“As the Executive Director of the San Lorenzo Family Health Center, I have seen firsthand just how transformative Rolf Neuweiler’s involvement has been for our organization. Rolf brings a depth of experience well beyond most consultants we’ve worked with, and he generously offered to teach us how to move forward independently. His professionalism, patience, and willingness to dive into the details have been invaluable—demonstrated during a memorable five-hour brainstorming session where he remained unruffled, focused, and ever-helpful, qualities he describes as central to his approach.

Rolf takes pride in making complex financial systems both understandable and practical. He transformed our basic QuickBooks setup into a robust platform sophisticated enough for grant reporting, year-end reviews, and clear financial records—yet still accessible for us to maintain without costly additional services. As he puts it, the ultimate aim is to improve reporting systems, train staff, and deliver timely, accurate information for everyone from the board to potential grantors. This transparency and clarity in our finances mean we can more confidently engage with the community, grantors, and even government entities.

What sets Rolf apart is how deeply he invests in solving problems. He took the time to diagnose issues that had crept into our system, personally cleaned them up, and continued setting new goals when he reached the previous ones. His commitment didn’t end once a task was complete—he always looked ahead to the next opportunity for improvement. Speaking as someone who cares about both the integrity and sustainability of our operations, I would gladly have Rolf continue to review our books for years to come, and wholeheartedly recommend him to any organization needing clear, effective financial guidance and unwavering professionalism.”

– Janelle Morimoto, Executive Director at San Lorenzo Family Help Center

“As the Treasurer at San Lorenzo Family Health Center, stepping into the world of nonprofit finance was a new experience for me, and I had a lot to learn—especially around the specialized nature of nonprofit accounting and the use of QuickBooks. Rolf Neuweiler entered the picture and became a pivotal part of that learning journey. Drawing from his extensive expertise, Rolf helped me grasp the critical differences between nonprofit and for-profit bookkeeping, particularly the nuanced approach known as “funded accounting,” and helped revamp our processes so both the board and our grantees could understand and use the financial information meaningfully.

One of Rolf’s major contributions was reorganizing our chart of accounts and financial statements to serve multiple stakeholders: from the board of directors who rely on this information for important decisions, to the tax accountant, to the grantees evaluating us. As Rolf often explains, his goal is to create financial systems that work on all these levels at once—for the tax return, the board, and future budgeting. We collaborated on refining our accounting categories—administration, fundraising, and operations—which now flow directly into our tax reporting, saving both time and money for the organization.

Beyond that, Rolf was essential in helping us clean up legacy issues. Our books had gone through multiple hands before I became Treasurer, and it took careful investigation and patience to trace and resolve misclassifications. Thanks to Rolf’s guidance and his deep QuickBooks knowledge, I was able to resolve outstanding issues and develop greater confidence as Treasurer. His calm demeanor and patience created a constructive environment, turning what could have been a stressful process into one of growth and teamwork. In every interaction, Rolf keeps his focus on making things easy to understand, fostering learning, and moving everyone to the next level in financial management.”

• Peter Stair, Treasurer at San Lorenzo Family Health Center

“Highly adept and personable are what come to mind when I think of Rolf. I had the great pleasure of working with Rolf on a long-term project for my company. He’s clearly very good at what he does both from a conceptual and an executional standpoint. I was particularly impressed with his clear communication style and diligence in keeping us informed while juggling so many things that were going on. Rolf keeps things positive and upbeat and I wouldn’t hesitate to recommend him as an asset to any client.”

-Jane Freeman, Director of Operations, Ready State

“Rolf has the highest level of integrity, experience and talent as a consulting CFO. In the process of branding his own a2z CFO firm, I got to know him as a intelligent, savvy, calm, and detail-oriented person. He masterfully manages all aspects of financial strategies and operation. Rolf is extremely trustworthy, loyal and dependable. He has superb business acumen and a comforting presence. I have no doubt that he is a great asset, advisor, and hands-on CFO to business owners and CEOs.”

-Joanne Tan, CEO, 10+ Visual Branding

“Rolf is an exceptional finance professional. I had the good fortune to succeed Rolf as CFO after he spent 5 months upgrading a finance organization into a high-performing and highly functioning team serving a complex company. I highly endorse Rolf’s dedication and commitment to excellence and his ‘doing things the right way’ philosophy. I hope to work together again sometime.”

– Tim Bussey, CFO, ZAG Technical Services

“Rolf worked well in several tough situations and had a calming demeanor. He made the problems easy to solve, by taking care of the issues as much as possible, before proposing solutions. He got the job done and improved the department. He met all deadlines, even if it meant working nights and weekends. Rolf managed multiple inter-department projects interfacing smoothly with other team members. He hired and trained a bookkeeper, accountant, and controller. His work added intrinsic value to our company. Rolf is fair, trustworthy, and full of integrity – AND it was pleasant to work with him.”

–Tom C. Escher, President, Red & White Fleet

“Rolf restructured a matriarch’s wealth so she could enjoy the last years of her life in peace knowing her financial house was in order. He finished an orderly liquidation of several major assets for the family, resulting in cash payouts for all the children. Rolf managed the family’s relationships with CPAs, bankers, lawyers, health and commercial insurance agents, financial advisors, tax accountants, payroll providers, and family staff.”

–Howard Smith, Morgan Stanley

“It has been an adventure. I want to thank you for all you have done for the Museum for the last 2.5 years. You have been instrumental in moving this institution forward, and bringing a whole new level of professionalism to HR, finance, and accounting. You increased the Museum’s Charity Navigator score from 1 to almost 4 in three years by correcting a flawed accounting practice. I also appreciate your support of me and my vision for the Museum.”

-Karyn Flynn, Executive Director, Bay Area Discovery Museum

“Rolf helped a wealthy family out of financial trouble after an employee theft. The family was in danger of losing several properties to foreclosure. Rolf got their financial house in order and tracked misappropriations of money. It was a combination of forensic auditing, handling the day-to-day expenses, generating reports to evaluate options, and offering advice to get themselves out of the mess.”

– John Moreno, Office Manager, Seismic Warning Systems, Inc.

“We were fortunate to work with Rolf as he led our Finance Team on an interim basis. Rolf was excellent to work with and did an excellent job. He is a great team builder and consummate professional.”

-Greg Gatzke, President of ZAG Technical Services, Inc.