Welcome to Lenox Accounting

We Connect People, Processes, & Technology

Accounting goes beyond numbers for us. We collaborate with clients, understand their needs, and provide solutions that integrate data insights into traditional CPA services.

Learn More
Welcome to Lenox Accounting

We Connect People, Processes, & Technology

Accounting is about more than numbers to us. We partner with clients, listen to their needs, and offer solutions that add data insights to traditional CPA services.

Learn More
Welcome to Lenox Accounting

We Connect People, Processes, & Technology

Accounting is about more than numbers to us. We partner with clients, listen to their needs, and offer solutions that add data insights to traditional CPA services.

Learn More

About the Firm

At Lenox Accounting LLC, our mission is to unite people, processes, and technology to foster prosperity for individuals, businesses, employees, and communities.

We offer comprehensive services, including tax compliance, operational accounting, business advisory, excel training, and more. Our diverse service portfolio is designed to meet the varied needs of our clients.

At Lenox Accounting LLC, we go beyond traditional CPA and Business Advisory services. We also offer cutting-edge data visualization techniques. For our business clients, we transform everyday transaction data into dynamic visualizations presented in charts and dashboards. These tools facilitate critical decision-making and optimize operational performance, providing our clients with a competitive edge. Moreover, our Data Visualization tools are seamlessly integrated into our service lineup, allowing businesses to access them without the need for additional software purchases. 

 

About the Firm

At Lenox Accounting LLC, our mission is to bring people, processes, and technology together to help businesses, employees, and communities prosper.

Our firm is working to change the way businesses think about accounting. We provide clients with tax compliance, operational accounting, and business advisory services, and so much more. By expanding traditional Certified Public Accounting and Business Advisory services to include data visualization techniques, we shape rich data from everyday transactions into dynamic visualizations displayed in charts and dashboards for key decisions and maximizing operational performance. We offer Data Visualization tools with our entire service lineup without the need for clients to purchase any software.

We are proud to offer data visualization with all of our services and are committed to treating our clients with a friendly approach delivered with authenticity and sincerity.

About the Firm

At Lenox Accounting LLC, our mission is to bring people, processes, and technology together to help businesses, employees, and communities prosper.

Our firm is working to change the way businesses think about accounting. We provide clients with tax compliance, operational accounting, and business advisory services, and so much more. By expanding traditional Certified Public Accounting and Business Advisory services to include data visualization techniques, we shape rich data from everyday transactions into dynamic visualizations displayed in charts and dashboards for key decisions and maximizing operational performance. We offer Data Visualization tools with our entire service lineup without the need for clients to purchase any software.

We are proud to offer data visualization with all of our services and are committed to treating our clients with a friendly approach delivered with authenticity and sincerity.

Our Services

At Lenox Accounting LLC, we provide clients with services to support their strategies, create efficiencies, meet compliance obligations, and gain insights.

.01

Virtual Controller Services
Overseeing client’s end-to-end accounting operations as an outsourced Controller

Virtual Controller Services​

  • Setting up & maintaining accounting systems
  • Overseeing the recording of accounting transactions
  • Reviewing the work of accounting staff
  • Overseeing customer invoicing, reviewing receivables, and closing the books
  • Overseeing payment processes for suppliers and employees
  • Coordinating the accounting for fixed assets and inventory
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.02

Financial Planning & Analysis
Coordinating the budgeting process & analyzing and summarizing financial information for strategic insights

Financial Planning & Analysis ​

  • Performing Ad Hoc analysis for decision making:

    -net present value
    -break-even
    -cost-volume-profit analysis
    -variance analysis (actuals vs. forecast/budget)

  • Preparing business cases 
  • Creating spreadsheet models
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.03

Analytics & Data Visualization
Using Tableau software to bring understanding to financial and operational data

Analytics & Data Visualization​

  • Building visualizations of trends and distributions of data using various charts including bar charts, line charts, scatter-plots, histograms, geographic charts and others
  • Creating executive dashboards and communicating key performance indicators
  • Performing root cause analysis
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.04

Sales & Use Tax Administration
Managing operational sales & use tax processes based on the client’s  tax strategy

Sales & Use Tax Administration​

  • Setting up accounting software to associate the client's tax preferences with transactions
  • Maintaining a clear record of tax payments made to various authorities
  • Recording taxes due and reconciling transactions
  • Managing exemptions
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.05

Tax Compliance

Preparing calculations, returns and reports for client’s income and payroll tax obligations

Tax Compliance​

  • Preparing and electronically filing income tax returns
  • Carrying out 1099 reporting
  • Managing Payroll tax
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.06

Startup/Freelance Consultations

Presenting information to clients regarding small business accounting & tax fundamentals.

Startup/Freelance Consultations​

  • Offering considerations for choice of entity regarding impacts on accounting & tax matters
  • Advising on financial systems and record-keeping
  • Assisting with checklists for startup activities
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.07

Internal Controls

Assisting client’s in developing mechanisms, rules and procedures to ensure the integrity of financial information, promote accountability and prevent fraud

Internal Controls​

  • Documenting internal controls with narratives and process flows
  • Advising management on ways to strengthen internal controls
  • Advising clients on the development of perpetual inventory auditing procedures or cycle counts
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Industries Served

  • Accommodations & Food Services
  • Consumer Services
  • Digital Media & Advertising
  • Manufacturing
  • Professional Services
  • Repair & Maintenance
  • Travel & Tourism

Why Choose Us

  • We invest time upfront to understand requests, ask questions and relay key information
  • We are responsive when clients reach out to us for help or with questions
  • We are creative problem-solvers who never offer cookie-cutter approaches that do not fit our clients needs
  • We want to show you we are the best, not just tell you

What Our Clients Say About Us

There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration in some form, by injected humour, or randomised words which don't look even slightly believable.
Jason Spencer
United States
★★★★★ 5/5