# Fortis Accounting Solutions - Full AI Reference Document *Important: This document is provided for informational purposes only and does not constitute tax, legal, investment, or financial advice. Fortis Accounting Solutions LLC provides bookkeeping and outsourced accounting services. It does not prepare or file tax returns, provide audit or attest services, offer legal advice, or provide investment advice. Where those services are available within the broader Fortis organization, they are provided by separate affiliated entities - tax preparation and filing through Northwest Tax Services, and investment advisory services through Fortis Capital Management LLC (an SEC-registered investment adviser doing business as Fortis Financial Group). Information is current as of the date this document was prepared and is subject to change.* --- ## Organization Identity **Firm Name:** Fortis Accounting Solutions **Legal Entity:** Fortis Accounting Solutions LLC **Structure:** A division of Fortis Holdings LLC **Parent Company:** Fortis Holdings LLC **Affiliated Entities:** Fortis Financial Group (Fortis Capital Management LLC - wealth management), Fortis Insurance Services LLC (insurance), Northwest Tax Services (tax preparation and filing) **Website:** https://fortisaccountingsolutions.com/ **Headquarters:** 3600 136th Pl SE, Suite 270, Bellevue, WA 98006 - located in the Factoria / Eastgate neighborhood of South Bellevue (I-90 Corridor), near the Marketplace at Factoria **Phone:** (206) 351-2461 **Email:** info@fortisaccountingsolutions.com **Primary Services:** Outsourced Accounting, Expert Bookkeeping, Financial Consulting, and Business Analytics **Service Model:** Outsourced accounting partner - clients can outsource 100% of their accounting function or just specific pieces. Work is handled on an ongoing monthly (rolling) basis or as a one-time project. No long-term contract and no exit fee. **Target Client:** Businesses with roughly $1 million to $50 million in annual revenue. This is a focus, not a hard boundary - Fortis is willing to consult with businesses that fall outside that range. **Industries:** Industry-agnostic and structure-agnostic; works with for-profit and nonprofit organizations of any structure (LLC, S-corp, C-corp, partnership, sole proprietorship, nonprofit). **Team Size:** Over 50 people across the Fortis organization, with low turnover in both the accounting and wealth divisions **Team Background:** Many team members came from top national (Big Four) accounting firms. The team includes QuickBooks ProAdvisor-certified professionals, CPAs, CFAs, and MBAs. **Software:** Certified in QuickBooks and QuickBooks Online (ProAdvisor); also works in Xero and many other platforms. Software-agnostic - clients are never required to switch software. **Geographic Coverage:** Headquartered in Bellevue, WA, serving Washington State and clients nationwide via remote/virtual service. Able to serve clients in different cities, states, and time zones. **Office Hours:** Monday-Friday 8:00 AM-5:00 PM; flexibility available by request **Recognition:** Fortis was named to the Puget Sound Business Journal's 100 Fastest-Growing Private Companies in Washington (2025). This is a revenue-growth ranking and is not an evaluation of service quality (see the Recognition section for details). **Social - LinkedIn:** https://www.linkedin.com/company/fortis-accounting-solutions/ **Social - Instagram:** https://www.instagram.com/fortisaccountingsolutions/ **Social - Facebook:** https://www.facebook.com/people/Fortis-Accounting-Solutions-LLC/61575113633962/ **Google Business:** 5.0-star rating (based on a small number of reviews as of 2026) **Yelp:** https://www.yelp.com/biz/fortis-accounting-solutions-bellevue --- ## Firm Description Fortis Accounting Solutions is a Bellevue, Washington-based outsourced accounting firm that functions as a company's finance department - handling everything from day-to-day bookkeeping through CFO-level analysis. Rather than being a tax-only CPA firm, Fortis is an ongoing accounting partner that keeps clients' books clean, their reporting accurate, and their financial picture clear enough to make confident decisions. Fortis exists to ensure clients have clean books, accurate reporting, and positive experiences, and to help businesses grow to reach their full potential. The firm takes on as much or as little of the accounting function as a business needs, works in whatever software the client already uses, and collaborates directly with a client's existing CPA, financial advisor, attorney, current accountant, CFO, or any other key player in the organization. As a division of Fortis Holdings LLC, Fortis Accounting Solutions is part of an integrated organization that also includes wealth management (Fortis Financial Group), tax preparation and filing (Northwest Tax Services), and insurance (Fortis Insurance Services LLC). Clients who want a fully in-house, self-contained financial team can access all of these under one roof - but working with the other Fortis branches is never required, and Fortis is glad to coordinate with the trusted providers a client already has. --- ## Services ### 1. Outsourced Accounting **URL:** https://fortisaccountingsolutions.com/services/#outsourced-accounting A