Our Services

Fortis focuses on four core services: bookkeeping, financial reporting, audit and assurance, and fractional CFO support.

Fractional CFO

Strategic financial leadership, budgeting, forecasting, cash flow optimization, FX risk management, and executive decision support.

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Audit & Assurance Support

Comprehensive preparation, coordination, and technical support for audits, reviews, and regulatory compliance.

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Financial Reporting

Accurate, timely financial statements, management dashboards, and insightful analysis for stakeholders and leadership.

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Remote Bookkeeping

Clean books, reconciliations, and reliable monthly close processes.

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Technology We Use

For bookkeeping and financial reporting engagements, Fortis works with practical cloud tools that support clean workflows, faster collaboration, and secure document exchange.

QuickBooks Online QuickBooks Online Xero Xero Bill.com Bill.com Gusto Gusto Microsoft Teams Microsoft Teams Secure Client Portal Secure Client Portal

Audit & Assurance Capabilities

Audit & Reviews

Independent audit and review support for organizations that need stronger assurance and stakeholder confidence.

Audits

Independent assurance for organizations that need a high level of confidence in their financial reporting.

Reviews & Compilations

Structured reporting services that support outside stakeholders and strengthen financial presentation.

Agreed-Upon Procedures

Targeted testing and reporting tied to specific accounts, controls, transactions, or compliance needs.

Who We Help

Accounting service illustration

Built to support both day-to-day accounting and higher-level finance leadership

Some clients need reliable bookkeeping and a cleaner close process. Others need stronger financial reporting, outside assurance, or executive-level support through budgeting, forecasting, and cash flow planning.

Fortis can step into one focused service area or support multiple parts of the finance function as needs evolve.

The service structure is intentionally simple so visitors can understand the offering quickly and move into a conversation without extra noise.

Contact us to discuss your needs

Need clearer reporting, dependable accounting support, or stronger financial leadership?