Services

Accounting, reporting, and advisory — built for San Francisco businesses.

Every service framed around the outcome owners actually want: visibility, organization, and the confidence to make the next decision.

01

Accounting Services

A monthly read on where the business actually stands.

Recurring accounting for San Francisco businesses that want a clear, current picture of their financials every single month — not a year‑end scramble.

  • Monthly close on a fixed schedule
  • Chart of accounts mapped to how you operate
  • Bank, credit card & merchant reconciliations
  • Owner‑facing monthly read with context
  • California & SF compliance coordination
  • Direct access to Vanessa year‑round
02

Bookkeeping

Organized books — current, reconciled, and easy to read.

Cloud bookkeeping that keeps your financials organized and current. Built on QuickBooks Online and integrated with the tools SF businesses already use.

  • Monthly transaction categorization & reconciliation
  • QuickBooks Online setup, cleanup & optimization
  • Stripe, Square, Shopify & merchant integrations
  • Accounts payable & receivable structure
  • 1099 preparation & filing
  • Clean year‑end handoff for tax
03

Financial Reporting

Reporting your team can actually use to make decisions.

Monthly financial reports — written for owners, not accountants. P&L, balance sheet, and the trends behind them, delivered with a short read on what changed and why.

  • Monthly P&L and balance sheet
  • Margin & profitability trend reporting
  • Cash position & runway snapshots
  • Department or location‑level views
  • Custom KPI dashboards (on request)
  • Owner‑facing monthly summary
04

Business Support

An accounting partner on call between months.

The questions that come up between closes — pricing changes, vendor decisions, lease reviews, owner pay — handled by someone who already knows your numbers.

  • Direct email & scheduled call access
  • Vendor & contractor review
  • Pricing & margin conversations
  • Owner pay & distribution guidance
  • Operational accounting questions
  • Coordination with your tax preparer
05

Payroll Assistance

Payroll handled cleanly in the background.

Payroll setup, runs, and filings coordinated for SF businesses — including California‑specific wage rules and city ordinances that catch out‑of‑town firms.

  • Gusto / payroll system setup
  • Bi‑weekly or semi‑monthly runs
  • Federal, CA & San Francisco filings
  • New hire reporting
  • Year‑end W‑2 & 1099 preparation
  • Contractor vs. employee guidance
06

Advisory Support

A clear voice for the next decision.

Quarterly reviews and strategic conversations for SF owners — pricing, hiring, growth, lease, owner pay. The financial sounding board you call before you commit.

  • Quarterly business review meetings
  • Profitability & margin analysis
  • Hiring & expansion conversations
  • Owner compensation review
  • Cash flow & runway planning
  • Coordination with attorneys & advisors
07

Cash Flow Oversight

Knowing what's coming — before it arrives.

Forward‑looking cash visibility so SF owners can hire, invest, and grow with intention — instead of reacting to whatever the bank balance says today.

  • Rolling cash flow projections
  • Receivables & payables review
  • Owner draw planning
  • Tax reserve guidance
  • Seasonal cash planning
08

Entrepreneur Support

A financial foundation built right from day one.

For new SF businesses: entity setup, banking, chart of accounts, payroll, and the foundational decisions that quietly shape the next five years.

  • Entity guidance (LLC, S‑corp)
  • San Francisco business registration coordination
  • Chart of accounts design
  • Owner pay & banking setup
  • First‑year reporting cadence
A note on fit

A San Francisco practice, on purpose.

Vanessa Tamariz Accounting is intentionally local. The practice serves a limited roster of SF and Bay Area businesses so reporting stays current, calls get returned the same day, and you actually know the person doing the work.

The best fit is a local owner, growing company, or service firm that wants real ongoing accounting — not a once‑a‑year filing.

Next step

Not sure which fits? Start with a quick call.

A short discovery call is the fastest way to figure out what your SF business actually needs — and what working together would look like.