Sutro Li is a full service financial management team that provides bookkeeping and financial advisory services to non-profits and mission-based businesses. We drive our process towards our client's peace of mind, and believe that realizing goals begins with day-to-day resource management and relationships you can depend upon.

Bookkeeping
Our goal is to provide organizations with the best knowledge possible from their financial statements. As part of our bookkeeping service, we process your transactions to produce your financial reports on a timely basis so you can measure your results and understand exactly where you stand in managing your money. 

CFO Services
We offer professional CFO advisory services on an outsourced, part-time basis at a fraction of the cost for a full-time position. Our advisors work closely with you to address pressing financial concerns and help you make critical decisions. We work within your budget and timeline, helping you realize your goals as you make better financial decisions.


Planning
With thorough financial planning, we ensure that your plans are financially sustainable. Our planning and budgeting tools are tailored to your requirements, informing your decisions in real-time. Our office is here to help you understand your cash flow, grow equity and manage your resources so you can achieve the maximum impact of your mission

Non Profit

Sutro Li

Sutro Li's headquarters in San Francisco, CA, United States

This department focuses on supporting and developing associate-level employees and their career trajectories.

Services

The Account Management Team at Sutro Li serves as the primary liaison between our clients and our financial services. They ensure that all bookkeeping, financial planning, and CFO advisory services are delivered effectively and meet client expectations. Through continuous communication, the team helps clients understand their financial reports, address immediate financial concerns, and make informed decisions to achieve their organizational goals.

Account Management Team

This department manages financial records, ensures compliance with relevant regulations, and prepares financial statements.

Accounting Department

This department oversees client account management and ensures effective client relationships.

Accounts Management

This department manages recruitment, employee relations, benefits, and organizational culture.

People (10)

Jobs (0)

Other teams

Account Management Team

Accounting Department

Accounts Management

Human Resources