Adding Value Beyond Compliance

At LvHJ, we are always looking for ways to provide the highest quality service. As our client, you will have access to LvHJ’s seasoned professionals for business advisory, training and financial insights throughout the year, not just during your audit or tax engagement. We believe in sustaining your mission by helping you focus on your core business, budgeting and planning. Ask about our CFO Roundtables, webinars and other educational opportunities.

To speak to our professionals, click here for a no-obligation conversation today.

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Additional services offered upon request include:

  • Complimentary training and meeting facilitation 
    • Training for the Board and staff on accounting and tax issues
    • Tailored firm-sponsored workshops (e.g., Lunch-n-Learns)
  • Internal assessment
    • Board governance consulting
    • Internal control analysis and recommendations
    • Accounting systems review and recommendations
  • Employee benefit plans consultation (e.g., review, set-up, compliance testing)
    • 401(k) and 403(b) audits
    • Preparation and filing of Form 5500
    • Consultation for cafeteria, pension, profit-sharing and other plans
  • Strategic business planning
    • Entity selection consulting
    • Consultation on tax impact of buying or selling a business or real estate
    • IRS or other taxing authority representation
    • Tax research
    • Tax projection, forecasting and planning
    • Operational reviews
    • Cash flow and budgeting analysis
    • Agreed-upon procedure engagements
    • Compiled financial statements

What Our Clients Say…

“…built a lot of trust.”

Karen Granson,

Former CFO

Chinatown CDC

“…keeps me on top of new regulations.”

Marc Garcia,


Alta Housing

“They engage at a comprehensive level.”

Wendy Chan,

Senior Director of Finance


““…comfortable sharing our development plans.”

Kate McKean,


RCD Housing

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