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Services

Handshake

Strategic Leadership

Take your business growth to the next level with Ursa Advisory’s Strategic Leadership services. Our team will help you assess if your business has the infrastructure to support rapid growth and ensure that you have the necessary financial information to make timely, accurate business decisions. Let us be your trusted business partner to bounce ideas off of and ensure that your financial information is distributed accurately and efficiently to shareholders and business partners.

City Center

Economic Analysis

Let Ursa Advisory provide your business with essential economic analysis to support decision-making and allocate capital effectively. Our services will give you a more detailed view of what's working and what needs changing, ultimately maximizing your return on investments. We offer the interaction between the finance function and the wider business, providing management with vital information for informed decision-making.

Personal Accessories

Controllership

At Ursa Advisory, our Controllership service offers a comprehensive solution for all your financial needs. From transaction processing and financial reporting to local and national compliance, our professional team is here to help. We can also assist with the implementation of processes, finance systems, and applications, as well as people management and internal controls. Let us take care of your financial accounting so you can focus on the growth and success of your business.

Working Silhouettes

Fundraising and M&A

At Ursa Advisory, we can help you on your fundraising or M&A journey.  We've worked with venture capitalists, private equity, and a number of different traditional and alternative banks to build the fundraising that was right for the company.  Our team conducts thorough due diligence, assessing the quality of earnings by a thorough analysis of unit economics. Additionally, we assess the competitive landscape within the industry and economy so that you're prepared for an exit event. We also offer expert financial consulting to help businesses develop and execute successful financial business models.

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

Request a Custom Quote

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