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We offer a more focused insight into where your money is going and how to adjust.


We have solutions ranging from basic bookkeeping to fractional CFO services.


Unlock strategies for growth using the numbers to guide decision making.


Get things in order



  • Bookkeeping

  • Sales Tax Filings

  • Tax Preparation (Corporate & Individual)

  • Year-end Financial Statements

  • Setup of 7 KPI Growth Plan

  • CFO Review of Growth Plan (Annual)


  • Unlimited Bookkeeping Support

  • Unlimited Tax Prep Support


  • QuickBooks Online Account

  • Lincoln Client Portal with File Storage

Pie Chart

Work on growth



  • Everything from Standard, Plus:

  • Semi-annual Tax Planning

  • Quarterly CFO Review of Growth Plan


  • Everything from Standard, Plus:

  • Dedicated CFO with up to 3 calls per month

  • Capital Allocation Strategic Reviews


  • Everything from Standard, Plus:

  • Lincoln AI Tech Portal

  • Lincoln AI Tax Planning Service at 20% reduced cost


Go next level

Custom Pricing


  • Everything from Standard & Premium, Plus:

  • Payroll Services

  • Bill Pay Services

  • Cash Flow Forecasting


  • Everything from Standard & Premium, Plus:

  • Unlimited Dedicated CFO calls

  • Weekly KPI Growth Meetings


  • Everything from Standard & Premium, Plus:

  • Lincoln Cost Segregation Real Estate Studies (Based on dollar value of property, 10% of retail pricing)

Other Ad Hoc Services

Accounting Services

Let us handle the everyday transactions, Accurate numbers are essential.

Entity Formations

From EIN numbers to accounting system implementation, we can help you get up and running.

Budget & Forecasting

Budget by department or account. Lincoln can help plan for the uncertainties.

Tax Return Preparation

We handle corporate and personal returns for owners and their hard-working staff.

Costing Analysis

Unsure about the numbers? Need a second set of eyes at the costing? We can assist.

Payroll & Sales Tax

We can take these tasks off your hands so you can run the company.

Financial Reviews

We'll review your books and get everything in line for your presentation.

Tax Planning

Be proactive with your tax liabilities. Plan for the future and avoid unnecessary taxation.

General Business Consulting

We understand what it takes to start and operate a small business. We're here for you.

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