Financial services shouldn't feel intimidating.
Rise Financial Services LLC provides approachable bookkeeping, tax preparation, and financial support for individuals, families, self-employed individuals, and small businesses.
Whether you need help keeping your books organized, understanding your numbers, or simply figuring out where to start, you'll have someone in your corner.
Organized books, accurate records, and clear financial information you can actually understand.
Straightforward tax preparation with support throughout the process.
Practical help for individuals, families, self-employed individuals, and small businesses.
At Rise, financial services are about more than spreadsheets and paperwork. They're about helping you understand where you are, where you're going, and making sure you don't have to figure it all out alone.
Hi, I’m Amanda — founder of Rise Financial Services LLC.
I created Rise because I believe financial services should feel personal, understandable, and supportive. You shouldn't have to know all the right terminology or have everything perfectly organized before asking for help.
My background includes years of hands-on experience with daily financial records, cash reconciliation, inventory, vendor accounts, month-end and year-end processes, along with running businesses of my own. I’ve continued building on that experience through formal bookkeeping and accounting education.
But Rise isn't just about numbers.
I want the person sitting across from me to understand what we're doing and why we're doing it. Whether you're trying to get your books under control, preparing for tax time, starting a business, or simply trying to understand your financial situation, you deserve someone willing to meet you where you are.
That's what Rise was built to be — someone in your corner.
No Judgment
Clear Explanations
Personal Support
Education Along the Way
Have questions or aren't sure where to start? That's okay. Reach out and we'll figure out what kind of support makes sense for you.