OUR SERVICES
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
$450/month
Services
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Bookkeeping
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Sales Tax Filings
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Tax Preparation (Corporate & Individual)
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Year-end Financial Statements
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Setup of 7 KPI Growth Plan
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CFO Review of Growth Plan (Annual)
Support
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Unlimited Bookkeeping Support
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Unlimited Tax Prep Support
Technology
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QuickBooks Online Account
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Lincoln Client Portal with File Storage
Work on growth
$750/month
Services
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Everything from Standard, Plus:
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Semi-annual Tax Planning
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Quarterly CFO Review of Growth Plan
Support
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Everything from Standard, Plus:
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Dedicated CFO with up to 3 calls per month
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Capital Allocation Strategic Reviews
Technology
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Everything from Standard, Plus:
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Lincoln AI Tech Portal
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Lincoln AI Tax Planning Service at 20% reduced cost
Go next level
Custom Pricing
Services
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Everything from Standard & Premium, Plus:
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Payroll Services
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Bill Pay Services
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Cash Flow Forecasting
Support
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Everything from Standard & Premium, Plus:
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Unlimited Dedicated CFO calls
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Weekly KPI Growth Meetings
Technology
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Everything from Standard & Premium, Plus:
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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.