Part-Time CFO Services in Madison & Meriden, CT
Most business owners reach a point where managing their finances takes more time than running their enterprises. If your business is growing, you likely want to continue improving operations and services, but may find your time is spent crunching numbers and making sure payments are completed in a timely and accurate manner.
Lake Financial Services, LLC provides part-time CFO services in Meriden and local cities across New Haven County. We alleviate the burden of managing your business’s financial processes and let you get back to what you do best: running your company.
Expert Financial Management for Small to Mid-Sized Businesses
Your time is valuable, especially as your business expands. Spending hours balancing your books and reviewing financial processes can prevent your company from reaching its full potential. That’s where Lake Financial Services, LLC steps in.
Dave Lakes, CPA, and his team offer experienced part-time CFO services in Meriden, personalized to your business. We ensure your company’s accounting processes are efficient and compliant with regulations set in your industry or by your state. Accuracy is at the forefront of our objectives for your business; we make sure monthly and yearly reports reflect the exact numbers of your company’s income and expenses.
These reports are crucial for all parts of business planning and management, from setting a budget and securing loans to making projections and reducing inefficiency in your internal controls. We keep you up to date with the financial health of your business and provide consultations and guidance whenever necessary.
With over a decade of experience helping clients improve and sustain profits, we’re well equipped to provide expert financial management services for small to medium-sized businesses.
Improved Efficiency and Accuracy
Our team sits down with clients and creates a strategy that best suits their business objectives – whether that’s expanding, acquiring new assets, or streamlining internal processes to raise their bottom line. Once we’ve agreed upon the best method for improving business operations, we move towards executing our plan and ensuring you have full confidence in our strategy.
We frequently check in with clients, providing reviews on a monthly and quarterly basis. During these meetings, we discuss the future of your business, bringing to light of any opportunities to lower costs and increase profits. This can be completed with the implementation of a new tax strategy, a change in vendors, entity restructuring, or thorough expense analysis.
Your Partners in Financial Management
Lake Financial Services, LLC is your outsourced back office team, dedicated to saving you time and effort. We are committed to quality part-time CFO services in Meriden. Schedule a FREE consultation with Dave Lakes, CPA, and discuss what our executive-level financial professionals can do for you at a fraction of the cost of an in-house employee.