LionsEdge Advisory
CPA • Advisor
Your Trusted Financial Advisor
What we Do
Consulting Services
Financial Coaching/Analysis
How can we help? Well, as a financial coach we help you discover, qualify, quantify, prioritize financial matters. This can be anything from learning to manage your managers and direct your financial life to aligning your finances or determining your financial goals and priorities. A coach assists you in analyzing your current situation and provides feedback and knowledge on steps including tips for choosing a first rate financial team. Our priority is to assist you in aligning with your personal integrity system and financial goals, to empower you to take the action steps right for you.
Conflict Coaching
We guide you through navigating the terrain of conflict. Conflict may be pre or post litigation. It is different for every individual, as is the situation producing the conflict. We leverage prior experience as an expert witness, forensic accountant, financial mediator and years of conflict training to assist you in walking this most difficult and challenging path.
Fractional CFO/Controller
We provide services too small to medium size companies, we specialize in family run businesses, law firms, real estate, and family limited partnerships. We assist with ensuring the smooth and efficient accounting of activity; managing accounting staff when appropriate, communicating with the legal team and tax team. We assist with financial analysis; compare activity to key performance indicators, and provide clear communication of financial results. We use our training in business valuation to assist with positioning the company for future valuation. We strive for a clear understanding of finances and implications of the proposed actions or concepts. If it isn’t understood it can’t be appreciated as a problem, solution or alternative. We strive to provide education, facilitation and communication leadership for company finances. We offer a basic assessment of accounting and financial management needs for $600. Based on that assessment we can define the statement of work for any on-going services or other financial projects, along with the a fee range. Numerous fixed fee packages are available depending on size, activity and need. Contact us for more information!
Financial Mediation
For situations where a knowledge of finance is important, Loreine is a mediator and offers mediation services through Mediate Finance LLC.
Resources & Calculators
Financial Management Resources
Rule of 72 Calculator
The rule of 72 is a quick approximation of what it will take for an investment to double at a given annual rate of return. What is the Rule of 72?
Monthly Payment Calculator
This simple calculator will approximate your monthly payment if you know the other variables, interest rate, loan amount, and duration.
Financial Definitions
Knowing financial terminology improves your understanding and reduces the risk of important concepts being lost in translation. Here is one list.
Tax Equivalent Yield Calculator
These calculators compare the returns of taxable and tax exempt investments; and provide the equivalent of each.
Nonviolent Communication
Nonviolent Communication: A Language of Life by Marshall B. Rosenberg
Discover how the language you use can strengthen your relationships, build trust, prevent conflicts and heal pain.
Money, A Memoir
Money, A memoir: Women, Emotions and Cash by Liz Perle
Ms. Perle takes us on her money ride, while providing the insights of psychologists, researchers, and more than two hundred ordinary women. A classic.
360 degrees of Financial Literacy by AICPA
360 degrees is a nonprofit financial literacy program sponsored by the American Institute of CPAs. There are numerous topics of discussion and a full page of calculators.
“Money is a tool. Used properly it makes something beautiful; used wrong, it makes a mess.”
– Bradley Vinson
“There are people who have money and people who are rich.”
– Coco Chanel
“It takes as much energy to wish as it does to plan.”
– Eleanor Roosevelt
About Us
To learn more about us click the link above, to contact us through our website please complete the contact form. Thank you!