Accounting Clarity. Strategic Insight.

Lewis Financial Solutions helps individuals and small businesses with accounting, financial reporting, and advisory, providing the clarity and insight to confidently manage and grow your finances.

About US

What We Offer

At Lewis Financial Solutions, we provide comprehensive financial support for individuals and small businesses. Our goal is to give you clarity, insight, and confidence in your financial decisions. Whether you need accurate bookkeeping, detailed reporting, or strategic guidance, we’ve got you covered.

    • Accurate bookkeeping tailored to your business

    • Bank reconciliations and transaction tracking

    • Accounts payable and receivable management

    • Monthly, quarterly, and or annual financial statements

    • Custom financial reports and statements

    • Key Performance Indicator (KPI) dashboards

    • Cash flow tracking and presentations

    • Budgeting and variance analysis

    • Business and personal financial planning

    • Cash flow optimization and forecasting

    • Growth strategy guidance and decision support

    • Tax planning coordination with your CPA

    • Accounting system setup and support

    • Financial process improvements

    • Data-driven guidance for confident financial decisions.

Service Packages & Investment

Foundation Package $450/month

Designed for solo entrepreneurs who need clean, reliable bookkeeping and monthly clarity.

Includes:

  • Monthly transaction categorization

  • Reconciliation of up to 2 bank/credit accounts

  • Up to 100 transactions per month

  • Monthly Profit & Loss and Balance Sheet

  • Email support

Scope Limits:
Additional accounts or transaction volume beyond 100 per month may require package adjustment.

Growth Package $650/month

For business owners who want deeper financial visibility and performance tracking.

Includes everything in Foundation, plus:

  • Up to 200 transactions per month

  • Custom KPI summary report

  • Monthly financial performance overview

  • Basic cash flow insights

  • Two 30-minute review calls per month

Scope Limits:
Complex inventory, multi-entity structures, payroll processing not included.

Strategic Package $950/month

For entrepreneurs who want accounting support plus structured financial insight and planning.

Includes everything in Growth, plus:

  • Cash flow forecasting

  • Budget-to-actual analysis

  • Quarterly strategy session

  • Customized financial dashboard

  • Priority email support

Scope Limits:
Designed for single-entity solo businesses. Advanced tax planning or multi-entity advisory billed separately.

For businesses requiring a customized scope or one-time project support, please contact us to discuss a tailored engagement.

Contact Us

Strong financial decisions start with clear insight.

If you’re looking for reliable accounting, meaningful financial reporting, or strategic guidance to move your business forward, we’re ready to partner with you. Share a few details about your self or your business, and we’ll schedule a conversation to explore the right solution.

We look forward to learning more about your business.

Email us at: Info@lewisfinancialsolutionsmd.com