“I am so happy that we finally found the perfect partner to help us with our accounting and bookkeeping needs. We had been struggling for some time, and couldn’t get anything done on time or get an accurate reading of our financial situation. Addison’s attention to detail and timeliness is what’s really made the difference for us. He saved us a lot of time on our books and is always there when I need him!”
“Fortis Accounting Solutions has been an amazing partner. Our previous accounting firm made sure expenses were captured but by no means did they have the systems in place to drive our business forward. Once we began working with Fortis they helped clean up the bad habits from our previous accountants and worked closely with us to ensure the transition was seamless. Most importantly, Fortis took it upon themselves to really understand our business and how things flow on a monthly basis. It’s allowed us to treat them more as our internal accounting arm than an outside third party provider. I’ve never felt more confident about our accounting systems.”
“MUST (Mentoring Urban Students and Teens) as been with Fortis for the past 3 years and we could not be more pleased. Three things we appreciate about Fortis is their accuracy, professionalism, and availability. Fortis gets the work done right the first time. They understand business and how it works. When we need them they answer the phone or call us back right away. We would recommend Fortis for any clients accounting solutions.”
“My experience with Fortis has been beyond my expectations from the get go. I have been able to learn from them and get the help and information I need as soon as I ask. I couldn’t recommend them more.”
“I can’t speak more highly of my experience working with Fortis Accounting Solutions. Not only have they been able to provide highly skilled services including some complicated issues with the IRS, but they also stand out for both their efficient and personal approach to working with clients. They have consistently, reliably, and with skill met my business financial needs and done so with a high level of personal care. Having Fortis handle my accounting needs has been one of the best business decisions I have made.”
“My business runs far better operationally with the support and expertise of Fortis Accounting Solutions. Highly recommend for a professional and intelligent partner who responds punctually and offers tremendous support.”
“The Fortis team is the strongest financial and wealth management team you can hope to work with. They are caring friends as much as trusted professionals. After my first meeting with the firm assessing my business needs they connected me with a banking partner who created a line of credit for me that was almost three times more than I was looking for. The bank I had been with for 6 years was not qualifying me for a line of credit at all. The Fortis team was mystified at this and immediately made a huge difference for my business as well as connecting me with a new and better business banking partner. This is one of many stories sharing how Fortis delivers quality financial services and support above and beyond most accounting, book keeping and wealth management companies. Their team asks tough and important questions so they can really understand the state of your business and how they can help you to scale and thrive. Then they deliver with honest and caring actions. Their team will care about your business as much as you do and assist in getting your financial house in better shape no matter how strong it already is. I highly recommend meeting with them to experience how their knowledge, insights, and five star way of doing business can move your financial situation farther faster.”
“From the start of working together, Addison (who I work directly with) has been stellar! He responds to all emails and texts very quickly, especially when I need financials by a certain time. My old accountant was not as timely with documents and did not respond as quickly… so I was hesitant to work with anyone else. BUT, I was recommended to Fortis by a close friend and I’m really glad I reached out because its exceeded my expectations of what working with an outsourced accounting
team should be.”
They’ve definitely helped me with keeping an eye on cash because we run lean. They’re really good at forecasting my cash needs. They alert me well in advance if I need to initiate transfers from our money market to operating accounts.
Responsiveness
Lesly Mohr, VP Finance
Dedicated Team
Lesly Mohr, VP Finance to Making Strategic Financial Decisions
- Matt Milner, CEO + Co-Founder, Back Bar Project
- Company: Back Bar Project is the exclusive U.S. importer of a
collection of premium spirits brands that meet the U.S. and global
spirits industry’s demand for more specialized, high quality ingredients.
- In 2017, 5 years into the founding of our company, we were using another external accountant. We were capturing all our financial information but it wasn’t actionable. We had no guidance, had no CFO or fractional CFO, couldn’t make 3 and 6 month projections, and couldn’t make strategic financial decisions.
- Fortis helped us understand the different levers that we could use to
not only grow revenue, but also increase profits. Fortis also created really dynamic reporting that our team uses to look at their business in
a number of different useful ways. I don’t have to spend 10s of hours trying to gather all the data to see it in a way that’s helpful for me. - When there’s an additional system that we think could be beneficial, Fortis will go out of their way to do the due diligence to find us the right 3rd party provider.
