# Loftis Consulting and Financial Management

> Trust is our treasure. Integrity always.

- Canonical listing: https://agencysource.com/agencies/loftis-consulting-financial-management
- Categories: [AI & LLM Development](https://agencysource.com/categories/ai-development), [Call Centers & BPO](https://agencysource.com/categories/call-center-bpo), [Accounting & Finance](https://agencysource.com/categories/accounting-finance)
- Services: Finance & Accounting Outsourcing (FAO)
- Team size: 2 - 9
- Hourly rate: $200 - $300 / hr
- Minimum project: $5,000+
- Founded: 2004
- Website: https://loftisconsulting.com
- Listing: Not yet claimed
- Agency Source rating: no Agency Source reviews yet

## About

Loftis Consulting & Financial Management provides fractional CFO, virtual bookkeeping, and financial consulting services to small and mid-sized businesses and nonprofits in Chicago and Atlanta. Led by Kimberly Loftis, a CPA with an MBA from Northwestern's Kellogg School of Management, the firm brings over 20 years of finance and strategy experience including as Vice President of Corporate Development at HSBC and CFO/COO of Blue Marble Payroll through a successful acquisition.

Services include fractional CFO support, virtual bookkeeping, financial modeling, budgeting and forecasting, audit preparation, and specialized financial management for nonprofit and healthcare organizations. Engagements are scaled to what each client actually needs which could be hourly, project-based, or ongoing with both on-site and virtual support available.

Clients get executive-level financial strategy and clean, accurate books, without the overhead of a full-time finance department.

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