Lavelle Solutions

Financial Services

Strategic Insight. Scalable Execution. Zero Guesswork

At Lavelle Solutions, we deliver top-tier financial and advisory services that help you scale smarter—not harder. Through our exclusive partnership with a vetted finance team, you gain access to fractional CFOs, accountants, and strategic advisors who work directly through us to support your operation from the inside out.

What We Offer

Outsourced Accounting & Advisory

Comprehensive bookkeeping, reporting, and financial visibility that frees you up to focus on growth.

Fractional CFO Services

Senior-level financial leadership—available as needed. Forecasting, budgeting, and profitability tracking without the full-time overhead.

Mergers & Acquisitions Support

Due diligence, valuation, and deal structuring to help you scale or exit with confidence.

Tax Strategy Optimization

We implement aggressive but compliant tax plans to protect your revenue and reduce unnecessary exposure.

Regulatory Compliance & Risk Advisory

Navigate audits and legal risk like a pro—with frameworks built for high-stakes business.

Chief Revenue Officer (CRO) Services

We align your revenue engine, sales ops, and CRM strategy for maximum profitability and pipeline clarity.

Quality of Earnings (QoE) Analysis

For investors, partners, or owners preparing for sale—we uncover what the financials really say.

Specialized for Private Equity & Growth-Stage Clients

We support VC- and PE-backed businesses across industries with tailored advisory solutions designed to scale with your portfolio. Whether you manage $1M or $500M in assets, we bring systems and strategy to the table.

Turn confusion into clarity.

If you’re not sure where the money’s going—or how much is leaking—it’s time to bring in our financial team

Why Partner With Us?

Ready to get your books in battle shape?

Schedule a strategy call and let’s tighten the operation from the inside out.

Your Next Step

Whether you’re preparing for a capital raise, trying to control your tax liabilities, or simply tired of unclear numbers—our advisory division has your back.

Start with a Financial Deep Dive

Book a no-cost discovery call and see how we can improve your numbers.

Scroll to Top