Ursa Consultants

We are thrilled to share our new commercial, made in partnership with Zander Media, starring our namesake, Ursa, The Bear. Ursa Consultants is a team of financial experts who are ready to get your back office in order. From hiring and training, to payroll, outsourced accounting, bookkeeping and outsourced CFO, we provide consulting tailored to your unique needs. Enjoy! Please note: The Bear is not guaranteed with services. #ursaconsultants

???Monthly Podcast Highlight: The Future of Accounting with Anita Koimur ??? AI, automation, and live reporting are changing the game for finance- but what does that actually mean for businesses? In our this episode of Beyond the Balance Sheet, Jace sits down with Anita Koimur, Co-Founder & COO of LiveFlow, to discuss: ?? How automation is transforming financial reporting ?? The challenges (and wins) of finding a product-market fit ?? Why a customer-first approach is key to scaling successfully 42% of startups fail because they never find product-market fit- but LiveFlow figured it out. Anita shares how they cracked the code and what every business can learn from their journey. ?? Listen now: https://lnkd.in/gEmV5QmY Stay tuned for more insights on the future of finance and business strategy.

Don’t let taxes drain your pot of gold. ?? St. Patrick’s Day is all about luck, but when it comes to business taxes, you don’t want to gamble. The right tax strategy can help you keep more of your hard-earned revenue and avoid costly surprises down the road. ?? Maximize business deductions: From office expenses to software subscriptions, make sure you’re claiming every deduction that applies to your company. ??? Stay compliant with tax deadlines: Late filings mean penalties, and the IRS isn’t exactly known for giving second chances. ??? Plan for estimated tax payments: Avoid cash flow disruptions by setting aside funds for quarterly tax payments instead of scrambling last minute. At Ursa Consultants, we help businesses take the guesswork out of tax season. No four-leaf clovers needed- just smart financial planning that keeps your business ahead. Let’s make sure your finances are as lucky as can be.

?? Business owners, let’s talk about Form 941- the IRS form you can’t afford to ignore. Missing a deadline? That’s a fast track to penalties and unnecessary headaches. Ursa Consultants has put together a no-fluff, step-by-step guide to help you: ?? Understand who must file (hint: most employers) ?? Keep track of quarterly deadlines ?? Avoid common mistakes that trigger IRS issues ?? File on time without the stress Don’t let tax season catch you off guard. Stay compliant, avoid penalties, and keep your focus where it belongs- on growing your business. Read the full guide here: https://lnkd.in/gqBf397U #TaxCompliance #SmallBusinessOwners #IRSDeadlines #PayrollTaxes #TaxFiling #EntrepreneurTips #FinanceForBusiness #TaxStrategy

Approximately 82% of small businesses that fail cite cash flow problems as the main reason. Effective cash flow management isn't just about keeping the lights on- it's about ensuring your startup has the flexibility to seize opportunities and navigate challenges. Without a clear understanding of your cash inflows and outflows, even the most promising ventures can find themselves in tough spots. At Ursa Consultants, we specialize in helping startups master their finances. From cash flow forecasting to strategic financial planning, we're here to build a solid foundation for your business's success. Ready to take control of your financial future? Contact us today: https://lnkd.in/gtb23XKJ Source: Capsule CRM

Behind every thriving business is a network of game-changing partnerships. At Ursa, we know that the right partnerships don’t just make business easier- they make it better. Success isn’t a solo act, and we’re proud to work alongside industry leaders who help us deliver top-tier financial solutions to growing businesses. A huge thank you to our Payroll and Benefits partners: ADP, Rippling, Guideline, Gusto, Sequoia, and Deel. Your innovation, reliability, and commitment help businesses simplify operations, take care of their teams, and focus on what truly matters- growth. In 2025, working smarter isn’t optional, it’s essential. And with the right tools and the right partners, we’re making that happen. Here’s to cutting through the noise, streamlining success, and reaching new milestones-together. #BusinessGrowth #PayrollSolutions #BusinessSuccess #StrategicPartnerships #SmartBusiness

