Financial Services
Service Levels
LFIOT has 19 years of CFO level experience in a wide range of industries. We don’t just fill in. We FIT in. We step in with expert, practical, proactive management, keeping processes and people running smoothly and within budget, ensuring continuity with your proprietary processes. Need support below the level of CFO? We've got you covered there too.
Chief Financial Officer
Key Services
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Profit and Cash Flow Improvement Strategy
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Business turnaround expertise
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CFO and Controller Training
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Data visualization
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Month end close
Controller
Key Services
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Financial leadership and management
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Profit and Cash Flow Improvement Strategy
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Business scaling expertise
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Month end close
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Data visualization
Bookkeeping Services
Key Services
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QuickBooks implementation
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Income statement generation
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Balance sheet management
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Accounts Receivable
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Accounts Payable
Industry Experience
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Managed Service Providers
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Fintech
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FQHCs
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Nonprofits
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Healthcare
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Manufacturing/Industrial
We love talking with businesses.
Reach out and let's talk to see if we can help. It will be the best part of our day.
Frequently asked questions
How many hours will my LFIOT Teammate Work?
We work with and alongside you. That can range from five hours a week to forty. Our proposal will include a monthly fee based on your hourly request. Hours above and beyond will be billed at an hourly rate.
Will my LFIOT Teammate Work Onsite?
We certainly can. That will vary by your location and what your needs are. We have performed both onsite and remote leadership services. As a general rule, the higher-level support we provide, the more likely onsite support will be part of our proposal.
What Industries Do You Specialize In?
We have varied experience.
For financial services, we have worked with nonprofits, in healthcare, technology, and even small and medium retail businesses. Our expertise in accounting can support any industry.
Our sales experience was gained in the B2B services industry, but sales strategy, CRM, training, development, staffing, etc. can be applied to all industries.
Our HR Generalist work is appropriate to anyone who needs people to drive their business.