Bookkeeping & Accounting
Clean Books. Clear Decisions.
From day-to-day accounting to audit-ready financials, we keep your back office tight, timely, and built to scale. No mess. No mystery numbers. Just clean data you can actually use to run the business.
What You Get with Ursa
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Accurate Financial Record-Keeping
We capture and categorize every transaction with precision. No gaps, no errors—just clean, reliable books you can trust.
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Accounting System Setup & Optimization
Whether you're on QuickBooks or scaling into NetSuite, we set up, optimize, and streamline your accounting systems—custom chart of accounts and all.
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Accounts Payable & Expense Management
We handle AP, vendor tracking, reconciliations, and credit card syncs—so you stay in control of spend without drowning in details.
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Preparation of Chart of Accounts
We design a chart of accounts tailored to how your business actually operates—so performance and spend are easy to track.
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Revenue Recognition & Compliance
We design sales workflows and implement ASC 606-compliant revenue recognition strategies tailored to your model—accurate, automated, and audit-ready.
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Expense Monitoring & Variance Reports
We review your expenses monthly, flag issues fast, and help you spot trends before they become problems.
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Month-End Close & Reconciliation
Fast, reliable month-end closes. Clean reconciliations. No scrambling to make the numbers work.
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Financial Reporting & Dashboards
Get reports that tell a story—not just data dumps. We track what matters so you can lead with numbers, not guesswork.
Real Accounting for Real Operators
We’ve worked with founders buried in spreadsheets, teams catching up on six months of books, and finance leads trying to prep for diligence with missing data. Whether you’re building your first back office or cleaning up someone else’s mess, we plug in fast and give you financials you can actually use to run the business.
Resources for Founders & Finance Leads
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How to Prep Your Books and Ops for an Acquisition
If you are serious about being acquired, whether by a strategic buyer or private equity, you need to prepare your books and operations like they will be audited tomorrow.
Check out what that actually means in practice. -
Cash Flow Basics: What it is and How it Works
Cash flow is one of the most basic (and most misunderstood) pieces of financial management—and when it goes sideways, so does your business.
In this guide, we’re breaking it down: what cash flow is, how it actually works, and how to use it to stay alive, grow smart, and stop making decisions in the dark. -
Where’s the Money Going? A No-BS Guide to Cost Accounting
Messy cost tracking is one of the biggest silent killers of early-stage businesses. One day, you realize you’ve burned half your raise and have no idea what actually moved the needle.
That’s where cost accounting comes in.
Let’s break it down.
