Accounting doesn’t have to be boring.
We plug in a full-scale tech-savvy virtual team that’s anything but average—custom-fit to your business, your style, your needs. Less chaos, more clarity. Fewer headaches, more high-fives. We’re not here to blend in—we’re here to help you level up.
Services
We combine the best technology with expert staff - a balance between bots for bookkeeping and a fully-staffed accounting department. Our underlying philosophy is that you should always have access to and ownership of your data. We will manage it for you to bring accurate, on time information. From on-boarding, through transaction services, to management accounting and CFO guidance - we create a work plan customized to your business, and then deliver.
Onboarding Services
A deployment plan for tech and services that is customized for your business
• Workflow assessment• Software optimization (Quickbooks, Intacct, NetSuite)
• Reporting design
• Software training and support
• Detailed policies and procedures manual
Transaction Services
Increase accuracy / decrease cycle time
• Accounts receivable• Accounts payable
• Fixed asset and depreciation schedules
• Reconciliations
Management Accounting
Turn your transactions (data) into reporting (information)
• Close the books on time, every month• Financial statements - accurate information provides clear insights
• Custom reports and KPIs - built by our experts to help data-driven decisions
CFO Advisory
Turn your information into insight
• Weekly Zoom meetings with leadership to review financial direction, reporting and analysis• Support for strategic plans
• Budgeting
• Forecasting
• Accounting Technology Implementation - a stand alone option for those who just need a hand to get the tech platforms in place and dialed in.
Accounting Technology Implementation
A stand alone option for those who just need a hand to get the tech platforms in place and dialed in.
• Workflow assessment• Software implementation
• Detailed policies and procedures manual
• Training and support (during implementation or as an on-going support team option)
Our Philosophy
Built on Process. Driven by Access. Based in Sonoma.
We come from the world of operational finance consulting, so we know how to get under the hood of your business. Now, we focus on building long-term partnerships—bringing you a fully-loaded accounting team, without the overhead.
We believe your financial data is yours—always. We manage it, organize it, and turn it into real-time insights, but you never lose sight or control. With smart tools and even smarter humans, we keep things running efficiently and transparently. You get access, ownership, and visibility at every step—because better decisions come from better information, and we make sure it’s always ready when you are.
We promote a culture of transparency, ethics, and service—and by nature, we drive efficiency and value through our work. Our team lives for process and thrives on tech. But at the end of the day, it’s about delivering real value through real partnership.
This is what happens when process meets purpose—and numbers start working for you.
Our Team
Dawn Williams
Founder
Dawn is not your average CFO. Raised on a farm in Northern California, her family was a proponent of sustainable living before there was really a name for it. A dedicated competitive swimmer in her youth, she developed a passion for travel and adventure. She spent several years as a successful dairy farmer in New Zealand while earning a BA in business from the University of Southern Queensland. After five years with PriceWaterhouse in both the audit and accounting divisions, she shifted her focus to finance and operations as a turnaround and growth specialist. Adventure led to operational finance and audit in the Caribbean, New Jersey and back to California again.
With over 25 years’ experience in financial management, business systems and controls, she can create innovative solutions for executing your business model. Far more than mere financial score keeping, Dawn's passion is for building smart, well-run businesses and positioning them for long-term success. (feels like we need something more about Dawn as an awesome human being - whip-smart, kind-hearted, athletic and outdoorsy, creative and artistic, uber-professional, detail-oriented, passionate, experienced, great listener as well as a gifted story-teller, proud mom, loving wife, chocolate connoisseur, nature lover, piano player, bookworm, etc...)
Olivia Bui
Accounting Operations Innovator
While Olivia was born and raised in the Bay Area for most of her life, she is also a citizen of Switzerland. Because of this, she likes to joke that money management is in her genes. In high school, Olivia maintained a leadership scholarship as the acting Treasurer of Venture Crew 697 for all four years.
With most of her college experience being taken over by Covid-19, Olivia turned her focus to her education and mental health. During the summer of 2022, she worked for Gate Financial Services for the first time as an accounting intern. Soon after, she graduated from the University of Nevada, Reno a semester early with a bachelor’s degree in business administration.
Olivia has since rejoined the Gate Financial Team as an AR & Billing Specialist. When she’s not behind her computer, Olivia can be found wrapped in a blanket with a crochet hook in hand.
Charlotte Hunter
Data Analyst
Charlotte was born in New Zealand and raised in Northern California. In high school she was a member of the varsity swim and cross country teams, and graduated with academic honors.
She is a senior at the University of California - San Diego, working towards her degree in Business Economics. In addition to her BS, Charlotte is expanding her education to include minors in Business Psychology and Law. She is a varsity member of the NCAA Division I Rowing Team.
Charlotte joined the Gate Financial team in June 2022 as a summer intern. She continues to work on pro-bono clients and data projects during the school year.
Pricing
We charge a fixed monthly fee that includes software subscriptions and transaction fees. For that fixed monthly fee you gain a fully integrated system with an accountable, multi-disciplinary team. No surprises. We believe that reduced uncertainty leads to increased creativity.
Lower the cost of operations. Raise the service bar.
Start by contacting us so we learn about your business.
• Number of transactions per month
• Complexity of the business reporting needs (lots of customization or a straight-forward reporting package?)
• Goals and ambitions for what our service can provide
Next we crunch some numbers and come back to you with a service proposal and fixed fee quote.