Home / Services

What we do

From your first filing to your next loan — we handle it.

Phoenix Rising covers the full financial side of your business: formation and filings, day-to-day books, financial statements, financing support, and forward-looking planning. Engage us for one piece or all of it, and scale up or down as your business changes.

Ongoing · monthly

Bookkeeping & reconciliations

The day-to-day foundation. We keep your records accurate and current so nothing slips through the cracks.

  • Transaction categorization & coding
  • Bank & credit-card reconciliations
  • Accounts payable & receivable tracking
  • Monthly close, done on time
Reporting

Accounting & financial statements

Numbers you can lead with. Clear statements prepared accurately and explained in plain language.

  • Balance sheets
  • Profit & loss statements
  • Cash-flow statements
  • Reports ready for lenders & tax pros
Formation & compliance

Business formation & filings

Start on solid footing and stay in good standing. We handle the setup and the paperwork that keeps it clean.

  • Business entity formation
  • Secretary of State filings
  • Ongoing compliance & good standing
  • Registered-agent & renewal reminders
Financing

Financing & lender support

We work directly with you and your lenders to package financials that get deals approved.

  • Mortgage & real-estate financing support
  • Small business & SBA loan packages
  • Bridge-loan documentation
  • Lender-ready statements & schedules
Planning

Forecasting, budgets & pro formas

Turn your numbers into a plan. Forward-looking models that help you price, invest, and grow with confidence.

  • Cash-flow models & forecasts
  • Annual budgets & business plans
  • Investment pro forma statements
  • Scenario & what-if analysis
Setup & rescue

QuickBooks & Excel

Make your software work for you. We set it up right — or untangle the version you already have.

  • QuickBooks setup & chart of accounts
  • Migration & data clean-up
  • Custom Excel tracking & templates
  • Owner training & handoff
Project

Clean-up & catch-up

Behind on the books? No judgment. We'll bring months — or years — current and audit-ready.

  • Historical transaction review
  • Reconciling past periods
  • Correcting mis-categorized entries
  • Tax-season & loan-ready packages
Flexible · advisory

Fractional support & consulting

The expertise of an in-house controller without the salary — plus answers whenever you have a question.

  • Right-sized monthly retainers
  • Expense-coding & software questions
  • Budgeting & financial guidance
  • One dedicated point of contact
How it works

Getting started is simple.

/ 01

Tell us about your business

Share where things stand today — through our quote form or a quick call. There's no charge and no pressure.

/ 02

Get a clear, fixed quote

We'll recommend the right level of support and send a transparent quote — usually within one business day.

/ 03

We take it from here

We get your books clean and current, then keep them that way — with reports and answers whenever you need them.

Not sure which level you need?

That's exactly what a free consultation is for. Tell us about your business and we'll point you to the right fit.