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Lakeside Financial Group

Business Services

Contact Us (503) 675-0700
Small Business Accounting
As a small business owner you have more important things to do than to keep your own books. We can assist in helping you with your books or we can can refer you to a third party expert that we work closely with throughout the year. This will allow you to get back to the job of running your business and generating profits.
 
Part-Time CFO Services
Our Part-Time CFO service provides you with a Certified Public Accountant that you can work directly with to help guide your business to success.
Reviews - Compilations
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide two levels of assurance to meet your needs.
 
Forensic Accounting
Forensic accounting - also called financial forensics or forensic auditing - is an area of accounting that investigates actual or anticipated disputes.
Cash Flow Management
A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
 
Bank Financing
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.
Strategic Business Planning
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
 
Succession Planning
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
New Business Formation
Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
 
Non-Profit Organizations
The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.