Effortless Bookkeeping & Financial Clarity for Growing Businesses
Professional bookkeeping, detailed financial statements, and accurate reconciliations—tailored to keep your business compliant, organized, and ready to scale.
Strategic Guidance. Measurable Growth. Trusted Advisory Services.
At LakewoodPC, our advisory services go beyond numbers—we help you shape strategy, manage risk, and make confident business decisions. Whether you’re navigating growth, solving operational challenges, or planning for the future, our experienced advisors bring financial and strategic insight that drives measurable results.
Our Advisory Services Include:
Our comprehensive accounting solutions include:
Strategic Planning & Business Advisory
We help you clarify your vision, define achievable goals, and develop actionable plans. From launching new ventures to pivoting established models, our advisors work closely with your leadership team to align strategy with performance.
Services include:
- Business plan development
- Growth and market entry strategy
- Operational improvement planning
- Succession and exit planning
- Competitive and industry analysis
Financial Management Consulting
Strong financial management is the backbone of a resilient business. We analyze your financial systems, identify inefficiencies, and implement controls to help you make smarter financial decisions and improve long-term profitability.
Services include:
- Budgeting and forecasting
- Cash flow management
- Profitability analysis
- KPI development and reporting
- Cost reduction strategies
Technology Consulting
Technology should support—not hinder—your business growth. We evaluate your current systems, recommend improvements, and guide you through software selection, integration, and implementation to boost productivity and data accuracy.
Services include:
- ERP and accounting system consulting
- Cloud migration support
- Systems integration
- Data automation and workflow optimization
- Cybersecurity risk assessments
Risk Management & Compliance
Identify vulnerabilities and stay ahead of regulatory changes with proactive risk and compliance strategies. We help you build internal controls, reduce exposure, and prepare for audits with confidence.
Services include:
- Internal control design and evaluation
- Regulatory compliance (e.g., SOX, HIPAA, industry-specific)
- Enterprise risk assessments
- Fraud prevention and detection
- Compliance training and documentation
Why Choose LakewoodPC for Advisory?
Deep Industry Knowledge: Our CPAs and advisors bring cross-industry expertise with a focus on actionable outcomes.
Tailored Insights: No generic templates—we build custom strategies based on your goals and data.
Integrated Approach: We combine strategic, financial, and operational guidance for end-to-end advisory support.
Scalable Solutions: Whether you’re a startup or scaling enterprise, our services grow with you.
