Accounts Payable Services & AP Automation Providers in Bellevue, WA

Overview

Fortis Accounting Solutions is a Bellevue, Washington firm that takes on finance and accounting work for small and mid-sized businesses. Its mission is to give owners and decision makers the knowledge and confidence to decide well for themselves and their employees.

The firm describes its people as fellow business owners who understand how little time an owner has to spend on the books. Services run from staff-level tasks up to strategic analysis at the chief financial officer level. For buyers comparing accounts payable help, Fortis treats vendor bills as one piece of a broader bookkeeping and outsourced accounting relationship.

It is not a standalone payables software product.

Accounts Payable Within Expert Bookkeeping

The bookkeeping service aims to keep accounting files clean and current, since accurate records underpin any strategic decision. Payables are handled alongside related tasks, so supplier obligations sit in the same records used for reporting. The listed scope covers:

• Data entry
• Bank reconciliation
• Profit and loss statements
• General reporting
• Accounts receivable
• Accounts payable
• Payroll

Clients wanting more can choose outsourced accounting, in which the firm's accountants, bookkeepers and financial consultants operate as an extension of the company.

According to the firm, it can usually develop and carry out strategies that improve cash flow management, point out the areas where spending earns the best return, help secure financing, and set up reporting that increases accountability throughout an organization.

Its published articles touch on payables-related oversight too, including internal controls that protect against mistakes and fraud, budgets and forecasts that people actually use, and the importance of dependable financials when seeking loans or investors.

Consulting, Analytics and Wealth Management

Fortis also offers financial consulting, which begins with a thorough review of the client's financials. The firm then produces a customized analysis, key metrics and reports, followed by a strategic plan the owner can put into practice.

Its business analytics service combines financials with key performance metrics to plan and forecast, giving data-backed insight into cash flow, profitability and business value. A wealth management arm exists within the wider organization. Prospective clients are invited to a free consultation, which the firm uses to confirm it can bring real value before an engagement starts.

Leadership

The executive team includes Certified Public Accountants, Certified Financial Planners and Chartered Financial Analysts. Several came from audit and investment backgrounds:

• Paul Misleh, CEO, CFA and CPA, worked nine years at Ernst & Young on financial statement investigation and due diligence for private equity firms.
• Mike Boroughs, President and Chief Investment Officer, CFA and CPA, started as an Ernst & Young auditor, later worked as an equity analyst, and then as an assistant portfolio manager at an investment advisor that later joined Fortis.
• James Rudolf, COO, oversees marketing strategy and operations and previously worked at Morgan Stanley in Seattle.
• Andrew Dore, CPA and Partner, spent five years in Deloitte's Seattle audit practice and manages the internal accounting team day to day.
• Addison Parker, Partner, leads business development and client service, and earlier worked as a fund accountant at Coldstream Wealth Management.

Tomika Aoshima, who joined as a bookkeeper, now serves as Chief of Staff and Operations Specialist.

Client Feedback

Testimonials come from a technology company, a Seattle bar business, a youth mentoring nonprofit and several clients who asked to remain unnamed. They praise quick replies, accuracy, and attention to detail. One client said Fortis helped replace habits left by earlier accountants and made the transition smooth, to the point that the team felt like an internal accounting arm.

For companies seeking payables support from a CPA-led group that also offers reporting and financial guidance, Fortis presents a single relationship covering those needs.