Tax Planning & Preparation
At LBO we are different in our approach to tax planning & preparation. Our partners are hands-on and proactive keeping up to date on tax changes and tax savings strategies.
Learn MoreAccounting Compilation & Review
A major part of our business is devoted to providing accounting services to closely-held businesses. We prepare financial statements and business projections, for internal use or outside financing.
Learn MoreBusiness Entity Formation
At LBO, we often assist new and existing clients to determine the best type of entity to be established for their particular business operation.
Learn MoreCash Flows, Business Budgets, & Projections
Let LBO work with you to prepare a detailed cash flow and budget analysis. Once implemented, these analyses can be used to set up payment schedules, credit and collection policies, inventory control, and management policies.
Learn MorePension & Profit Sharing
At LBO we assist clients in determining their financial goals and help to develop a retirement plan appropriate for their needs, including the implementation and monitoring of the plan.
Learn MoreEstate Planning & Probate Administration
The LBO team of Estate planning professionals understands that through a proper & comprehensive plan, a client’s hard-earned wealth can be preserved.
Learn MoreLoan & Banking Relations Assistance
At LBO, we can create or modify a business plan to help a client attain financing. Through our relationships with the lending community we can help make introductions and facilitate banking relationships.
Learn MoreQuickBooks Certified Advisors
As certified QuickBooks advisors we offer our clients training & support on all QuickBooks products. We can assist you in setting up your books as well as providing guidance to get you going on the right path from the start.
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