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    • 11848 Bernardo Plaza Ct. STE 230, San Diego, CA 92128
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Rise Consulting Group

Rise Consulting Group

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      • Outsourced Accounting
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      • Management Consulting
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      • Tax and Audit Assistance
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      • Control/Risk Assessments
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      • Project Management
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Fuel Your Business Growth

Spend your time working on your business, not in your business.

A Partner you can Trust

Our management team brings more than 100 years of experience to your company

Better Financial Decisions

We provide you accurate and timely financial information to better inform your financial decision-making

Welcome to Rise Consulting Group

Helping Businesses unlock their full potential in today's marketplace.

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Outsourced Accounting

Providing outsourced accounting solutions from Bookkeeping support through CPA review, allowing your company to enjoy the benefits of a fully-staffed accounting department without the cost and overhead.



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Management Consulting

Allow experienced financial experts to evaluate your current financial infrastructure and provide feedback on how best to leverage your strengths and deal with your challenges…




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Tax and Audit Assistance

Let us help you prepare for your annual audit or tax filings. If you need assistance in identifying or selecting an auditor or outside tax firm, we can help you locate an appropriate service provider for your size and requirements. 


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Control/Risk Assessments

We can assist in reviewing and evaluating your internal controls, fraud exposure and compliance with various state and federal regulations. 






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Project Management

Projects can place a significant burden on growing companies. Finding someone with the skills and bandwidth can be particularly challenging. Allow us to provide experienced Project Managers to assist you in projects as varied as system implementations or general process improvements...

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Guided Recruiting

When you are ready, we will assist in defining requirements, sourcing and pre-screening candidates, and even assisting in their on-boarding.






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How We Help

  • Define Goals
  • Execute Plan
  • Assess

By working together to understand your current environment and specific needs, we can develop a clear plan for success together.

Before we start serving you as a client, we want to make sure that we have a specific plan and time-frame, with agreed upon deliverables, against which our progress and success can be measured. By being very clear and explicit in what we seeking to accomplish, but have a greater appreciation for the positive outcomes that will result.

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Once we have agreed upon our deliverables and timeline, we will have our onboarding team turn their focus to implementation.

This will often involve spending time with your employees to drill-down into their existing workflows and business processes. In some cases, the implementation phase may require making changes to existing systems or procedures. There may also be some "clean up" or conversion of historical data, in order to be best positioned to capture and present accurate and timely information moving forward.

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The final phase of any project should be a look back to determine whether the final results are in alignment with what was expected.

Whether the original plan was project-based, with a specific deliverable and fixed timeframe, or was the implementation of an outsourced financial support structure that will go on for a longer period of time, we always want to have a point where we can circle back and determine whether the goals were successfully attained, whether the desired outcomes were accomplished and if we need to make any new modifications moving forward.

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  • Monthly CFO Consultations to review and interpret results and discuss any new opportunities or threats.
    • Clients prefer to have the "big picture" given to them in a clear and actionable way. A monthly P&L is great but having someone provide deeper understanding of how their business is trending and how they are performing against their peers is even better.
  • By providing Controller oversight and segregation of duties, we introduce ongoing risk management and Internal Controls to the business.
    • One of the greatest challenges and risks that businesses manage is the risk of financial loss related to errors, because a single source is often responsible for reviewing invoices, preparing financial calculations, disbursements and bank reconciliation.
  • We speak "auditor" and "tax preparer", since we have lived in their world. Allow us to liaise between your company and these service providers to keep you from having to learn a new language.
    • In addition to being better prepared for your audits and tax filings, we can help you obtain a better result by responding to their questions, minimizing their hourly costs and providing them with data that will fully leverage your tax-saving strategies.
  • What about HR, IT, recruiting, payroll, customer service and compliance? We have experts in these areas as well!
    • Many of the benefits gained from outsourced accounting can be mirrored in other areas. We have relationships with "best of breed" providers who help with IT support; HR specialists for benefits and recruiting; compliance reviews and many other services.

How can I leverage technology to drive my business' growth and maximize profitability?

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What We Do

We are dedicated to helping companies maximize their growth and profitability by providing outsourced financial and operational support, which allows them to focus on customer service and increased sales; spending time on those activities that make their company unique.

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  • Bookkeeping Support
  • Part-time Controller
  • CFO Review
  • Monthly Financial Reporting
  • Payroll Services
  • Cash Flow Projection
  • Annual Budget Preparation
  • Continuous Process Improvement
  • Tax Filing Assistance
  • Tax Planning 
  • Audit Assistance
  • Management Dashboards
  • Key Performance Indicators (KPIs)
  • Purchase or Sale of Business
  • IT Consulting
  • Project Management
  • SWOT Analysis
  • Pricing Models
  • Business Models 
  • Pro-forma Analysis
  • Compliance Reviews
  • Systems/ERP Implementations
  • Guided Recruiting
  • Due Diligence

How much should you expect from your accountant?

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  • Rise has been outstanding at coordinating our audits and tax reporting for several entities. Their experience, integrity and attention to detail allow me to focus on other areas without having to worry about our financial condition.  

    Ed Lombardi, President, Centara Capital Group

  • I have had the fortunate experience to work with Kam while he was the Controller and Corporate Compliance Officer at Seabury in Bloomfield, CT.  I consistently observed that Kam's work ethic was excellent.  He possesses vast accounting and information technology knowledge, and performed his responsibilities professionally, timely, creatively and accurately.

    Steven Yanofsky, VP of Finance / CFO at Seabury

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