Lakeside Financial Group

Accurate, Diligent & Personalized.

Certified public accountant in Portland, OR (show on map)

5.0

★★★★★

1 reviews

A Portland-based CPA firm offering tax, accounting, and business services for small businesses and individuals.

Call (503) 675-0700

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About

Lakeside Financial Group is a certified public accounting firm based in Portland, Oregon, dedicated to providing accurate, diligent, and personalized financial services. The firm offers a comprehensive range of services including small business accounting, part-time CFO services, tax preparation and planning, forensic accounting, cash flow management, bank financing assistance, strategic business planning, succession planning, new business formation, nonprofit accounting, QuickBooks setup and training, and IRS audit representation.

Their mission is to ensure clients receive first-rate service through personalized and innovative solutions, building long-term relationships grounded in competency, trust, honesty, integrity, respect, responsibility, and approachability.

Small firm personality with big firm capability

Personalized and innovative solutions

14 full layers of security

Client portal for secure document access

Certified ProAdvisor

Member of the Accountant Finder Network

CPA and MBA credentials

Services

Small Business Accounting

Monthly or quarterly bookkeeping including bank reconciliation, income statements, balance sheets, general ledger cleanup, and unlimited consultations.

Bank reconciliation Income statement generation Balance sheet generation General ledger cleanup Unlimited consultations

Part-Time CFO Services

Provides a certified public accountant to work directly with growing businesses at a fraction of the cost of a full-time CFO.

Financial guidance Budget preparation Profitability analysis Tax saving strategies Cash management Financing assistance

Tax Preparation

Professional tax preparation services for individuals and businesses.

Accurate filing Maximized deductions Professional representation

Tax Planning

Strategic tax planning to minimize liabilities and optimize financial outcomes.

IRS Audit Representation

Professional representation during IRS audits to protect client interests.

Forensic Accounting

Investigative accounting that examines actual or anticipated financial disputes.

Credentials & Certifications

Certified Public Accountant (CPA)

Masters of Business Administration (MBA)

American Institute of Certified Public Accountants (AICPA) Member

Member of the Accountant Finder Network

Certified ProAdvisor

Reviews

Rating

★★★★★

Reviews

"Estimates were spot on."

Frequently Asked Questions

Do most taxpayers benefit from using a professional tax preparer? +

According to a US Government General Accounting Office study, 77% of 71 million taxpayers believe they benefited from using a professional tax preparer.

What does the Small Business Accounting service include? +

Monthly or quarterly bank reconciliation, income statements, balance sheets, general ledger cleanup, and unlimited consultations.

What is the cost of hiring a full-time CFO compared to Part-Time CFO services? +

Full-time CFO costs range from $60,000 to over $100,000 per year plus bonuses and benefits. Part-Time CFO services provide experienced support at a small fraction of that cost.

What is forensic accounting? +

Forensic accounting, also called financial forensics or forensic auditing, is an area of accounting that investigates actual or anticipated disputes.

Why is bank reconciliation important for small businesses? +

Bank reconciliation helps identify lost checks, unauthorized transactions, detect embezzlement, manage cash effectively, and protect the business from liability for unauthorized checks.

What are the core values of Lakeside Financial Group? +

Competency, Trust, Honesty and Integrity, Respect, Responsibility, Approachability, and Character.

Does Lakeside Financial Group offer QuickBooks services? +

Yes, they offer QuickBooks setup, training, QuickAnswers, QuickTune-up, QuickBooks tips, and assistance with buying QuickBooks.

What types of tax problems does Lakeside Financial Group help with? +

IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plans, Offer in Compromise, bankruptcy, innocent spouse relief, and getting your IRS file.