Loftis Consulting & Financial Management

Welcome To

Loftis Consulting & Financial Management

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.

Fractional CFO Services

We help businesses link financial health and strategy by delivering tangible results and measurable outcomes to quicken and increase business growth and sustainability.

Budgeting & Forecasting

Strategic planning is key to achieving growth and obtaining business financing. Loftis Consulting can supplement your existing team with budgeting and forecasting.

Bookkeeping Services

Frustrated with keeping your own books. Loftis Consulting offers virtual bookkeeping to free up your time to run your business. Leave the accounting to us.

About Us

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

As 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 20 years of experience in finance, accounting and strategy and was formerly Vice President of Corporate Development for HSBC, an international banking conglomerate and had a successful sale exit as CFO/COO of SaaS company Blue Marble Payroll. 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 CPA and 2023 Chicago Business Journal Woman of Influence.  To learn even more about Kimberly click here.

Call us today for your free consultation or to learn more.

Services

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.

Our Services

The Services We Provide Are

Financial Modeling

Fractional CFO Services

Virtual Bookkeeping Services

Non-Profit Financial Services

Budgeting and Forecasting

Healthcare Financial Services

Business Plan Development

Business Valuations

Business Advising

" Your trust is our treasure "

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Years Experience

Why choose Us

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

Identifying existing challenges and opportunities

Ensuring compliance

Reviewing your strategy and internal processes and handoffs

Pinpointing systemic process barriers

Determining ways to leverage difference to create value

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