SERVICE OFFERINGS

Lodestar Financials LLC does not offer services requiring CPA licensure, such as tax return preparation or attestation services (audits, reviews, compilations or examinations of prospective financial information). Our focus is on high-quality outsourced accounting & finance and fractional accounting leadership.

Outsourced Accounting

At Lodestar Financials, we provide a dedicated team of professionals to manage the day-to-day accounting operations of your business with precision and consistency. Our services include transaction entry, accounts payable and receivable, payroll entry, financial reporting, system setup, workflow optimization, and documentation of accounting policies and procedures.

Growing businesses choose to outsource because they recognize that expert accounting is not just an operational need—it’s a strategic advantage.

By partnering with Lodestar, you're investing in accurate data, streamlined systems, and financial clarity that fuels growth. Ready to take the next step? Explore our service packages below and discover how we can guide your business forward.

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Basecamp

Essential Financial Clarity
(starting around $750/mo)

For early-stage or smaller businesses needing dependable, accurate accounting support.

Ideal for: Solopreneurs, early-stage startups, or steady businesses under $1.0M in annual revenue.

    • Monthly bookkeeping (entering bank transactions)

    • Bank and credit card reconciliations

    • Entering vendor bills and making payments

    • Entering principal and interest split on debt payments

    • Entering Payroll & Benefits into Quickbooks

    • Customized account structure, tailored for your business (Chart of Accounts)

    • Cash basis monthly financial statements (Profit & Loss and Balance Sheet)

    • Assistance with Sales Tax filings & payment

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WAYPOINT

Insightful Financial Management
(starting around $1,500/mo)

For growing companies ready for more actionable insights and hands-on support.

Ideal for: Scaling companies around $1.0M–$3.0M in annual revenue.

    • Accrual basis monthly financial statements (Profit & Loss, Balance Sheet and Statement of Cash Flows)

    • Accrual based accounting (e.g. Prepaids, Expense Accruals)

    • Entering fixed asset purchases & disposals

    • Creating & sending customer invoices and applying cash receipts

    • Cash flow and bill pay advisement (basic)

    • Monthly financial review meeting

    • Audit ready financial statements with basic audit support

    • Coordination with your Tax CPA and other advisors

    • Advising on accounting best practices

    • Client specific reporting, including KPI tracking dashboard

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LODESTAR

Strategic Financial Navigation
(starting around $5,000/mo)

Full-service bookkeeping & accounting + advisory support with Controller/CFO-level guidance.

Ideal for: High-growth businesses with more than $3M in annual revenue seeking clarity and strategy.

    • Budget creation (requires QBO Plus subscription)

    • Strategic financial planning and analysis

    • Identifying and reporting on custom KPI’s (company and industry specific)

    • Cash flow tracking, forecasting and optimization strategies

    • Identify cost overruns, profit leaks.  Advise on solutions

    • Acquisition & Exit consulting and support

    • Process Improvement and development of SOPs

    • Quarterly deep-dive financial review meetings

    • Access to fractional Controller/CFO oversight

TAKE YOUR FIRST STEP HERE

Fractional Ways We Can Provide Value

Lodestar Financials offers custom engagements designed to help you solve complex accounting challenges or streamline your systems. Here are additional paths we can guide you through:

  • Do you have the accounting and bookkeeping functions under control, but you need help with oversight and review?  Maybe you need a second set of eyes on your financial records to ensure accuracy.  Do you need help understanding your Income Statement (P&L), Balance Sheet and Statement of Cash Flows? 

    Our professionals are here to help give you the education and peace of mind you’ve been seeking.

  • Our Quarterly Health Check is designed for early-stage businesses that need expert financial oversight without the commitment of monthly services. Each quarter, we’ll review your books to ensure transactions are properly categorized, bank and credit card accounts are reconciled, and financial statements are accurate. We’ll provide a summary of key findings, highlight any red flags or inconsistencies, and offer practical recommendations to help you stay on track.

    This service also includes a brief consultation to answer your questions and help you understand your financial position. It's the ideal solution for startups looking to maintain clean books and gain confidence in their numbers—without the cost of ongoing support.

  • Accounting and reporting will tell a story of where you’ve been, but strategic finance helps you navigate where you are going!  Let our team assist you in developing dynamic budgeting and forecast models that will guide you in making critical business decisions.

  • Entrepreneurs and owners of small to medium sized businesses understand that Cash is King.  Is your business leaking as much cash as it’s bringing in?  Let us help you preserve cash by partnering with you on developing cash flow projections for the next month, 13 weeks or longer.

  • From low-touch, high-value to on-going trench support, we are passionate about optimizing systems to achieve accurate and efficient results. If you have a need that’s not specifically listed here, let us know and we will develop a strategic solution.

Onward