Need Accounting & Finance Support? We’ve Got You Covered.
Rise Financial Solutions offers expert financial services tailored to your business. Whether you need accounting, bookkeeping, tax preparation, or a fractional CFO, we’ve got you covered with custom solutions to fully manage your finance function so you can focus on running your business.
Why Rise
At Rise, we focus on your business’s future. Our team of industry experts provides comprehensive fractional CFO services, bookkeeping, accounting, and tax preparation to optimize your finance function no matter the phase of your business.
We act as true partners in your journey to growth, becoming an integral part of your team. Through high-level consulting and day-to-day operations, we unify and mobilize your financial operations to run smoothly.
Our Core Values
Rise is Dedicated to our Clients and the Planet
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Client Commitment: Our clients come first, plain and simple. We measure our success by your success.
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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.
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Sustainability: With a focus on balancing the planet, people, and profit through sustainable business practices, we’re proud to be a certified B Corporation and have been a member of 1% for the Planet since the year we were founded.
Our Services
Operate Your Business Confidently with Outsourced Finance and Accounting Services
No matter your growth stage, we provide support to or act as your full time finance function. With expert fractional CFO services, accounting, bookkeeping, and tax preparation, you’ll have accurate financial data, seamless processes, and valuable real-time financial insights.
CFO Services
- Fractional CFO
- Financial Planning & Analysis
- Budgeting & Forecasting
- Capital Raise Strategy
- Debt Financing
- Cap Table Management
- Mergers & Acquisitions
Accounting & Bookkeeping
- Bookkeeping
- Accounts Receivable
- Accounts Payable
- Software Integration including Quickbooks, Bill.com, Expensify, & more
Tax
- Tax Planning & Strategy
- S-Corp Elections
- Preparation for LLCs (Partnerships), S-Corps, C-Corps
- Personal Tax Preparation for Sole Proprietors, Partners, & Shareholders
- 1099 Issuance
FP&A
- Budgeting & Forecasting
- Financial Modeling
- Financial KPI Scorecard
- Implementation & Management of Planning Software
- Board / Investor Ready Financial Materials
- Revenue Measurement (Marketing ROI, GTM Growth)
- DataRails
Payroll & Benefits
- Payroll Processing
- Benefits Design & Administration
- Payroll Tax Compliance
- Employee Onboarding & Self-Serve Portal Setup
- Custom Reporting & Analytics