Small & Mid-Size Business Consulting

Your Business Deserves Real Advisory

Running a small or mid-size business means wearing a lot of hats. But financial strategy shouldn’t be something you figure out on your own. Lake Hamilton provides hands-on business consulting that goes beyond the numbers — helping you make better decisions, manage risk, and build a stronger operation.

Consulting Services

• Internal Controls Assessment — Identifying weaknesses in your financial processes that create risk for errors, waste, or fraud
• Financial Process Improvement — Streamlining accounting workflows, cash management, and reporting
• Business Formation & Structuring — LLC, S-Corp, and entity selection guidance based on your specific situation
• Regulatory Compliance — Navigating state and federal requirements for your industry
• Cash Flow Management — Forecasting, budgeting, and strategies to keep cash flow healthy
• Succession & Exit Planning — Preparing for ownership transitions, sales, or retirement
• New Business Advisory — Startup accounting setup, entity selection, tax registration, and financial systems

The Forensic Advantage in Business Consulting

Here’s something most business consultants can’t say: we know what fraud looks like. Because our firm’s foundation is in forensic accounting and fraud examination, we approach internal controls and financial process review with an investigator’s eye. We don’t just look at whether your accounting is technically correct — we look at whether your systems could be exploited.

That perspective is invaluable for business owners who want to protect what they’ve built.