while providing actionable steps for financial clarity and goal achievement.
Payroll Services
Comprehensive payroll processing includes employee payment, tax withholding, and regulatory compliance. Our services cover W-2 and 1099 preparation, ADP system maintenance, and payroll workflow optimization for businesses experiencing staffing transitions or high-volume processing needs.
People
Roxanne Albin
Founder
Roxanne Albin founded Applied Financial Services after 20+ years in financial services. With an MBA in Global Management, she specializes in nonprofit financial management, strategic planning, and team development. Her expertise includes streamlining financial processes for mission-driven organizations.
Questions
What types of clients do you work with?
We serve for-profit businesses, nonprofit organizations, trusts, and individuals across Marin County, San Francisco Bay Area, and remote clients nationwide.
Do you offer QuickBooks training?
Yes, our QuickBooks setup package includes three 30-minute training sessions and two months of account categorization support to ensure software mastery.
How do you handle nonprofit financial needs?
We specialize in nonprofit accounting requirements including grant reporting, fund accounting, audit preparation, and board-compliant financial statements tailored to part-time staff environments.
What sets you apart from other bookkeepers?
Our combination of nonprofit experience, strategic financial planning, and personalized coaching creates comprehensive solutions that extend beyond basic bookkeeping services.
Can you help with payroll processing?
Yes, we manage complete payroll services including employee payments, tax documentation, and system maintenance for businesses needing temporary or ongoing support.
Do you work with remote clients?
We serve clients throughout California and beyond using secure digital tools for bookkeeping, financial reporting, and virtual consultations.
