At LSL, we are always looking to enhance our service offerings to help our small business clients reach their peak performance goals which is the primary objective of our P3 Group. We do this by assigning a team of uniquely qualified professionals to work with you as your business development “partners”, not just your accountants. Our comprehensive business services will help you create the type of business that will help you achieve your financial goals, allow you to live a more balanced life and maximize company value when the time comes to exit.
Our approach is to provide services that will help clients transition through each stage of business growth, always focusing on planning for the future. If you are looking for partners that will work with you year-round as your trusted advisor, the LSL P3 Group is your team. Contact Gary Cates, our strategic planning expert, for additional information at 714-672-0022.
Our three levels of services allow us to tailor each engagement to our client’s needs. We can structure our relationship to cover any or all of the following services:
Helping clients take care of the necessary evils of doing business; from maintaining accurate accounting records to complying with tax laws and regulations. We focus on streamlining systems and minimizing taxes and other regulatory costs. Primary services include:
Helping clients manage and monitor their financial performance through the development of management reporting systems to insure businesses stay on track and achieve their goals. We provide budgeting and benchmarking reports that help companies compare their results with other competitors and monitor their key performance indicators.
Helping clients develop the strategic plans to grow their business and plan for the future. We provide strategic, succession and estate planning services that provide the business owner with peace of mind as they face the challenges ahead.
LSL can help you stay focused on a well-organized finance function that grows with you. We offer a complete menu of accounting services that integrate and broaden your financial due diligence, accountability, and vision.