Streamlined Finances. Smarter Decisions.
At LM Financial Solutions and Bookkeeping, we help small to mid-sized businesses gain clarity and control over their finances with expert bookkeeping, financial analysis, and Fractional CFO services. Whether you're looking for everyday support or project-based expertise, we bring precision, insight, and strategic guidance—on-site or remotely.
Based in Calgary, Alberta, we’re fully mobile and designed to fit the way you work. From keeping your books balanced to providing high-level financial leadership, our goal is simple: to help your business grow with confidence.
Let’s make your numbers work for you.
Our Core Values
At LM Financial Solutions and Bookkeeping, our commitment to excellence in financial analysis and accounting is grounded in the following core values:
🔹 Integrity
We uphold the highest ethical standards in all our work. Accuracy, transparency, and honesty are the cornerstones of how we handle our clients’ financial data. We do the right thing — even when no one is watching.
🔹 Respect
We treat every client, partner, and team member with professionalism and dignity. We listen carefully, communicate clearly, and embrace diverse perspectives to foster strong, collaborative relationships.
🔹 Accountability
We take ownership of our work and responsibilities. From timely reports to error-free records, we ensure our clients can depend on us. When issues arise, we address them promptly and professionally.
🔹 Reliability
We are consistent, dependable, and organized. Our clients rely on us to deliver accurate financial information when they need it — and we never take that trust for granted.
🔹 Sustainability
We believe in building long-term value — for our clients, our company, and the world we live in. We use responsible business practices and support sustainable financial strategies that help businesses grow responsibly.
Our services
LM Financial Solutions and Bookkeeping offers a range of specialized services tailored to meet your individual and business needs Our approach is focused on understanding and responding to what you require, providing effective and practical solutions.
Bookkeeping
Our basic bookkeeping services are tailored to meet your individual needs, ensuring accurate financial records.
Financial Analysis
Our professional services include in-depth financial analysis and advice, tailored for your business success.
Project Based
We offer comprehensive accounting solutions designed to support your business growth and compliance.
Fractional CFO (Virtual)
Our Fractional CFO service delivers expert financial leadership—without the overhead of a full-time hire.