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?

We support clients with services that include the following:

  • CFO Consulting
  • Professional Fiduciary (CA license #1183)
  • Payroll
  • Bookkeeping
  • Government Contract Compliance
  • Financial Statements
  • Accounts Receivable
  • Accounts Payable
  • Budget
  • Cash Flow

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 either a project or hourly rate.  For larger clients or special projects, a flat fee can be negotiated. Please contact us for a free consultation.

What locations do you serve?

We provide services to Gilroy, Morgan Hill, 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
  • Not-for-profit

How will you maintain confidentiality of my records?

All client contracts contain a clause acknowledging Spectrum Small Business Advisors LLC’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 Microsoft OneDrive and SharePoint, and this ensures business continuity at all times.

What software and systems do you use?

We have experience using several different systems including QuickBooks Online, ADP, Patriot Software, Paycom, Farmer’s Office (Datatech), Financial Edge (Blackbaud), Sage 100, and Community Brands MIP Fund Accounting. We can assist with evaluating and implementing a system that best fits the client or we can work with already established systems.