End-to-End Financial Solutions

Comprehensive Financial Management to Scale Your Business

  • Our holistic approach eliminates gaps and creates a seamless financial operation.

  • We focus on growing your business while we manage your complete financial ecosystem.

Bookkeeping Services

Accurate Financial Records for Confident Decision-Making

  • We maintain precise, timely financial records.

  • You gain clarity on your financial position with organized, accessible data.

AP Management

Streamlined Accounts Payable for Improved Cash Flow

  • We use a systematic approach to managing vendor relationships and payments.

  • Optimize payment timing and vendor relationships while eliminating fees or delays.

Spend Control

Strategic Expense Management for Sustainable Growth

  • We help businesses monitor, analyze, and optimize spending.

  • Transform spending from a necessary expense to a strategic growth tool.

Fractional CFO Services

Strategic Financial Leadership Without the Full-Time Cost

  • Our team provides high-level financial strategy and guidance.

  • Access executive-level financial expertise scaled to your business needs.

How We Work

  • Process Discovery: We work together to increase efficiencies
  • Collaboration Model: We integrate with existing teams and systems
  • Technology Platform: We use comprehensive tools to deliver desired outcomes

Service Packages

  • Starter Package: Basic bookkeeping and reports
  • Growth Package: For established businesses looking to optimize
  • Scale Package: For businesses actively expanding and needing comprehensive support

Testimonials

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

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

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

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