PLAN  |  Optimize  |  Grow

A Strategic Financial Partner To Grow Your Business.

Where small and medium businesses in trades and professional services find their “North Star”. With over 25 years of expertise, we’re not just accountants; we’re your financial co-pilots, steering you towards higher profits and scalable growth. Working together to make your business thrive!

As a seasoned business owner and accountant, we understand the unique challenges faced by small to medium-sized businesses. We’re your strategic financial partner. Our outsourced CFO services grow your business by developing and executing comprehensive growth strategies. We improve your profitability by identifying and implementing cost-saving measures and revenue-generating opportunities. Optimize your cash flow by ensuring a steady flow of cash to fund operations and growth initiatives. Make informed decisions by leveraging data-driven insights that guide business decisions. By partnering with us, you gain access to expert financial guidance without the high cost of a full-time CFO.

How a strategic approach can work for you.

In business, as in life, change is necessary not just for growth but also for viability. Your business cannot evolve without structural changes to your processes and operations.  At Lodestar Advisors we work with you to define and refine your strategic business plan.

A business strategy is a plan of actions and decisions that your company takes to achieve your business goals and be competitive in your industry. It defines the goals you are looking to achieve and lays out actionable steps you can take to get there. A business financial strategy will guide your decision-making process for hiring and resource allocation as well as create milestones and goal-posts for your to monitor your success and make adjustments accordingly.

The process involves stepping back from your organization to view it in a way that helps you see what is important today, and what you need to do to make it successful into the future.

It is all about being proactive about running your business.