Welcome


Welcome to CL Goddard Financial Services. Our business is helping you with yours. We offer  consulting and bookkeeping solutions, from installation and training to a total outsourced service. We emphasize process and reporting to help you get the most out of your accounting system. Although we work with multiple platforms we specialize in QuickBooks.

We understand the requirements of setting up a new business as well as the need to keep a business on track. We work with our clients to set up customized accounting solutions tailored to their business and specific needs. For some this means we do everything, including invoicing and bill payments, acting as the accounting department of their company. For others, we provide periodic reconciliation and review and regulatory filings.

Experience


We have been helping small businesses in Marin and San Francisco for over 20 years. We have worked with every version of QuickBooks since its introduction. We have worked with clients to set up cloud based systems for web sales, inventory management and invoicing as well as payroll and time tracking. e have seen businesses grow from a sole proprietor working from her bedroom, to a thriving organization adding employees and systems. We have the experience to offer you more sophisticated tools as your business needs them, from cash flow projections to budgeting and analysis, writing SOWs and researching credit

 

Communication


We listen to you, we talk to you in plain English, and we respond to your concerns and questions quickly. We will act as the liaison between you and your CPA, government and regulatory agencies, merchant services, and even your clients. We specialize in custom reporting to provide information you need, in a format that makes sense to you. We know that there’s a lot more to running a business than doing the books, and that a business owner does not need to be able to throw around words like “debit” and “credit” and “accrual” in order to be successful.

Every business is unique, based on an individual’s vision. Every client we have worked with over the last 20+ years had something to teach us. This keeps it interesting for us and provides us with a depth and breadth of real world experience. We are available to all our clients on an as needed basis. The might involve consultation, budgeting and projection, special projects,  or simply bouncing ideas around.

Confidentiality


Your money is your business. Your business is your business. We talk about it with you and only you.

Professionalism


We pride ourselves in professionalism in our work and our communications. We have worked with firms from San Francisco’s Financial District to the Mission District, from the foot of Mt. Tamalpais to the Swiss Alps. We have worked with entrepreneurs in internet start-ups, venture capitalists, attorneys and importers, not for profits, professionals and artists. Many of our clients have international customers and global connections. Others are artists with no prior business experience. No matter how small or nontraditional a firm is, projecting an image of professionalism to clients and the world is vital. We bring old fashioned business etiquette to all our interactions.

Whether you are just starting out, are looking for a way to manage your business more efficiently, or need a solution to a specific problem, we can help. We look forward to working with you.
Email: info@clgoddardfinancial.com
Phone: 415-888-2222