Whether your financial needs are raising capital or planning for your employees’ retirements, let us find you the most effective solutions.

  • Lohman & Associates
  • L&A serves as a finance partner to assist with ongoing accounting and reporting, GAAP (or IFRS) financials, budget vs. actual, board reporting, as well as supporting day to day accounting needs such as accounts payable, payroll, and support annual compliance filings. Our goal is to be a trusted advisor who supports your business so you can focus on changing the world.

    Key Services:

    • Strategic financial planning and analysis

    • Budgeting and forecasting

    • IPO, fundraising support and M&A readiness

    • GAAP financial statement and footnote preparation

    • Management of key business relationships, including external accounting, banking, insurance, HR, and legal teams

    • Accounting function build-out, including internal controls, processes, procedures, and technical accounting documentation

    • Cash management

    • Audit management and support

    • Accounting system implementation support

    • Day-to-day accounting needs

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  • Contact

    Regan Lohman CEO, Founder 816.876.6309 [email protected]

    Dan Asbaty Senior Director 551.486.1693 [email protected]

    533 2nd St, Suite M Encinitas, CA 92024

Interested in showcasing your company services? Contact us for more information.