Our Team

We understand the value of your business and put people to the front. We offer a full suite of bookkeeping services designed to support and foster the growth of your business.

Our CEO and Founder, Jace Lotz, leads our team of accountants. Bringing experience from his tenure at KPMG and work with with over 100 startups, Jace understands founders need. Ursa Consultants is here to help you navigate your finances and empower your business.

Why Ursa?

We understand the importance of effective financial management in practically any business. Sure there are apps and software like Quickbooks to help, but partnering with Ursa will provide you with expert guidance and support your growth. 

What we do:

  1. Project-Based Consulting: Our team has extensive financial advisory and project experience. Whether you are facing incomplete financial records, a backlog of books, or other fires, we’re ready to jump in. We bring high standards and efficient methods below market rates. 

  2. Expert Interim Support: Our team serves as your interim CFO or Controller, providing the support you need to fill in your Back Office. We ensure that we find the best-suited member of our team for your business's unique needs.  We assist you in setting up your chart of accounts, ensuring a smooth transition and meticulous bookkeeping. 

  3. Team of Professionals: Our team is made up of pros with accounting degrees and years of professional experience. Many of us have worked as public accountants, offering extensive domain and functional expertise, and leveraging our skills to provide you with top-notch support. Our team also includes a very friendly and knowledgeable bear! 

We are proud to offer our services to clients across the United States. From Florida to Seattle, and from Maine to San Diego, we’ve got what you need.