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Finance · Operations · Advisory

Your finances, finally
keeping up with you.

Larson Advisory Group brings big-firm firepower to small and mid-size businesses — from bookkeeping to fractional CFO, without the overhead.

L.A.G. — but no lag.

Full-Service
Finance & Ops coverage
SMB-First
Built for growing businesses
FracCFO
C-suite access, fractional cost
No Lag
Fast, responsive, always on

What we do

Every layer of your financial stack, covered.

From your first invoice to your next funding round — we handle the numbers so you can handle the business.

Bookkeeping & Month-End Close
Clean books. Every month. No chasing receipts, no scrambling at year-end.
Financial Reporting & Analysis
Dashboards and reports that actually tell you something — not just what happened, but what to do next.
Fractional CFO
Strategic financial leadership on your terms. Cash flow, forecasting, investor-readiness — all in.
Budgeting & Forecasting
Know where you're going before you get there. Plans built to be used, not filed.
Fractional COO
Operational structure, systems, and accountability — so your business runs without you running ragged.
Team Augmentation
Need extra hands during a crunch? We embed with your team and hit the ground running.
Not sure where to start? Neither are most of our clients — at first.
One conversation is usually all it takes to figure out what you actually need.

What we offer

Services built around your business, not the other way around.

We don't do cookie-cutter retainers. Every engagement starts with understanding where you are and where you're trying to go.

Foundation
Bookkeeping & Month-End Close

The foundation of everything else we do. Accurate, timely books give you a real picture of your business and keep you ready for tax season, lending conversations, or any audit that comes your way.

Transaction categorization Bank reconciliation Month-end close Accounts payable & receivable QuickBooks / Xero
Foundation
Financial Reporting & Analysis

P&L statements that don't require a translator. We deliver clear, actionable reporting — custom dashboards, KPI tracking, and variance analysis so you always know the score.

P&L, Balance Sheet, Cash Flow Executive dashboards KPI tracking Variance analysis
Strategy
Budgeting & Forecasting

A budget is only as good as the assumptions behind it. We build forward-looking models grounded in your real data — and update them as your business evolves.

Annual budgets Rolling forecasts Scenario modeling Cash flow projections
Strategy
Fractional CFO

The strategic financial leadership your business needs without the full-time salary. We help you make capital decisions, prepare for debt or equity conversations, and build a finance function that scales.

Cash flow management Capital structure Investor reporting Financing strategy Board / lender prep
Operations
Fractional COO

Operational chaos is expensive. We build the systems, processes, and accountability structures that let your business run efficiently — and give you your time back.

Process design Systems implementation Team structure OKRs & accountability
Flex
Team Augmentation

Sometimes you need an extra set of hands for a project, a transition, or a gap in coverage. We embed with your existing team — no ramp-up time, no drama, just results.

Project-based support Interim finance roles System migrations Due diligence support
Ready to put these to work?
Let's find the right mix for your business.

Who we are

We started LAG because SMBs deserve better than what they've been getting.

Too many small and mid-size businesses are either underserved by big firms or stuck with generalist bookkeepers who can't see the bigger picture. We're here to change that.

"The best financial advice isn't just technically correct — it's advice a business owner can actually act on."

Larson Advisory Group

How we work

The four things we don't compromise on.

01
Clarity over complexity
We translate financial complexity into language you can actually use to make decisions. No jargon. No unnecessary layers. Just clear answers.
02
Speed without shortcuts
Fast turnarounds. Responsive communication. But never at the expense of accuracy. When your books are on the line, there are no shortcuts.
03
Proactive, not reactive
We don't wait for you to ask the right question. We're already looking ahead — flagging issues before they become problems and spotting opportunities before they pass.
04
Right-sized, always
Every engagement is tailored to your stage, your size, and your goals. We grow with you — adding resources when you need them, stepping back when you don't.

Our story

Built from the inside out.

Larson Advisory Group was founded on a simple observation: the businesses that need great financial leadership the most are usually the ones who can't afford to hire it full-time.

We've worked inside companies at every stage — from startups running lean to established mid-market firms managing complex operations. That experience gave us a blueprint for what good finance and operations support actually looks like in practice, not just in theory.

The result is LAG: a modern advisory firm designed specifically for small and mid-size businesses. We bring the depth of a full-service finance team with the agility of a partner who's actually invested in your success.

No lag. No friction. Just results.

Get in touch

Let's figure out what you actually need.

No pressure, no pitch decks. Just a real conversation about where your business is and where you want it to go.

Contact Info
Location
Mobile, Alabama

We work with clients across industries. If you're a small or mid-size business looking for sharper financial or operational support, we'd love to talk.

L.A.G. — but no lag.

Send us a message
We'll get back to you within one business day.