Entrepreneurial Services

Overview

Lurie was founded by entrepreneurs, and that entrepreneurial spirit is still very much at the core of what we do. It’s a quality that makes us uniquely equipped to serve today’s entrepreneurs, in businesses of any size. In addition to our Accounting and Tax Services, we have the specialized suite of tools, services and experience to provide accounting services in Minneapolis and Fort Myers to assist small business owners in the critical financial aspects of running a business.

Our rich history in accounting, the broad business experience of our team, our top-down approach, and our customized process come together to provide you with uncommon insights and personalized advice in small business accounting. We have experience working with clients across a broad spectrum of specialties, including medical, dental and professional services such as engineering, advertising and architecture. Our diverse experience ensures you’ll have access to informed solutions, and our Entrepreneurial Services are designed to help you define your goals, set your path, and stay on track toward your long-term vision—all with a constant eye on the big picture. That’s what it means to serve with an entrepreneurial spirit.

Industries served

Lurie’s CPA advisory and accounting professionals have deep experience across a wide variety of industries providing small business accounting services from start-up through succession. We’ll help you answer the tough questions you face along the way.

Entrepreneurial accounting services include:

  • Attendance at board and/or advisory board meetings
  • Bookkeeping and accounting outsourcing
  • Budget, projection, and forecast preparation and analysis
  • Budgeting and cash management assistance
  • Compensation consulting, including deferred compensation and benefits
  • Comprehensive accounting and tax services for family business entities
  • Financing assistance, review and negotiations
  • Internal control review and design
  • Management reporting design and implementation
  • Mergers & acquisitions analysis and due diligence
  • New business startups
  • Strategic business planning
  • Ratio analysis
  • Reviews and compilations of financial statements
  • Transition planning services

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