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ACCOUNTING SERVICES FOR GROWING BUSINESSES IN PORTLAND, OR

Plug-in Accounting Solutions for Scaling CEOs and Portfolio Builders

LET’S TALK ABOUT YOUR BUSINESS

Your business needs more than numbers on a spreadsheet. You need financial information you can trust, a clear picture of your performance, and support that helps you make confident decisions.

Aerial Core provides outsourced accounting services in Portland, Oregon, for businesses that need reliable financial management without building an entire in-house accounting department. From monthly financial reporting to cash flow forecasting and strategic planning, we help you understand where your business stands and where it can go next.

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WE OFFER COMPREHENSIVE ACCOUNTING SERVICES FOR PORTLAND BUSINESSES

Aerial builds accounting support around your business, its current processes, and its goals. Services can range from day-to-day financial management to higher-level analysis and planning.

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  • Keep your financial records organized and your reporting current with consistent monthly accounting processes.

    • Monthly accounting close

    • General ledger maintenance

    • Account reconciliation and review

    • Transaction review and categorization

    • Financial record organization

    • Coordination of accounting workflows

    • Period-end financial review

  • Turn accounting data into information you can use to understand business performance and make informed decisions.

    • Profit and loss statements

    • Balance sheets

    • Cash flow reporting

    • Monthly financial reporting packages

    • Budget-to-actual reporting

    • Financial performance analysis

    • Management reporting

    • Board and stakeholder reporting support

  • Gain a clearer view of incoming and outgoing cash so you can plan ahead and manage financial commitments.

    • Cash flow forecasting

    • Cash position monitoring

    • Accounts payable and receivable visibility

    • Short-term cash planning

    • Identification of potential cash flow gaps

    • Scenario planning for major expenses or investments

    • Forecast updates based on business performance

  • Create a financial plan that connects your business goals with the resources needed to achieve them.

    • Annual budget development

    • Departmental and operational budgeting

    • Budget-to-actual analysis

    • Revenue and expense projections

    • Financial modeling

    • Scenario and sensitivity analysis

    • Growth and expansion planning

    • Financial performance reviews

  • Maintain organized financial records and improve communication with the external professionals who support your business.

    • Financial documentation organization

    • Audit preparation support

    • Year-end financial reporting

    • Coordination with your tax preparer or CPA

    • Responses to accounting information requests

    • Support for consistent documentation and reporting processes

HOW OUR PRICING WORKS FOR PORTLAND BUSINESSES

Every business is different.

Here's how we figure out what you need.

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Your financial information should help you run your business, not leave you guessing. Aerial provides ongoing accounting support that brings your financial data together, improves visibility into performance, and gives you a more reliable foundation for business decisions.

With an outsourced accounting partner, you can get the expertise and consistent processes you need without taking on the overhead of a full internal finance team.

OUTSOURCED ACCOUNTING SERVICES GIVE YOU CLARITY AND CONTROL OF YOUR PORTLAND BUSINESS

  • Understand your revenue, expenses, profitability, and financial position with reporting that gives you a clearer picture of how your business is performing.

  • Look beyond your current bank balance. Cash flow forecasting helps you anticipate upcoming obligations, plan for investments, and prepare for changes in revenue or expenses.

  • Reduce the burden of recurring accounting responsibilities so you and your team can focus on running the business.

  • As your business grows, your financial processes need to keep up. Establish consistent workflows and reporting systems that can support additional complexity without constant reinvention.

  • Access accounting professionals and financial leadership based on your business's needs rather than hiring for every role internally.

WE OFFER OUTSOURCED ACCOUNTING SERVICES FOR ALL PORTLAND INDUSTRIES

Manufacturing

Nonprofits

Construction

Different industries face different financial demands. Aerial works with businesses to build accounting processes and reporting that reflect how they operate, manage resources, and measure success.

How we show up

We built Aerial on four principles that guide everything we do. This is what you can expect from us as your partner.

  • The check-in you look forward to.

