01 — Bookkeeping & fractional CFO
We get your books in order and keep them running smoothly on autopilot — so the numbers are ready whenever you need them.
The introductory call is free · 30 minutes · No obligation
02 — What we do
Most firms stop at accurate. We start there — and keep going.
A clean, current set of books every month — reconciled, categorized, and closed before you need it.
Clean up or catch up available — call for a quote.
The strategic layer above the ledger: forecasts, margins, and the judgment calls that shape your year.
Perfect for companies that need some CFO services, but not a full-time CFO.
03 — How it works
A free thirty minutes to understand the business, who touches the books today, and what is keeping you up at night.
We look at your current file, size the work honestly, and send a fixed monthly fee in writing.
Catch-up work, chart of accounts, bank feeds, and a documented monthly close rhythm.
Your books close on schedule, you get plain-language reporting, and we meet to decide what comes next.
04 — Fractional CFO & advisory
Once the ledger is trustworthy, the conversation changes. We bring the model, the scenario, and the second opinion — you keep the final call.
Thirteen weeks of cash, updated monthly, so a slow quarter is a decision instead of a surprise.
We break revenue down by service, job, or client and show you where the profit actually sits.
Pricing, a hire, a new location, a loan — modeled before you commit, reviewed after.
Bookkeeping and advisory work best together — and we quote them that way.
Ask about a combined engagement05 — Why Lombardi Financial Partners
Lombardi Financial Partners was founded on a simple observation: most owners do not need more reports. They need someone who reads them carefully and tells them the truth.
We keep the client list deliberately small. That is the only way the books stay current and the advice stays specific to your business.
Agreed before we start. No hourly surprises, no invoice for answering a question.
You work with the same small team every month — not a queue, not a call center.
If a report needs an interpreter, we have not finished the job. Everything is explained in terms you use.
A committed close date each month, so payroll, taxes, and lender requests never catch you flat.
06 — Questions
Something else on your mind? Ask it on the call — no preparation needed.
07 — Book a call
Choose a time that works and book it directly. The introductory call is free: thirty minutes on Zoom, no pitch deck — just an honest read on where your books stand.
The introductory call is free. Pick a time and we will send the Zoom link — nothing to pay, nothing to prepare.