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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.

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1% for the Planet
Accounting and Finance Support from Rise

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

  • 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: 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 Values
Financial and Bookkeeping Service Experts

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.

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CFO Services

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Accounting & Bookkeeping

  • Bookkeeping
  • Accounts Receivable
  • Accounts Payable
  • Software Integration including Quickbooks, Bill.com, Expensify, & more
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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
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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
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Payroll & Benefits

  • Payroll Processing
  • Benefits Design & Administration
  • Payroll Tax Compliance
  • Employee Onboarding & Self-Serve Portal Setup
  • Custom Reporting & Analytics
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Rise has been crucial to our Digital Marketing Agency, offering expert guidance in accounting, bookkeeping, and strategic business decisions. Iric’s personalized attention and proactive approach have significantly contributed to our success.
Adam Lang
Owner, KICKOFF
Partnering with Rise has been crucial to our growth, helping us double our revenue and improve margins. As our fractional CFO, Rise has expertly navigated inventory, working capital, & cash flow challenges. His guidance has been invaluable for our long-term success.
Keith McDonald
Owner, NH Tap

About Rise

Iric has held management positions at startups and Fortune 500 companies, successfully guiding them through various growth stages. Having gained vital insight working across industries in high-level positions, he founded Rise to help companies as a trusted business partner and advisor. He knows the impact of astute financial management and extends his expertise directly to businesses, providing impactful guidance for optimal function.
About Us
Iric - Owner of Rise Financial

Ready to Take Account of Your Finances?

During a free 30 minute consultation, speak with an expert about how our services can put your business on a path to financial health. We’d love to help you rise to your potential.
Schedule a Free Consultation