Accounting & Finance Consulting Services

Accounting and Finance Consulting

Full-service in-house team for growing companies

Accounting Support

    • Daily accounting needs
    • AP/AR
    • Payroll
    • Expense report management
    • Monthly close
    • GAAP and tax financial reporting
    • Policies and procedures
    • Internal controls
    • Cash management
    • Accounting system implementation
CFO Support
    • Financial planning and analysis
    • Budgeting and forecasting
    • KPI reporting
Audit Support Tax Preparation Support Public company filings
    • Drafting of 10K and 10Q
    • Proxy Statement Support
    • Management Discussion & Analysis
    • Proforma financial statements
Manage key business relationships
    • Banking
    • Legal
    • Insurance
    • Vendors
    • External CPA firms
    • Human resources
409(A) Valuation Support Board Reporting IFRS Conversions Distributions

Waterfall Calculations

Special Project Consulting

Tactical complex solutions for all companies

IPO Preparation

M&A due diligence support

Entity wind-down support

GAAP-IFRS Conversions

Financial Statement Preparation

Expert Witness Technical Accounting Support
  • Revenue recognition
  • Equity
  • Debt
  • Leases
  • Business combinations
  • SAFE agreements
  • Share-based compensation
  • Software developed for internal use
  • Research and development expense
  • Collaboration agreements
  • Consolidation and VIE analysis
  • Impairment analysis
  • Derivatives
  • Clinical trials


Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies. We believe relationships matter. Providing the best professional advice and services requires a deep understanding of your specific business. We strive to integrate with your management team to build close and productive working relationships so you can focus on what matters most to you - growing your business.


We serve as your finance and accounting team at your company’s most critical stages of growth. Our team specializes in strategic advisory services ranging from the day-to-day accounting needs to complex financial analyses and technical accounting matters. We partner with businesses from day one and serve as key advisers all the way through an IPO or strategic exit.

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