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Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
$500,000
Minimum Annual Income
N/A
Specialties We Work With
Services We Offer
✔ Accounts Payable/Receivable
✔ Budgeting & Forecasting
✔ Business Tax Preparation
✔ Cash Flow Management
✔ Forensic Accounting
✔ Individual Tax Preparation
✔ Mergers and Acquisitions
✔ Post-Merger Integration Support
✔ Tax Planning & Strategy
✔ Advisory Services
✔ Bookkeeping
✔ Business Formation
✔ Business Valuations
✔ Due Diligence
✔ Fractional CFO Services
✔ Payroll Services
✔ Tax Preparation
Our Ideal Client Profile
Established business owners doing $500K-$20M in revenue who are tired of juggling multiple financial professionals and making decisions without clear data. They value their time, want to grow strategically, and understand that professional financial management is an investment, not an expense. They're ready to stop being reactive with their finances and want a trusted team who learns their business inside out. Typically, they've outgrown their basic bookkeeper but aren't ready for full-time executive hires.
Alicia Tashiro's Tech Stack
About Alicia Tashiro
Complete Financial Solution
Bookkeeping + Fractional CFO + Tax Advisory
Sonnenburg Consulting was founded in 2011. We are a team of 11 including experienced bookkeepers, CPAs and CFOs with 75+ years of experience serving businesses just like yours.
We provide comprehensive financial management for businesses generating $500K-$20M annually.
You get a dedicated bookkeeper, CFO and tax professional who serve a limited client base, ensuring they truly understand your business.
Our Services Include:
1. Monthly bookkeeping and financial reporting
2. Fractional CFO advisory and strategic planning
3. Quarterly tax planning and annual tax preparation
4. Cash flow management and profitability analysis
Benefits of Working with Us:
1. Same bookkeeper and CFO every month (no explaining your business repeatedly)
2. Monthly CFO calls for financial review and strategic guidance
3. Quarterly tax planning sessions with your dedicated tax professional
4. Direct access to your team between meetings
5. Professionals who know your business inside out
6. One point of contact for all financial matters
The Result: Instead of juggling multiple providers or paying $70K+ for an accountant and $200K+ for a CFO, you get your entire finance department for a fraction of the cost.
✓ Immediate answers when decisions arise—hiring, expanding, or investing
✓ No more tax surprises with quarterly planning built in
✓ Direct access to advisors who actually pick up the phone
✓ One coordinated team instead of professionals who don't talk to each other
✓ Financial clarity in 30 days—know exactly where you are
Bookkeeping + Fractional CFO + Tax Advisory
Sonnenburg Consulting was founded in 2011. We are a team of 11 including experienced bookkeepers, CPAs and CFOs with 75+ years of experience serving businesses just like yours.
We provide comprehensive financial management for businesses generating $500K-$20M annually.
You get a dedicated bookkeeper, CFO and tax professional who serve a limited client base, ensuring they truly understand your business.
Our Services Include:
1. Monthly bookkeeping and financial reporting
2. Fractional CFO advisory and strategic planning
3. Quarterly tax planning and annual tax preparation
4. Cash flow management and profitability analysis
Benefits of Working with Us:
1. Same bookkeeper and CFO every month (no explaining your business repeatedly)
2. Monthly CFO calls for financial review and strategic guidance
3. Quarterly tax planning sessions with your dedicated tax professional
4. Direct access to your team between meetings
5. Professionals who know your business inside out
6. One point of contact for all financial matters
The Result: Instead of juggling multiple providers or paying $70K+ for an accountant and $200K+ for a CFO, you get your entire finance department for a fraction of the cost.
✓ Immediate answers when decisions arise—hiring, expanding, or investing
✓ No more tax surprises with quarterly planning built in
✓ Direct access to advisors who actually pick up the phone
✓ One coordinated team instead of professionals who don't talk to each other
✓ Financial clarity in 30 days—know exactly where you are
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
