Loftis Consulting & Financial Management

Virtual Bookkeeping Services

Loftis Consulting is dedicated to helping you build and maintain your place in your industry. We achieve this by assisting you through the maze of accounting and finance at an affordable and fixed price.

The management of a small business is time consuming and stressful enough without adding on accounting. Loftis Consulting’s virtual bookkeeping services can become your accounting department. Clients that work with us expect results and we deliver by:

  • Having professionals who do the work who understand accounting. No more guesswork.
  • Being available for your questions over the phone or in person
  • Having detailed knowledge of your industry sector and market
  • Providing clear and timely reports
  • Creating reconciled and audit-proof financial reports
  • Simplifying tax season by working directly with your tax accountant
  • Helping you grow your business profitably by maintaining affordable rates.


We offer the following additional services as well:

CFO/Controller Services

  • Financial Modeling
  • Accounting System Set-up for businesses who want to do their own bookkeeping
  • Accounting Function/Department Set-up
  • Accounting Procedures and Policies
  • Profitability Analysis
  • Cash Flow Analysis

Business Strategy Services

  • Business Plan Development
  • Business Valuations
  • Investor Pitch Deck Coaching

If you are ready to take your business to the next level, call today at (312) 772-6105 for your free consultation or to learn more.


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