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Ursa Consultants | Advisory Services, Bookkeeping, Fractional CFO Services

Ursa Consultants

FOUNDING YEAR
2018
NUMBER OF EMPLOYEES
6 - 20 employees
CREDENTIALS
Other
LOCATION
California
SUPPORT
Dedicated Staff
SOFTWARE
Ursa Consultants
At Ursa Consultants, it is about more than just a partnership. We bring a people-first approach and help you understand the narrative behind your numbers.
We fill the gaps of your in-house Back Office operations, through both a 1:1 relationship and by incorporating our trusted network of accounting professionals. Our hands-on engagement positions us to deliver exceptional reporting and project execution.

Behind every successful business is a team of financial experts. At Ursa Consultants, our team of top-tier accounting professionals will offer you expertise and top-notch financial accounting services.

Our fractional services ensure accurate and in-depth record-keeping that will provide you with the support you need to make critical decisions.
Profile picture of Mako Ueda
Mako Ueda
August 26, 2024
Experience working with Ursa Consultants
I've had the privilege of working with Jace long before he founded Ursa Consultants. His extensive experience as a fractional CFO, combined with his work with hundreds of startups, equips him with a deep well of knowledge to address each client’s unique needs. What truly sets Ursa apart is their personalized approach. Jace and his team genuinely care, rolling up their sleeves to tackle your challenges head-on. They offer a full spectrum of services, from accounting and tax to strategic financial guidance, ensuring comprehensive support for your business.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List

Clients who would be a good fit

We work with venture-backed startups, ranging all the way from pre-seed to Series C. Our current clients include companies like Bolster, Payjoy, and BlueDot International.

Clients who wouldNOTbe a good fit

Individuals and small businesses doing under 100K/year. Enterprise companies with greater than 5000 employees.

Minimum Financial Requirements

Annual Income
$1,000,000
Annual Revenue
$500,000

Client Specialties

Client Type

Services Offered

Service Pricing

Monthly Fixed Fee
$1,000 to $20,000
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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