Firm Overview | Financial Planning

Small Business FP&A

ABOUT US

Financial Leadership for Growth-Minded Companies

Forecasting, tax, accounting, and investments — everything you need to protect your cash and scale with confidence.

Learn How We Help

Assets Under Management

Businesses Served

Households Served

Grant Dollars Raised

OUR SERVICES

A fully integrated financial partner — from day-to-day operations to long-term planning.

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Accounting & Controller Services

Streamlined bookkeeping, reporting, and oversight for growing businesses.

AP & AR Management

Streamlined bookkeeping, reporting, and oversight for growing businesses.

Financial Planning & Analysis (FP&A)

Strategic forecasting, budgeting, and scenario planning to support better decisions.

Cash Flow & Forecasting

Stay ahead of your cash needs with real-time projections and planning.

Tax Strategy & Compliance

Smart, forward-looking tax planning with precise execution and filing.

Wealth Management

Integrated financial planning and investment guidance for long-term growth.

Built for Founders. Backed by Experts.

Our executive team gives you access to high-level financial leadership — without the full-time overhead. We work alongside founders and business leaders to run smarter, more efficient operations while planning for long-term success. From strategy to execution, we help you focus on growing your business — with clarity, confidence, and a partner you can trust.

CASE STUDY

Real Stories. Real Impact.

“Without Lorilyn’s expertise and professional guidance, I would not have had the support I needed to start and grow my own company.”

Lisa Julep

Owner of Julep Analytics & Strategy

OUR PEOPLE

Other Industries we serve

With professionalism, experience and care.

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Tribal Enterprise

Partnering with tribal communities to steward sustainable economic development and self-determined success.

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Families & Individuals

Helping you build, protect, and pass on wealth through personalized, long-term planning.

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Athletes & Celebrities

Guiding high-profile talent through the complexities of brand, income, and likeness management.

NEWSLETTER