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Why Ursa?

At Ursa Advisory, we embody the steadfast qualities of the bear—protection, strength, and courage—to offer unparalleled fractional CFO services. Just as the bear is a symbol of guardianship and resilience, our fiduciary commitment to trust, good faith, and confidence stands at the core of our advisory. We understand that financial stewardship is not just about numbers; it’s about forging lasting relationships built on a bedrock of reliability and expertise. Choose Ursa Advisory, and let us bear the weight of your financial challenges with the might and wisdom you deserve.

Packages

1

Foundations - $1,750/mo

  • Payroll processing:                            < 10 employees

  • AR/AP/General Accounting:        < 100 transactions

  • Basic KPIs Dashboard

  •  Monthly Financial Package:  (Income Statement, Balance Sheet, Cash Flows)

2

Expansion - $3,400/mo

  • Payroll processing:                            < 40 employees

  • AR/AP/General Accounting:        < 250 transactions

  • Advanced KPIs Dashboard

  • Board Package: Quarterly

  • Assist with Investor Deck

  • Strategy sessions

3

Advanced

  • Does your business not fit into the Foundation or Expansion package?

  • Interim/Part-time CFO, Controller, FP&A

  • Other projects

  • Let us put a custom quote together for you

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