Beyond Numbers.

Full-Service Bookkeeping Firm for Local Businesses, Startups & Entrepreneurs

NumbrStudio Financial Group provides monthly bookkeeping, part-time CFO and business advisory services in partnership with leading cloud technology solutions. Our staffs has over 35+ years of combined experience in public accounting CPA firms, corporate finance and leading investment firms. Our mission is to help our local businesses to truly understand their monthly financial statements and guide them to reduce financial operational costs and increase the cash flow and profitability in the long run. With our dedication, we have proudly served hundreds of happy clients across the country and keep move forward.


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

Core Industries
Keyboard and Mouse

We Support Local Businesses

E-commerce Businesses

Reputable Law Firms

Doctors' Offices

Business Consulting Agencies

Co-working Spaces

Property Management Firms

                                              **(SME Annual Revenue $500K-$15mm)

Financial Reporting & Bookkeeping
  • 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

Our Core Services
 Financial Controller
  • 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 & 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

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

Top Cloud Technology Partners
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Highly recommend NumbrStudio for your companies. Capital flow and U.S. accounting principles are world-class and team is extremely knowledgeable.

James T. Co-Founder & Investor 

I've been doing the bookkeeping 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. Co-Founder

We have been working with Numbrstudio for 3+ years, they helped us saved $10k+ on R&D credit in 2019. Knowledgable, fast and responsive. Great team!

Ken L, Startup CEO


Schedule a Free Consultation

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NumbrStudio Financial Group

Silicon Valley Office

Two Embarcadero Center

San Francisco, CA 94111, United States

Santa Monica Office

3000 Olympic Blvd

Los Angeles, CA 90006, United States

New York Office

85 Broad Street

New York, NY 10004, United States

 Beverly Hills Office

                                                                                                             5750 Wilshire Blvd

                                                                                                     Los Angeles, CA 90036, United States

     Orange County Office

                                                                                                             100 Bayview Circle

                                                                                             Newport Beach, CA 92660, United States