President
CurrentWe provide accounting, tax and consulting services to owner-managed businesses, and we assist CEOs by helping them understand and focus on their key numbers. Our expertise includes:- Financial statement and break-even analysis and management consultation- Budget and cash flow projection preparation- Accounting system design and installation implementation- Accounting software selection, installation and training- Tax planning and return preparation- Compiled and reviewed financial statements preparation- Projected and forecasted statement preparation- Strategic planning facilitation- Outsourced CFO services- IRS and state audit representation- Bookkeeping services and supportThe team at Lagerquist Accounting & Advisory takes a very personalized approach because we truly get to know our clients. Each team member takes pride in responding personally to client questions and being proactive in helping business owners plan, prepare and succeed through effective accounting strategy and support.