Bookkeeping, controller, and CFO services for the Bay Area
The judgment calls are the job
Software applies rules. It cannot choose new ones when the old ones stop fitting. Most growing companies have current books and nobody senior making the calls behind them.
Automate the work. You still have to own the answer.
Your stack runs more on its own than it did two years ago. Feeds, rules, and integrations handle work that used to be manual. That is a real gain.
Software applies rules. It does not choose them when they stop fitting, and it cannot be accountable for the result. That part still needs a person.
It is also how companies outgrow a bookkeeper without noticing. Nothing breaks. The records get made, the tools run, and nobody senior is catching the judgment calls. Usually for three or four quarters before anyone says it out loud.
The rule stopped fitting
Your contracts changed. The revenue logic did not. Nothing errored. The system did what it was told.
Two systems disagree
Both are internally consistent. Both are confident. Someone has to decide which one is right.
The exceptions have no owner
Automation clears the routine 95 percent. The rest lands in a queue nobody reads.
Someone has to stand behind the number
A lender or an auditor asks who is accountable. No tool answers that. A person does, by name.
Four levels of help. You move up when the business needs it, not on a schedule we set.
Bookkeeping
The floor
Transactions coded correctly, accounts reconciled, and a clean set of books that closes every month without being chased. Delivered on a fixed calendar, so you know when the numbers arrive before the month starts.
- Transaction coding
- Bank and card reconciliation
- Month-end journal entries
- Balance sheet analysis
- Three-statement package
Accounting Ops
The day to day
The operational work that scales with volume. Bills paid, invoices out, cash applied, payroll run on time. This is the layer that quietly breaks first when a business grows faster than the process underneath it.
- AP and bill payment
- AR and collections
- Payroll processing
- Vendor management
- Sales tax filings
Controller
The owner
Someone senior owning the numbers. A reporting package built for how your business actually makes money, delivered on a calendar you can plan around, with a standing call to talk through it.
- Monthly reporting package
- Budget versus actual
- Cash forecasting
- Margin by client or contract
- Audit and lender support
CFO Advisory
When the decision is big
The work that only makes sense once the reporting is trustworthy. We are in the numbers every month, so we are not starting from zero when something consequential comes up.
- Pricing and unit economics
- Forecasting and scenario models
- Board and investor reporting
- Fractional CFO work
- Acquisition support and diligence
We are not an industry shop. We are a complexity shop.
Plenty of firms will tell you they specialize in your vertical. What actually determines whether an accounting team can help you is how complex your business has become and how fast that complexity is changing.
A 40 person IT services firm with three acquisitions behind it has far more in common with a 40 person agency than either has with a two person startup in the same industry. We focus on complexity, not just rely on industry knowledge.
Complexity does not announce itself. It arrives as one more integration, one more entity, one more state, one more contract type. Each one is small. What they add up to is a finance stack with more moving parts than anyone is watching, and the seams between systems are where the money goes missing. Nobody sells you ownership of the seams. That is the job.
Where we fit best
- Up to 200M in revenue
- 10 to 200 employees
- Multi-entity, multi-state, or inventory complexity
- A lender, board, or auditor asking real questions
- No full-time controller, or one who is underwater
Industries we know cold
IT services and managed service providers. SaaS and technology. Service businesses. E-commerce and multi-channel retail. Nonprofits with grant reporting. Light manufacturing and inventory.
How an engagement actually starts
Week 0
Clarity call
Thirty minutes with a controller. We ask what is breaking. You ask what we would do about it.
Weeks 1
Diagnostic
Read access to your books, then a written summary of what is wrong, what it takes to fix, and a fixed monthly fee.
Weeks 2 to 4
Cleanup and transition
We correct the historical record, rebuild the chart of accounts if it needs it, and document the process as we go.
Ongoing
The monthly rhythm
A close on a fixed calendar, a reporting package you actually read, and a controller on a standing call.
What we don't do
We don't file your tax returns.
We are not a filing shop. What we do is tax preparation support: reconciled books, 1099s, sales tax records, and the year-end package your preparer actually needs. We work alongside your CPA and handle the questions that come back. If you need a preparer, we will point you to one of our partners.
We don't audit.
The firm that keeps your books cannot independently audit them. What we do instead is get you audit ready and then carry the weight of the audit itself, so your team is not buried in requests.
Stay stagnant.
We're in business to provide clarity for organizations to be successful. So we're always looking to help you improve systems, processes, and outcomes.
You work with the same controller every month.
Every engagement is led by a controller who knows your business, supported by a team underneath them. You are not handed to whoever happens to be free that week, and you are not emailing a shared inbox and hoping.
SVAS has been closing books in Santa Clara since 2003. Over the years, SVAS is serving clients all over the nation, and some overseas. This is a testament to a robust and diverse team that adapts over time.
Meet the teamTrusted by companies that demand excellence
"The SVAS team have been LIFE SAVERS!!
They straightened out issues I had with the EDD from someone setting up my accounts incorrectly, saving me thousands of dollars.
They also helped me set up my own payroll and Quickbooks when I incorporated and gave me clear instructions and great communication throughout working together.
I highly recommend them!!"
"If you want it done right, hire Silicon Valley Accounting Solutions.
They do everything from basic bookkeeping, to high level accounting and financial reporting, to Controller services.
The team are highly organized, detailed, professional, and dedicated to your success."
"The SVAS team is our go-to for certified Quickbooks and expert advice and bookkeeping questions.
They are responsive and thorough and are extremely easy to work with."
"Silicon Valley Accounting Solutions are responsive, professional and great to work with!"
Start with a clarity call.
Thirty minutes with a partner. Bring last month's P and L if you have it. You will leave with a straight answer about whether we can help, including when the answer is no.
Book a clarity call