Corporate expertise with a personal approach

Accounting and financial services for small to medium sized businesses, designed to make you feel confident, in control, and never judged.

Who We Work With

Helping real businesses with real goals.

Group of young professionals discussing finance on laptop at cafe

From Startups to High Growth Leaders

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:

Our Services

Financial Services Built Around Your Business

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.

Why Claremont?

Why Work With Us?

Fraction of the Cost

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.

Real Human Support

We take the time to understand your business and goals to ensure your finances are paving the way to success.

Tailored to You

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.

Helping real businesses with real goals.

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

Quick Reads for Smarter Decisions

In entrepreneurship, the old adage “you must spend money to make money” often rings true...
Taxes can be daunting, but keeping organized records and knowing the rules for your type...

Testimonials

Trusted by Clients, Valued by Partners

Business partners reviewing finance strategy on laptop in cafe

Meet Team

Meet The Experts Behind Our Success

Headshot of Jamie Tracy, Certified Public Accountant

Jamie Tracy, CPA

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.

Headshot of Ed Tracy, finance professional

Ed Tracy

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.

Nick — financial expert and advisor

Nick Sakovitch

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 — your new favorite finance partner

Meet Nick

Your New Favorite Finance Partner

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”.

Get In Touch







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