This is what accounting should feel like.
A grounded, financial partner who sees the whole picture. We’re not here to file your taxes and send you on your way.
We offer strategic, foundational support to help you achieve your big financial goals.
At Loft Accounting & Advisory, we help service-based business owners feel at ease with their finances and grow profitable businesses.
We offer thoughtful, strategy-first support that simplifies the complex.
We help you calm the financial chaos, build your strategic blueprint, and accelerate financial growth.
So you can breathe easier in your business.
No jargon. No judgment.
Just thoughtful, human-first financial guidance from someone who understands where you’re going and helps you build a business that lasts.
Your Finances Shouldn’t Feel Like a Constant Question Mark
To you, it might look like a spreadsheet.
To us, it’s a map: of your decisions, your ambition, and your growth.
And if your finances feel more like a question mark than a strategy, you’re not alone.
As a business owner, you know your numbers matter, but making sense of them isn’t always easy.
You might be wondering:
• “Am I actually making a profit?”
• “What should I be saving for taxes?”
• “Can I afford to hire?”
• “How do I plan ahead when I feel behind?”
We’re here to bring calm to the confusion by helping you understand what your numbers are really saying and how to use them to move forward.
The number in your bank account?
• That’s your next hire.
• Your first vacation in two years.
• Or the confidence to finally raise your prices.
We simplify the complex, explain things in everyday language, and guide you through each financial decision so you can focus on what you do best.
You didn’t start your business to worry about cashflow, tax debt, or whether you can pay yourself this month.
You started it to help people. To build freedom. To create something meaningful.
At Loft, we help you get back to that.
We lighten the burden of managing your business finances so you can dream, plan, and grow with a solid financial foundation beneath you.
With us in your corner, your numbers become a tool to fuel your growth – not a source of stress.
What You Expect
Annual tax prep
Confusing jargon
Surprise bills
Reviewing the past
Numbers only
What We Offer
Ongoing, personalized support and accountability
Clear, kind explanations
Transparent pricing
Future focused to help you achieve your goals
Strategy, clarity, and long-term growth planning
Accounting That Feels Less Like a Transaction and More Like a Partership
We’re not a high-volume firm focused on tax returns and quick turnarounds.
We’re a relationship-based, advisory first practice built around understanding your goals, your business model, and your long-term vision.
We help you get clear, make a structured action plan, and bring it to reality.
“Because when you feel secure in your finances, you lead business with confidence.”
What do we mean by “advisory first” and “future-focused”?
Before Working With Loft
Bookkeeping is done sporadically and you have no real picture of financial health.
You have no clear goals or action plans for how to grow your profit (not just revenue).
You’re working your butt off but have no idea why you don’t have more money in the bank.
After Working With Loft
You have up-to-date financial information, and a solid clear view of your financial performance.
You have solid personal and business financial goals in place, and a clear scheduled action plan for how to make them happen.
You have a clear outline of your revenue and expenses 12 months into the future and can make smart business decisions because of it.
The bottom line?
We give you clarity, structure, and a path forward to accelerate your financial growth.
A financial partner that understands the big picture.
You need an accountable partner who understands your goals, your business model, your specific tax situation, and can bring you a clear financial strategy to help your business thrive.
You don’t need another “business coach” giving you fluffy financial advice and DIY budgeting templates.
If you are…
A few years into business and looking for structure
You might be ready for…
A Financial Foundations Project
If you are…
Growing quickly and looking for strategic support
You might be ready for…
Fractional CFO Suite
If you are…
Confident managing things, but want expert guidance
You might be ready for…
BYO CFO
Program
“I started Loft because I believe business owners deserve better financial guidance.”
After 13 years in a public accounting firm, I saw the same patterns: confused clients, surprise fees, and a business model focused on everything that happened in the past.
Loft was created to be different.
A place where your business is truly understood. Where we learn from the numbers of the past and use them to drive financial growth for the future.
Where you feel heard, guided, and supported, not just during tax season but all year round.
— Lindsey Raupers, Founder & Advisor
Because when you feel secure in your finances, you lead your business with confidence.
Let’s Build Your Financial Foundation Together
Whether you’re looking for clarity, strategy, or simply someone to guide you through the process, we’re here for you.
At Loft, you’ll never be just a file or a number. You’ll be a partner.
And together, we’ll make sure your business is set up for confident, sustainable growth.