THE FRACTIONAL CFO YOU'VE BEEN WAITING FOR
Founded in 2016 by Grant Berman in San Diego, California, LOLA is a premier financial consulting agency dedicated to empowering businesses with expert financial strategies and solutions. The vision was to create a firm that goes beyond traditional accounting to serve as a trusted partner in navigating the complexities of financial management, no matter the size or stage of the business.
OUR SERVICES
ACCOUNTING
& BOOKKEEPING
We maintain precise financial records so you can make data-driven decisions and focus on your core business.
BILL PAY & INVOICING
We streamline accounts payable and receivable, ensuring smooth cash flow and timely transactions.
BUDGETING
We develop forward-looking budgets that align your financial goals with long-term strategy for sustainable growth.
FINANCIAL PROJECTIONS & MODELING
We provide data-driven forecasts and models to guide strategic decisions and secure investor confidence.
FRACTIONAL CFO
We offer high-level financial leadership and strategy without the overhead of a full-time executive role.
PREPARATION OF
INVESTOR DECKS
We craft compelling presentations backed by solid financials to showcase your business potential.
GOVERNMENT GRANTS
& AUDIT REPORTING
We ensure full compliance and accurate reporting for organizations receiving government funding.
INDUSTRIES
01
CLEANTECH
04
CONSUMER GOODS
02
ECOMMERCE
05
STARTUPS
03
SAAS BUSINESS
06
GOVERNMENT GRANT FUNDED BUSINESSES
A NOTE FROM THE PRESIDENT
As a startup or a small business owner , you are constantly faced with challenges: optimizing cash flow, maximizing profitability and accelerating growth, whilst trying to navigate the day to day needs of your customers and employees.
Our team has partnered with many businesses to understand their aspirations by carefully listening to your goals, pain points and frustrations. Together we create a road map to deal with the strategic, financial and operational challenges your business faces, and allow your vision to become a reality.
Our proactive approach includes regular communication, leveraging technology where required whilst establishing sound financial controls and troubleshooting any issues that may arise.
At the same time planning forward to ensure the path you are on is the most effective and manageable means to achieve your stated goal whether it be growth, investment or an exit strategy.
As a trusted advisor, we will build a solid financial platform for your business, which will free you up to keep your entrepreneurial spirit whilst building your brand.