Your business’s future? It starts with the right financial model. A great financial model isn’t just a spreadsheet full of numbers- it’s your business’s roadmap to smarter decisions, bigger opportunities, and long-term success. If you’re making growth moves without one, you’re flying blind. Here’s how we make financial modeling work for you: ?? See the full picture: We build a 3-statement model (income statement, balance sheet, and cash flow) that gives you a crystal-clear view of where you stand today and where you’re headed. ?? Stress test your future: What happens if costs spike? If revenue surges? If you land that dream acquisition? We run advanced models-sensitivity analysis, leveraged buyouts, mergers & acquisitions- so you’re ready for anything. ?? Built for your business, not the masses: Your company isn’t a template, and your financial model shouldn’t be either. We take the time to understand your goals, industry, and strategy to build a model that actually helps you make decisions- not just crunch numbers. At Ursa Consultants, we don’t just plug in numbers- we build models that tell a story. Your story. One that turns uncertainty into opportunity and gives you the confidence to make bold, strategic moves. Let’s map out your next big win. ?? Learn more here: https://lnkd.in/gKFV-ZD3 #FinancialModeling #SmartGrowth #BusinessStrategy #DataDrivenDecisions #FinancialConsulting

The small business trends that actually matter in 2025. No fluff, no overhyped predictions- just the real shifts that will impact how you run your business next year. Here’s what’s worth paying attention to: ??AI isn’t taking your job, but it is taking your busy work: It’s not replacing you, but it can handle time-consuming tasks like bookkeeping, marketing automation, and customer support so you can focus on strategy. ?? Gen Z is shaping the market: They want transparency, sustainability, and authenticity. If your brand isn’t adapting, you might be missing out. ?? Physical stores are evolving, not disappearing: Customers still love in-person shopping, but they’re looking for experiences, not just transactions. Think pop-ups, hybrid spaces, and interactive retail. ?? DEI is more than a checkbox: People care about how businesses hire, pay, and give back. In 2025, real action matters more than ever. ?? Social media is getting more personal: Overly polished content is fading. Customers want real, behind-the-scenes moments and brands that engage like humans, not marketing machines. Want to make smart moves in 2025? Check out our full blog to see how these trends can work for your business: https://lnkd.in/e48eRrn4 #SmallBusiness #BusinessTrends #AIForBusiness #SocialMediaTrends #ScalingUp #UrsaConsultants #BusinessGrowth

Financial management is the backbone of business growth. It’s not just about tracking numbers- it’s about building a strategy and making sure it happens. A strong financial foundation enables smart investments, clear forecasting, and long-term success. Ursa Consultants helps businesses take control of their financial future with expert-led management consulting. From cash flow planning to investor-ready financial models, we provide the structure and insights needed to scale with confidence. Want to strengthen your financial strategy? Check out our latest infographic on financial management. ?? Learn how Ursa can help your business plan, scale, and grow: https://lnkd.in/gKFV-ZD3 #FinancialManagement #BusinessGrowth #CashFlow #StrategicPlanning #FinancialStrategy

??? Monthly Podcast Highlight: The Future of Startups with Eric Bahn ??? We’re excited to kick off our Monthly Beyond the Balance Sheet Podcast Highlight series! In this episode, we’re joined by Eric Bahn, Co-Founder and General Partner at Hustle Fund, to dive into the future of startups. From his unique perspective as an investor, Eric shares: ?? The trends shaping the startup landscape ?? What founders need to know to thrive in today’s market ??♂? Why grit and hustle matter more than ever Whether you’re a founder, investor, or startup enthusiast, this episode is packed with actionable insights and thought-provoking ideas to help you navigate the evolving world of entrepreneurship. ?? Tune in now: https://lnkd.in/g7GGgUGZ Stay tuned each month as we spotlight a new episode filled with stories, strategies, and lessons from the world of startups.