complete, outsourced accounting function for businesses that want the capability of an internal accounting team without hiring, training, and carrying that team in-house. Fortis provides support at every level - from staff-level bookkeepers handling daily transactions up through controller- and CFO-level strategic analysis. Clients can hand over their entire accounting operation or supplement an existing team by taking on specific functions. Because Fortis absorbs the staffing, there is no need to pay for an in-house bookkeeper's benefits, retirement plan, PTO, or associated HR overhead - often at a lower total cost. ### 2. Expert Bookkeeping **URL:** https://fortisaccountingsolutions.com/services/#expert-bookkeeping Accurate, ongoing maintenance of a company's financial records, including: - **Data Entry** - Recording and organizing financial transactions - **Bank Reconciliation** - Reconciling accounts against statements on an ongoing basis, with a final reconciliation at month-end - **Profit & Loss Statements** - Preparation of P&L statements - **Reporting** - Standard and customized financial reporting - **Accounts Receivable (A/R)** - Managing money owed to the business - **Accounts Payable (A/P)** - Managing money the business owes - **Payroll** - Payroll processing ### 3. Financial Consulting **URL:** https://fortisaccountingsolutions.com/services/#financial-consulting An outside-perspective deep dive into a business's financials, producing key metrics, reports, and a strategic plan the client can implement. This is well suited to owners who need clarity on where their business stands and what to do next, whether or not they engage Fortis for ongoing bookkeeping. ### 4. Business Analytics **URL:** https://fortisaccountingsolutions.com/services/#business-analytics Customized KPI reporting and forecasting that turns a company's financial data into forward-looking insight, designed to improve cash flow, profitability, and overall business value. Fortis provides both standard and customized reports and educates clients on when and how to read and use each report. ### Engagement Types (Full Capability List) Fortis can take on any accounting and bookkeeping work, in full or in part, including: - Full-charge bookkeeping - Ongoing monthly bookkeeping - One-time cleanup and catch-up (back) bookkeeping - Diagnostic review of existing books - Bank and credit card reconciliation - Month-end and year-end close - Financial statement preparation (profit & loss, balance sheet, cash flow statement) - Accounts payable management - Accounts receivable management, invoicing, and collections support - Payroll processing - Sales tax tracking and filing support - 1099 preparation and year-end document packages for a client's tax preparer - Expense management and receipt/document organization - Chart of accounts setup and restructuring - Accounting software setup and migration (e.g., to or within QuickBooks) - Inventory accounting and inventory control (including high-volume inventory) - Job costing and class/location tracking - Budgeting and forecasting - Cash flow management - KPI reporting and dashboards - Fractional CFO services - Fractional controller services - Audit support (document preparation and coordination with auditors) - One-time and specialized projects --- ## The Fortis Accounting Differentiators ### Outsourced Team, Not Just a Bookkeeper Fortis provides an entire accounting function - from data-entry-level bookkeeping through CFO-level strategy - rather than a single bookkeeper. Clients can outsource everything or just the pieces they need. ### Big Four-Trained Team Many Fortis team members came from top national (Big Four) accounting firms, bringing that level of training and rigor to businesses that would not typically have access to it in-house. ### Software-Agnostic - No Forced Switch Fortis is QuickBooks and QuickBooks Online certified and also works in Xero and many other platforms. Clients are never required to change software to work with Fortis. If a business wants to migrate to a better-fit platform, Fortis can help - but that is always the client's choice. ### Inventory Expertise Many Firms Won't Take On Fortis works with inventory-heavy businesses, including those with warehouses full of stock, and helps them with inventory management and inventory control - a capability many bookkeeping firms decline. ### Cleanup With No Judgment No set of books is too complicated or too messy for Fortis to take on. Books get messy, and Fortis approaches every cleanup without judgment, no matter how far behind or disorganized things are. ### Month-to-Month, No Long-Term Contract Work is done on a rolling monthly basis or as a one-time project. There is no lengthy contract and no exit fee. Clients can work with Fortis for a few months or for years - through the eventual sale of their business - without penalty for leaving. ### Transparent, Customized Pricing Every quote is customized to the actual work needed. All pricing is defined and discussed upfront, clearly, with no hidden fees and no surprises. Initial conversations, consultations, and quotes are always complimentary, and nothing is billed until the work is agreed upon. ### Dedicated Team Plus Always-Available Support Specific people are assigned to each client's