What we do
The whole back office, in six parts
Each discipline stands on its own, and every one is connected to the rest — so nothing falls between them.
- 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.
Questions, answered
Frequently asked questions
Clear answers, plainly put. If yours isn’t here, we’re happy to talk it through.
-
What does Fern Advisors actually do?
We handle the entire financial back office — bookkeeping, payroll, accounting, tax, insurance, and consulting — with one team. Instead of coordinating separate providers, you have a single trusted partner accountable for all of it.
-
Do I have to use all six services?
No. Each discipline stands on its own — many clients start with bookkeeping or tax and add services as needs grow. The advantage of one team is that whatever you use stays connected to the rest of your financial picture.
-
My books are behind. Can you help me catch up?
Yes. Catch-up and clean-up work is a core part of our bookkeeping service. We will get your records current and reconciled, then keep them that way — including BOIR filing and other compliance items.
-
What size and type of businesses do you work with?
We work with owner-led businesses that want their financial back office handled by one dependable team. Whether you are replacing a patchwork of part-time help or building a finance function for the first time, we can scope the right level of support.
-
Do I have to use your software?
No. We have built a clean tech stack for running business accounting and finance — QuickBooks Online, NetSuite, Rippling, Ramp, Gusto, and SurePayroll are the tools we know best and can support most efficiently, so they are what we recommend. But if your business needs to stay on its current system, we will meet you where you are. That includes taking over from a spreadsheet, which is where a fair number of our clients start.
-
How do we get started?
Book a consultation or send us a note. We will talk through where things stand, what you need, and how we can help — then propose a clear plan. You can reach us any time at info@fern-advisors.com.
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.