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Client-Centric Solutions
Client-Centric Solutions
Transformative Financial Services Experience Fueled by Innovative Accounting & Advisory Services
Transformative Financial Services Experience Fueled by Innovative Accounting & Advisory Services
At Lockhart Accounting, Advisory & AI Solutions, I personally develop AI tools to deliver precise, real-time financial insights tailored to your needs. With a focus on personalized service and innovation, I'm here to help you achieve your financial goals—whether you're local or remote. As an accounting technologist & AI solutions developer, you can count on me to deliver one-of-a-kind tailored solutions that you won't find anywhere - whether it's an "out-of-box" platform, "go-to-market" solution, they can't compare to my comprehensive approach that examines all the possibilities and integrates the solutions you are looking for - without the hefty price tag.
Schedule an assessment where I document and analyze your business' process systems and follow-up with specifics on optimizing your business through automation.
Now Accepting New Business Clients!
Now Accepting New Business Clients!
Outsource your bookkeeping, streamline your workflows, and learn more about advances in business technology.
Outsource your bookkeeping, streamline your workflows, and learn more about advances in business technology.
Streamline Your Accounting This Tax Season with L3AS
Streamline Your Accounting This Tax Season with L3AS
At L3AS, we harness the power of cutting-edge AI technology and trusted software from industry leaders like Google, Amazon, Microsoft, Intuit, and Zoho to deliver efficient, professional, and cost-effective outsourced accounting solutions tailored to your business needs.
Whether you need comprehensive accounting and advisory services, modular solutions, or specialized financial analysis, we provide more than just the numbers—we offer the insights and support to drive your business forward.
Our Accounting Services Include:
Bookkeeping (Monthly or Yearly): Transaction Entry, Bank Reconciliation, Journal Entries (if necessary), Month-End & Year-End Close
Clean-Up: Eliminate Duplicate Transactions, Correct Erroneous Entries, Reclassification, the Works!
Financial Statement Preparation & Reporting: Financial Wellness Report - All the Information You Need to Make the Right Decisions; Yearly Financial Statement Preparation & Review under Generally Accepted Accounting Principles (GAAP)
Compliance Requirements: Sales Tax, CAT Tax, Payroll Tax - All Relevant Filings & Payments Done for You!
Why Choose L3AS? We don't just handle the quantitative tasks; we offer qualitative analysis and actionable insights to empower your management team, ensuring sustainable financial growth and minimizing tax season stress. Our clients enjoy reduced operational costs, streamlined processes, and a dedicated team that cares about their success.
Get Ready for Tax Season! Don’t miss out on this limited-time opportunity to leverage expert bookkeeping and accounting services for tax season. Contact us today to secure your spot and experience the L3AS difference.
Now Accepting New Clients!
Now Accepting New Clients!
Plan for the Future and Start Growing Your Wealth!
Plan for the Future and Start Growing Your Wealth!
ACCOUNTING & BUSINESS TECHNOLOGY
ACCOUNTING & BUSINESS TECHNOLOGY
Not only do I offer my own custom applications, but I also advice and provide support for the following software applications: ZOHO & iNTUIT QUICKBOOKS
Looking for alternatives to Quickbooks? As a Zoho Finance Partner & Consultant, I am uniquely positioned to provide you with guidance and support in adopting what has become one of my favorite software ecosystems. Zoho has a comprehensive suite of applications for every facet of business. From accounting to support, I'm confident Zoho has what you're looking for in new business solution.
As a lifelong user of Quickbooks, I understand a desired to stick with what you know. As a quickbooks Pro Advisor, I am experienced in providing assistant in setting up your account, or taking the reigns so that you can focus on your business and growing your customer base. Contact me via Phone, E-Mail, or Book an Appointment for assistance with your Quickbooks account or with software questions.
Workflow Integration & Automation
Workflow Integration & Automation
LEARN ABOUT HOW MY CUSTOM AI SOLUTIONS & WORKFLOW INTEGRATIONS CAN HELP YOUR BUSINESS
AI is here to help us. Not replace us. Take advantage of this oppurtnity to delegate mind-numbing repetitive tasks so you can focus on what matters.
As a dedicated accountant & AI solutions specialist operating from a home office, i understand the importance of a lean operation. As accounting technology evolves, so am I by incorporating cutting-edge AI-enhanced solutions that are both intuitive and robust.
Emphasizing a client-centric approach, I maintain clear lines of communication through online meetings and remote work. My specialty has become workflow automation and integration in addition to offering traditional accounting and client advisory services. I am here to guide you through a rapidly evolving business landscape, advise you through data-driven decision making, and assist in wealth creation and management through tax planning and professional preparation.
AI helped me take back my life, and boost my business. It can do the same for you. Contact me today to find out what AI & I can do for you!
As a veteran of accounting technology, I can help you streamline your business, eliminate bottlenecks, improve efficiency, and get your business moving at the speed of AI. By documenting your business processes and assessing current practices, I can determine where you will benefit from integration between existing applications as well as create automated tasks between applications vital to your business functions. Did I mention that I can connect your Zoho applications, integrate 3rd-party apps to your own family of applications, or through varios 3rd party solutions I am add additional functionality to your Quickbooks software to save you time.
Third party applications I am experienced with:
Practice Management: Zoho One, Canopy
Project Management (AI Assistant Included with Paid Tiers): Zoho Projects, Click-Up, Jira, Monday.com, Wrike, Notion, Height, Asana, Trello
Accounting Software: Zoho Books, Quickbooks, Financial Cents
Communication: Slack
CRM: Zoho Bigin, Zoho CRM, Hubspot
Integrators: Zapier, Make
Tax Software: ProConnect, ProSeries
eCommerce: Zoho eCommerce, Shopify
Website/Hosting: IONOS, Google Sites
AI- Integrated Solutions Specialisation
AI- Integrated Solutions Specialisation
Are you a Start-Up or Interested in Becoming One? What if I told you I can integrate the applications I just listed to get you going with NO SUBSCRIPTION COST just like I did for myself. I can give you personal insight from juggling all these applications that I have personally tried and give feedback on use casts and best practices as well as design and implement workflows so you can hti the ground running!
As a sole practicitioner and entrepreneur, I know the value of automation. Without it, I would not have time or energy to grow my practice or do what I do best, help people. As a problem-solver and visionary, I have taken advantage of the revolution in business technology and resources available from the largest companies in the AI development space. With their guidance and suuport, I am both learning and developing my own custom solutions designed to completely automate my businesses and projects so I can step-back and focus on client relations while maintaining oversight over my operations in a cost-effective manner. These cost-cutting solutions will not only allow me to take back my time so I spend it where it matters most, but will allow me to pass those savings on to you in the form of budget-friendly services and solutions. AI is here to help, and so am I. Contact me today to find out how AI & I can help you take back your time and future-proof your business into the next century.
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