Here are the most common questions asked by small business owners.  If you have further questions, please contact us at (949) 351-1538, and we’ll be more than happy to assist you.

What services do you offer?

As a Chief Financial Officer for your organization, we support clients with services that include the following:

  • Preparation of the annual budget
  • Financial management and analysis
  • Forecasting cash flow
  • Managing the client’s lines of credit and banking relationships
  • Government contract compliance
  • Developing internal controls to protect the client’s assets
  • Managing the annual financial audit by your CPA
  • Preparation and review of monthly financial statements
  • Processing payroll and the related tax filings

If you don’t see something on this list, just ask.  We can help.

What is the cost for your services?

All services are billed on an hourly rate. For larger clients or special projects, a flat fee can be negotiated. Discounts are available for businesses owned by U.S. veterans. Please contact us for a free consultation.

What locations do you serve?

We provide services to Gilroy, Morgan Hill, Hollister, Salinas, Monterey, San Jose, and the greater San Francisco Bay Area.

What types of companies do you support?

We have experience working with the following types of companies:

  • Private for profit
  • Public for profit
  • Not-for-profit

How will you maintain confidentiality of my records?

All client contracts contain a clause acknowledging Spectrum SBA’s responsibility to maintain confidentiality of all client information. All employees of the company are required to sign a confidentiality agreement as a condition of employment. Additionally, all electronic documents are stored using MozyPro, and this ensures business continuity at all times.

What software and systems do you use?

We have experience using several different accounting systems including Quickbooks Online, SAP, Financial Edge (Blackbaud), and Sage/Abila. We can assist with evaluating and implementing a system that best fits the client or we can work with already established systems.