Iris Financial Group

Iris Financial Group is a business accounting and financial management firm founded in Nashville, Tennessee in 2014 by partners Andrea Rothe and Ann Claire Johnson. The firm supports growth-oriented entrepreneurs, small business owners, and CPA firms with an integrated, technology-driven approach built around its proprietary SOAR methodology (Strategy, Optimize, Analysis, Revenue). Services range from full-charge bookkeeping, including monthly reconciliations, accounts payable and receivable, payroll coordination, sales tax management, financial reporting, and year-end filings such as 1099s, to controller-level oversight and outsourced fractional CFO guidance covering cash-flow forecasting, burn-rate management, budgeting, and fundraising preparation. The team works primarily in QuickBooks Online, integrating with clients' existing systems and staff. Iris specializes in supporting retail and service-based industries, creative entrepreneurs, professional practices, and firms in high-growth phases that need clean books, actionable insights, and dependable financial strategy. Co-founders Rothe and Johnson are both QuickBooks Certified and CFI Certified in Budgeting and Forecasting, and the firm's CFO services are led by Mike Brekke, MBA, who brings over 25 years of accounting and finance experience. The firm has grown to a staff of account managers and financial professionals and has earned recognition including the Nashville Business Journal Women of Influence (2021) and Best Places to Work (2025). Iris offers an in-depth consultation to tailor its solutions to each client's specific needs.