About

…AND I’M VAT!

I’m in my happy place when I’m helping small businesses grow and thrive by providing them with sound financial and business guidance.

01. ACTIVE LISTENING

The word “auditor” derives from the Latin word for “listener” and “hearer.” We’ll spend much of our time listening to your needs and concerns.

02. CURIOSITY

How can we improve? We’ll always be seeking the best solutions for your unique challenges.

03. HEALTHY PROFESSIONAL SKEPTICISM

We trust nothing. We will be proactive and conduct each review with discernment and vigilance.

04. CRITICAL THINKING

To be most effective, we must set aside our own biases and consider all perspectives. Even the most advanced technology can’t replace this complex skill.

05. EMOTIONAL INTELLIGENCE

We’ll always be aware of, in control of, and able to express our emotions judiciously to manage stress, communicate effectively, and defuse any conflicts.

06. EMPATHY

Audits and financial reporting can be scary, so we are in this together.

07. BUSINESS ACUMEN

We know our numbers, and we know our roles in helping your business grow and succeed.

08. INITIATIVE

We go above and beyond. Not only do we exceed our clients’ expectations, but we continue to challenge ourselves to learn and grow professionally.

09. CLEAR & EFFECTIVE COMMUNICATIONS

Our verbal and nonverbal, interpersonal, and presentation skills all impact our work together. We’ll make certain you understand what we’re doing.

EMPOWERING CLIENTS TO OPERATE AT PEAK PERFORMANCE IS

A Great Day for Me

I am here to help my clients succeed—that’s my ultimate goal! Because I’ve honed my skills for over two decades, I’m in a solid position to provide efficient financial management solutions to businesses across various industries.

 

My comprehensive services include bookkeeping, financial reporting, and QuickBooks auditing. For your business, I might set up accounting systems, refine your chart of accounts, and enter years’ worth of transactions. I might also offer monthly reconciliation, insightful profit and loss reporting, and balance sheet maintenance. I might facilitate annual financial reviews and support tax filings. I am also an Excel wizard. In all, I will be meticulous.

 

By collaborating closely with CFOs and CEOs throughout my career, I have gained invaluable insights into how businesses operate. When I have an understanding of a business’s unique challenges, I can tailor strategic guidance and support to meet specific needs. (I like to think of this as my superpower.)

My ultimate goal is to help our clients maintain good financial health.

If you were to ask one of my previous clients about me, you would hear that I will save you money and time while enhancing your systems through streamlining processes. If it’s broke, let’s fix it! I excel at creating standard operating procedures to increase efficiency. Many have told me my expertise has significantly reduced their headaches, which is the greatest compliment.

 Along with Hanna, I value maintaining open lines of communication and fostering a positive professional culture. Honesty and integrity, I believe, lay the foundation for us to cultivate a flourishing workplace environment. I proactively address challenges and facilitate constructive dialogue so we can focus on everyone’s growth and prosperity.

I look forward to working with you!

Hanna loyola, cpa

Our Team

Hanna Loyola

Hanna Loyola

CPA

GISELLE

BENEFITS MANAGER

Vatsana Ross

Bookkeeper

Get In Touch

3 + 3 =

BASED IN THE SAN FRANCISCO BAY AREA

Office - 415.271.4279
Fax - 415.358.9794