About Us

Finding joy in both parenting and our careers, we are working moms who bring our whole selves all the time and empower our clients to do the same as they grow their businesses.

Bear Financial is a re-imagined relationship with your accountant.

Seeing a need for a new kind of professional relationship, Bear Financial was created to change the perception of working with accountants. The goal was to leave the burnt out and stressful environment of traditional finance behind, and make a positive impact on the way people relate to finances

How We Work

Bear Financial Solutions is a cloud-based, outsourced bookkeeping firm with a focus on the business owner as well as the business. 

We partner with our clients to help them build a healthy financial foundation, streamline their business bookkeeping, and empowering them to make financially informed growth decisions.

What Does a Cloud-Based Firm Look Like?

One Month Onboarding Process
Online Bookkeeping Software
Email Announcements & Correspondence
Digital Tools, Files, & Resources
Online Client Portal
Virtual Consultations
Our Key Tools & Partners

Meet Our Growing Team

Erin Reece, Founder & CEO

Business Email: erin@bearfinancialsolutions.com
Erin has worked with CEOs, Founders, VPs, multi-million-dollar companies, and mom-and-pop shops all across the country. Her dream when she built Bear Financial was to be able to provide a healthy work environment for staff, with an unmatched excellence for clients. 

Erin knew from a young age that she wanted to be in finance. She never wavered from that passion, declaring her major 6 years before first day of college. She graduated with a BA in Accounting and holds a graduate certificate in Criminal Justice. Erin then spent over 10 years working in corporate and public accounting firms. But seeing how burnt-out both her clients and colleagues were, Erin decided to create her own, unique bookkeeping firm focused on the specific back-office needs of growing businesses. She's a mom to three girls (including twin toddlers) so her organization and preparation skills are unmatched.

Erin believes that everyone deserves a personal relationship with their finance professionals. She goes above and beyond to ensure every client feels safe, fully supported, and ready to tackle and accomplish every financial goal.

When she's not working with clients, you can find her with her husbandchasing those three girls around!

"My favorite thing about Bear is how we lead with compassion and empathy, and seek to truly serve those who have put their trust in us."
Book with Erin!
Lauren Foster, Client Success Champion, at Bear Financial Solutions

Lauren Foster, Director of Operations

Business Email: lauren@bearfinancialsolutions.com
As a business owner herself, Lauren knows the importance of financial literacy. She and her husband own a company together that serves the gaming community. Before they started on this entrepreneurial path, Lauren had a long history of upper management positions.

After her youngest was born, Lauren decided to become a stay-at-home mom because childcare was so expensive. But she wanted to do something more with her life. Something that would allow her the flexibility of being a mother and let her pursue her passions at the same time. Lauren went back to college to get a degree in Accounting, working at night after the kids went to bed. In 2020, Erin approached Lauren about getting a part-time job at Bear Financial. That quickly turned into a full-time position, and she never looked back.

Being on both sides of the table, Lauren uses her personal experience to guide her clients in all of their business ventures. She knows their fears intimately and understands the ups-and-downs of entrepreneurship. There’s nothing she hasn’t seen or faced herself. She takes all of her personal knowledge, as well as every bit of training over the last decade plus, and utilizes it to ensure success for every single one of her clients.

"My favorite thing about Bear is the environment we provide to all of our clients. It’s a safe space, where no one has to be embarrassed or worried about any aspect of money. It’s the perfect home for any business, entrepreneur, or accountant."
Book with Erin!

Demi Chappell, Client Success Champion

Business Email: demi@bearfinancialsolutions.com
Demi brings her multi-faceted experience to the team. She's an excellent service provider, and always goes above and beyond for clients. Her naturally helpful spirit gives our clients the ultimate trust in her abilities. With a passion for building meaningful relationships, Demi ensures that our clients feel supported and valued every step of the way.

Demi's intimate understanding of financial statements helps clients navigate their financial journey with clarity and confidence.

Demi’s dedication to fostering connection extends to her work with the team, where she helps cultivate joyful and collaborative environment. 

When she’s not delighting clients, Demi enjoys spending time with her 2 kids, who are the light of her life.

"My favorite thing about bear is finding joy in collaborating closely with each business to develop tailored strategies that foster growth and success"
Book with Demi!

Robyn Leitch, Bookkeeper

Business Email: robyn@bearfinancialsolutions.com
Robyn brings with her a wealth of knowledge and experience. From her many years in banking to her experience with insurance and leasing, she was a well-rounded skillset that promotes excellence for our clients. 

Robyn is an organizational powerhouse in our firm, ensuring that every process runs smoothly and efficiently. With a knack for finding innovative solutions and a deep sense of responsibility, Robyn excels at managing workflows and streamlining operations.

As a mom of 2, she's able to juggle complex projects with ease while keeping the team energized and focused. She's truly a servant leader, and herability to spot opportunities for improvement helps us continuously refine our services to better serve our clients.

"My favorite thing about Bear is our clients! It's a joy to work with them every day"
Book with Robyn!

You should be as comfortable with your bookkeeper as you are with you therapist.

WORK WITH US

Bookkeeping, Invoicing, Bill Pay, etc

Payroll, Taxes, and Employee Benefits

Cashflow, Projections, & KPI Monitoring

Conveniently Address Open Items

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