Sound foundations · Clear counsel
Advisory Services for Business in Motion.
Bookkeeping, payroll, accounting, tax, insurance, and consulting — handled by one accountable team.
One monthly fee, not a stack of invoices from four providers.
What we do
Six disciplines, one team
Bookkeeping through consulting, run by the same people who answer when you call.
- Bookkeeping Day-to-day records and reconciliations kept current and clean.
- Payroll Runs on time, filings handled, every liability accounted for.
- Accounting Financial statements, controller support, and a clean monthly close.
- Tax Planning, preparation, and filing that keep surprises to a minimum.
- Insurance Coverage and risk strategy to protect what you have built.
- Consulting CFO-level guidance for the decisions that shape growth.
Why Fern
One partner, not a patchwork of disconnected ones.
Most owners end up with a bookkeeper here, an accountant there, a tax preparer they see once a year, an insurance broker they rarely hear from, and no one connecting the dots. The result is gaps, surprises, and a finance picture no single person fully understands.
Fern Advisors brings all of it under one roof. The same team that keeps your books also handles your close, your tax, your coverage, and the CFO-level questions about where the business goes next — with one team accountable for the whole picture.
Why owners consolidate
No handoffs. Fewer surprises.
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The same team
The people who keep your books also run payroll, file the return, and review your coverage. Nothing falls between providers.
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A connected plan
Your tax position, cash flow, and coverage get decided together — not by four firms that never speak to each other.
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A predictable fee
One monthly fee for a defined scope, rather than a stack of bills from four providers to reconcile at year-end.
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Every deadline tracked
Deposits, filings, estimates, and renewals handled for you, so remembering them stops being your job.
Get started
Ready to hand off the back office?
Tell us where things stand. We will map what we would take over, what it costs, and what changes in the first ninety days.
You will know what the work costs before you commit to any of it.