We're a financial planning agency that specializes in solutions tailored to meet your demand.

At Rubin Financials, we partner with startups, small businesses, and entrepreneurs to build the financial infrastructure needed to grow with confidence. Since 2016, we have provided resources and built foundations for small businesses and entrepreneurs in the Bay Area with our experienced financial operations support, extending beyond traditional billing-accounting services, by helping businesses establish organized, scalable, and compliant financial processes.