
Ursa Financial Consulting is a family business: from our team, to our values, to our name. At the creation of this company, Cere's family suggested "Ursa" in reference to the bear constellation (also known as the "Big Dipper") because she is the Mama Bear who protects and looks out for her family. We aim to bring that same energy to every client we serve. You're family here, and we're here to look out for you!

Founder
Cere strives to maximize client support by streamlining processes for small business owners in a variety of industries. Her 20+ years of experience includes working for small startup companies as well as large Fortune 500 companies. Since founding her own business in 2019, Cere has focused exclusively on supporting small business
Founder
Cere strives to maximize client support by streamlining processes for small business owners in a variety of industries. Her 20+ years of experience includes working for small startup companies as well as large Fortune 500 companies. Since founding her own business in 2019, Cere has focused exclusively on supporting small businesses as their Fractional Controller.
Over the years Cere has transformed financial systems for multiple clients, assessing and upgrading their processes to ensure financial records are compliant with government regulations. Her experience includes, financial reporting, month end close, account reconciliation, system implementation, workflow automation, metrics monitoring, variance analysis, budget tracking, project cost accounting, grant and contract financial management.
When Cere isn't in the office she enjoys traveling, paddle boarding and spending time with her family and her energetic standard poodle.

Business Promotion
Dyani uses her technological prowess and natural creativity to promote the services that Ursa Financial Consulting provides. This includes website design, promotional flyers, and creating webinar content.
Dyani's great passions in life are tea, chocolate, linguistics, and sustainability. She enjoys trying new food with her husband and tending to her many, many plants.

Bookkeeper
Jeremy provides reliable, detail-oriented bookkeeping services to help clients maintain accurate financial records and stay organized year-round. With a strong focus on clarity and consistency, he supports small business owners by managing daily transactions, reconciling accounts, and assisting with month-end processes. His app
Bookkeeper
Jeremy provides reliable, detail-oriented bookkeeping services to help clients maintain accurate financial records and stay organized year-round. With a strong focus on clarity and consistency, he supports small business owners by managing daily transactions, reconciling accounts, and assisting with month-end processes. His approachable style and dedication to accuracy make him a trusted resource for clients seeking financial peace of mind.
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Woman-Owned Business
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