Our Firm

clear skies and view representing financial clarity and an opportunistic business future

The right team makes a world of difference.

Mitchell Advisory Services is a trusted partner and strategic financial advisor to start-ups, small businesses, individuals, and family offices. We help our clients transform their accounting, finance, and operations through customized end-to-end business solutions. Our goal is to support our clients in optimizing business performance and accelerate growth through modern and effective technologies. Our team consists of seasoned professionals with proven experience in management consulting, as well as public and private accounting. We pride ourselves on our enthusiastic and collaborative approach to solving our clients’ most pressing needs and business problems.

Mitchell Advisory Services is a cloud-based, virtual accounting and advisory firm. We’re based in Livermore, and proud California locals, but we also service clients throughout the San Francisco Bay Area and across the country. We can help our remote clients because of our passion and investment in modern technology.

 

Capabilities include:

  • Accounting system implementation and maintenance

  • Accounting reconciliation and financial reporting

  • Bookkeeping

  • Business process and efficiency advisory

  • Financial insight, strategy, and coaching

  • On-demand CFO services

  • Personal CFO and family office solutions

  • Controller services

  • Accounts payable and bill pay

  • Expense reporting

  • Fixed asset management

  • Cash flow optimization

  • Technology stack analysis

  • Third party app integrations

  • People advisory solutions

  • Payroll and benefit setup and administration

  • Sales and use tax reporting

  • 1099 reporting

  • Compilation services

  • Stress free tax filing

  • Audit support

  • Financial training and education

We evolve our service offerings alongside your growing company.

 

More and more businesses are in need of accounting and financial support.  They are looking for a trusted advisor that can provide a range of services, from back-office accounting work, to business process assessments, risk identification, implementation of appropriate controls, to controller and CFO level services. With the right Advisor, businesses can eliminate the last-minute accounting, bookkeeping, and tax scramble, build value added efficiencies and processes, realize faster business growth, and focus on the core work that got them started in the first place.

How we work

 

Here at Mitchell Advisory Services, we see ourselves as your co-pilot. To our clients, we’re a trusted partner and strategic financial advisor. We take all the accounting and bookkeeping responsibilities off your plate, alleviating your workload so you have more time to focus on your business and the things you actually enjoy. As your trusted business advisor, we’ll enable you with the tools and financial insights to support with your future success.

Why choose us?

We’ll save you time​

You have better things to do than stare at spreadsheets or sort out your receipts. Let us handle your accounting and bookkeeping so you can get back to the good stuff. While we are in there, we'll look to leverage our business consulting experience to identify opportunities to streamline operations. This includes employing the right tools, enhancing workflow, technical expertise, business knowledge, and accounting acumen to your business.

We make your life easier

Running a business is hard work, especially when you’re doing it on your own (or it feels like it!). As business owners ourselves, we understand it can be stressful and isolating to run a business. Our mission is to make your life easier by making your business run smoother. We also realize you have grand plans. We'll help you establish an accounting and financial infrastructure for scale and next level business growth.

We speak your language

We know many people leave a meeting with their accountant feeling more confused than when they arrived. Most of our clients wouldn’t call themselves “numbers people”, which is why they come to us. As your dedicated business partner, we use a collaborative approach to deliver our services, keeping you involved and up to speed. We don’t use complicated accounting terminology, just plain and simple business advice that you can understand.

We work in the cloud

Cloud accounting is the modern way of doing business. We use software like Xero to make your business more efficient and effective. We’ll help you choose the software or app that’s right for your business. Often our clients find they save hours of time each and every week by using this technology.

MITCHELL ADVISORY SERVICES

Advisors & CPA’s

Technology Stack

We use and support all the best technology for managing your business and finances.

And more...

Affiliations and Credentials