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Helping you make the right decision.

Having accurate and timely data is just the first step. Action needs to be taken with the information at hand, otherwise it's just for show.

A Growth Mindset


At Lincoln, we believe that effective strategic planning is the cornerstone of all successful businesses. To help our clients achieve their goals, we draw on our years of experience and industry expertise to craft tailor-made strategies designed to deliver real results. If you're looking for a partner who can help you optimize your operations and grow your revenue, then look no further. Contact us today to learn more about how we can help you achieve your objectives.


At Lincoln, we believe that execution is key to the success of any project. That's why we offer a detailed guide to executing your strategy, no matter how complex. Whether you need help with go-to-market plans, new product launches, or accounting system implementation, we have the expertise and knowledge to help you achieve your goals. Contact us today to find out more about how we can help you execute your strategy with confidence.

Continuous Improvement

We are committed to continuous improvement and always striving for more efficient and better-run operations. For our clients, this means that we are constantly looking for ways to improve their business processes and operations to help them achieve their goals and stay ahead of the competition. We believe that there is always room for improvement, and we work closely with our clients to identify areas where we can make a meaningful difference.

Client Stories

We're not big talkers or story tellers; we like our actions to do the talking. Nonetheless, here are some case studies that we think you may find interesting.

Client: Regional Warehousing & Logistics Company 

The client needed forensic accounting services, tax guidance for the organization and its owners, a complete overhaul of internal controls, accounts payable/receivable, and a revamp of their chart of accounts.


We spent around 60 days on the forensic accounting project and then proceeded to implement real-time, interactive KPI dashboards, fully automate AP systems, and put ironclad internal controls in place so users of the financials had more confidence in the growth of the company.


We learned that even more robust fintech solutions could be used for smaller clients with the right training and guidance. We also established key relationships with other vendors who still service our other clientele. 

Client: Local Commercial Mortgage Lender

The client needed a full stack financial system put in place to run their mortgage lending company. The client also needed assistance with entity formation, taxation compliance, and payroll services.


We utilized our QBO partnerships along with our backend AI partner company,, to provice the client with a solution and get them up and running. We also implemented a reporting system so they had access to their financials from anywhere.


We realized that we could offer our backend bookkeeping AI solution either in conjunction with our full suite of services or we could it offer it as a standalone product to smaller companies who wanted to self-manage their books but didn't have time to classify transactions on a daily basis.

Client: National Food & Beverage Franchise

Our client needed timely financials, assistance with tax planning, sales and property tax filings, and advisory services on the future of the business.


We have consistently provided the client with monthly, quarterly, and annual financials to guide the decision-making process. We handled city, county, state and federal tax filings to aid in the planning and compliance process.


We knew there was a need for robust tax planning software so we invested in a comprehensive tax advisory solution not only for this client, but others that either required it or would benefit from it.

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