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Vistara Services

Build Your Business the Right Way — With Clarity, Confidence, and a Trusted Partner by Your Side


Founders don’t fail because they lack passion. They fail because the operational and financial foundations of their business were never built correctly in the first place.


Vistara exists to fix that.


We help founders and small business owners design, build, and maintain the operational backbone of their companies, with empathy, expertise, and 26 years of hands‑on experience guiding every step.


Whether you’re in Bend, the PNW, or anywhere in the United States (excluding NY), we’re your partner in building a business that’s stable, scalable, and capital‑ready.

Our Approach


At Vistara, we take a collaborative approach to our services. We work closely with our clients to understand their needs and develop solutions that are tailored to their unique challenges. Our approach is transparent, results-driven, and designed to help businesses succeed.

From Setup to Scale — We Help You Build It Right

Core Services

Bookkeeping & Accounting >

Your numbers should tell the story of your business, not confuse you or slow you down. We deliver clean, reliable bookkeeping and accounting that founders can actually understand and use.


What’s included

  • Monthly bookkeeping and reconciliations
  • Financial statements you can read without a translator
  • Cash flow tracking and forecasting
  • Payroll coordination
  • Accounts payable and receivable support
  • Tax‑ready books and CPA collaboration
  • Ongoing financial clarity and education


Who it’s for

Founders and small businesses who want accurate books, operational clarity, and a financial partner who explains things in plain English, not a rotating support team or a faceless bookkeeping factory.


The Vistara Difference

Most bookkeeping firms focus on transactions. We focus on understanding. You get clean books and the operational context behind them — so you can make confident decisions, prepare for capital, and actually understand how your business is performing.

Operations & Systems Setup >

Build the operational foundation your business deserves.


Most founders piece together their operations as they go — and eventually hit a wall. We help you build a clean, scalable operational system from day one (or fix the one you’ve outgrown).


What’s included

  • Entity formation guidance
  • Banking and financial systems setup
  • Payroll, invoicing, and payment workflows
  • Compliance and documentation structure
  • Standard operating procedures (SOPs)
  • Tool selection and integration (QBO, Gusto, Relay, Mercury, etc.)
  • End‑to‑end operational design


Who it’s for

Startups and small businesses who want to operate like a real company — not a collection of duct‑taped tools, guesswork, and outdated spreadsheets.


The Vistara Difference

No other firm blends operations, finance, compliance, and founder education the way we do.
We don’t just set up tools — we build the entire operational backbone of your business and teach you how to run it with confidence.

Advisory & Fractional Support >

Strategic guidance without the full‑time executive price tag.


You don’t need a full‑time COO or CFO, you need someone who understands your business, your goals, and the operational realities of running a company.


What’s included

  • Fractional COO/CFO‑level guidance
  • Strategic planning and prioritization
  • Capital‑readiness preparation
  • Financial modeling and scenario planning
  • Leadership support and founder coaching
  • Trusted introductions to vetted advisors and partners


Who it’s for

Founders who want a seasoned operator in their corner — someone who brings clarity, structure, and accountability without the cost of a full‑time executive.


The Vistara Difference

You’re not getting a marketplace contractor or a rotating bench of consultants.
You get a dedicated partner who understands your business deeply, communicates clearly, and helps you make smart, confident decisions every step of the way.

Build Your Business the Right Way

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Specialty Services

QuickBooks Setup, Cleanup & Systems Support >

Get your financial system built the right way — or rebuilt if needed.


Most QuickBooks files are a mess. Not because founders are careless, but because no one ever taught them how to set things up correctly.


We fix that.


What’s included

  • New QuickBooks Online setup
  • Chart of accounts design tailored to your business model
  • Cleanup and historical corrections
  • Banking, payroll, and invoicing integrations
  • Workflow optimization
  • Founder training and ongoing support


Who it’s for

Founders who know something isn’t right in QuickBooks — or who want to start fresh with a clean, accurate, and scalable financial system.

Founder Education & Clarity Coaching >

Because no one teaches you how to run a business — until now.


Founders don’t need more jargon. They need clarity, confidence, and someone who can explain operations and finance in a way that actually makes sense.


What’s included

  • One‑on‑one clarity sessions
  • Startup Operations Guide
  • Workshops and training
  • Financial literacy coaching
  • Systems walkthroughs
  • “Ask me anything” founder support

U.S. Market Entry & New‑to‑U.S. Business Setup >

A guided path for international companies establishing operations in the United States.


Entering the U.S. market is exciting — and overwhelming. Regulations, banking, payroll, taxes, and compliance are dramatically different from most other countries. We help international founders and companies establish a clean, compliant, and scalable U.S. presence from day one.