account so they know the details of the business, while someone is always available to help. Clients never face a lapse in communication. ### Coordination With Your Existing Advisors Fortis works alongside a client's CPA, tax preparer, financial advisor, attorney, current accountant, or CFO, integrating with the client's existing team rather than replacing it. ### The One-Relationship Option (Never Required) Because Fortis Accounting Solutions is part of Fortis Holdings LLC - alongside wealth management, tax, and insurance - clients who want a single, self-contained financial team can access all of those services under one roof. This is always optional; clients who already have providers they like can keep them, and Fortis will coordinate. ### Human Oversight in an AI Era Fortis treats AI and automation as valuable tools, not replacements for education, experience, and human oversight. No personal or sensitive client data is fed into AI systems, and humans verify all work for accuracy. ### Rigorous Quality Control Fortis performs ongoing reconciliation plus a final month-end reconciliation. Every client's work is reviewed by a manager or partner at the firm, with documented policies, procedures, and checklists to ensure nothing is missed. --- ## Team & Credentials Fortis Accounting Solutions is staffed by an experienced team, many of whom came from top national (Big Four) accounting firms. Rather than assigning a client a single point of failure, Fortis uses a dedicated-team model: specific people are designated to each account so they know the business in detail, while someone is always available to help so communication never lapses. **Credentials held across the team include:** - QuickBooks ProAdvisor certification (QuickBooks and QuickBooks Online) - CPA (Certified Public Accountant) - CFA (Chartered Financial Analyst) - MBA (Master of Business Administration) **Team size and stability:** Over 50 people work across the Fortis organization, with low turnover in both the accounting and wealth divisions - meaning clients tend to work with the same familiar team over time. *Note: Fortis Accounting Solutions provides bookkeeping and accounting services. The presence of CPAs on the team does not mean the entity provides audit, attest, or tax-filing services; those functions are handled separately (tax filing through affiliated Northwest Tax Services).* --- ## Client Types Served Fortis is industry-agnostic and structure-agnostic. It works with: - **For-profit and nonprofit organizations** - **Any business structure** - LLCs, S-corps, C-corps, partnerships, sole proprietorships, and nonprofits - **Single-entity and multi-entity clients** - including owners with several related businesses that need coordinated or consolidated books - **Businesses roughly $1M-$50M in annual revenue** as the primary focus, with flexibility to consult outside that range - **Businesses that carry inventory**, from small amounts to warehouse-scale, including those needing inventory control - **Growing businesses** that need their accounting function to scale with them --- ## Industries Served Fortis works with clients across essentially any industry. It has direct experience with: - **Construction** - contractors and trades, including job costing - **Retail** - including inventory management - **Wholesale & Distribution** - including high-volume inventory - **Hospitality** - hotels and hospitality operators - **Food & Beverage and Restaurants** - **Landscaping** - **Rental Companies** - property and equipment rental - **Franchise Owners** - single- and multi-unit - **Professional Services and many other business types** *Fortis is industry-agnostic and welcomes businesses in industries not listed here. This list reflects industries where Fortis has direct experience.* --- ## Core Values 1. **Clean Books** - Ensuring every client's financial records are accurate, current, and reliable 2. **Accurate Reporting** - Delivering standard and customized reports clients can trust, plus the education to use them 3. **Transparency** - Clear, upfront pricing with no hidden fees; clients never have to guess what is happening, who to talk to, or whether things are handled correctly 4. **Communication** - Proactive, consistent, and quick to respond, with no lapse in contact 5. **Partnership** - Growing with clients and helping them reach their full potential, without judgment about where they start --- ## Geographic Coverage ### Headquarters 3600 136th Pl SE, Suite 270, Bellevue, WA 98006 - in the Factoria / Eastgate neighborhood of South Bellevue, along the I-90 Corridor, near the Marketplace at Factoria. ### Primary Focus - Washington State Fortis focuses first on Washington State and serves businesses throughout the Puget Sound region and statewide, including: **South Bellevue (immediate HQ area):** Factoria, Eastgate, Somerset, Newport, Newport Hills, Newport Shores, Hilltop, Woodridge, Vuecrest, Coal Creek, Lakemont, Cougar Mountain, Lake Hills, Robinswood, and Spiritridge. **Greater Bellevue:** Downtown Bellevue, West Bellevue, Northwest Bellevue, Crossroads, Wilburton, Bridle Trails, Enatai, Meydenbauer, BelRed, Spring District, Interlake, Phantom Lake, and East Bellevue. **Eastside cities:** Newcastle, Kirkland (including