CFO
Accounting
Tax
Running a successful business isn’t easy. Let us provide clarity so that your business can rise to its full potential.
Solutions
At Rise, we understand that each business is unique. We tailor our services to fit your needs, as opposed to offering a one-size-fits-all solution. We take on the day-to-day finance functions including accounting & bookkeeping, tax, and strategic CFO consulting. Our goal is to empower business owners with accurate financial data and thoughtful analysis to drive decision making.
CFO Services
Financial Health & Variance Analysis
Budgeting and Forecasting
Financial Modeling and Valuation
Cash Flow Analysis
Software Solution Implementation (e.g. Datarails)
Capital Investment Analysis
Financial Planning & Analysis (FP&A)
M&A Advisory and Support
Advanced Reporting and Data Analytics
Accounting
Tax-ready Financial Statements
Bank Account Reconciliation
Accrual Basis Accounting
Monthly Financial Reviews and Coaching
A/P and A/R Management
Tax
Tax planning & strategy
S-Corp Elections
Preparation for LLCs (Partnerships), S-Corps, C-Corps
Personal Tax Preparation for Sole Proprietors, Partners, and Shareholders
1099 Issuance
About Rise
Rise is a boutique financial solutions firm specializing in strategic financial consulting (fractional CFO services), accounting, and tax. Unlike most service providers, our founder is committed to being your primary point of contact and holds himself 100% accountable for your success.
Our Core Values:
Client Commitment
Our clients come first, plain and simple. We measure our success by your success.
Responsiveness
Let’s be honest, running a business is hard. And the last thing you want is to be left on the back burner by the person you’ve trusted with your finances. We understand this, and as a result we vow to provide timely, effective, and open communication with our clients.
Sustainability
We believe in paying rent for the right to use our planet which is why we’ve been a member of 1% for the Planet since the year we were founded. Since then, we’ve made the decision to take it up a notch by pledging to donate 5% of revenues to sustainable causes.
Meet Our Founder
Iric Schoenfeld started Rise to fulfill his passion of helping businesses, by not just providing a service, but by serving as a trusted business partner and advisor. Iric is a Certified Public Accountant (CPA) and has held various management positions at companies of various growth stages, ranging from startups to Fortune 500. When he’s not working with clients, Iric can be found alongside his wife and dog enjoying the outdoors, surfing or popping a cork on a bottle of wine.
Powered by The Best
At Rise, we utilize industry leading platforms and tools to keep your financial data safe and secure.
Working with Rise
Discovery
We’ll meet with you to learn about your business goals and pain points. Afterwards, we’ll create a customized proposal for services based on your unique needs.
Onboarding
To get you onboarded as a client, we’ll setup your Rise account by linking your financial accounts and business data including bank statements, recurring bills, receipts and more.
On-going Service
Each month you’ll receive a financial reporting package that’s easy to understand and data driven. We work on a fixed monthly fee so you always have transparency into what you’re being charged and it can easily be adjusted as your business grows.
Get Started
Whether you’re ready to get started with services or just want to learn more about what we do, tell us a few details about your business and a member of the Rise team will be in touch.