Boutique Financial & Accounting Services
OUR MISSION
OUR APPROACH
Hands on, calculated and deliberate. We pride ourselves on rolling our sleeves up, asking the hard questions, and diving deep into the numbers. We're focused on improving the performance, productivity and profit of your business.
OUR RESULTS
OUR MISSION
The Lighthouse Group exists to solve critical issues our clients face. We work with businesses that are just getting started, existing small businesses that are looking to take more control of their finances and drive more profit, and individuals/families looking for a multi-year financial forecast aligned with their goals and objectives. We understand that just because you’re in business doesn’t mean you enjoy the finance or accounting aspect of running a business. We’ll provide that watchful eye and keep you doing what you do best… running the business and servicing customers!
OUR APPROACH
Hands-on, calculated, and deliberate. We pride ourselves on rolling our sleeves up, asking the hard questions, and diving deep into the numbers. We're focused on improving the performance, productivity, and profit of your business.
CORE OFFERINGS
FINANCIAL MODELING
FP&A for small, local, or start-up businesses. Services include; P&L review and guidance, ratio analysis, forecasting, creating and implementing budgets, and pinpointing deliverables to drive profit. We build, implement, and teach our clients how to leverage our custom-made robust spreadsheet reporting, which ultimately enables our clients to track the performance of their business weekly against the agreed-upon budget.
DEMAND PLANNING
Inventory can be challenging to manage, and a drain on cash, if not done properly. We will complete a thorough inventory analysis and ensure you're making sound inventory investment decisions. This will include; ratio analysis, cash conversion cycles, profit margins, and forecasting.
PERSONAL FINANCIAL BUDGETING & PLANNING
Comprehensive review of your income, spending, and debt obligations. Deliverables will include a digestible multiyear financial plan and budget aligned with your targets.
PERFORMANCE REVIEW
We provide our clients with great insight into their business performance. Leveraging the weekly and management performance tools we create, we'll provide the management team with a performance summary each week. This includes identifying trends, areas of concern, and opportunities to improve.
SEO WRITING
If you want to drive traffic to your website or blog, we're here to help. The LHG writes articles for clients in the; lending, mortgage, investing, and personal finance industry - including a publicly traded company.
STRATEGIC PLANNING
Your business plan will be carefully reviewed and analyzed. We will ask the tough questions, review the data, and will provide insight and feedback. We'll create short term plans and goals that support the overarching strategy.
ACCOUNTING SERVICES
Preparing financial statements, reconciling expenses, tax preparation and filing services.
PRESENTATIONS
Create professional pitch decks for external viewers. Present monthly or quarterly financial results to the management team.
THE LIGHTHOUSE GROUP
GET IN TOUCH
Email: rob@thelighthousegrp.com
Phone: 845-243-3707
BACK TO TOP