Ways to Work with Lighthouse Advisory

Ways to Work with Lighthouse Advisory

You know your business has great potential, but how do you get there?

Should you expand your space, upgrade your systems, hire salespeople, or increase inventory? Maybe you have a vision of what you’d like to do next but aren’t sure how to implement it or even if you can afford it. 

Enter: Lighthouse Advisory!

Whether you’re a ‘solopreneur’ or running a company of hundreds, our mission is the same: to help you achieve your full potential through smart financial planning and strategic management consulting services. Meaning whether you need advice on a particular project or assistance in developing and executing multi-year strategic business plans, Lighthouse Advisory has you covered. 

Today we’re going to give you a breakdown of the specific services we offer to make it all happen.


OUR SERVICES

Bookkeeping

Added to our offerings by popular demand, leveraging our vast accounting experience, we offer custom packages to provide you with the peace of mind that your financial records are complete and accurate.

CFO Services

Providing the expertise of a CFO without the overhead, we deliver a wide range of financial services (think: Strategic Planning, Financial Planning & Analysis, Management Analysis) to help your business:

  • Create a roadmap for future success through strategic planning and financial analysis.

  • Increase cash flow and profitability by optimizing operational processes.

  • Evaluate accounting systems and launch new technology.

  • Maximize product/service offerings to ensure your customers are satisfied and your company financials are sound. 

If our CFO Services peak your interest, check out our 5 Questions to Ask Your Potential CFO to get a little more detail on what it’s like to work with us (and what to ask any potential CFO to ensure you get the right fit for your business). 

Deep Dives 

Have an immediate need, or not ready to commit to a service contract? We have you covered with deep-dive analyses to address anything from building your budget to business expansion needs.

Deep dive projects can include things like: 

  • Income Targeting

    • Addresses the income needs and goals for all owners. 

    • Develops targets based upon industry averages and owner input.

    • Builds a timeline and plan to reach target.

  • Budget Development

    • Addresses the financial needs of the business.

    • Conducts detailed expense analysis, including review of historical financial statements.

    • Determines annual fixed and variable costs to develop annual budget.

  • Pricing Analysis

    • Conducts an analysis of product/service inputs to evaluate profitability of current pricing.

    • Evaluates volume requirements to meet owner goals.

    • Provides recommendations to achieve optimal profitability and revenue goals.

For more details about our services, click here


PARTNERING WITH LIGHTHOUSE ADVISORY

I hope this blog post provides you with insight and clarity into what we offer and how we help our clients find focused, profitable growth through a holistic approach to business finances.  Curious what services might be right for you and your business? Pleaseclick here to schedule your introductory consultation call!