NUMBRSTUDIO FINANCIAL GROUP

Beyond Numbers.

Top-Rated Bookkeeping Firm for Growing Businesses
 

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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 cash flow and profitability every year. With our dedication, we have proudly served hundreds of valuable clients across the country and we keep moving forward.

 

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

 
Our Core Services
 
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

 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 

Pricing Plan
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! 

Basic Bookkeeping

Starting at $350 per month

  • Quickbooks/Xero Bookkeeping

  • Cash Basis Accounting

  • Month-End Close

  • Up to 70 transactions per month

  • Under $5,000 monthly expenses

  • Business revenue under $65,000

  • Dedicated Accountant

  • Monthly Financial Statements

Standard Bookkeeping

Starting at $595 per month

  • Quickbooks/Xero Bookkeeping

  • Accrual Basis Accounting

  • Month-End Close

  • Up to 150 transactions per month

  • Under $25,000 monthly expenses

  • Up to 15 Invoices/Bills

  • Business revenue under $150,000

  • Dedicated Accountant

  • Monthly Financial Statements

Premium Bookkeeping

Starting at $895 per month

  • Quickbooks/Xero Bookkeeping

  • Accrual Basis Accounting

  • Month-End Close

  • Up to 250 transactions per month

  • Under $65,000 monthly expenses

  • Up to 35 Invoices/Bills

  • Business revenue under $500,000

  • Dedicated Accountant/Controller

  • Monthly Financial Statements

Part-time CFO Service

Starting at $2,500 per month

  • Quickbooks/Xero Bookkeeping

  • Accrual Basis Accounting

  • Month-End Close

  • 350+ transactions per month

  • $100,000+ monthly expenses

  • 75+ Invoices/Bills

  • Business revenue under $15mm

  • Inventory Accounting

  • Financial Forecasting & Projection

  • Budgeting & Cash Flow Analysis

  • Dedicated Controller/CPA

  • Monthly Financial Statements

Top Cloud Technology Partners
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Testimonials

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

 
Let's Talk! 
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NumbrStudio Financial Group Locations

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

         

         Contact us | Hello@numbrstudio.com