- Aug 04, 2020
- Catherine Cote
Accounting and financial services for small to medium sized businesses, designed to make you feel confident, in control, and never judged.
Whether you’re building your business from the ground up or scaling fast with investor support, we’re here to set your finances on solid footing. We specialize in:
This category includes services that focus on high level financial planning, analysis, and management, often aimed at guiding business growth and decision making.
This group covers routine, ongoing accounting tasks essential for a business's daily operations.
This category is for services that help businesses meet regulatory requirements and prepare for external reviews.
This section includes services related to setting up, maintaining, and improving the financial infrastructure of a business.
Whether your organization requires 40 hrs a week or 3 hours a month you only pay for the services you need and at a fraction of the cost.
We take the time to understand your business and goals to ensure your finances are paving the way to success.
Every business is unique, and every organization has a different set of needs. At CFS we create a personal offering to service your specific needs.
Whether you’re building your business from the ground up or scaling fast with investor support, we’re here to set your finances on solid footing.
Our Articles
KoFood Kimchi
We had an excellent experience working with Claremont Financial Solutions from start to finish! Nick’s professional knowledge and guidance made the entire process smooth and stress free. He took the time to understand our needs, clearly explained each step, and provided valuable insights that helped us feel confident in managing our finances. Nick was always patient, attentive, and incredibly knowledgeable, making sure all our questions were answered. His expertise and support have had a huge positive impact on how we operate. We would highly recommend Claremont Financial Solutions and especially Nick to anyone looking for reliable, expert financial help and personalized service.
Social Behavior Co.
We had an amazing experience working with Claremont Financial Solutions! They helped our business get QuickBooks set up correctly and took the time to walk us through the process step by step. Their guidance made everything so much easier to understand, and now we feel confident managing our books. Nick was professional, patient, and extremely knowledgeable, and the ongoing consultation he provided has already made such a positive impact on how we run our business. We highly recommend them to anyone looking for expert financial support and personalized service.
NuHome Team
Nick and his team at Claremont Financial Solutions went above and beyond to support me during the purchase of an existing franchise. They provided audit support, verified the financials, validated the business performance, and gave me the confidence to move forward with the deal. Their detailed reporting and financial modeling made it easy to present the numbers to my partners and plan for the future. I highly recommend them to anyone looking for fractional CFO services, fractional controller support, or general bookkeeping.
Dominic P.
Things with my business took off very quickly, before I knew it we were operating in multiple states and my team size grew substantially. We worked with CFS to help build a financial model to plan for cash flow over the next 5 years. What we realized was due to timing differences between our expenses and receipt of customer payments as our business continued to grow, we would face cash flow issues stunting our growth. We came up with a plan to secure lending that would help bridge the gap and allow us to continue to grow. Highly recommend the CFS team and the insights they provide
One of Claremont Financial Solution's star team members. An Ernst and Young audit alumni with 13 years of accounting experience, Jamie brings a wealth of knowledge to the team. With an extensive background in fund accounting and project management Jamie is one of the reasons why CFS provides top tier solutions to your organization's challenges.
Holding a Masters of Accountancy from University of Arizona Ed began his career with Ernst and Young in the Assurance Services department. Ed went on to hold managerial positions in finance and accounting at Fortune 500 companies, Walt Disney and Fox. With a vast array of experience in several industries including entertainment and retail, Ed allows our clients to tap into resources typically reserved for corporate giants. Whether you're a small start up or an established organization looking to scale, CFS has the resources to guide you on your path.
As the owner and founding member of CFS Nick has 15 years of experience in accounting and finance, helping businesses of all sizes navigate complex financial landscapes. Holding several senior management positions with both publicly traded multinational corporations and high growth startups there’s very little within the financial landscape Nick hasn’t encountered first hand. “I would say my greatest asset is my ability to speak to non accountants about their finances in a way that allows them to feel comfortable making decisions and running their business."
Meet Nick
As the owner and founding member of CFS Nick has 15 years of experience in accounting and finance, helping businesses of all sizes navigate complex financial landscapes. Holding several senior management positions with both publicly traded multinational corporations and high growth startups there’s very little within the financial landscape Nick hasn’t encountered first hand.
“I would say my greatest asset is my ability to speak to non accountants about their finances in a way that allows them to feel comfortable making decisions and running their business”.