Rise Financial Solutions

Let Us Handle Your Finances So You Don’t Have To

Rise is a boutique financial solutions firm, specializing in strategic financial consulting, including fractional CFO consulting, accounting, and tax services tailored to your business needs. We’re here to be your trusted partner in achieving financial success, offering expert guidance and personalized solutions that fit your needs no matter the stage of your business.

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For inquiries about our services, please provide your contact details. A member of our team will reach out to schedule a call and see how we can assist you.

Meet Our Founder

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.

Comprehensive Financial Solutions

At Rise, we offer a comprehensive suite of services designed to meet your every financial need. Whether you’re a startup looking to solidify your financial foundation or an established business aiming for growth and expansion, we’re here to help.

Fractional CFO Consulting

Strategic financial leadership tailored to your business’s unique needs.

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Accounting & Bookkeeping

Meticulous financial management to ensure accuracy and compliance.

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Tax

Expert assistance to minimize your tax burden and maximize your savings.

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Financial Planning & Analysis (FP&A)

In-depth analysis and forecasting to drive informed decision-making.

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Mergers & Acquisitions

Comprehensive support throughout the M&A process, from due diligence to integration.

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Additional Customized Services

From Capital Raising Strategy to Debt Financing and Cap Table Management, we offer a range of additional services tailored to your specific financial needs.

Our Core Values

At Rise, we’re more than just a financial services firm – we’re your trusted partner in success. Guided by our core values of Client Commitment, Responsiveness, and Sustainability, we strive to provide unparalleled support and expertise to help you achieve your financial goals while making a positive impact on the world around us.

Client Commitment: Your success is our success. We prioritize your needs above all else, ensuring that every decision we make is driven by our unwavering commitment to your financial well-being.
Responsiveness: We understand the challenges of running a business, which is why we promise timely, effective, and open communication with our clients. You can trust us to be there when you need us, every step of the way.
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.

Technology Expertise

At Rise, we understand the importance of leveraging technology to streamline your financial processes. From implementation to day-to-day management and even cleanup of existing platforms, we’re here to ensure that you get the most out of your financial tech stack. With expertise in tools like QuickBooks, Bill.com, Expensify, DataRails, Gusto, ADP, and more, we have the knowledge and experience to optimize your systems and drive efficiency in your operations.

Ready to Rise Above?

We build lasting relationships based on trust and transparency. From consultation to ongoing support, we’re committed to your financial goals. Whether scaling your business or planning your exit strategy, Rise is here to help. Contact us today to elevate your business.

Schedule a Free Consultation