Our Services
The Lassiter Financial Group is an accounting firm based in Wilmington, Delaware. We help people become more knowledgeable and self-aware in business, finance, and economics.
Our mission is to educate. We want our clients to have better understandings so that they can make sound decisions with their financial choices.
Accounting/Auditing
We assist clients by conducting account reconciliations, preparing balance sheets, profit and loss statements, and creating other financial reports and statements.
We conduct annual audits and ensure our clients are aware of their financial standings. We comply with federal, state, and local requirements by studying existing and new legislation.
We enforce adherence to requirements and are knowledgeable of GAAP and FASB guidelines and framework.
Bookkeeping
We help our clients by recording and organizing clients’ general journal and ledger accounts. We classify and post all transactions in recording software so that our clients have a visual of the business’s functionality.
We also produce financial statements and other reports, so clients understand the condition of their business.
Financial Planning
We work with individuals, families, and businesses to help clients understand their financial circumstances and how to reach their short-term and long-term financial objectives.
We help clients organize their finances, and project the results of their savings and investments to help them reach their goals, and even prepare for retirement.
We guide clients through the decision-making process to help them reach their financial goals as efficiently as possible.
Budget Analysis
We help families, individuals and businesses develop, analyze, and execute the allocation of their financial resources. We estimate future financial needs and inform clients of strategic practices to sustain a routine.
We want to ensure that our clients can reach their set goals, and still maintain a balanced lifestyle with their current and future financial standings.
Tax Planning/Preparation
We help our clients analyze their financial situation and business goals to help prepare a plan for their present and future tax preparation.
The purpose of tax planning is to ensure tax efficiency and effectiveness, in the best interest of the client. We want our clients to fully utilize their tax benefits to help optimize their business and personal needs.
Tax planning is essential to financial planning, and tax planning ensures the financial plan works in the most tax-efficient manner possible.
Financial Seminars/Classes
We host various classes and hands on training throughout the year, and per the request of our clients, partners, and other organizations.
Let’s Build Together
We would love to connect with you! Please feel free to give us a call during normal business hours, subscribe or send us a message below, so we can help you build wealth today!
