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Your CFO and Bookkeeping Solutions Made Easy
Now Accepting New Clients
Grow Your Vision
Do you find yourself overwhelmed with financial decisions, bookkeeping, reporting, tax compliance, or understanding the best growth strategy for your business? Is there an opportunity to increase your profit margins or to reduce costs? If you have ever asked any of these questions while managing your business, we have solutions for you!
Book Your Spot
About
Us
Our CEO: Trey Hartley, MBA
Trey Hartley has 23+ years of dynamic experience leading and supporting operations across several companies, departments, and financial disciplines. His professional contributions have been instrumental in aligning teams, setting goals, and improving complex processes all to drive organizational effectiveness.
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Career experiences have afforded Trey proficiencies as an Instructor, CFO, Senior Project Accountant, Business Consultant, and Staff Operations Director for start-ups, religious organizations, mid-level companies, and a Fortune 100 enterprise. As a servant leader, he has proudly shared his talents with the community by teaching accessible financial literacy and wealth management principles.
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Trey boasts a proven record of success through the strategic management and oversight of multi-million dollar budgets:
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Senior Accountant ($56M)
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Chief Financial Officer ($12M)
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Financial Director ($2.1M)
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Our Company
LB3 CFO Financial Solutions is a full-service CFO and bookkeeping firm. We specialize in managing the full life cycle of small-to-large businesses' financial and accounting tasks. We handle CFO functions remotely or as fractional extensions of your current operations and leadership teams. LB3 CFO's differentiated service begins with our customized offerings to meet customers’ needs and our fantastic team of knowledgeable, trusted, and dependable professionals. We have the expertise to assist with the financial challenges companies of all sizes face.
No matter how unique or challenging your request is, you can count on us to find the right solution for you. We provide your business with the expert CFO services you need... when you need it. Contact us today to discuss further.
What
We
Offer
CFO Services
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Comprehensive CFO functions
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Operations scalability planning​​
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​Preparation of monthly financial statements for the board of directors, investors, debt holders, and management​​
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Compensation (payroll, salary, bonus, equity, and commission) planning and management
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Accounts Receivable/Payable Management
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Tax advisement
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Margin analysis​
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Contracting strategies
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Bookkeeping
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Upgrade of accounting and record-keeping systems
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Streamline and implement bookkeeping processes
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Create and manage (transparent to business owners) bookkeeping software and systems
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Data-entry
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Records management
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Financial Infrastructure and Management
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Annual budgeting to manage day to day operations
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Complete financial and acquisition due diligence
Strategic Development and Implementation
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Translate company vision into a multi-year financial model
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Complete financial and acquisition due diligence
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Evaluate equity strategy to maximize long-term ownership
Savings Solutions
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Identify areas of cost savings
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Expense forecasting
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Recommend pricing and revenue recognition strategy
Why
Us
Customized for Your Business
LB3 CFO is committed to providing creative and scalable solutions for every customer. We know that each business is unique, which is why all of our services can be easily customized. Learn more about what we offer and give us a call if you have any questions, or if you’d like to meet with one of our team members.
Industry Experience
23+ years of trusted fiscal oversight, management, consulting, and teaching.
In-house Research and Expertise
Access to valuable experts, leaders and partners to develop and manage complete CFO responsibilities.
