Flexible, All-in-one Solution for Service Businesses
Bill Smarter. Grow Stronger.
We serve as the outsourced accounting team for professional service firms—from agencies to law and engineering practices—delivering clarity, performance, and strategic finance that drives real growth and better business outcomes.
What You Get with Ursa
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Outsourced Accounting & Bookkeeping
We handle the daily numbers so your internal team stays focused on billable work—not reconciliation.
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Fractional CFO Services
From pricing strategy to comp planning, we offer senior finance guidance without the cost of a full-time CFO.
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Cash Flow & Billing Forecasting
Project revenue, manage receivables, and avoid collection surprises—so you can make smart, proactive decisions.
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Project Profitability Analysis
We help you understand margin by client or engagement—so you can improve pricing, staffing, and overall performance.
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Forecasting & Budgeting
Plan for growth, hiring, and downturns with real data and insights from Ursa experts—not guesswork.
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Fundraise Prep
Whether you’re raising capital or planning growth, we help you build narratives that investors can trust—and actually understand.
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M&A Advisory
We guide service firms through M&A—from clean financials to deal strategy—so you close smart and stay in control.
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Tax Planning & Compliance
We manage all tax filings—federal, state, franchise—and build a plan that keeps you compliant and prepared.
Designed for Precision. Backed by Practice.
We’ve worked with founders and partners juggling client delivery, hiring, billing, and cash flow—often all at once. Ursa experts give you just what you need to deliver specialized expertise and build a high-performing firm.
Resources for Service-Based Teams
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Blog: 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.
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Blog: 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.
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Podcast: Why Should Care About the Financial Health of Your Employees
In this episode of Beyond the Balance Sheet, Jace talks with Andy Bandyopadhyay, PhD, founder & CEO of Attune Insights, about the future of finance, building financial-health communities, people-first business models, and helping employees live with less financial stress.
Let’s Keep You Focused on Clients
We handle the back office—so you can do what you’re great at.