What's included

  • Entity selection and formation guidance (LLC, C‑Corp, etc.) 
  • EIN and state registration support
  • U.S. banking and financial systems setup
  • Payroll and contractor compliance
  • Accounting standards alignment (GAAP‑ready books)
  • QuickBooks Online setup tailored for U.S. operations
  • Ongoing bookkeeping and financial reporting
  • Introductions to U.S. attorneys, CPAs, and payroll providers
  • Operational workflows designed for cross‑border team


Who it’s for
International companies expanding into the U.S. for the first time — startups, e‑commerce brands, service providers, and global teams establishing a U.S. footprint.


The Vistara difference
You get a partner who understands both the technical requirements and the human side of expansion. We make the process clear, structured, and founder‑friendly.

Why Founders Choose Vistara

You’re not just hiring a service. You’re gaining a partner who cares about your business.

  • 26 years of operational and financial experience 
  • Hands‑on, empathetic support — not corporate jargon
  • Founder‑friendly communication that reduces anxiety
  • Holistic approach blending operations, finance, and education
  • Strategic introductions to trusted advisors
  • Local roots in the PNW with national reach across the U.S.

Ready to Build Your Business the Right Way?

Let’s start with a conversation. A simple clarity call can change everything.

Connect with us

About

Our Mission

To empower businesses with the financial foundation, insights, and leadership they need to scale confidently. 


What Sets Us Apart

Executive Expertise: We deliver the rigor of seasoned C-Suite leadership without full‑time cost.

Transparency: Hourly billing ensures clients know exactly what they’re paying for.

Integration: A robust technology stack that streamlines operations and reporting.

Partnership: We embed ourselves in your journey, scaling support as your business evolves.


Our Values

Clarity: Financials should empower, not confuse.

Discipline: Every process is built for accuracy and accountability.

Vision: We help clients see beyond the numbers to the opportunities ahead.

Trust: Relationships matter—we lead with integrity and transparency.

About Vistara

At Vistara, we believe financial clarity and executive discipline should be accessible to every business—without the burden of full‑time overhead. Founded in the PNW, Vistara draws on decades of experience scaling organizations, guiding financial strategy, and leading transformational operations.


Empowering leaders to move beyond the numbers and make confident, strategic decisions. From tactical execution to visionary leadership, we help businesses achieve Clarity for today and resilience for tomorrow.

A Letter From Our Founder

Transform Your Business with Vistara

Welcome — truly. Whether you’re just sketching out your first big idea or you’re already deep in the weeds of building something real, I’m glad you’re here.


If there’s one thing I’ve learned over 26 years of building companies, scaling teams across continents, navigating acquisitions, leading turnarounds, and yes, cleaning up more operational messes than I can count, it’s this: entrepreneurship is equal parts exhilarating and overwhelming.


One minute you’re dreaming about the future. The next, you’re buried in formation documents, trying to decode tax elections, or wondering why banks still fax things in the year 2026.


I’ve lived that journey, the wins, the exits, the late‑night “what am I missing?” moments, and the hard knocks that teach you more than any book ever will. And after supporting founders from scrappy startups to global enterprises, I’ve seen the same pattern again and again: brilliant people slowed down by avoidable operational chaos.


That’s exactly why I created Vistara.


Vistara exists to help founders turn confusion into clarity, complexity into structure, and stress into momentum. We guide you through the parts of building a business no one posts about on Instagram, the foundational steps that determine whether your company scales smoothly or struggles unnecessarily.


From choosing the right entity structure to setting up clean books, modern banking, smart financial systems, and a trusted advisory team, we walk with you through the messy middle. The unglamorous middle. The absolutely essential middle.


And because I believe business should feel human, not heavy, we do it with warmth, practicality, and a little fun. No jargon. No judgment. Just clear guidance, grounded in real‑world experience and a genuine desire to see you succeed.


The Essential Start‑Up Operations Guide you’ll find here reflects that same philosophy. It’s a roadmap built for real founders navigating real challenges. It shows you not just what to do, but why it matters, and how to make decisions that support long‑term clarity, confidence, and growth.


Whether you’re launching your first company or refining your fifth, my goal, and Vistara’s mission is simple: help you build with intention, operate with clarity, and move forward with confidence.


I’m excited to be part of your journey.


Warmly,
Scott Davis
Founder & CEO, Vistara

The Essential Startup Guide

Starting  a business is exhilarating…until you hit the paperwork. Suddenly you’re  juggling formation documents, tax IDs, and the mystery of why banks still fax  things. This guide simplifies the chaos and gives founders a clear, confident  roadmap for building a strong operational foundation.

The Essential StartUp Guide - 2026 (pdf)

Download

Trust. Integrity. Precision.

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Vistara, Inc.

Bend, OR, USA

contact@vistara.co

Copyright © 2026 Vistara, Inc. - All Rights Reserved.


Vistara provides comprehensive services, including bookkeeping, business consulting, C-Suite level advisory and executive leadership services.

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