Lambert Financial, LLC provides a wide range of financial services to government entity, corporation and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Management Services

Accounting Services


Bank reconciliation

Financial statements preparation (balance sheet, income statement and cash flow statement)

AR & AP management

Monthly and year-end closings

Payroll service

Tax Management Services

Lambert Financial, LLC we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills, and notices.

Tax preparation:

Individuals: forms 1040, 1040

Businesses: Schedule C, E, 1065, 1120, 1120S

Tax planning to minimize or defer tax liabilities

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Lambert Financial, LLC accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, tax planning, Bookkeeping/write-up and Payroll services.

These services include but are not limited to:

General ledger and financial statement preparation

Bookkeeping (Monthly, quarterly, or annual)

Accounting system setup and support

Payroll Solutions

Cash flow budgeting and forecasting

1099 Processing

Bill paying


Accurate record-keeping is essential to a successful business yet can also be complicated and time-consuming. Lambert Financial, LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Payroll Services

Lambert Financial, LLC payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment, and preparation of tax returns.

Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Lambert Financial, LLC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success. This balanced plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Xero Accounting Help and Assistance

Xero can provide useful and timely information in the form of financial statements, reports, and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Lambert Financial, LLC integrating with Xero-beautiful accounting software. Connect Lambert Financial, LLC with your Xero account today to get real-time insights, team discussions about your Xero-account and monitor the overall health of your business. Xero displays your beautiful accounting data in real-time, while Lambert Financial, LLC provides in-depth insights of that data for your team to discuss and analyze. We import your Xero financial data, notifies your team of insight changes, and allows your team to tag each other in team discussions.

We offer the following solutions to help meet your Xero needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company’s location.


We assist new Xero users with initial setup including Preferences Lists, Customers, Vendors, Employees, Banking, and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

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