- Fortis spends, at the close of every quarter, many hours ensuring not just accuracy, but also making sure it reflects the strategic conversations that we’re having about hiring strategies or about launching the next brand.
- Now the balance sheet and cash flow actually makes sense. Before Fortis, all the numbers were always there, but there wasn’t a lot of
rhyme or reason to them at times.
- After the pandemic, there was an opportunity to dramatically decrease our safety stock inventory so Fortis worked closely with our ops team and reduced our on hand inventory by over $3M!
- When you hop on the phone with anybody at Fortis, you don’t have to reintroduce yourself.
- You’ve got a team of genuinely wonderful people at Fortis that
won’t allow you to fail. Also, they are just so trustworthy. Their hiring practices must be second to none because their team is pretty amazing.
thoughtful business partnership
- Lesly Mohr, VP Finance, Voyager Capital, a Venture Capital management firm
- 20-year relationship with previous accounting firm
- Issues: Declining service quality, increasing rates, missed filings ($180,000 among property tax returns and 401k match true-ups)
“I decided to go out to market and spoke to Fortis and two other firms, who both specialized in Venture Capital management companies like us. I found those two companies to be less personal and too process-oriented. I like that Fortis has a local presence and that their partners are great listeners as well as highly qualified, curious, and eager. They are willing to work with my internal schedules and software rather than forcing me to adopt their tech stack, which would have been expensive and time consuming. I also like that Andrew Dore really understands the mechanics and nuances of Venture.”
“For us, Fortis’ top service model advantages are:
- A dedicated team (vs. rotating staff or outsourced junior roles)
- Highly responsive (e.g., 30-minute email response time)
- Transparent, all-inclusive pricing
- Willingness to renegotiate if workload significantly increases”
“I like Fortis’ service model because I get a dedicated team. I know that Andrew is my senior manager while Micah handles the day-to-day needs. Both are extremely responsive to my requests. It’s very rare to see this kind of responsiveness from service providers. ”
“ They’ve definitely helped me with keeping an eye on cash because we run lean. They’re really good at forecasting my cash needs. They alert me well in advance if I need to initiate transfers from our money market to operating accounts.”
“Fortis really cares about building a long term relationship and less about trying to maximize their fees. They are thoughtful business partners who treat my business like their own and can scale with me.”
seamless, flawless transition
A cybersecurity firm’s bookkeeper suddenly resigned and provided them with two weeks’ notice. They were not expecting this and it came as a
complete shock.
“With insufficient time to run a process to hire a replacement, we immediately started searching for outside alternatives,” said one of the
company’s executives.
“We spoke to three accounting firms and it was hardly a contest since Fortis was the most qualified by far. We spoke to Addison Parker, Paul Misleh, and Andrew Dore and were extremely impressed with their credentials and experience. We selected their firm and began training them on what we needed.”
“Andrew stepped in immediately, managing all tasks flawlessly. If we ever
have an issue that needs attention, Andrew will do whatever it takes and, if
necessary, stay late. He and the Fortis team take our needs very seriously.”
“Cash flow is our top priority which Fortis understood, since this is the case with many of their customers. Not only did they help us properly forecast cash flow but they also helped us clean up areas of our finance and accounting which hadn’t been done properly. Since then, they have helped us level up all of our financial processes. In fact, we’re currently enlisting their help on more clearly defining budgets and doing more proactive planning.”
“Not only did they help us properly forecast cash flow but they also helped us clean up areas of our finance and accounting which hadn’t been done
properly.”
“We found four significant benefits to hiring an outside accounting firm like Fortis.
- Fortis has helped us professionalize and streamline our processes.
- We have increased financial integrity since we know that Fortis will ask us questions that internal employees might be afraid to ask out of an erroneous fear of losing their job.
- Fortis gives us a dedicated team which provides us valuable redundancy in case one of our people falls ill or is out on vacation.
- There is less drama since our arms length relationship with Fortis frees us from having to deal with the interdepartmental conflicts related to accounting matters.”
We are determined to work with clients that we are confident we can bring value. Schedule a
consultation with one of our expert teammates today.