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Bookkeeping with Clarity, Confidence, and Care.

Helping service-based and growing businesses in Sonoma County and beyond simplify their finances, stay organized, and make confident decisions.

A Modern Approach, Rooted in Community

Calvista Finance LLC provides modern bookkeeping solutions for growing businesses. We combine professional accuracy with a personal, approachable touch, so you can make confident decisions and spend more time running your business.

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Thoughtful Bookkeeping for Businesses Ready to Grow With Confidence

Monthly bookkeeping packages designed for service-based and growing businesses that want clean books, clear reporting, and a real financial partner. 

MICRO

$300–$400

< $250k / <100 transactions

Accurate, well-organized monthly bookkeeping

Reconciled accounts and standard financial reports

Ideal for owners who want hands-off, dependable bookkeeping

SMALL

$500–$700

$250k–$1M / 100–300 txns

Everything in Micro, plus:

Monthly financial review to help you understand your numbers

More hands-on support as your business activity increases

GROWING

$800–$1,200

$1M–$3M / 300–700 txns

Everything in Small, plus:

Deeper monthly review and trend insights 

Support for scaling systems and cash flow

ESTABLISHED

$1,500–$2,000+

$3M < / 700–1,500 txns

High-touch bookkeeping and financial oversight 

Advanced reporting and ongoing advisory support 

Ideal for multi-entity or complex operations 

Add-Ons & One-Time Services

For businesses that need extra support, system clean-up, or customized workflows.

Add-Ons (Monthly):

Payroll (per employee tiered pricing)

Accounts Payable / Receivable (volume-based)

One-Time Services:

QuickBooks Setup or Migration

Catch-Up / Clean-Up

Google Workspace Automations

SOP Creation

Discounts:

Prepay 6 months = 10% off

Discounts for multi-entity clients

Why Local Businesses Trust Calvista

Sonoma County–based and community-minded

Special focus on women-owned and local businesses

Modern tools, efficient systems, and approachable service

Detail-oriented and transparent communication

Dedicated to your business growth

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Let’s Simplify Your Books

Ready to gain clarity and confidence in your numbers? Let’s connect for a free consultation and build the right plan for your business.

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