Lockwood & Lockwood Services LLC, Tina Lockwood
At Lockwood & Lockwood Services LLC, we combine accounting expertise with strategic business consulting to empower entrepreneurs and organizations. Established 18 years ago, our mission is to nurture growth and promote generational wealth creation. With a wealth of experience, we guide clients through financial management, strategic planning and maintainable growth strategies.
We believe in the limitless potential of every business and are committed to unlocking it through tailored solutions and professional guidance. Our collaborative approach ensures we understand your unique challenges and craft strategies aligned with your vision for long-term success. As we look to expand our operations, we remain dedicated to providing expertise and personalized service. Overall, we strive to build a legacy of prosperity and enduring success.
Our firm provides comprehensive accounting, financial analysis and strategic advisory services, including bookkeeping, financial reporting, tax planning and preparation, audits and consulting. We also offer elevated business strategy, operational improvement services, economic modeling, forecasting, cash flow maximization, systems integration and long-range strategic planning.
We combine strong accounting knowledge with a deep understanding of business operations and hands-on entrepreneurial experience. This allows us to help clients increase their profitability and gain lasting competitive advantages. We utilize cutting-edge technologies like artificial intelligence, cloud-based systems and business tools to create new efficiencies in our clients' operations.
I started this business because I enjoy working with numbers and helping companies succeed financially. I saw many businesses struggling with money management, inefficient operations and a lack of good planning. This inspired me to use my expertise to provide clear financial guidance, implement better business practices and assist companies in achieving sustainable growth and profitability. I enjoy the business side of organizing, strategizing, planning and consulting.
By launching my accounting and consulting firm, I could directly improve companies' profits while allowing business owners to focus on running their core operations effectively. Every client represents an opportunity for me to simplify financial processes, maximize the use of resources and unlock greater performance.
It is very rewarding for me to help businesses overcome challenges and reach their full potential through smart organization, strategy and planning.
What sets our business apart is that we combine accounting expertise with overall business strategy guidance. We don't just look at the numbers - we deeply understand our clients' operations, challenges and opportunities. This allows us to provide customized solutions beyond just financial reporting.
Our team has accounting knowledge plus real-life experience building businesses ourselves. We analyze situations from the perspective of a business owner. This hands-on experience helps us provide insights to increase profits and sustainable growth. We also utilize advanced technologies like data analytics, process automation and business intelligence tools.
We embrace long-term partnerships with our clients, focused on their continued profitability and expansion. At our core, we are entrepreneurial accountants and consultants supporting other entrepreneurs with strategic guidance.
As an entrepreneur launching my own accounting and consulting practice, I recognized early on the value of guidance from experienced business mentors. While I had expertise in finance and operations, there was still more to learn about successfully running and growing a professional services firm.
That's what led me to seek out SCORE's free mentorship resources. I was impressed by SCORE's network of retired executives and entrepreneurs who volunteer to coach small business owners. Having experts who had been in my shoes could provide invaluable real-world insights I couldn't get from books or courses alone.
From my first meeting with a SCORE mentor, I knew I had made the right decision. My mentor's candid advice and probing questions helped me refine my business plan, differentiate my service offerings and implement more effective marketing strategies.
Leveraging SCORE's mentors as trusted advisors has been an incredible asset. Their unbiased perspective, depth of experience and willingness to share hard-won lessons have accelerated my firm's growth path. As my business evolves, I will continue to utilize SCORE’s amazing resources.
As a small business owner, I utilize many of SCORE's helpful services. Their mentoring program provided me with an experienced business advisor who gave personalized guidance based on my company's needs and stage.
My SCORE mentor assisted me in creating a thorough business plan, improving my operations plan and implementing effective marketing. I could discuss challenges like financing, pricing, hiring and growing with my mentor.
SCORE offers free webinars and online workshops that cover entrepreneurial topics. In addition to one-on-one mentoring, the webinars on technology, financial management and leadership taught me useful knowledge. SCORE also has a library of helpful business templates, tools and information. I used their marketing templates to improve my branding and online presence.
Overall, SCORE's mentors, workshops, templates and resources provided me with valuable wisdom and skills needed to successfully start, grow and sustain my accounting and consulting firm over the years. Their commitment to entrepreneurs is amazing.
Jim provides consulting and strategic planning to help business owners develop and execute...
Corporate/business attorney practicing in Southeastern Wisconsin since 1971. Experience in buying...
