Lambert Financial, LLC provides a wide range of services to individuals and businesses in a variety of industries. Lambert Financial, LLC we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

  • Tax Management Services
  • Accounting Services
  • Xero Accounting Help and Assistance
  • Bookkeeping/Write-up
  • Payroll Services
  • Cash Flow and Budgeting Analysis

 

Tax Management Services

Lambert Financial, LLC we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills, and notices.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Lambert Financial, LLC accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, tax planning, Bookkeeping/write-up and Payroll services.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Business tax planning and return preparation

 

Xero Accounting Help and Assistance

Xero can provide useful and timely information in the form of financial statements, reports, and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Lambert Financial, LLC offers the following solutions to help meet your Xero needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company’s location.

Setup

We assist new Xero users with initial setup including Preferences Lists, Customers, Vendors, Employees, Banking, and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our Xero support service can assist you with setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time-consuming. Lambert Financial, LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Payroll Services

Lambert Financial, LLC payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment, and preparation of tax returns

Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Lambert Financial, LLC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success. This balanced plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Sorry, the comment form is closed at this time.