Our core offerings are designed to support and strengthen four primary areas of finance within your company. When managed correctly, these four areas can become a bedrock foundation to propel the success of your business.

Financial Reporting

Financial reporting is often taken for granted in a growing or early-stage organization. Push a button and your accounting software prints financial statements. It’s what you do with that information and how you analyze it that can make a difference between building an American success story or becoming another failed business. We work hard to ensure that your financial reporting is a strength that management and investors can rely on.

Financial Planning

Financial Planning is a critical component to help drive and manage sustained growth. Left Mind can implement a financial planning system that will give you the tools you need to make better financial decisions. We can build management forecasts, budgets, and business plans to focus your company on the future. Measuring growth against goals, understanding the reasons for successes and failures, and being prepared to pivot strategically are just a few of the ways to benefit from sound financial planning.

Strategic Transactions

Many companies experience success within their market and look for ways to leverage the business to fund growth or to monetize their hard work through an exit or acquisition. Left Mind will logically organize and present key financial and industry data by building management reports and dashboards for your company that can also be presented to potential investors. We use our experience to position your company for success in any strategic transaction. When the time comes to make a deal, you will be prepared.


Most companies we work with have strong accounting and administrative support. We can perform a complete review of your accounting structure, policies, and procedures to ensure that the record-keeping for your company is efficient, effective and in line with industry standards. Recording transactions accurately and consistently creates a solid financial reporting baseline from which to build and execute your entire business plan.