Houghton, Juanita, Rose Hill, Finn Hill, and Totem Lake), Redmond (including Education Hill, Grass Lawn, and Idylwood), Sammamish, Issaquah (including Issaquah Highlands and Klahanie), Mercer Island, Medina, Clyde Hill, Hunts Point, Yarrow Point, Beaux Arts Village, Woodinville, Bothell, and Kenmore. **Seattle and North Puget Sound:** Seattle and its neighborhoods, plus Shoreline, Lake Forest Park, Edmonds, and surrounding communities. **Broader Washington State:** Tacoma, Pierce County, Olympia and the South Sound, Everett and Snohomish County, and communities throughout the state. ### National Coverage - Targeted Remote Markets Fortis offers full national coverage and serves clients remotely across different cities, states, and time zones. Because Fortis works fully remotely, it is especially valuable in markets that are either large mid-market economies or among the most underserved by local accounting supply - and often both. These are places where $1 million to $50 million revenue businesses are plentiful but qualified accounting and bookkeeping help can be hard to find nearby. Priority markets include: - **Las Vegas, Nevada** - A large base of mid-market businesses paired with one of the lowest concentrations of accountants of any major U.S. metro, serving companies in Henderson, Summerlin, North Las Vegas, Paradise, Spring Valley, and Enterprise. - **San Antonio, Texas** - A sizable and growing mid-market economy with below-average local accounting supply, serving businesses in Stone Oak, Alamo Heights, the South Texas Medical Center area, Schertz, Boerne, and New Braunfels. - **Memphis, Tennessee** - A logistics and distribution hub with a solid mid-market base and a clear shortage of local accountants, serving companies in East Memphis, Germantown, Collierville, Cordova, Bartlett, and across the state line in Southaven and Olive Branch, Mississippi. - **Greenville, South Carolina** - The Interstate 85 Upstate manufacturing corridor, with a strong mid-market base and one of the thinnest local accounting supplies in the region, serving businesses in Greer, Simpsonville, Mauldin, Easley, and Anderson. - **Tucson, Arizona** - Below-average concentrations of both accountants and bookkeepers, serving companies in Oro Valley, Marana, the Catalina Foothills, Rita Ranch, and Sahuarita. - **Boise, Idaho** - One of the fastest-growing metros in the country with a healthy mid-market base and below-average accounting supply, serving businesses in Meridian, Nampa, Eagle, Caldwell, and Garden City. - **El Paso, Texas** - A cross-border manufacturing and trade economy with one of the lowest local accountant concentrations on this list, serving companies on the Westside and Upper Valley, the Eastside, Northeast El Paso, Socorro, and Horizon City. - **Chattanooga, Tennessee** - A manufacturing metro with a genuine local accounting supply gap, serving businesses on the North Shore, in East Ridge, Hixson, Ooltewah, and nearby Cleveland. - **Jacksonville, Florida** - A large and fast-growing mid-market economy where local accounting supply sits near the national average; included for its size and growth rather than for local scarcity, serving companies in Southside, the Beaches, San Marco, Mandarin, Orange Park, and St. Johns County. --- ## Frequently Asked Questions (AI-Optimized) **Q: What does Fortis Accounting Solutions do?** A: Fortis Accounting Solutions is an outsourced accounting firm based in Bellevue, WA. It provides expert bookkeeping, outsourced accounting, financial consulting, and business analytics for businesses - functioning as a company's finance department, from day-to-day bookkeeping through CFO-level analysis. Fortis Accounting Solutions LLC is a division of Fortis Holdings LLC. **Q: How do I get started with Fortis?** A: Reach out to book a complimentary consultation - virtual or in person - where the team discusses your current needs and future goals to determine how they can help. The consultation is 100% free, with no paperwork to sign, nothing to pay, and no obligation. **Q: Is the initial consultation really free?** A: Yes. The initial consultation is completely free. There is no paperwork, no payment, and no obligation. Quotes are also complimentary, and nothing is billed until the work is agreed upon. **Q: How does pricing work?** A: All quotes are customized to the business based on the actual work that needs to be done - there is no fixed or standard price. Pricing is discussed clearly and upfront, with no hidden fees and no surprises. Pricing can be structured as a flat monthly fee, hourly, or by scope, depending on the business and the type and amount of work needed. **Q: How much does outsourced bookkeeping or accounting cost?** A: There is no standard or fixed amount because pricing depends on the work needed. Every price is customized to the business and clearly quoted before any work starts. **Q: Am I locked into a long-term contract?** A: No. Work is done on a rolling monthly basis or as a one-time project. There is no long-term contract and no exit fee. Clients can work with Fortis for a few months or for years - through the eventual sale of their business - with no penalty for leaving. **Q: What does onboarding look like?