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Beyond numbers.

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NumbrStudio Financial Group provides bookkeeping & accounting, part-time CFO, startup advisory and talent solutions. With over 35+ years combined industry experience, our team has in-depth experience in bookkeeping, financial reporting, corporate finance, investor relations and human resources. The mission of our accounting division is to help our clients to truly understand their financial statements, to increase their competitive advantages and visibility into their financial posture, while reducing operating costs and increasing YoY net growth. Our startup advisory division has worked with dozens of innovative companies on a broad range of initiatives and helped launch and scale companies successfully; several of our clients have grown in valuation to $500+ million within 3 years since their initial funding. Our recruiting division helps clients to screen and select ideal accounting professionals with the right expertise and financial experience to our clients' organizations. From financial reporting to corporate finance, to business advisory, and to recruiting services, NumbrStudio plays a trusted role in your company's accounting & finance operation and business development.


*We provide financial statements by following US GAAP, IFRS and related financial reporting guidelines. 

Bookkeeping & Financial Reporting
  • Month-End/Qtr-End/Year-End Close

  • Revenue Accounting

  • Bill Pay & Accounts Payable

  • Invoicing & Accounts Receivable

  • GAAP Financial Statements

  • Treasury Transactions

  • Conversions to Accrual Accounting

  • Cash Management

  • Treasury & Online Banking

  • Fixed Asset Accounting & Tracking

  • Inventory Accounting 

  • Equity Accounting

  • QBO/Xero 3rd Party App Integration

  • Monthly Management Reports

  • Quarterly Estimated Tax Payments

  • Payroll Set-up & Processing

  • 1099 Reporting

CFO Services
  • Capitalization Table Management

  • Financial Modeling to Pitch Top VCs

  • Board Presentation 

  • Set-up and Multi-stage Registrations

  • Internal Control Management

  • Financial Statement Analysis

  • Company-wide KPIs

  • 12-mo Financial Modeling & Forecast

  • Cash Flow Analysis

  • VC & Investors Reporting

  • Audit Documentation Preparation

  • Merger & Acquisition Support

  • Asset Sale & Liquidation

  • Debt & Equity Fundraising 

  • Fair Market Value Analysis 409 (a)

  • (Post) Incorporation Filing

  • SOX Compliance 

Tax Planning
  • Startups Tax Return

  • Corporation Tax Return

  • LLC, S-Corp, C-Corp Taxes

  • R&D Tax Credit Calculation

  • Startups Tax Compliance & Filing

  • Tax Consulting on Cryptocurrencies

  • Develop Strategic Tax Planning

  • Optimize Business Tax Structures 

  • Section 1031 Tax-Free Exchange

  • Section 179 Asset Depreciation

  • Taxable Income Defer 

  • Search for Deduction & Credits to maximize Tax Savings

  • Maximize Qualified Pass-Through Business Income (QBI)

  • Establish Business Tax-favor Retirement Plan

Startup Advisory Services
  • Business plan creation, review and enhancement

  • Business model canvas

  • Pitch presentation development

  • Development executive summary, elevator pitch and required initial documents

  • Go-to-market strategies for new products and new market sectors

  • Capital raise consulting and network 

  • Interim executive management

  • Advisory board development and recruitment

  • Access to Silicon Valley's VCs and private investors

*Our advisory fees are tailored to accelerate the success of organizations, ranging from angel-funded startups to emerging growth companies.

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We are nominated for Insightful Accountant's Top 100 ProAdvisors! 

NumbrStudio was featured during main stage talk "Where We Are Headed" at Quickbooks Connect National Conference in San Jose, Calif. (Photo Credit: QB Source)

Standard Bookkeeping
$395/mo - $950/mo

Time Saver

  • Quickbooks/Xero Bookkeeping

  • Cash Basis Accounting

  • Bank Accounts Reconciliation

  • Month-End Close

  • Up to 120 bank transactions per month

  • Under $25,000 monthly expenses

  • Single State Filing

  • Business revenue under $125,000

  • Dedicated Accountant

  • Monthly P&L

Premium Accounting
$1,000/mo - $3,500/mo 




  • Quickbooks/Xero Bookkeeping

  • Accrual Basis Accounting

  • Month-End Close

  • Up to 300 bank transactions per month

  • Under $85,000 monthly expenses

  • Business revenue under $500,000

  • App Integration (i.e. Shopify, Stripe, Gusto, Square, etc)

  • Efficiency Ratio Analysis

  • Dedicated Accountant/Controller

  • Monthly Financial Statements (Balance sheet, Income statement)

  • Monthly Meeting for Financial Review

CFO Services
$4,000/mo - $8,000/mo


Value  Plan

  • Quickbooks/Xero Bookkeeping

  • Accrual Basis Accounting

  • Month-End Close

  • 300+ bank transactions per month

  • $100,000+ monthly expenses

  • Up to 75 Invoices/Bills

  • Business revenue under $15mm

  • App Integration (i.e. Shopify, Stripe, Gusto, Square, etc)

  • Inventory Accounting

  • Financial Forecasting & Projection

  • Budgeting & Cash Flow Analysis

  • Dedicated Controller/CPA

  • Monthly Financial Statements

  • Monthly Meeting for Financial Review

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What Our Clients Say

We have been using QB live bookkeeper for a while, however it doesn't provide much financial insights of our business, so we decided to find an accounting expert and we connected with Numbrstudio from QB ProAdvisor site. They pointed out few issues about our book during a consultation call, they cleaned up our book and now every month-end they do a financial review call to go over monthly p&l, very organized and clear. So glad we have the support from Numbrstudio, highly recommend! 

-Lisa & Paul, Family Business. Irvine, CA



Reviewed on 7/23/2021

I've been doing the financial reporting for my startup for over 2 years, few months ago we closed a seed funding and I was referred to NumbrStudio, the team reconciled my financials in just a few days. So glad that we have the reliable support from the accounting team, they are now helping us to build financial models for our next round of funding! 


-Alice W. Startup Co-founder. San Francisco, CA

Reviewed on 1/23/2022

We have been working with Numbrstudio for 3+ years, they helped us saved $10k+ on R&D credit in 2019. They also help us to deliver financial package to our investors every quarter. Super knowledgable, fast and responsive. Great team to work with! 


-Ken L, Startup CEO, Mountain View, CA

Reviewed on 4/29/2022

Get In Touch
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Silicon Valley

Two Embarcadero Center
San Francisco, CA 94111
United States

Orange County

200 Spectrum Center Dr
Irvine, CA 92618
United States

Orange County

 100 Bayview Circle

Newport Beach, CA 92660

United States

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