Rise CPA & Accountants

“Client P: International Growth Meets Strategic Financial Insight

As an international company experiencing rapid growth, Client P needed more than basic bookkeeping—they needed a strategic financial partner. With limited cash on hand, we built a custom cash flow forecast that gave them clarity and control over spending. To help them track profitability by country, we leveraged QuickBooks’ class and location features—not just using the tools, but designing a process that made the most of them. This eliminated the need for clunky spreadsheets and provided real-time, insightful financial reports.

As their growth accelerated, we scaled our support accordingly, including engaging directly with international partners through scheduled evening calls. At Rise, we don’t believe in one size-fits-all. We meet each client where they are, delivering tailored solutions that evolve with their business.”

"Navigating the Nonprofit & For-Profit Balance

Client C operates in the talent development space and also manages a nonprofit arm of their organization. While their mission was clear, their accounting processes weren’t. They struggled to separate nonprofit and for-profit finances, and their bookkeeper often didn’t know how to handle the unique transactions involved.

That’s where we came in.

We helped clarify the accounting guidelines for both sides of the business, ensuring compliance and accuracy. Beyond just fixing the books, we took the time to mentor their office manager, building internal confidence and capability. We also added payroll expertise and ongoing accounting oversight to make sure nothing slipped through the cracks. Now, Client C can focus on growing their impact—knowing the financial side is in good hands."

“Strengthening Financial Systems for a Growing Medical Practice

Client E, a healthcare provider, came to us with gaps in internal controls and inconsistent processes that were slowing them down and putting them at risk. In addition to delivering full- service accounting, we stepped in to evaluate, refine, and build stronger workflows—improving efficiency and reducing the risk of fraud.

We overhauled their collections and billing processes, making them faster and more reliable. Most importantly, we now provide accurate and timely financials that have become essential tools in their strategic growth decisions.

Being part of their journey toward greater structure, control, and confidence has been incredibly rewarding—and we’re proud to support their continued success.”

“Bringing Confidence & Clarity to a Growing Retail Business

Client H, a mid-sized retail and e-commerce company, was managing a fast-moving operation with lots of moving parts—inventory, loans, assets, and a growing team. While they had a reliable bookkeeper, they needed deeper accounting oversight to ensure accuracy and confidence, especially come tax time.

They brought us in to review how inventory was valued, clean up the general ledger, and reconcile a long list of loans and fixed assets each month. We also introduced smart credit card management tools, putting spending controls in place across employees—bringing structure where there had been confusion.

We worked alongside their internal team, offering strategic insight in management meetings and ensuring day-to-day accounting stayed on track. Whether supplementing existing staff or managing it all with our team, we love helping companies like Client H gain the financial clarity they need to keep growing with confidence.”