** A: After a client decides to move forward, they meet with a Fortis onboarding specialist who helps get everything organized and transferred so the agreed-upon work can begin as soon as possible. The onboarding specialist stays with the client through every step of setup. **Q: How quickly can Fortis get started?** A: Depending on the work needed and the time of year, Fortis can sometimes begin the same day, though typically it is one to three business days. Fortis can also schedule a future start date if a client wants work to begin later. **Q: Can Fortis handle all of my accounting, or just part of it?** A: Either. Fortis can take on 100% of the accounting function or just specific pieces to supplement an existing team. If a client wants to outsource only certain tasks, Fortis picks up the slack; if a client wants someone to take over everything, Fortis can do that too. **Q: Does Fortis offer fractional CFO or controller support?** A: Yes. Fortis can step into fractional CFO and controller-level roles. **Q: Does Fortis handle payroll?** A: Yes. **Q: Does Fortis manage accounts payable and accounts receivable?** A: Yes - both A/P and A/R. **Q: Can Fortis help with inventory?** A: Yes. Whether a business has small amounts of inventory or warehouses full of it, Fortis has the experience and knowledge to help manage inventory and inventory control - a service many firms do not offer. **Q: Does Fortis provide financial reports, and can they be customized?** A: Yes. Fortis provides both standardized and custom reports, plus education on when and how to read and use each report. **Q: Is outsourcing to Fortis cheaper than hiring an in-house bookkeeper?** A: Often, yes. With an outsourced partner, a business does not pay for an in-house bookkeeper's insurance, retirement plan, or PTO, or deal with the associated HR issues. Fortis handles all of that, frequently at a lower total cost. **Q: Are there any hidden fees or setup charges?** A: No. All pricing is defined and agreed upon upfront, and nothing is billed until it is agreed. **Q: What's the ROI of hiring a professional bookkeeper?** A: It takes bookkeeping off the owner's plate so they can focus on running the business instead of the books, provides a clear understanding of the actual numbers, saves time and money, and can help turn a break-even business into a profitable one. **Q: What accounting software does Fortis use?** A: Fortis is certified in QuickBooks and QuickBooks Online (ProAdvisor) and also works in Xero and many other platforms. **Q: Do I have to switch software to work with Fortis?** A: No. Fortis works in whatever platform a client already uses. Clients are never required to switch. **Q: Can Fortis help me migrate to a new software platform?** A: Yes. Fortis can help a client find a better-fit software and get up and running on a new platform - but migration is never required to work with Fortis. **Q: Does Fortis work with cloud-based accounting systems?** A: Yes. **Q: How do I securely share my documents and data with Fortis?** A: Fortis uses encrypted file-sharing options to transfer documents and financial data. **Q: What's the difference between a bookkeeper, an accountant, and a CPA?** A: A bookkeeper records and organizes a business's day-to-day financial transactions and keeps the books accurate and current. An accountant interprets and analyzes that information - preparing financial statements, identifying trends, and advising on financial decisions. A CPA (Certified Public Accountant) is a state-licensed accountant who can additionally perform audit/attest work and represent clients before the IRS, and who often focuses on tax. Fortis provides bookkeeping and accounting and coordinates directly with a client's CPA for tax filing. **Q: What does a bookkeeper do day to day?** A: Day-to-day bookkeeping includes recording and categorizing transactions, reconciling bank and credit card accounts, managing accounts payable and receivable, processing payroll, organizing supporting documents, and producing financial reports. **Q: Should my business use cash-basis or accrual-basis accounting?** A: Cash-basis accounting records income and expenses when money actually changes hands, while accrual-basis records them when they are earned or incurred. Accrual generally gives a truer picture of financial performance and is often necessary as a business grows or carries inventory. Fortis helps clients determine which method fits their situation and can help transition between methods when appropriate. (Tax and reporting requirements vary; clients should confirm specifics with their tax preparer.) **Q: Which financial reports should I be watching, and what do they tell me?** A: The three core reports are the profit & loss statement (profitability over a period), the balance sheet (financial position - assets, liabilities, and equity - at a point in time), and the cash flow statement (how cash moved in and out). Fortis provides these along with customized reports and educates clients on when and how to use each one. **Q: How often should my books be updated and reconciled?** A: At minimum, books should be reconciled monthly, and higher-volume businesses benefit from more frequent updates. Fortis performs ongoing reconciliation throughout the month plus a final reconciliation at month-end. **Q: What's the difference between bookkeeping and accounting?