As a business owner, your company is a persona of yourself; as an individual, you've goals to reach. At Loen & Company, we help put our clients on the path to grow and achieve success. We listen to your needs, worries, and expectations to custom tailor an approach that suits you. Working closely with many of our clients for the past 20+ years, we are vested in their success and embrace the opportunities to help them thrive.

Personal, Corporate and Estate Tax

  • Personal tax
  • Corporate tax
  • Estates and Trusts
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Compilation, Review and Audit Engagements

  • Bookkeeping and payroll
  • Financial statement reporting
  • Small business and not-for-profit audits
  • Business advisory
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Mergers and Acquisitions

  • Acquisition and sale of companies
  • Financings and equity raises
  • Personal and corporate transactional tax structures
  • Due diligence and compliance reporting.
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Cloud Solutions

  • Accounting systems and processes
  • Record maintenance, bookkeeping and reporting
  • Inventory management and point-of-sale integration
  • Banking, invoicing and financial oversight
  • Implementation of governance and internal controls
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Financial Management, Reporting and Advisory

  • Monthly, quarterly and annual reporting
  • Audit and due diligence
  • Internal control implementation
  • Financial forecasting and analysis
  • Management discussion and analysis reporting
  • Ad hoc advisory and consulting services
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Full Cycle Accounting

  • Bookkeeping
  • Financial Management and Reporting
  • Payroll Administration
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