We provide our clients with clear business strategy options to grow their clientele using accounting and finance solutions to ensure that this growth is profitable and long-term.

What We Do

Some of the benefits we offer include:

  • WE COME TO YOU - We know how busy our for-profit and non-profit small and mid-sized clients are. Our clients never have to leave their establishments. We will conduct onsite meetings at your convenience.
  • CONSULTATION - Consultation meetings to discuss financial position, cash flow, strategy and marketing, which will greatly contribute to the success of reaching specific business goals.
  • INDUSTRY INTELLIGENCE - Want to know how your business compares to other businesses in your industry? We provide in-depth, current industry information on a periodic basis to assist with goal setting.
  • WE GET IT - We go beyond the numbers to be a resource for you and your business by understanding you, your business, your competitors and where you want to be. We translate the numbers into something that you can understand and help to improve your for-profit or non-profit business.

About Us

We are a management resource dedicated to helping businesses succeed through CFO outsourcing services.

Kimberly LoftisAs Principal of Loftis Consulting and Financial Management, Kimberly Loftis provides a broad range of financial management and business consulting services to a variety of clients. Ms. Loftis has over 15 years of experience in finance, accounting and strategy and was formerly Vice President of Corporate Development for HSBC, an international banking conglomerate. She has previously held managerial positions with AT&T, Pepsi and Exelon.

Kimberly Loftis earned her MBA from Northwestern University's Kellogg School of Business in Illinois. She received her Bachelor of Science degree in Accounting from Indiana University in Bloomington, Indiana. She is also a certified public accountant.To learn even more about Kimberly click here.

DEI Action Audit Services (Diversity, Equity, and Inclusion)

DEI Action Audit Services, Diversity, Equity, and Inclusion

Loftis Consulting’s DEI Action Audit Division is dedicated to helping you identify what is working for your organization and where there are ways to enhance your strategy, initiatives, and practices. It is all aimed at focusing you on creating an inclusive cultural paradigm within the organization. We achieve this through our Action Audit Process, which results in leader and employee ownership, actions being implemented, and stakeholder engagement.

Clients that work with us expect results and we deliver by:

  • Identifying existing challenges and opportunities
  • Ensuring compliance
  • Reviewing your representativeness
  • Pinpointing systemic cultural barriers
  • Determining ways to leverage difference to create value

We offer the following DEI Action Audit Services:

  • Organizational Needs Assessment
  • Stakeholder Analysis
    • Surveys
    • Focus groups
  • Strategy Review
    • DEI goals
    • Alignment
    • Financials
    • Initiatives
  • Policy Reviews
  • Process Reviews
  • Organizational DEI culture and climate
    • Leadership practices
    • Team practices
    • HR practices
  • Communication Reviews
    • Documentation
    • Channels
    • Practices
  • Reports and Recommendations
    • Written reports
    • Presentations
    • Action plan sessions
    • Feedback to stakeholders
  • Development
    • Virtual or on-site training
    • Coaching circles for application
    • One-on-one coaching

We can take your organization’s inclusion climate to the next level.

Call us today at (312)772-6105 for your free consultation or to learn more.