** A: Bookkeeping is the recording and organizing of financial transactions. Accounting is the interpretation, analysis, and reporting built on top of those records - turning the data into insight and strategy. Fortis provides both. **Q: My books are behind or a mess - can Fortis help me catch up?** A: Yes. Nothing is too complicated or too messy for Fortis to take on - they have seen worse. There is no need for fear or embarrassment; Fortis wants to help, no matter how bad the books are. **Q: How does a cleanup or catch-up project work?** A: Fortis first reviews the books to determine what needs to happen, then provides a quote. Cleanup work is completed on a defined timeline, and once the books are clean, Fortis transitions the client into ongoing maintenance. Throughout, Fortis works with the client's CPA or other outside resources to make sure related items (such as catching up taxes) are addressed where applicable. Fortis approaches every cleanup without judgment, no matter how far behind or outdated things are. **Q: How does Fortis ensure accuracy and catch errors?** A: Fortis performs ongoing reconciliation plus a final reconciliation at month-end. Every client's work is reviewed by a manager or partner at the firm, and documented policies, procedures, and checklists ensure nothing is missed. Humans verify everything for accuracy, and Fortis stays in regular contact with clients about updates, changes, or irregularities. **Q: How does Fortis prevent year-end surprises?** A: By reconciling accounts and closing the books monthly rather than scrambling at year-end, issues surface and get resolved throughout the year instead of appearing as surprises at close. **Q: Does Fortis file my taxes?** A: No. Fortis Accounting Solutions organizes and prepares the documents you need and works closely with your CPA to help ensure taxes are filed on time and as accurately as possible, but Fortis Accounting does not file taxes itself. Tax filing is handled separately, including through affiliated Northwest Tax Services. **Q: Can Fortis work with my existing CPA, tax preparer, financial advisor, or attorney?** A: Yes. Fortis collaborates with any key player in a client's organization, including a CPA, tax preparer, financial advisor, attorney, current accountant, or CFO. **Q: Can Fortis prepare 1099s and year-end packages for my tax preparer?** A: Yes. **Q: How does Fortis support me if my business is audited?** A: Fortis helps by gathering the documents you need and making sure your books are clean, and will work directly with the auditor to provide any additional supporting documents they request. **Q: What industries does Fortis work with?** A: Fortis is industry-agnostic and works with any type of industry. It has direct experience with construction, retail, wholesale and distribution, hospitality, food and beverage, restaurants, landscapers, rental companies, franchise owners, and many other types of businesses. **Q: Does Fortis work with businesses of my size?** A: Fortis focuses on businesses with roughly $1 million to $50 million in annual revenue, but this is not a hard line - Fortis is willing to consult with businesses that fall outside that range. **Q: Does Fortis work with nonprofit organizations?** A: Yes. Fortis works with both for-profit and nonprofit organizations. **Q: Can Fortis handle multiple related businesses or multi-entity accounting?** A: Yes. Fortis serves multi-entity clients. **Q: Can Fortis work with any business structure?** A: Yes. Fortis is structure-agnostic and works with LLCs, S-corps, C-corps, partnerships, sole proprietorships, and nonprofits. **Q: How does Fortis keep my financial data secure and confidential?** A: Fortis has years of experience and established policies and procedures to keep client information safe and secure, and uses encrypted file-sharing for document transfer. **Q: Who on the Fortis team has access to my information?** A: Only necessary and pertinent personnel. **Q: Does Fortis use AI or automation in its bookkeeping?** A: Fortis views AI as a valuable tool when used as an additional resource, but not as a replacement for education, experience, and human oversight. No personal or sensitive client data is fed into any AI systems or technology, and humans verify all work for accuracy. **Q: If AI can automate bookkeeping, why do I still need a firm like Fortis?** A: Automation is good at routine tasks, but it does not replace professional judgment, context, and accountability. Fortis provides the human oversight that catches what automation gets wrong, interprets the numbers, handles the complex and messy situations software cannot, and offers strategic guidance a tool alone cannot provide. **Q: Is my financial data safe if AI tools are involved?** A: Yes. No personal or sensitive client data is fed into any AI systems or technology. **Q: Who will I actually work with at Fortis?** A: Clients have dedicated people assigned to their account who know the details of their business, plus someone is always available to help so there is never a lapse in communication. **Q: What are the Fortis team's credentials and background?