Does your small business or household experience frantic moments related to financial matters?

You might be trying to close the books at the end of the month be budgeting for an important project or want better control of your household's finances. Wouldn't it be nice to just hand over your financial matters to a professional so that you can stay focused on other priorities?

Small businesses and families typically don't need full time financial help but on occasion it's priceless. That's where Menlo Money Matters can help. We specialize in handling the financial requirements of situations like yours, on a personalized basis. 

Some of our services include:

  • Forecasting, budgeting and reporting

  • Organizing month end close

  • Setting up books and filing systems

  • Finding ways to increase income and reduce expenses

  • Working with your accountant to ensure there are no irregularities

Whether your situation is a startup company or a family, we can tailor our services to fit your specific needs. One of our most important assets is being flexible and adaptable to any financial situation. We can handle all of your financial requirements. 

You won't have to worry about us disappearing in the middle of big project either. We only take clients on the San Francisco Peninsula in the vicinity of our main office in Emerald Hills. That way we can work at your location and fit in like one of your employees. We find that face to face interaction is the most effective and efficient way to work with our clients. Menlo Money Matters has a reputation of being highly professional but at the same time we're friendly because we enjoy what we do. 

Let Menlo Money Matters put your financial world in order.

 
 

“Sally is a knowledgeable and proactive financial advisor, whose expertise for small businesses excels across applications ranging from bookkeeping and benefits to asset management. She is very detail oriented and discovers what needs to be done before being asked. She is impeccably trustworthy and has been a pleasure to work with at Quantifind for over 11 years.”

- Ari Tuchman, Founder and President Quantifind