Cloud Accounting Experts

Xero Experts

Let us help you fall in love with Xero. Get real time view of your cashflow, run your business on the go, get paid faster, and find out why it is called beautiful accounting software.   Be inspired.  Sutro Li is a Xero Gold Partner and our staff are Xero certified.

Non–Profits

Understand your funding, your programs, and your financial processes more clearly with our help.  Prepare for your annual audit and 990, provide training to more effectively involve your staff, and prepare reports for your board of directors.

CFO Services

Budgeting, forecasting, and financial statement review can help you better understand where your business is going. Focus your goals, make critical decisions, and anticipate when and how you will use your resources with the help of our experienced staff.

Customize Xero

Get more out of Xero by exploring the 500+ add-on integrations to give greater flexibility to your accounting. Pay bills with Bill.com, gather your financial documents automatically with Hubdoc, or manage payroll with Gusto.

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Sutro Li’s business roots were planted in 2002 by founder Burton Li as he balanced a life of non-profit accounting by day, and playing lead guitar in an indie-rock group by night. Over the next seven years he built a client roster of over 30 non-profits, and toured around the United States with his band. In these formative years accounting was done on-site and entered directly into the client’s computer, and Burton would travel to their offices around San Francisco by bike.

In 2009 Burton expanded his accounting practice and founded Sutro Li. As the team expanded, so grew the need for a cloud platform that was accessible both from Sutro Li’s office and the clients’ place of business.

Sutro Li has since expanded into a ten-person team made up of CPAs, finance directors, and bookkeeping experts. XERO has enabled the company to provide accounting services to clients around the globe. While non-profit accounting is still our bread and butter, we have expanded our services to provide cloud accounting to the growing pool of small business clients who use XERO.

  • FLEXIBLE

    Our approach is not one size fits all. We’ll tailor XERO to your particular needs.

  • PAPERLESS

    Clean up your office. Streamline your finances.

  • MOBILE

    Manage your finances anytime. Anywhere.

What others say about us

Eric Aaholm
“Sutro Li has made outstanding contributions to our nonprofit. Speaking our language, Burton and his team have worked in concert with us to establish essential, easy-to-use templates and systems to oversee our finances and manage our growth. Burton has also played a key role in helping our board navigate our financials while we transitioned in a new treasurer and his forecasting tool has allowed me to better predict our income and expenses over the long term.”
Eric Aaholm Executive Director Youth Enrichment Strategies
Andrea Lee

“Sutro Li is the perfect antidote to nonprofit directors that have been thrown into the role of CFO with little or no training.  Both knowledgeable and low-key, the Sutro Li team helps to build the financial acumen and confidence of their clients in a no-stress kind of way.  They understand that non-profit finances are unique and help ensure bookkeeping and financial management that is high quality and in compliance while working with each organization to create systems that are individualized and work.”

Andrea LeeCo-DirectorMujeres Unidas y Activas
Curtis Romjue
“Sutro Li is a pleasure to work with.  They’ve brought vision and greater clarity to our organization’s financial life.  Friendly explanations and practical solutions have improved our work. I highly recommend their services.”
Curtis RomjueCo-FounderArtsAftercare
Thomas Cavanagh
“Sutro Li offers guidance and stability for non-profits in the sea of monthly and annual account management, without them we would be rudderless.”
Thomas CavanaghExecutive DirectorBandaloop

What we believe in

Sutro Li brings integrity, diligence and a commitment to providing the highest standard of financial services to all our clients. As one of the most trusted names in the field, our mission is to provide affordable, sustainable financial management solutions to non-profits, businesses, and individuals. We are committed to helping our clients achieve their goals through a confidential, discretionary, and personal approach. We continuously test and improve our understanding of best financial practices, so that we can offer a refined, proven process to each of our clients. 

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Some of Our Clients

Frequently Asked Questions

What is the difference between a Bookkeeper and an Accountant ?

A Bookkeeper handles the daily accounting transactions in a business, including writing checks, making deposits, invoicing, bank and credit card reconciliations, payroll, and providing you with financial statements. The main function of a bookkeeper is to maintain accurate records.

An Accountant works from these records to prepare and file your yearly tax returns. It is imperative that all businesses retain an accountant; we will work with them and record all transactions according to their specifications. We want your year-end to take your accountant less time so you can and save money.

Will I always have the same person?

Every account is assigned to a manager, and we do everything we can to ensure that your account manager remains the same person. Depending on the volume or nature of your work, we may assign you additional team members. At the end of the day, our entire team is available to assist you and works hand-in-hand with your account manager to maximize the value of your services.

Why do you do an initial assessment?

To ensure a smooth bookkeeping process in the future, we have a look into your past. That includes checking your book balances against any publicly available reporting of your accounting as well as an analysis of your accounting practices. We review your systems for allocation and accounting restricted funding and assess your system for internal control.  Based on our findings, we are able to provide accurate cost estimates and tailor our services to your needs.

Will the bookkeeping be done at our office?

You choose. Our team can work at your office (on-site services). However, if you lack space or need a reduced rate, we also supply bookkeeping services remotely. To provide remote services, we store your data on our secure servers and work with you to set up a bookkeeping process that fits your needs.

 Of course, most of our clients benefit from face-to-face interaction with one of our bookkeeping professionals, so many clients use a hybrid of on-site and remote services. If you are considering this, we may suggest doing bookkeeping with Xero, an online accounting software for small businesses.

What are CFO Services?

A CFO becomes a partner and advisor to the founder or director of an organization or business. They assist with resource management, budget and forecast creation and synthesis that provides the client a new perspective on their position and their opportunities. A CFO will generally report to and advise the board of directors on the trajectory of business. As your CFOs we provide you with a forward looking strategy for your company. While bookkeeping will primarily deal with the past and what has already occured, CFO services are derived from the analysis from of the present moment and what will occur in the future.

More FAQs…

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