Lynch Financial, LLC

We provide the following CPA and non-CPA professional services: Financing/Refinance Assistance: Including traditional financing requests, complex debt restructuring and refinancing, short-term financing and bridge loans, SBA financing, and acquisition and capital expenditure financing. We are experienced and able to look at financing requests from the bank's perspective. Financial Reporting: We provide monthly, quarterly, and year-end financial reporting and tailor our services to fit your exact needs. The type of reporting will be driven by what the bank requests in accordance with financing agreements. We prepare compiled financial statements both with and without footnote disclosure, depending on the specific circumstances and bank requirements. We also provide monthly and quarterly reporting services to ensure timely reporting for management. We are current with the latest accounting standards and pronouncements and have three certified public accountants on staff. Accounting Services: Bookkeeping and General CPA Services Payroll and Payroll Tax Preparation Outsourced Controller/CFO Services Business Consulting Services: Business and succession plan services, budgeting assistance, projections and forecasts, merger and acquisition assistance, capital planning and analysis, operational improvements, and any other financial management or transactional need. Litigation Support Services: We assist attorneys with financial aspects of litigation, including divorce, business and economic damages, and personal injury. Business Valuation Services: Purposes include: SBA financing, estate and gift tax, merger/acquisition, internal buy/sell, shareholder disputes, divorce, income tax, and business planning. Steve Frank is credentialed through the American Institute of Certified Public Accountants to prepare business valuations for all of these purposes, having his Accredited in Business Valuation (ABV) certification in addition to his CPA license.

Financial Services
Reading, Pennsylvania
Founded in 2008
1-10 employees

We provide the following CPA and non-CPA professional services: Financing/Refinance Assistance: Including traditional financing requests, complex debt restructuring and refinancing, short-term financing and bridge loans, SBA financing, and acquisition and capital expenditure financing. We are experienced and able to look at financing requests from the bank's perspective. Financial Reporting: We provide monthly, quarterly, and year-end financial reporting and tailor our services to fit your exact needs. The type of reporting will be driven by what the bank requests in accordance with financing agreements. We prepare compiled financial statements both with and without footnote disclosure, depending on the specific circumstances and bank requirements. We also provide monthly and quarterly reporting services to ensure timely reporting for management. We are current with the latest accounting standards and pronouncements and have three certified public accountants on staff. Accounting Services: Bookkeeping and General CPA Services Payroll and Payroll Tax Preparation Outsourced Controller/CFO Services Business Consulting Services: Business and succession plan services, budgeting assistance, projections and forecasts, merger and acquisition assistance, capital planning and analysis, operational improvements, and any other financial management or transactional need. Litigation Support Services: We assist attorneys with financial aspects of litigation, including divorce, business and economic damages, and personal injury. Business Valuation Services: Purposes include: SBA financing, estate and gift tax, merger/acquisition, internal buy/sell, shareholder disputes, divorce, income tax, and business planning. Steve Frank is credentialed through the American Institute of Certified Public Accountants to prepare business valuations for all of these purposes, having his Accredited in Business Valuation (ABV) certification in addition to his CPA license.

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
2008
Employee Range
1-10
Revenue Range
Not available

Location

Address
897 S Chiques Rd Pennsylvania Manheim
City
Reading
Region
Pennsylvania
Postal Code
17545
Country
United States

Web Presence

Ready to automate your outreach?

Get unlimited access to our company database — complete with detailed profiles, funding info, and tech stacks — and start sending personalized emails with AI-powered follow-ups.

Frequently Asked Questions