The client’s staff was unfamiliar with how to handle brokerage account reconciliations, nor did they know how to manage schedules, or how to correctly state realized and unrealized gains. Their CPA always had questions that they were unable to answer.
LLŪM was initially brought on board with an overall goal of improving processes and systems to attain financial transparency and assist with the yearly audit. Currently, LLŪM provides full outsourced accounting services.
“It was unexpected how much help we needed with the transition and audits. LLŪM came in and hit the ground running. They handled every level of auditing and financial help we needed,”
Partnering closely with Type Five’s ownership and internal team, we built a strong financial foundation to support their continued growth and scalability.
Working closely with Beal’s Lobster’s ownership and remaining management team, we ensured a smooth financial transition and built a sustainable accounting foundation.
We partnered with AEP’s internal team to manage and execute a comprehensive financial integration.