Ursa Consultants
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.
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.
Minimum Financial Requirements
Annual Income
$1,000,000
Annual Revenue
$500,000
Services Offered
Client Specialties
Service Pricing
Monthly Fixed Fee
$1,000 to $20,000
Client Type
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.
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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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
