Your small business partner through growth and transition

You Need Guidance On

  • Your business is top heavy with innovators and you need extra hands to execute their vision

  • You are ready to hire, delegate, reallocate work to reduce overwhelm for you and your team.

  • You have acquired a small business that would benefit from implementing modern software tooling and processes in daily operations.

  • Business is accelerating and your old systems are burdened and failing to keep up.

  • You are expanding outside your state and need assistance on state registrations and taxation.

  • Current bookkeeping and operations methods are proving difficult to scale.

  • You need someone “in-house” to coordinate with 3rd party finance experts and contractors, such as controllers, consultants, CPA’s etc.

  • Your Quickbooks online needs repair or you need some instruction on best practices

What Clients are Saying

Working with Louann and her team has been nothing short of awesome and they always come to every interaction with positivity which I truly appreciate in the hustle and bustle world we live in! Louann, specifically, takes time to really understand our business to help us work most effectively and is a willing teacher along the way, making sure that I understand fully. I believe they truly care about the success of our business and our individual success as humans, always steering us toward better workflows and making sure we don’t get in our own way.

-Helen Harrison, Balderston Associates

Cascadia Finance and Operations goes above and beyond in their work. They were right by our side every step of the major program changes our company went through. They assisted us with finding the right fit and made sure that we all understood how these programs work so that our company can continue to function and grow. I have been learning on the job and Louann and Andrea have been a crucial resource in my personal development within our company.

  • –Jazmine Towsley, Static Energy, Inc

Get in Touch!

Schedule a 1:1 introductory session with me to discuss your business needs.

FAQ

    • We'll start with a free consultation to discuss your business needs

      We request information to review your financial position

    • We consider any historical cleanup necessary

    • We outline scope and draft a proposal for review

    • We make recommendations that may include steps to readiness for working with us or other services.

  • All of our engagements are custom pricing based on your needs, project scope and your desired timeline.

    We do not bill by the hour but agree on monthly or project based terms based on the value we bring. Whether that is freeing up time for owners or lessening internal staff burden.

    We become a part of your team dedicated to your success. We strive for a win-win exchange.

  • Timelines depend on scope and your goals. If you plan to outgrow us by going public or otherwise expanding outside our competencies, we will transfer your business history and documentation to a firm of your choice.

    If you wish to sell or retire or just “level up” in a project phase approach. These moments, done well, can take 1 to 3 years.

    We have been with some clients for 18+ years! We level-up tools and process to stay competitive, settle in and maintain (go on vacation), then do it again as time goes on. They are steady, open to change when the time is right, and living exactly to their values and desired pace of growth.