About Us​

Rooted in expertise, helping your business grow

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Our Mission

Partner with businesses of all sizes to provide personalized financial solutions at a fraction of the cost.
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Two small business owners reviewing accounting strategy on laptop

Our Vision

We envision a future were growing businesses are provided the same caliber of service and insight trusted by the world’s leading corporations.
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Who We Work With

A Fresh Approach to Accounting

“A more relaxed way to handle your accounting”

At Claremont Financial Solutions, we believe accounting doesn’t have to feel intimidating or overly complicated. We provide professional financial and accounting services with a relaxed, approachable style making it easier for you to talk about your business finances without judgment.

Why Claremont?

Why Work With Us?

Fraction of the Cost

Hiring and training a full time finance department is time consuming and expensive. Whether it’s on a project basis or monthly full cycle accounting, CFS has the resources to help your businesses achieve its financial goals.

Have a need for additional resources? We can accommodate on an as needed basis allowing you to only pay for the support you need when you need it.

Personal Approach to
Finance

At CFS we take the time to understand your business, talk through your goals and set forth a path towards achieving those aspirations.

Our all star team of accountants are not only versed in an array of industries, but we pride ourselves in being able to communicate to seasoned executives and novices alike. Regardless of industry or stage, CFS has a solution to guide your business on its journey towards success.

The last Finance hire you make

At CFS we have the resources to be your CFO, Controller and staff accountant all in one. We specialize in technical accounting as well as high volume daily operations.

Need help with accounting software? We have the available resources to set up your systems, optimize their usage and maintain accurate and reliable data. With CFS you’ll never have to hire another finance employee again.

Meet Team

Meet The Experts Behind Our Success

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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."

Let’s Create Something Meaningful Together

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.