Strategy and support for small to mid-size growth-minded businesses

We work with business owners who…

  • A man stands at the front of a conference room giving a presentation to a group of seated attendees, with laptops and gift bags on the table.

    …are top heavy with innovators and need self directed talent to execute their vision.

  • Two women, one young with dark styled hair and one older with shoulder-length blonde hair and glasses, are working together on a laptop in a bright room with large windows.

    …are ready to hire, delegate, reallocate work to reduce overwhelm.

  • Person holding a smartphone with holographic icons of Wi-Fi, email, shopping cart, music, location, light bulb, and other digital symbols floating above.

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

  • Two professionals, a man in a reflective orange safety vest and a woman in a colorful blouse, examining blueprints spread out on a table in a well-lit room with a white ceiling and beige walls.

    …accelerating and present systems are burdened and failing to keep up.

  • Map of the United States with colorful pins marking major cities such as San Francisco, Los Angeles, Phoenix, Denver, Kansas City, Dallas, Houston, Atlanta, Miami, New York, Boston, Washington D.C., and several others.

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

  • Black and white photo of a woman resting her head on her folded arms on a desk, with a filing cabinet filled with papers in front of her and a wall clock showing approximately 1:08 in the background.

    … recognize current bookkeeping and operations methods are proving difficult to scale.

  • A diverse group of five people sitting around a white conference table in a modern office, engaged in a meeting. There are laptops, notebooks, and a glass of water on the table. Behind them, a wall with colorful sticky notes and a wooden bookshelf with books and decorative items.

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

  • A woman with red hair and a blue denim shirt sitting at a table, looking worried or stressed while working on a laptop. She has one hand on her forehead, and there is a glass of water in front of her. The background includes large windows with natural light and greenery outside.

    …need financial clarity from their current accounting system, whether it is repair or a less complex program.

  • A black background with a white heart outline in the center surrounded by a white wavy border.

    Empower Your People

    Operations and financial training to uplevel your team—or get solo entrepreneurs organized and confident

  • Computer mouse cursor icon inside a circular badge with a decorative border

    Navigate Big Changes

    Whether you're scaling, merging, or planning your exit, we help you manage transitions with clarity and control

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    Finance with Clarity

    Controller oversight, clean books, payroll compliance, and data cleanup. We'll help you see your true financial picture.

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

FAQ

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    • We'll start with a 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 (send owners 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.