Our Services

With deep experience across industries—from fashion and SaaS to manufacturing and media—Lois partners with clients to streamline financial processes, improve reporting, and implement systems that support sustainable growth.

  • Bookkeeping & payroll

  • Sales tax setup & filing

  • Budgeting & financial forecasting

  • GAAP compliance (including for PE groups)

  • Mergers & acquisitions

  • Software/system implementation (NetSuite, Ordway)

  • Credit line acquisition & banking support

  • HR basics, CPA collaboration, audits

  • Accounts payable/receivable, invoicing

  • AI & process integration

  • Process improvement & automations

  • Foundational Support

  • Invoicing & scheduling

  • Strategic Financial Management

  • GAAP compliance & audit prep

  • Financial reporting & presentations

  • Budget vs. actual analysis

  • Systems & Operations

  • Payroll conversions

  • Credit line acquisition & banking setup

  • SaaS modeling & AI integration

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!