Lurate CPA Firm, LLC
Contract CFO  |  Accounting Services  |  Consulting Services


Accounting Services

  • Preparation and interpretation of financial statements
  • Budgeting and forecasting
  • Cost management
  • Assistance with QuickBooks and Excel
  • General ledger, accounts receivable, accounts   payable, bank  reconciliations
  • Income tax returns – business and personal
  • Payroll, human resources, employee benefits
  • Company policies and procedures
  • Risk management
  • Business insurance
  • Contract review
  • Loans and financing
  • Preparation for audits and reviews   

Contract CFO/Interim CFO  

Lurate CPA Firm offers a customized combination of any or all of the above-referenced Accounting Services, including serving as the point person for legal, banking and CPA firm issues.  These services are provided on an as-needed basis as determined by the owner to be beneficial for the company.  The company benefits from the expertise and experience of a highly qualified CFO without incurring expenses associated with hiring a full-time employee.  This arrangement allows the owner to spend more time leading the company than working in the back office (accounting and operations).  (For further information on how the Contract CFO services may benefit your business, see the Newsworthy tab of this website).   


Private Schools, Nonprofit Entities and Churches

Lurate CPA Firm provides Accounting Services and financial leadership to private schools (over 17 years’ experience) and nonprofit entities (over 11 years’ experience).  This leadership has included working closely with and/or being a member of the Boards of Directors and Trustees of such institutions.  In addition, Lurate CPA Firm provides direction and oversight of budgeting and accounting processes for churches on an as needed basis, working closely with church leadership. 


Specialized consulting services can be a one time only or for a specific period of time or as needed.  These services can cover, but not be limited to, special events or projects (e.g. expansion, relocation, major asset purchase, etc.), business processes and operations evaluation, or business plan creation or review.

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