    Building something ambitious requires partners who add energy, not drain it. Comfort means being the team whose presence brings relief. Clients actually look forward to hearing from us because we're genuine partners who bring clarity and ease to their world. It's not about just being nice or playing cheerleader. We believe this is the relationship you should have with your Back office partner: peer-to-peer realness where you can completely relax because we understand your world. You don't have to perform or explain context in every conversation. We see through the stress to what's actually bothering you and handle what needs handling without you having to ask. We exist to be the team that makes you exhale, not hold your breath.

  • Steady ground for bold leaps.

    We care deeply about how we show up. You can count on us to deliver the same high standards, no matter who's running point or what week it is. We cross-train, systematize, and share knowledge so clients never feel the bumps when life happens. The systems we build have to be stronger than any individual. Call it reliability by design. As builders ourselves, we've found the sweet spot between our FAFO energy and our obsession with quality. We test new approaches and innovate on delivery, but the core promise never wavers. The foundations hold so you can move fast.

  • See it, own it, solve it.

    Real partnership means acting like we have skin in the game because we do. We're a company built with builder energy for builder-minded people. We’re wired to see problems as opportunities to create solutions. And we don't wait around for permission to care about the outcomes. When we spot something that could help or hurt your business, we handle it and keep you in the loop. When we see a teammate struggling, we jump in. When we notice a process that's broken, we fix it. We take ownership of our piece so you can focus completely on yours.

  • Development by every hand 

    At Aerial, we believe the real engine of progress is people who know their worth and use it. This isn't feel-good HR speak. When people understand their impact on profitability and growth, they make better decisions, work more strategically, and naturally align with business goals. We live this out by bringing transparency to conversations at every level. We spotlight the magic each person adds to the mix and connect individual strengths directly to business outcomes. We have honest conversations about where people are, where they want to go, and exactly what it takes to get there. We treat contribution like the core asset it is, both for our team and our clients' teams.

The 4 C's

WHY CHOOSE AERIAL CORE FOR ACCOUNTING SERVICES IN PORTLAND?

01

A Customized Approach

Your business has its own goals, processes, and challenges. We shape our support around your needs instead of forcing you into a one-size-fits-all service package.

03

Consistent Support From a Connected Team

Our team-based approach creates continuity in your financial operations. Shared processes and knowledge help maintain consistency as your business and its needs evolve.

02

Accounting Connected to Business Strategy

Accurate financials are only the starting point. We help you use financial information to understand performance, plan for the future, and make decisions with greater confidence.

04

Support That Can Grow With You

Your accounting needs may change as your business expands. Our outsourced model allows your financial support to evolve alongside your operations.

05

A Collaborative Partnership

We work to understand your business, communicate clearly, and identify opportunities to improve your financial processes. You get a partner invested in helping your operations work better.

MEET THE AERIAL CORE TEAM

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  • A woman with curly brown hair is smiling and wearing a black top, standing against a plain light gray background.
  • A woman with long brown hair and glasses smiling at the camera, sitting on a beach with the ocean and a blue sky in the background.
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Our team brings decades of experience from startups to scaling companies. We've been in your shoes, which is why we know what it takes to make the leap and stick the landing.

About us

SERVING PORTLAND AND THE SURROUNDING COMMUNITIES

Aerial Core supports businesses in Portland and throughout the surrounding metropolitan area. Our outsourced service model allows us to work with your team without requiring an in-person office visit for routine accounting support.

We serve businesses in communities including:

  • Portland

  • Beaverton

  • Hillsboro

  • Tigard

  • Lake Oswego

  • Tualatin

  • Wilsonville

  • Milwaukie

  • Oregon City

  • Gresham

  • Happy Valley

  • West Linn

  • Vancouver, WA

Whether your business operates in Portland proper or elsewhere in the metro area, we can discuss an accounting arrangement that fits your operations.

WHAT OUR CLIENTS HAVE TO SAY ABOUT OUR OUTSOURCED ACCOUNTING SERVICES

  • “[Aerial’s] level of support has made us feel like they are genuinely invested in our success, not just there to complete tasks.”

