The Lions Consulting Group
The Lions Consulting Group serves the financial needs of single and multi-generational families with over 40 years of experience in accounting and bill pay.
About
The Lions Consulting Group serves the needs of single and multi-generational families. With over 40 years of experience in accounting and bill pay, they have come together to assist and advise families on various aspects of financial matters.
They work with third party investors, advisors, tax preparers, and estate planners to provide comprehensive financial services including concierge services, bill pay, bookkeeping, accounting, and tax & investment partnerships.
Services
Concierge Services
Available client services for families covering non-specific duties such as travel arrangements, household personnel management, document storage, and personal shopping.
Bill Pay, Bookkeeping and Accounting Services
Services from bill pay to bookkeeping, including tracking expenses, financial reporting, budgeting, ongoing forecasting for operating businesses.
Tax & Investment Partnerships
Partnering with key tax companies to bring all services together in one location, working with various firms of all sizes.
Financial Reporting and Consulting
Customized financial reporting and consulting tailored to family needs.
Strategy and Operations
Helping understand general spend and budgeting so wealth can be invested and growing for future generations.
Investment Management
Working with third party investors local and nationally to provide complete information in timely manner.
