Who we are
A small business-focused service firm serving clients throughout the US and Canada.
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We're located in the heart of Silicon Valley. Our fractional CFOs and bookkeepers are dedicated to solving your most taxing financial and accounting book problems. We answer your company's financial questions within hours!
We work with hundreds of startups and companies, ranging from solopreneurs to fifty-person teams.

Our Services
Exceeding Your Expectations

Why we're different
We will get back to you within hours of your initial inquiry.
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We use the latest technology to improve your bottom. Some of our staff started their careers in engineering,
and our bookkeepers have a combined 103 years of bookkeeping experience.
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Our unique one-click client portal (https://clients.sfoundation.io) differentiates us from others.
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We can communicate through this portal for any financial transaction questions we or you have. Each transaction question and all the relevant QuickBooks/Xero details are listed there. This will reduce our back-and-forth emails or even missed communications. You can also ask us any questions on the portal, which is accessible 24/7.
In addition, the portal has a "Management Monthly Report" section whereby you get the same reports (with graphs, charts, KPIs, etc.) that are customizable to your needs. Again, no more emails back and forth.
With this portal, we reduce the email clutter by 95%. It is included free to all our clients
RECENT RESULTS
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ARR growth from $3.5 million to $14.5 million
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Savings of $20K in taxes due to Balance Sheet errors
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Identified a $98K error in Profit & Loss
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Improved a HealthTech founder's time management by 18%, no more unsustainable 60 hours weeks-on-end
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Re-aligned staffing responsibilities and improved overall company productivity by 23%
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Solved our clients' non-finance departmental problems by connecting them with other fractional CXOs
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Advised three startups, each raising a seed of >$1 million
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170+ startups served (from solopreneur to $15MM in annual revenue; from one-off project to ongoing engagement)