Maximize Your Financial Potential

Do you want to generate more cash in your business to:
  • Put in your pocket?
  • To expand your business?
  • To increase transferable value for an exit?
  • To work less and spend quality time with family and loved ones?
  • To put into your children’s college fund?
  • To buy a new house?
  • To travel?
  • To be rewarded for your hard efforts as a CEO & have a better quality of life?


Unlock a Brighter Financial Future
with LS CFO Advisors

Navigating the intricate landscape of modern business is no small feat. That’s why LS CFO Advisors is here to offer you more than just traditional accounting services. As your trusted virtual CFO, we leverage cutting-edge technology and real-time data to provide you with unparalleled insights and actionable strategies. And for businesses requiring meticulous oversight, we also extend CPA Controllership and tax planning services. But our expertise doesn’t stop there; we are Certified Exit Planning Strategists, ensuring you’re well-prepared for tomorrow’s opportunities, including a smooth and profitable business transition when the time comes.

We are strategic partners in your success. Your business isn’t one-size-fits-all, and neither is our approach. We delve deep to understand not just your company, but also your personal ambitions. Whether you’re eyeing growth, efficiency, or a successful exit, we align our services to meet your specific goals. From fine-tuning sales strategies to optimizing inventory and benchmarking against industry standards, we create bespoke solutions that get results.

Take advantage of our Virtual CFO expertise–tailored specifically to you. In today’s fast-paced business environment, having a dedicated virtual CFO can make all the difference. LS CFO Advisors brings you top-tier financial forecasting, robust strategy development, and agile implementation—all remotely. Our virtual CFO services are designed to offer you the same depth of expertise and hands-on guidance you’d expect from an in-house CFO but with the flexibility to scale with your needs. We bring insight, clarity and guidance all aimed at increasing your profit margins and cash flow.

Our role extends beyond the realms of a traditional CFO or accounting firm. In addition to virtual CFO services, we provide CPA Controllership services to manage your accounting functions with precision. We also offer strategic tax planning to minimize liabilities and enhance profitability. And when you’re ready to exit, our certified Exit Planning services ensure a rewarding and carefully orchestrated transition.

Ready for a business transformation? Partner with LS CFO Advisors, and let us guide you through every financial decision, big or small, propelling your business to new heights.



service 1

Part Time & Fractional CFO

service 2

Tax Planning & CPA Services

service 3

Exit Planning

Pillar 1:
Financial Strategy and Analysis

Imagine having a dedicated partner by your side, someone who specializes in decoding your financial landscape and uncovering hidden opportunities. That’s exactly what LS CFO Advisors is all about.

Deep Dive Analysis: We meticulously examine your financial history, from income and expenses to financial statements and taxes.

Strategic Roadmap: Our expertise is in crafting a clear financial roadmap for your business, guiding capital investments, and creating robust financial models to fuel your growth.

Precision Financials: We ensure your financial statements are prepared with pinpoint accuracy, giving you complete confidence in your numbers.

Goal-Oriented Budgeting: With our annual budget and forecasting prowess, we help you stay on track toward your financial objectives.

Pillar 2:
Performance Metrics and Dashboards

Numbers tell a story, and we’re here to help you not only understand that story but also use it to drive success. Here’s how LS CFO Advisors can elevate your business’s performance:

Key Performance Insights: We identify and track key performance indicators (KPIs) to measure how effectively your business is progressing towards its goals.

Snapshot of Health: Our custom-designed dashboards provide a quick and insightful view of your business’s financial health.

Customized Metrics: We collaborate closely with your management team to pinpoint the specific metrics that matter most for evaluating your performance.

Pillar 3:
Financial Excellence and Operational Support

At LS CFO Advisors, we don’t just stop at financial analysis; we go the extra mile to help you excel. Here’s how we do it:

Cash Flow Mastery: We make sure your cash flow is managed expertly. Our detailed reviews and scenario planning prevent cash flow issues.

Lender and Investor Relations: We handle all lender-required reports with precision and create compelling ‘pitch packages’ to secure financing. Think of us as your essential liaison with creditors and investors.

Pricing Precision: We help you align pricing with your corporate strategy and profitability targets, using a data-driven approach.

Comprehensive Business Support: From software evaluations and in-house team management to external service provider relationships and operational policy development, we provide holistic support, ensuring accurate and compliant reporting to stakeholders.



Contractors and construction businesses

Contractors and construction businesses

Healthcare businesses, such as doctors and other medical providers,

Healthcare businesses

Manufacturing businesses<br />

Manufacturing businesses

Professional service firms

Professional service firms

Retail companies<br />

Retail companies

Real estate companies<br />

Real estate companies

Nonprofit organizations

Nonprofit organizations

Hospitality companies, such as restaurants and hotels

Hospitality companies

Technology businesses

Technology businesses



“Almost all gone. Profit margins? Way, way up. And for the first time in what feels like forever, I’ve got cash in the bank. “
“The results? A significant turnaround in cash flow and, most importantly, a return to profitability.”
“They helped us overcome our cash flow challenges…practice runs leaner… than ever before…been able to optimize our tax strategy legally reducing our tax liabilities “