Rise Financial Services pairs proactive tax strategy with real accounting support — so you always know where you stand, and what to do next.
By the time your return is filed, the strategy window has already closed. We work with you throughout the year — not just at deadline — so decisions get made while they still matter.
Books get reconciled months late, so every financial decision is made on stale information.
A preparer who only shows up in April can file your return, but can't help you plan around it.
Big decisions — hiring, pricing, expansion — get made without financial guidance behind them.
Every engagement starts with the fundamentals done well. From there, add the advisory support your business needs as it grows.
The foundation, handled with precision.
Year-round planning designed to reduce your tax liability legally — not a scramble every April.
Accurate, on-time federal and state filings for businesses and their owners.
Clean, reconciled books delivered monthly so you always know where you stand.
Accurate, on-time payroll processing and compliance for your team.
Clear P&L, balance sheet, and cash flow reporting you can actually use.
Help choosing and maintaining the right business structure as you grow.
Strategic support for owners ready to grow with intention.
Senior-level financial leadership and strategy, without a full-time hire.
See what's coming before it arrives, and plan around it with confidence.
Realistic budgets and models that support real decisions, not guesswork.
Guidance through mergers, acquisitions, and sale transactions — from due diligence to close.
Financial guidance behind hiring, new locations, or new lines of business.
Start planning your eventual exit years before you actually need to.
Rise Financial Services was founded on a simple idea: business owners make better decisions when they understand their numbers — and when someone is actually paying attention year-round, not just at tax time.
Our team brings over 12 years of combined experience in public accounting alongside private industry experience as a CFO — a perspective that shapes how we advise clients. We don't just prepare returns and close books; we've sat on the other side of the table, making the same financial decisions our clients face every day.
Tell us a bit about your situation and we'll follow up to schedule a short discovery call.
admin@risefsllc.com
Austin, Texas
Monday – Friday, 9:00am – 5:00pm