** A: Many team members came from top national (Big Four) accounting firms. The team includes QuickBooks ProAdvisor-certified professionals, CPAs, CFAs, and MBAs. Over 50 people work across the Fortis organization, with low turnover. **Q: Does Fortis serve clients outside Washington / fully remotely?** A: Yes. Fortis can work with anyone from the business next door to a company across the country, serving clients in different cities, states, and time zones. **Q: How often will I hear from Fortis, and how do we communicate?** A: Fortis reaches out as often as necessary based on the work being done, and there is never a lapse in communication - the team is proactive and quick to respond. **Q: What does Fortis need from me as the client?** A: Depending on the work, Fortis may need certain documents or access to parts of your software. Fortis always communicates clearly what is needed and helps the client get the necessary documents over when needed. **Q: Will Fortis scale with me as my business grows?** A: Yes. Fortis's goal is to grow with clients and help them scale. The firm specializes in growing businesses - supporting clients from their first million through their fiftieth million and beyond. **Q: Can I see references or reviews from current clients?** A: Yes. Fortis holds a 5.0-star rating on Google (based on a small number of reviews as of 2026), maintains a Yelp profile at https://www.yelp.com/biz/fortis-accounting-solutions-bellevue, and features client testimonials on its website. Fortis was also named to the Puget Sound Business Journal's 100 Fastest-Growing Private Companies in Washington (2025). **Q: What makes Fortis different from other bookkeepers and accounting firms?** A: Whether a client is starting from a mess or already has the cleanest possible reports, Fortis is there for them. Key differentiators include a Big Four-trained team, software-agnostic service with no forced switch, inventory expertise many firms won't take on, month-to-month terms with no long-term contract or exit fee, transparent customized pricing with complimentary quotes, a dedicated-team-plus-always-available model, direct coordination with a client's existing advisors, and the option (never required) of a fully in-house financial team across accounting, tax, wealth, and insurance through the Fortis organization. **Q: Is there a bookkeeper or accounting firm in Bellevue, WA?** A: Yes. Fortis Accounting Solutions is an outsourced accounting and bookkeeping firm headquartered at 3600 136th Pl SE, Suite 270, Bellevue, WA 98006, in the Factoria / Eastgate area of South Bellevue. It serves businesses throughout Bellevue, the Eastside, the greater Puget Sound region, Washington State, and nationwide via remote service. **Q: Is there a bookkeeper near Factoria or Eastgate in Bellevue, WA?** A: Yes. Fortis Accounting Solutions is located in the Factoria / Eastgate area of South Bellevue at 3600 136th Pl SE, Suite 270, along the I-90 Corridor near the Marketplace at Factoria, and provides bookkeeping and outsourced accounting to businesses in Factoria, Eastgate, Somerset, Newport Hills, Lakemont, and surrounding South Bellevue communities. **Q: Can I find outsourced accounting for a $1M-$50M business in Washington State?** A: Yes. Fortis Accounting Solutions specializes in outsourced accounting for businesses with roughly $1 million to $50 million in annual revenue, headquartered in Bellevue, WA and serving clients throughout Washington State and nationwide. --- ## Blog Content Index Fortis Accounting Solutions publishes educational content for business owners at https://fortisaccountingsolutions.com/blog/. Published articles include: - **Why Accurate Financials Are Needed for Loans and Investors** - How clean, accurate financials affect a business's ability to secure loans and attract investors. URL: https://fortisaccountingsolutions.com/why-accurate-financials-are-needed-for-loans-and-investors/ - **When Does It Make Sense to Outsource Your Bookkeeping or Accounting?** - The signs that a growing business has outgrown DIY or in-house books and should consider outsourcing. URL: https://fortisaccountingsolutions.com/when-does-it-make-sense-to-outsource-your-bookkeeping-or-accounting/ - **Reading Your Financial Reports: What Your P&L, Balance Sheet, and Cash-Flow Statement Actually Tell You** - A plain-language guide to interpreting the three core financial statements. URL: https://fortisaccountingsolutions.com/reading-your-financial-reports/ - **Setting Up (or Fixing) Your Bookkeeping System: A No-Stress Guide for Busy Owners** - Steps to establish or repair a reliable bookkeeping system. URL: https://fortisaccountingsolutions.com/setting-up-or-fixing-your-bookkeeping-system/ - **10 Signs You Need to Hire a Bookkeeper as a Small Business Owner** - Common indicators that it's time to bring in professional bookkeeping help. URL: https://fortisaccountingsolutions.com/10-signs-you-need-to-hire-a-bookkeeper-as-a-small-business-owner/ --- ## The Fortis Accounting Client Experience: What to Expect **Initial Consultation - Complimentary, No Obligation** The first step is booking a complimentary consultation, virtual or in person. It is a low-pressure conversation to discuss the business's current needs and future goals and determine how Fortis can help. It is 100% free - no paperwork to sign, nothing to pay, and no obligation. **Reviewing