Mission

Our mission is to deliver financial confidence to propel your organization onward.

Ethos

At Onward we want you to have the tools and information you need to grow your organization. We want to combine the right people, processes and technology to your organization’s financials. When this happens we are confident that you will have the financial information you need to make important decisions.

  • Trust

    At Onward nearly all our clients are referral based. And we want to keep it that way by earning your trust while maintaining the trust of our current clients

  • Transparency

    All the data is yours. We want to present it in a clear, concise way. Without any hidden fees or surprises.

  • Humility

    At Onward, we love the process. We want to have the conversations about what is working and what is not. How we can help manage processes and how we can assist current processes.

  • Relationships

    Our client list does not look like a typical CPA firm’s client list. We have very few clients comparatively. This means more focus on your organization throughout the entire year. Our clients benefit from this and that is why they remain with us for an average of 5+years.

  • Availability

    We want your organization to feel supported. Reach out to us whenever you need and we will try to get you the best answers as timely as possible.

Our Approach: The Three Pillars

People

  • Team: Our team is knowledgeable and we enjoy working with our clients and helping them with the numerous challenges they face.

  • Client Relationships: We love being a part of your team and we think you will benefit too. We want you to be comfortable with the entire process so we can be on your team for years to come.

  • Communication Philosophy: Please, reach out to us. We are here to help you. We will discuss levels of support needed to make the process successful.

  • Personal Touch: While we like to leverage technology we understand that in an increasingly digitized world, people are ultimately why organizations succeed.

Process

  • Methodology: We want to fit in and enhance your financial processes, not disrupt something that is working.

  • Quality Assurance: By creating understandable, repeatable processes, mistakes are minimized and the final product is accurate.

  • Adaptability: The solutions we use today might not be the best solutions in 6 months. We value consistency but if there is a process that can be improved we try to recognize that.

  • Efficiency: Solid repeatable processes reduce errors, increases security and saves your organization time and money.

Technology

  • Tools & Solutions: We leverage cloud based solutions that we think will help your organization. These tools include: accounting software, expense management, reporting, training and communication.

  • Security: We only use solutions that have strict security measures. The cloud based solutions we use are typically much more secure than using in house server solutions.

  • Innovation: We have certain solutions we currently use but this changes like everything else. We want to use the solutions that provide the best security and usability.

  • Integration: Software changes can be difficult. But the solutions we use have a quick learning curve and usually slides in seamlessly to existing systems.

Testimonials

The Food Center has experienced rapid growth, which would be positive if we were a for-profit business. Unfortunately, as a food bank, it means that more people are facing food insecurity than ever before. Thankfully, Onward Financial Services has been supporting us by managing our financial needs for the last several years. Their capacity to adapt and scale with us has been invaluable, allowing us to concentrate on fulfilling the demand for food.

Ethan Amos, President & CEO, Flagstaff Family Food Center

I am deeply grateful for the services Eric and Onward Financial Services provide. Since 2022, their expertise has elevated our ability to steward our limited resources through clear and concise monthly financials and diligent oversight. They have streamlined our bookkeeping processes making them simple and transparent. As our organizational needs have evolved, they have responded with enhanced systems utilizing the latest software and the support necessary to sustain our growth. I consider Onward Financial Services part of the Arboretum’s team and recommend them to any organization looking for trusted financial services!

Nate O’Meara, Executive Director, The Arboretum at Flagstaff

Eric and Onward Financial has been such a huge boon to my business! From our first meeting he quickly recognized what our financial needs and goals were even when I was unsure. He gave me specific, accomplishable steps to take that stayed within the framework of my business model. He took into account who I am as a person and physician in addition to the financial health of the business when setting goals. He does an excellent job explaining numbers and places that need attention on an ongoing basis. My business has gone from tenuous to stable, with consistent financial growth. I cannot thank Onward enough for the work they have done to support that win.

Bethany Davis, MD, Owner, Davis Whole Family Health

Working with Eric over the past 7 years has been a valuable, single solution for multiple financial and technical issues that have developed as our company has grown. Our accounting system has been kept up to date and simplified for both revenues and expenses. Eric helped us transition onto secure and HIPAA compliant communication and cloud-based data storage systems. This year we are embarking on a new software solution, identified by Eric, to manage and modernize a complicated payroll system.

Kevin Conn, MD, CFO, Flagstaff Emergency Physicians, PLLC