Our Accounting Services
Our accounting services are built to give small businesses clean financials, clear visibility, and reliable support month after month. From essential bookkeeping to advanced reporting and CFO-style guidance, our packages are tailored to help you streamline operations, strengthen cash flow, and plan for long-term success. Whether you're just starting out or looking to elevate your financial strategy, we provide the tools and insight you need to stay organized and move forward with confidence.
At BEAR CPA Solutions, you get more than a set of services — you get a dedicated partner focused on helping your business grow. We simplify your financial world, deliver actionable clarity, and give you the support you need to make smarter decisions every step of the way.
Our Accounting Packages
Every business operates differently, which is why we’ve created three tiers of service to match your goals, workload, and stage of growth. Whether you need foundational bookkeeping or high-level financial partnership, we have a package that fits.
The Bear Necessities
Starting at:
$600
Per Month
Services Include:
Monthly Bookkeeping
Account Reconciliations
Basic Financial Statements
Unlimited Email Support
Advanced Reporting
Financial Analysis
Monthly Financial Review Meeting
Budgeting and Forecasting
Monthly Strategy Session
Audit/Review Support
CFO Advisory Services
The Denali
Starting at:
$3,000
Per Month
Services Include
Monthly Bookkeeping
Account Reconciliations
Basic Financial Statements
Unlimited Email Support
Advanced Reporting
Financial Analysis
Monthly Financial Review Meeting
Budgeting and Forecasting
Monthly Strategy Session
Audit/Review Support
CFO Advisory Services
The Ascent
Starting at:
$1,500
Per Month
Services Include:
Monthly Bookkeeping
Account Reconciliations
Basic Financial Statements
Unlimited Email Support
Advanced Reporting
Financial Analysis
Monthly Financial Review Meeting
Budgeting and Forecasting
Monthly Strategy Session
Audit/Review Support
CFO Advisory Services
The Bear Necessities
Essential accounting support for early-stage and growing businesses.
If you need dependable bookkeeping and a clear picture of your financial activity each month, The Bear Necessities package provides the groundwork for strong, accurate accounting. This plan focuses on consistency, organization, and reliable month-end reporting — giving you insight into your finances without the heavy lift. It’s a practical, affordable solution for businesses that want clean books and dependable support without complexity.
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Perfect for: Startups, solo operators, independent professionals, and small teams that need organized, accurate monthly bookkeeping.
The Ascent
Advanced reporting and strategic guidance for businesses ready to grow.
The Ascent is built for owners who want to take their financial management to the next level. This package includes everything you need to monitor performance, plan ahead, and understand the story behind your numbers. With deeper reporting tools, strategic discussions, and regular financial reviews, you’ll gain the insight required to scale confidently and make well-informed decisions throughout the year.
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Perfect for: Expanding businesses, multi-service companies, and owners who want more guidance than basic bookkeeping can provide.
The Denali
Comprehensive financial oversight for established, scaling operations.
For businesses operating at a higher level of complexity, Denali provides a full financial partnership. This package delivers robust reporting, detailed analysis, and ongoing advisory support tailored to your goals. With hands-on involvement and a proactive approach, we help you navigate challenges, strengthen your financial structure, and plan for long-term success with confidence.
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Perfect for: Businesses with growing teams, multiple revenue streams, or owners who want a dedicated financial advisor involved in ongoing decision-making.
Key Benefits:
High-level financial insight to support strategic & operational decisions
Proactive analysis to identify risks, opportunities, and next steps
Comprehensive support that adapts as your business evolves
Additional Accounting Services to Strengthen & Streamline Your Business
In addition to our monthly accounting packages, BEAR CPA Solutions offers a range of specialized services designed to support your growth, improve your operations, and protect your financial foundation. These services can be added to any package or provided as standalone solutions depending on your needs.
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We combine practical experience with modern accounting technology to help business owners improve efficiency, reduce risk, and gain clearer insight into their operations.
Technology Consulting
Modern financial systems for modern businesses.
Technology plays a critical role in the accuracy and efficiency of your accounting. We help you select, implement, and optimize the tools that power your financial operations — from accounting platforms to integrated business applications.
Our technology consulting services include:
Software selection and implementation
System integrations and workflow automation
Cleanup and restructuring of existing accounting systems
Ongoing troubleshooting and support
Recommendations for scalable financial tools
Whether you're transitioning to a new system or improving what you already have, we ensure your technology works seamlessly and supports your long-term goals.
Business Process Improvement
Build efficient processes that grow with your business.
As businesses expand, outdated workflows and manual processes can slow everything down. Our Business Process Improvement services help you operate more efficiently, reduce bottlenecks, and create systems that support scalability.
We help you improve:
Daily accounting workflows and handoffs
Billing, invoicing, and cash-flow management processes
Internal documentation and financial controls
Department-to-department communication
Productivity through automation and streamlined systems
The result? A smoother, more organized business that saves time, reduces errors, and supports sustainable growth.
Fraud Prevention & Internal Controls
Protect your business with stronger safeguards.
Every business — no matter its size — benefits from strong internal controls. We help you evaluate your current financial processes, identify risk areas, and put protective measures in place that safeguard your assets and ensure financial integrity.
Our internal control and fraud-prevention support includes:
Reviewing and strengthening approval workflows
Segregation of duties analysis
Implementing checks and balances to reduce vulnerabilities
Identifying red flags and risk exposure
Ongoing monitoring recommendations and best-practice control systems
We take a proactive approach so you have peace of mind knowing your financial operations are secure and compliant.
