LAC
Lobel Accountancy Corporation  ·  CPA

Audit, assurance, and financial reporting services for privately held companies that demand institutional-quality work — without the institutional overhead.

Our Services Get in Touch
10+
Years audit & financial reporting
CPA
Active California licensed firm
$400M+
Portfolios overseen across complex structures
Who We Are

The financial rigor of a large firm. The attention of a dedicated partner.

Lobel Accountancy Corporation serves privately held companies, lenders, and growing businesses that need audit-quality financial work and clear, decision-ready reporting — without being handed off to junior staff.

Every engagement is led by a senior CPA with deep experience across audits, financial statement preparation, internal controls, and complex entity structures. We believe the best financial work is precise, well-documented, and actually understood by the people it serves.

What We Do

Engagements structured around your needs — not standardized packages.

01
Audit & Assurance
Full-scope financial statement audits and reviews for private companies, lenders, and entities preparing for capital raises, debt covenants, or investor reporting.
Licensed CPA Firm
02
Financial Statement Preparation
GAAP-compliant financial statements from trial balance to final package. Footnote disclosures, management discussion, and multi-entity consolidations.
Core Service
03
Fractional Controller / CFO
Senior financial leadership on a part-time or project basis. Month-end close ownership, reporting infrastructure, and finance team management.
High Demand
04
Audit Readiness & PBC Support
Prepare your team and books before auditors arrive. We build the workpapers, memos, and schedules that make audits faster and less disruptive.
Saves You Money
05
Internal Controls & Compliance
Control environment design, documentation, and testing. Policy development and risk assessment memos for companies preparing for outside scrutiny.
Risk Management
06
Accounting Systems & Automation
ERP implementation support, close process automation, and financial reporting infrastructure. We build the systems — not just advise on them.
NetSuite · Excel · Power Query
How It Works

A straightforward engagement process

01
Initial Conversation
No-obligation call to understand your situation, timeline, and what you actually need — not what a standard package includes.
02
Scoped Proposal
A clear written proposal with defined deliverables, timeline, and fee. No surprises, no scope creep without your approval.
03
Engagement & Execution
Senior-led work from day one. Direct access to the person doing the work — not an account manager relaying messages.
04
Delivery & Follow-Through
Clean deliverables, clear documentation, and availability to walk through findings with your team or board.
Why LAC

Senior expertise. Every engagement, every time.

Most firms assign their best people to their biggest clients. At Lobel Accountancy Corporation, every client gets the same level of attention — because every engagement is led by the same senior CPA.

Deep experience with complex entity structures — consolidated subsidiaries, VIEs, securitization trusts, and multi-state operations
Financial statements and memos written to be read and understood, not just filed
Systems-fluent — we build and improve the infrastructure behind your numbers, not just report on them
Flat, direct communication — you always know where things stand
Credentials
Certified Public Accountant — Active California License
California Accountancy Corporation
Specializations
Private company audits & reviews · Financial statement preparation · GAAP technical accounting · CECL · ASC 842 · ASC 860 · Multi-entity consolidation
Industries
Financial services · Specialty finance · Real estate · Manufacturing · Professional services · Healthcare · Technology
Location
Based in Southern California
Serving clients statewide and nationally
LAC
Lobel Accountancy Corporation

Built on the belief that serious financial work deserves serious attention.

A California licensed CPA firm serving privately held companies with audit, assurance, and financial advisory services.

Get in Touch

Let's talk about what you need

Whether you have a specific engagement in mind or just want to explore whether we're a fit, we're happy to have a straightforward conversation — no sales pitch, no obligation.

jlobel@lobelaccountancy.com

We typically respond within one business day.