Who we are
Steady books. Clear numbers. Operational maturity that scales with the business.
Soar is a bookkeeping and operational finance practice built for growing businesses – the ones that have outgrown spreadsheets, occasional cleanups, and well-intentioned generalists, but are not ready to build an in-house finance team.
We keep the back office calm: monthly close on a steady cadence, reports an owner can actually use, and the operating rhythm that comes before a CFO hire. We are not a CPA firm and we are not an investment advisor. We partner cleanly with the tax and advisory specialists you already trust.
- QuickBooks fluency
- Consistent monthly close
- Responsive communication
- Organized operations
- Scalable back-office support
How we operate
Three principles that hold the work together.
Clean books, every month
A monthly close that lands on a predictable cadence. No mystery transactions, no scramble at tax time, no quarter spent untangling last quarter.
Reports you can act on
Numbers framed for owners, not auditors. P&L, cash flow, and the one or two operating metrics that actually shape your decisions.
A team that stays close
A named contact, plain language, and answers within business hours. Not an outsourcer that disappears when the work gets hard.
Why now
When DIY bookkeeping quietly stops working.
Most growing businesses do not make one clear decision to bring in operational finance help. The signal builds gradually – until the cost of staying on the current path is greater than the cost of fixing it.
- Monthly close drifts. The “current” P&L is from two months ago.
- QuickBooks has accumulated workarounds no one remembers building.
- Reports go to the CPA, not to the owner running the business.
- Pricing, hiring, and cash decisions are made on instinct, not numbers.
- The owner is doing reconciliations at 10pm on a Sunday.
If any of those sound familiar, the operational debt has compounded enough. That is the moment Soar is built for.
What to expect
A predictable rhythm, end to end.
01 – First 30 days
Land the baseline
We assess the books, the QuickBooks file, and the operating cadence. Any cleanup work is scoped and priced before it starts.
02 – Each month
A steady monthly close
Books closed, accounts reconciled, P&L and cash flow delivered on the same week every month – with a short written note on what we saw.
03 – Over time
Scale as the business grows
As volume grows, AR/AP, payroll coordination, reporting depth, and fractional CFO support layer in – without rebuilding the foundation.
Part of Amerit Consulting
Built on Amerit’s operational backbone.
Soar is the bookkeeping and operational finance practice of Amerit Consulting – a firm that has spent years helping growing organizations build mature back-office operations. Soar brings that same operational discipline to the place it matters most for an owner: the books on which every other decision rests.
Have a question about how we work?
Tell us where your books are today and we will help you find the simplest next step.