    Justine Arnold, Controller, special projects, Alpha Inc.

  • “We've worked with Aerial Core since 2023, and their team has become an important part of our business. When we first considered a remote accounting team, we weren't sure how it would work for us. It didn't take long for them to put those doubts to rest.

    They handle our bookkeeping as integrated members of our team, and what I appreciate most is that they go well beyond simply completing the work. They're responsive, knowledgeable, and invested in our success. I always feel like we have a team that understands our business and is there to help us think through questions and make sound financial decisions.

    I'd recommend Aerial Core to any business owner looking for a dependable bookkeeping partner.”

    — Jenne Whittington, Director of Operations, Cobalt Builders Inc.

  • “They bring a professional controller level of skill. It’s not what I normally see with bookkeepers or bookkeeper companies. They do things, quite frankly, better than I've seen big not-for-profits that have nice professional staff on board do themselves. We know that if we grow and the work grows, [Aerial] can apply more hours or people … it’s adaptable.”

    — Walter Hammon, Interim CFO, Bradley Angle (Portland-based Non-profit)

  • “[They have] a level of skill that’s sort of an exhale. The Aerial team is great at catching unusual transactions and asking the right questions when something doesn’t make sense. And, perhaps most importantly, Aerial helps preserve finance continuity within the organization even during transition periods. Aerial founder, Nicole Rose Yen, was a huge support during the shift from one CFO to the next. She was a huge, comforting support, drawing on her experience to help the Bradley Angle team understand what to expect and how to transition smoothly.”

     — Karley Smith, Finance Manager, Bradley Angle (Portland-based Non-profit)

FREQUENTLY ASKED QUESTIONS ABOUT ACCOUNTING SERVICES IN PORTLAND

Clear answers about outsourced accounting, workflow integration, pricing, and partnering with Aerial Core.

  • Outsourced accounting services can include monthly accounting, account reconciliation, financial statement preparation, management reporting, cash flow forecasting, budgeting, and financial planning. Aerial customizes its services based on your business's needs and existing financial processes.

  • Bookkeeping primarily focuses on recording and organizing financial transactions. Accounting builds on those records through reconciliation, financial statement preparation, analysis, and reporting. Depending on your needs, outsourced accounting may also include budgeting, forecasting, and strategic financial guidance.

  • Aerial works with growing businesses that need dependable financial operations and support that can scale with their needs. Contact our team to discuss your organization's size, complexity, and current accounting structure.

  • Yes. Aerial can support your ongoing financial operations while coordinating with your external CPA or tax professional on year-end reporting, documentation, and related accounting needs.

  • Not necessarily. Outsourced accounting gives your business access to accounting expertise without requiring you to hire every role internally. The right arrangement depends on your transaction volume, reporting requirements, operational complexity, and internal resources.

  • Yes. Cash flow forecasting and financial reporting can help you understand expected cash inflows and outflows, anticipate funding gaps, and plan for major expenses or investments.

  • Aerial's focus is on business financial operations, accounting, reporting, and planning rather than preparing and filing tax returns. The team can coordinate with your CPA or tax preparer to help keep your financial information organized.

  • Pricing depends on your business's complexity, the level of accounting support required, and the scope of services. Aerial develops customized proposals based on your specific needs. Contact our team to discuss your requirements.

  • Start by contacting Aerial Core to discuss your business, current accounting processes, and goals. We'll learn what support you need and discuss an approach that fits your operations.

ADDITIONAL SERVICES WE OFFER IN PORTLAND, OR

Plug-in Finance and People Management for Scaling CEOs and Portfolio Builders

Portland Bookkeeping Services

Portland HR Outsourcing Services

Portland Part-Time CFO Services

Portland Controller Services

CONNECT WITH AERIAL CORE

Looking for accounting support for your Portland-area business? Connect with Aerial Core to learn more about our outsourced finance services.

We're here when you're ready.

Tell us what you need. Let’s see if we’re a fit.

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