Business - Financial Resources
Bartlett, Pringle & Wolf, LLP
With our full suite of services, distinguished expertise and genuine hospitality, you will receive unparalleled value in your experience with Bartlett, Pringle & Wolf, LLP.
Radiant Organizing
Sara works with professionals, entrepreneurs, work teams, small businesses, and entire organizations to regain control and find better balance.
The Forster Group at Morgan Stanley
Comprehensive wealth planning strategies for your life and legacy
The Charity CFO
Financial thought leadership, accounting, and fiscal management unique to nonprofits.
Annuity.org
Provides carefully researched, timely information about annuities, and structured settlements
Guide to Financial Literacy for Your Kids
Read this blog to discover a great system for teaching your kids financial literacy
Free Timesheet Templates Collection
The collection is a free resource that nonprofits can utilize to track hours and payroll of their employees, as well as the hours and relevant identifying information about volunteers.
Community Tax Forms Library
We offer our tax form library as an additional resource. This library goes into detail about how/when to use different tax forms in an easily digestible way. I really believe this would add value for many people.
Fraud Hotline
Fraud Hotline, LLC is anonymous and confidential hotline that serves as a best practice by enhancing existing whistleblower policies while discouraging unwanted behaviour.
McGowan, Guntermann
Our full-service firm offers services above and beyond traditional CPA firms. At McGowan Guntermann, our focus is on quality, value-added service, and we adhere to specified performance standards.
Montecito Bank & Trust
Montecito Bank & Trust is dedicated to making the communities we serve better places to live and work.
Balance Financial Accounting
Balance Financial Management is a full service back-office consulting company that provides accounting and financial services to businesses, not-for-profit organizations and foundations on an as-needed basis.
Walpole & Co
Walpole & Co is a full service accounting firm specializing in Income Tax, Business Accounting, Estates & Trusts, Financial and Estate planning throughout California and the Central Coast.
Unemployment Services Trust
The Unemployment Services Trust (UST) was created by nonprofits to help other nonprofits save money on their unemployment costs through a combination of lower rates and expert claims administration.