pro·​fi·​cient | \ prə-ˈfi-shənt

: well advanced in an art, occupation, or branch of knowledge

Proficient Financial Management

Trust. Partnership. Growth.

As the saying goes, it can be hard to see the forest through the trees. And it can be difficult to project the future success of your company when you spend your days running it. We provide additional perspective and guidance with the advantage of a more global/holistic view. We can see the forest, let us help you see it too.

Denise, CEO

Denise runs a successful specialty trade company that provides not just jobs, but careers for her workforce.  Her company’s success is built on quality customer service by the entire staff.  The team is devoted to ensuring their customers are delighted with the experience of working with them.
Identifying her company’s value proposition and building the workflows around that have been invaluable to her success.  From making sure that her financial data is organized in ways that are meaningful to her management decisions to providing a foundation for long-term infrastructure plans and beyond, Denise has the ability to make critical assessments in real-time for her company.

Why Relationships Matter

Let’s invest in each other.
Together we can help your company achieve greatness.
We help you manage your finances so you can manage your growth.
“Lisa and team at Proficient Financial are an awesome group to work with. Lisa is extremely knowledgeable when it comes to taxes and book keeping for our small businesses in addition to our personal taxes. The company meets our every need. We definitely recommend them to anyone looking for the services they provide.”


Let us manage your finances while you manage your growth.  Our initial consultation will help determine whether or not it’s a partnership worth pursuing!

Proficient Financial Management

Transform client workflows with technology in order to help them focus on core business.