Financial Leadership That Runs While You Focus on What Matters
You built something real. Now let us build the financial engine that keeps it running. Whether you’re growing, stepping back, buying, or getting ready to sell, Rock Solid Financials gives you the clarity and confidence to make your next move.
Outsourced Accounting for Business Owners
Outsourced accounting for business owners gives you a complete financial team, from bookkeeping through CFO advisory, so you can focus on running, growing, or exiting your business. We work with owners across professional services, medical start-ups, family-owned businesses, distribution, and beyond, delivering the financial leadership your business demands at a cost that makes sense.
When You’re Running the Business and the Finances
You know how to close deals, manage people, and keep clients happy. But somewhere along the way, you also became the person responsible for reading the P&L, managing cash flow, and making financial decisions you were never trained to make. That’s not a failure on your part. It’s a gap that almost every owner faces eventually.
We built Rock Solid Financials for exactly this moment. You need a financial partner who understands the weight you’re carrying and takes it off your plate so you can get back to the work only you can do.
What We Hear From Business Owners Every Week
These are real conversations we have with owners who eventually become our clients. If any of this sounds familiar, you’re in the right place.
Cash Flow Feels Like Guesswork
Revenue is climbing, but you’re never sure what the bank account will look like in 60 days. Hiring and spending decisions happen without a clear forecast.
The Numbers Arrive Late or Mean Nothing
Your P&L shows up weeks after close, looks wrong, or tells you nothing useful. You don’t trust the financials, so you don’t use them.
Tax Planning is Always a Scramble
Every April is the same fire drill. Nobody helps you think about taxes until it’s too late to do anything about them.
You’re Wearing the CFO Hat
Financial decisions fall on you because there’s no one else. You make calls based on gut instinct because the data isn’t there to support anything better.
Every Business Stage Has Its Own Financial Demands
Here’s how we meet you where you are.
STAGE 1 OF 5
Outgrowing DIY Accounting?
We step in with a dedicated controller, bookkeeper, and monthly close process that gives you financials you can trust. Your reporting catches up to where your business has already grown.
TYPICAL SERVICES
Your Outside Sounding Board, Not Just Another Accounting Firm
There are plenty of firms that can close your books. Here’s what makes working with us different for business owners.
Exit and Acquisition Expertise
We know what buyers scrutinize because Pete lived it as CFO of a company owned by private equity. That perspective shapes every recommendation we make when it’s time for a transaction.
Your Confidential Sounding Board
Running a business can be isolating, especially when it comes to financial decisions. We’re here for the big calls: a major hire, a lease commitment, a partnership opportunity, an exit timeline. Honest, informed perspective so you can move forward with confidence.
Built for Owners, Not Just Businesses
Co-Founder Pete Carlson built Rock Solid Financials because he saw how traditional firms failed business owners. His background as a former CFO means you get strategic financial thinking shaped by real experience, not a senior accountant with a new title.
How It Works
Getting started with Rock Solid Financials is straightforward. We designed our onboarding process to be thorough without being painful.
STEP 1
Discovery Call
We start with a conversation, not a pitch. We listen to understand your business, your challenges, and your goals. This call typically runs 30 to 60 minutes, and there’s no obligation.
STEP 2
Financial Assessment
We evaluate the current state of your books, your financial processes, and any gaps that need attention. If there’s a mess, we’ve seen worse. If things are in decent shape, we identify where we can add the most value.
STEP 3
Custom Team Assignment
Based on your industry, complexity, and goals, we assemble a dedicated team. That might include a senior controller, a bookkeeper, and CFO oversight. You’ll know every person by name, and they’ll know your business.
STEP 4
Ongoing Partnership
Once onboarding is complete (typically two to four weeks), we deliver monthly financials, management reporting, and advisory calls on a consistent schedule. We don’t wait for you to ask questions. We bring insights to you.
Explore Our Services
Fractional CFO Advisory
Strategic financial leadership, forecasting, and exit planning.
Outsourced Accounting Services
Monthly close, financial reporting, and controller oversight.
Bookkeeping Services
Accurate transaction management, reconciliation, and general ledger maintenance.
Payroll Services
Processing, tax compliance, and accounting integration.
Tax Support Services
Year-round clean books powering stress-free filing.
We also work with non-profit organizations facing audit requirements, board reporting obligations, and complex fund accounting. If that sounds like your world, see how we support non-profit leaders.