Financial Solutions with a Purpose
Empowering your business while giving back to the community through financial literacy and support.
Driving Success for Businesses and Communities
At LBM Financial Group, we believe that access to smart financial guidance can change lives. We blend business expertise with a community-driven mission, reinvesting 10% of every dollar earned to provide food, supplies, and support for people and animals in need, while helping companies grow.
Our Services
Financial & Operations Management
Bookkeeping, reporting, and fractional leadership (CFO, Controller, Accounting Manager) plus back-end support for law firms and small businesses.
What We Offer
Reliable financial and operational support, from bookkeeping to strategic leadership.
- Fractional leadership (CFO, Controller, Accounting Manager services)
- Full-charge bookkeeping (daily, weekly, monthly)
- Monthly close and financial reporting
- Budgeting and variance analysis
- KPI dashboards and performance tracking
- Back-end business operations support
Business Consulting
Strategy, forecasting, and financial planning built around each client's goals.
Our Expertise
Custom advisory for structure, strategy, and scalable growth.
- Strategic financial planning
- Cash flow modeling and projections
- Pricing strategy and profitability analysis
- Business formation and structuring (LLC, S-Corp, etc.)
- Financial health assessments (readiness for investment, scale, or exit)
Treasury Management
Cash flow, large account oversight, internal controls, and vendor/payee disbursements.
Treasury Services
End-to-end cash management and internal control services.
- Accounts payable (bill processing, vendor payment scheduling)
- Accounts receivable (invoicing, collections tracking)
- Bank account setup and relationship support
- Fraud prevention controls
- Treasury policy development and cash reserve planning
Tax Prep & Compliance
Tax filing and compliance services for individuals and businesses.
Tax Services
Federal and state tax prep with year-end, estimated, and filing support.
- Individual and business tax preparation (Federal + State)
- Year-end filing support
- 1099 and W-2 prep
- Quarterly estimated payments
Class Action & Settlement Consulting
Expert disbursement and tracking services for legal settlements, with regulatory compliance.
Settlement Services
Disbursement, compliance, and trust fund services for complex settlements.
- Qualified settlement fund (QSF) accounting
- Claim disbursement tracking and reconciliation
- Escrow and banking setup for legal settlements
- Secure vendor and claimant payments
- Regulatory compliance (FTC, SEC, CFPB, court mandates)
Community Support
Supporting Recovery & Growth
We believe in giving back to our community by providing financial literacy programs and support services.
Our 10% Mission
Before LBM Financial Group even opened its doors, we raised funds, assembled hygiene packs, and provided meals to people in need. That experience reinforced the power of direct action and became the foundation of our business model. Today, we reinvest 10% of every dollar earned to ensure moments like that are part of what we do every day.
Financial Literacy
Educational workshops and resources to empower individuals with financial knowledge.
What We Teach
- Budgeting and saving strategies
- Understanding and improving credit, managing debt
- Investing basics and long-term wealth building
- Retirement planning essentials
- Tax fundamentals for individuals and small businesses
- Workshops and classes for financial guidance
Why Choose Us
At LBM Financial Group, we don’t just manage numbers. We help people build stability, recover from setbacks, and reach their goals. Our mission is rooted in integrity, transparency, and impact; every client we serve helps us give back to the community.
Experienced Leadership
20+ years of financial and operational expertise across legal, corporate, and startup sectors.
Tailored Solutions
Every business is different. We offer custom quotes and services that meet your unique needs. There's no one-size-fits-all approach.
Business + Nonprofit Model
We reinvest 10% of every dollar earned to help provide food, supplies, and support services for individuals and animals in need. When you work with us, you're also helping someone else.
Secure & Remote-Ready
Whether you're across the country or around the corner, we use secure digital tools to keep your financials accurate, accessible, and protected.
Hands-On Support
Personal attention and dedicated service for every client, ensuring you always have direct access to expert guidance.
Get In Touch
info@lbmfinancialgroup.com
Phone
(720) 580-3305