Financial Ops • Economic Dev • Governance

Empowering Tribal Sovereignty Through Finance

OUR MISSION

Strengthening Tribal sovereignty through sound financial stewardship and strategic foresight

We partner with Tribal economic-development companies to turn today’s revenues into tomorrow’s generational prosperity—guided by cultural values, community priorities, and Tribal vision.
BUILD YOUR FINANCIAL FOUNDATIONS

Business & Financial Planning | CFO Services 

We help Tribes build and grow their economic development businesses through systematic strategic planning, innovative financial management, and sound analysis and reporting.

Solid Business Plans

The strength of a business plan is its financial model.  Our plans help you evaluate growth scenarios before capital is deployed.

Profit & Cash Projections

We build financial models that allow you to see up to 36 months into the future on your business’s profit and cash, so you can make confident decisions about spending and investment.

CFO Support

We serve as your fractional Chief Financial Officer (CFO). Providing strategic guidance, financial planning, and even banking relationships to build and grow your economic development businesses.

BUSINESS PLANNING IN ACTION

Discover how we leverage data to develop clear financial strategies that inform confident decisions and drive long-term business growth.

Client Stories
“Lookahead gives us accurate and clear financial analysis every month that we use to make sound and better business decisions.
Timothy Rhodd | Chairman

Iowa Tribe of Kansas & Nebraska

Client Stories
“Lookahead gives us accurate and clear financial analysis every month that we use to make sound and better business decisions.
Timothy Rhodd | Chairman, ITKN
SIMPLIFY & SECURE YOUR FINANCES

Controllership, Accounting, & Project Administration

We strengthen financial systems and technology, provide staffing and oversight for data entry, AR, AP, and project accounting, and implement internal controls tailored to Tribal economic development enterprises.

Organized, Audit-Ready Accounting

We implement accounting controls and processes to ensure your financials will be ready for an error-free and smooth audit.

Controllership and Specialized Accounting

We serve as your virtual Controller, ensuring every transaction aligns with Generally Accepted Accounting Principles, grant and project requirements, and your enterprise goals.

Quarterly Board Reporting

Clear, board‑level financials and narrative analysis, delivered on schedule, so leaders can act with confidence.

TAX PLANNING IN ACTION

Learn how we replace fear and confusion about taxes with clear, proactive accounting strategies that reduce liabilities and create growth opportunities.

WHAT WE DELIVER

Results That Strengthen Communities

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Faster Insights

Month‑to‑month data visibility instead of year‑end surprises.

Accountability

Internal controls that withstand audits and external reviews.

Community Impact

Financial strategies that honor tradition, drive generational impact, and translate profits into housing, education, and cultural-preservation programs.

Together we’ll honor tradition, steward today’s resources, and build a financial legacy for generations to come.
MAKE A GENERATIONAL IMPACT

Enterprise Wealth Management & Capital Advisory

We help Tribal nations manage capital with tomorrow in mind. Through tailored policies, investment guidance, and performance tracking, resources are preserved today while building wealth for generations ahead.

Investment policy design

That balances near‑term liquidity with long‑term generational reserves.

Asset‑purchase & financing guidance

From upgrading fleets to acquiring land, every decision is backed by cash-flow projections, tax-exempt financing options, and the risk tolerance set by Tribal leadership.

Performance monitoring

Get access to transparent dashboards showing how trust funds, enterprise reserves, and discretionary portfolios align with community goals

INVESTMENT PLANNING IN ACTION

See how we turn bookkeeping and budgeting into long-term financial strategies that grow companies and personal wealth with confidence.

OUR PEOPLE

Other industries we serve

With professionalism, experience and care.
[01]
Small Business

Small Business

Empowering growth-minded businesses with strategic financial planning and actionable insights.

[02]
Families & Individuals

Families & Individuals

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

[03]
Athletes & Celebrities

Athletes & Celebrities

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