Helping You Form A Healthy Financial Foundation

Helping You & Your Business Build a Healthy Financial Foundation

We help businesses build healthy financial foundations so they can increase profit & maximize impact.

Whether you're looking for full services bookkeeping, virtual CFO, financial coaching, payroll, back office support, or financially planning to begin a start-up - Bear Financial Solutions is your one stop shop for all things increasing profit and maximizing impact. Watch the video of our founder to learn more about our team!

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Professional Oversight Meets DIY for Small Business Bookkeeping

ENROLLMENT OPEN

Be Well Bookkeeping

A DIY program designed to support you and your business during the DIY era. This 12-month program, starting in September, is designed for those who prefer a hands-on approach with professional guidance.

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Full-Service Bookkeeping

Let us handle the numbers while you focus on growing your business. Our packages start at $400/month, providing both peace of mind and accurate financial records. Enhance your package with add-on support for accounts payable, accounts receivable, payroll, or CFO coaching.

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1:1 Support with
VIP Days

Experience dedicated, one-on-one support with our VIP Days. Spend 8 focused hours with our experts to tackle whatever you need, from strategic planning to detailed financial analysis. Get personalized attention and immediate results.

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Concierge Consultations

Have specific questions or need expert advice? Our concierge consulting service offers “pick my brain” calls tailored to your unique challenges. Custom coaching packages are also available for specialized needs such as fundraising or CFO services.

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Let's re-imagine your relationship with your business finances - together.

Money isn’t just money, it entails meaningful life events and, at times, tough situations. We want to walk through those with you while helping you build strong financial foundations with your goals in mind.

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We LOVE Xero — and here’s why!

Xero is a cloud-based tool designed for you, not just accountants. Unlike other bookkeeping and accounting platforms, Xero is built with the average user in mind, making it easy to navigate and understand. This aligns perfectly with our collaborative approach, where we want you to feel comfortable and empowered with your own financial tools.

We teach Xero in our DIY program, and we support it at every service level — from fresh startups to multi 7-figure businesses. Xero truly is “the people’s tool,” built to grow with you every step of the way!

We encourage you to subscribe to financial tea...

A Comprehensive Approach to Finances for Small Businesses

We care about you and your team

We want to see your business grow...big time

We are completely confidential & honest

We always have your best interest in mind

What Clients Say...

dark pink speech bubble at Bear Financial Solutions

“Bear Financial helped me feel so much better about how I handle money. It is wild how my habits have changed! I am more aware of what I spend and have more internal dialogue when contemplating purchasing items. Not to mention the couples money therapy! The money dates have been a brilliant idea. Communicating has been key and I feel less shame about money. Thank you!”

Kelsey Miller

Small Business Owner, Klosets by Kelsey

"Bear Financial is amazing! As a new business owner, it has been so helpful having an accountant that knows all of the ins and outs of small business.

Their team goes above and beyond and I highly recommend using them for all of your financial needs!"

Patricia Tamez

Small Business Owner

"Hiring Bear Financial for my bookkeeping is one of the best investments I’ve made for my business. Erin and her team not only helped me figure out my finances, but gave me a space to figure out all the emotional stuff behind money and how I dealt with it. So basically, come for the whip smart accountant but stay for the therapy!"

Mel Mullins

Small Business Owner, All Y'all Skincare | Previously Knox Girl Soap

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