People Advisory

Powered by Gusto. Grow your impact and maximize the value of every dollar you spend on your business by creating fluent business systems. We can help create plans that tackle payroll, staffing, compensations, consultations, and industry-leading technology.

Full Service Accounting

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. The Lighthouse Group’s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

Estate & Trust Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. The Lighthouse Group’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss. For added convenience- The Lighthouse Group is pleased to offer trust & will formation services upon request.

Financial & Retirement Planning

The Lighthouse Group's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, The Lighthouse Group can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Financial Projections

No one can predict the future perfectly, but we can all benefit from planning for it. The Lighthouse Group combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan & spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Forensic Accounting & Litigation

The Lighthouse Group’s litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business, and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

Debt & Finance Advising

Whether your needs are corporate or personal, The Lighthouse Group's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments. Our powerful referral network includes: Banks & Credit Unions, Financial Advisors & Lenders.

Lighthouse Accounting Group’s Outsourced CFO program is a full-service accounting package tailored to your unique business needs. With our advanced technology and talented team, Lighthouse Accounting Group can take all of your back office responsibilities to the next level.
Customizable Package Includes: Full-service bookkeeping, payroll processing, benefits administration, 401k management, and tax return preparation (individual & business). Advanced dashboard analytics for review 24/7, 365. Accounts payable and accounts receivable management. Customizable reports, with several options for business “check-ins”. 24/7 access to a qualified professional- Do what you do best, let Lighthouse take the rest!
At Lighthouse Accounting Group, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
Lighthouse Accounting Group’s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment, and preparation of tax returns. Lighthouse Accounting Group’s exclusive system allows small business owners & large enterprise companies to process payroll simply and easily. This solution is scalable for DIY business owners who need training and software all the way to full-service payroll and benefits processing/ setup for larger companies.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
QuickBooks Services
QuickBooks can provide useful and timely information in the form of financial statements, reports, and graphs. However, it can only provide this information if you purchase the right product and then install, set up, and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively. Lighthouse Accounting Group offers a variety of QuickBooks services and individualized solutions to suit your current and future business needs.
At Lighthouse Accounting Group, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures, and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Lighthouse Accounting Group can advise you on choosing an entity type and later restructuring if advantageous. Lighthouse Account Group offers a one-of-a-kind business formation & corporate regulatory compliance service.