Streamline vendor payments and improve cash flow visibility with reliable bill pay support.
Keep your books accurate, organized, and up to date so you can focus on running your business.
Access strategic financial guidance to support planning, forecasting, and long-term growth.
Catch up on overdue books, correct errors, and restore clarity to your financial records.
Gain stronger financial oversight, reporting, and operational support as your business grows.
Simplify payroll processing and stay compliant while keeping your team paid accurately and on time.
Assurance
Insightful assurance solutions that go beyond compliance to strengthen decision-making, improve efficiency, and support your growth.
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Tax
Personalized tax solutions that simplify complexity, minimize risk, and support your financial goals.
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Accounting
Flexible accounting support that scales with your business—bringing clarity, confidence, and expert insight to every stage of growth.
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Advisory
Strategic guidance and solutions that help you or your business grow, adapt, and thrive through every challenge and opportunity.
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Private Client Services
Personalized strategies for ultra-high-net-worth individuals to preserve wealth, minimize tax impact, and plan confidently for the future, wherever life takes you.
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Can I outsource my entire CFO or Controller function to Sorren?
Yes. We provide fractional CFO and Controller services to Petaluma businesses that need high-level insight without the full-time executive cost.
How do you handle bill pay and payroll for local employees?
We use cloud-based, secure platforms to manage your ""back office,"" ensuring local vendors are paid and CA labor laws are strictly followed.
Will I have a dedicated point of contact for my accounting?
Always. You'll have a personal relationship with a professional who knows the Petaluma business climate and your specific goals.
Does your accounting support scale as my business grows?
Our services are designed to be flexible—whether you're a startup at the Work Petaluma hub or an established manufacturer on North McDowell.
Can you help us transition to a cloud-based accounting system?
Yes. We specialize in implementing tools like QuickBooks Online and Sage, providing training for your local staff to ensure a smooth transition.
