Contact Fortis Financial Group
Get a custom proposalTransparency, Value, Communication, Experience
Founded on the belief that true financial success comes from holistic planning based on real conversations, Fortis Financial Group provides integrated solutions that simplify and optimize every aspect of your personal and professional financial life.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
50 - 249
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Locations
Bellevue, WA
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Year founded
Founded 2014
1 Locations
- Bellevue , WA
Service Lines
- Accounting
- 25%
- Financial Consulting
- 25%
Select Focus Area
- General Accounting Focus
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- Bookkeeping
- 50%
- Accounting Software Specialist
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- Sage Accounting & Implementation
- 10%
- Financial Consulting Focus
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- Cost Reduction Consulting
- 20%
- Financial Advising & Planning
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- Insurance Services & Brokers Focus Group
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- Auto Insurance
- 10%
- Health Insurance
- 10%
- Home Insurance
- 10%
- Life Insurance
- 10%
- Tax Focus
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- Tax Consulting
- 20%
- Tax Preparation
- 20%
Industries
- Other industries
- 25%
- Construction
- 15%
- Food & Beverage
- 15%
- Information technology
- 15%
- Manufacturing
- 15%
- Medical
- 15%
Clients
- Midmarket ($10M - $1B)
- 60%
- Small Business (<$10M)
- 40%
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Our Story
We are a Washington-based team of seasoned accountants, fractional CFOs and analysts delivering outsourced accounting, expert bookkeeping, financial consulting, and business analytics. Our team prioritizes responsiveness, dedicated client teams, cash forecasting and process modernization. Clients credit us with cleaner books, strategic reporting, successful transitions and measurable gains. Inside of our office, we area also able to offer wealth managment, tax, accounting, and insurance.
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Contact Fortis Financial Group
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