Financial Systems & Process Improvement
You can’t grow a business on broken systems. We evaluate your tools, workflows, and financial structure to ensure everything supports accuracy, efficiency, and smarter decision-making.
We provide guidance on:
- Accounting software optimization
- Chart of accounts structure
- Month-end closing processes
- Financial workflow automation
- Internal controls and financial safeguards
- Document management and reporting structure
Our goal is to simplify, standardize, and strengthen your entire financial foundation.

Business Planning & Strategic Growth Support

Whether you’re launching, scaling, or preparing for your next phase, strategic planning is essential.
We help you create:
- Business financial plans
- Revenue and sales projections
- Scalable growth strategies
- Hiring and labor cost planning
- Investment and financing assessments
- Market and pricing position strategies
You’ll know exactly what steps to take, when to take them, and how each move affects your bottom line.
Tax-Smart Financial Planning
We provide proactive strategies to reduce your tax obligations while strengthening your overall financial structure.
Our tax-smart advisory includes:
- Entity structure review
- Deduction and credit optimization
- Owner compensation planning
- Retirement and fringe benefit strategies
- Estimated tax planning
- Expense categorization improvements
- Year-round tax reduction planning
We ensure your financial plan supports both short-term savings and long-term financial health.

Local NH Expertise & Virtual Financial Advisory Across the U.S.
Whether you prefer in-person support in New Hampshire or virtual meetings, we provide flexible financial advisory services that fit your business needs, no matter where you are in the United States.
We Support Small Businesses Through:
- Virtual Zoom consultations
- Ongoing monthly advisory sessions
- Quarterly financial reviews
- On-demand financial strategy support
- Clear, easy-to-understand reporting
You get expert guidance—delivered in the way that works best for your schedule.
Ready to Strengthen Your Finances and Grow With Confidence?
Your business deserves a financial partner who helps you make smarter decisions, increase profits, and build a sustainable future.
Our Financial Advisory Services give you the strategy, clarity, and direction you need to grow.
Book your free strategy session today—available locally in New Hampshire and virtually across the U.S.
Luis is a powerhouse in financial strategy and business growth. Through LGB Strategies, he empowers business owners with expert bookkeeping, cash-flow management, and tax planning. His integrity, expertise, and dedication make him an invaluable asset for any entrepreneur striving for long-term success.

Rogelio Lopez
★ ★ ★ ★ ★
