LPL Financial Solutions
LPL Financial Solutions
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    • Home
    • Our Services
    • Industries We Serve
    • Our Approach
    • Resources
  • Home
  • Our Services
  • Industries We Serve
  • Our Approach
  • Resources

Unlock Financial Clarity & Growth

Unlock Financial Clarity & GrowthUnlock Financial Clarity & GrowthUnlock Financial Clarity & Growth

Experience an outsourced finance team committed to growing your profit, forecasting your cash and guiding business decisions

Book a Free Consultation

Unlock Financial Clarity & Growth

Unlock Financial Clarity & GrowthUnlock Financial Clarity & GrowthUnlock Financial Clarity & Growth

Experience an outsourced finance team committed to growing your profit, forecasting your cash and guiding business decisions

Book a Free Consultation

What We Offer

Accounting Services

Strategic CFO partnership

Controllership Services

 Ensure accurate financial data and timely reporting so you can make decisions confidently.  Our accounting team handles day‑to‑day bookkeeping, reconciliations, payroll processing and month‑end close so you can focus on running your business. 

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Controllership Services

Strategic CFO partnership

Controllership Services

 Gain control over your finances with disciplined processes and strong internal controls.  We manage financial reporting, develop policies, ensure regulatory compliance and implement cost‑management strategies that reduce waste and improve profitability. 

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Strategic CFO partnership

Strategic CFO partnership

Strategic CFO partnership

 Plan for the future with strategic financial leadership.  Our fractional CFOs provide cash flow forecasting, scenario planning, budgeting, fundraising support, KPI dashboards and high‑level decision support so you can grow sustainably. 

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INDUSTRIES WE SERVE

eCommerce

Medical & Dental Practices

Saas & Tech

 We optimize inventory turnover, improve margins and manage sales tax compliance so online stores can scale profitably. 

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Saas & Tech

Medical & Dental Practices

Saas & Tech

 We forecast ARR/MRR, analyze churn and align metrics with your growth goals, supporting product development and fundraising. 

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Medical & Dental Practices

Medical & Dental Practices

Medical & Dental Practices

 We streamline revenue cycles, manage reimbursements and provide financial planning for equipment and expansion 

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Construction

Private Equity Backed Firms

Medical & Dental Practices

 We handle job costing, WIP schedules, cash flow forecasting and bonding compliance to keep projects on budget. 

See How
Businessman highlighting the term 'Private Equity' with a marker.

Private Equity Backed Firms

Private Equity Backed Firms

Private Equity Backed Firms

 We deliver investor‑grade reporting, value‑creation plans and exit readiness for portfolio companies. 

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Stay Informed, Stay Ahead.

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