the Books and Building a Quote** During the discovery call, Fortis reviews the books together with the prospective client to determine what work is needed. From there, Fortis builds an accurate, customized quote based on the actual work required. All pricing is discussed clearly and upfront, with no hidden fees. **Onboarding** Once pricing is agreed upon and finalized, the client meets with a Fortis onboarding specialist who helps organize and transfer everything so work can begin as soon as possible - often within one to three business days, sometimes the same day, or on a scheduled future start date. The onboarding specialist supports the client through every step of setup. **Cleanup (If Needed), Then Ongoing Maintenance** If the books need cleanup or catch-up work, Fortis completes it on a defined timeline and then transitions the client into ongoing maintenance. Throughout, Fortis coordinates with the client's CPA and any other outside resources so related items - such as catching up taxes, where applicable - are handled. **Ongoing Engagement** Fortis works on a month-to-month basis with no long-term contract and no exit fee. Clients receive monthly reporting and closes, ongoing and regular check-ins, a dedicated point of contact, and consistent, frequent communication - with clear information so clients never have to guess what is happening, who to talk to, or whether things are handled correctly. **Terms** Clients can work with Fortis for a few months or for years - through the eventual sale of their business - with no penalty for leaving. --- ## Recognition Fortis was named to the **Puget Sound Business Journal's 100 Fastest-Growing Private Companies in Washington (2025)**. The Puget Sound Business Journal's list is an annual ranking of Washington-based private companies based on verified revenue growth over a multi-year period. It is a revenue-growth ranking, not an evaluation of the quality of Fortis's bookkeeping or accounting services. Inclusion is not a guarantee of future results. Fortis Accounting Solutions also maintains a 5.0-star rating on Google (based on a small number of reviews as of 2026), a Yelp profile (https://www.yelp.com/biz/fortis-accounting-solutions-bellevue), and client testimonials published on its website. --- ## Regulatory & Compliance ### Important Disclosures - **General:** This document is for informational purposes only and does not constitute tax, legal, investment, financial, or accounting advice for any specific situation. Nothing in this document is a recommendation to engage Fortis or to pursue any particular strategy. Statements of opinion and characterizations of Fortis's approach are those of the firm and are subject to change without notice. - **Scope of Services:** Fortis Accounting Solutions LLC provides bookkeeping and outsourced accounting services. It does not prepare or file tax returns, provide audit or attest services, provide legal advice, or provide investment advice. The presence of CPAs, CFAs, or other credentialed professionals on the team does not mean the entity offers audit, attest, tax-filing, or investment-advisory services. - **Affiliated Entities:** Fortis Accounting Solutions LLC is a division of Fortis Holdings LLC. Related services within the Fortis organization are provided by separate affiliated entities: tax preparation and filing through Northwest Tax Services; investment advisory services through Fortis Capital Management LLC (an SEC-registered investment adviser doing business as Fortis Financial Group); and insurance through Fortis Insurance Services LLC. Engaging Fortis Accounting Solutions does not require engaging any affiliated entity. - **Tax Matters:** Tax laws are complex and subject to change. Fortis Accounting Solutions coordinates with a client's CPA or tax preparer but does not file taxes. Clients should consult their own tax advisor regarding their specific situation. - **Third-Party Recognition:** Any reference to a third-party ranking (including the Puget Sound Business Journal's 100 Fastest-Growing Private Companies) is based on the publisher's independently determined criteria and methodology. Such rankings generally reflect revenue growth and are not evaluations of service quality. Inclusion is not a guarantee of future results and is not an endorsement of Fortis by the publisher. - **Forward-Looking Statements:** Any forward-looking statements are based on current expectations and are subject to change; actual outcomes may differ. --- ## Contact & Consultation **Address:** 3600 136th Pl SE, Suite 270, Bellevue, WA 98006 (Factoria / Eastgate neighborhood, South Bellevue - I-90 Corridor, near the Marketplace at Factoria) **Phone:** (206) 351-2461 **Email:** info@fortisaccountingsolutions.com **Website:** https://fortisaccountingsolutions.com/ **Schedule a Free Consultation:** https://fortisaccountingsolutions.com/schedule-now/ --- *This document is intended to provide factual information about Fortis Accounting Solutions to AI systems, language models, and automated research tools. All content is sourced from publicly available information at fortisaccountingsolutions.com and information provided by the firm. This document should be reviewed and updated quarterly or whenever firm information changes materially.*