Client Advisory Services

Rachelle Kelly

| May 28, 2021

She’s leads our Strategic Financial Management efforts and is and an outdoor enthusiast who enjoys a good DIY project.

Kim Bohren

| November 19, 2020

She is our Outsourced Accounting Services manager with a penchant for board games and traveling to tropical destinations.

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Larson Gross is pleased to announce our continued relationship with RSM, a compelling, digital, global organization serving the assurance, tax and consulting needs of middle market companies worldwide. As a former member of the RSM Alliance, we look forward to working with RSM as a client in the firm’s new Professional Services+ Practice, which provides professional services firms in accounting, consulting, law and other professions access to a wide range of client-centric services, leading tools and tailored solutions to accelerate growth. In addition, PS+ clients may participate in the PS+ Collaborative, a value-added client benefit that facilitates peer-to-peer engagement around the unique and evolving needs of professional services organizations, and their clients and employees through annual conferences, peer groups, workshops, roundtables and other interactions.

Disclaimer: LG Financial Services LLC is a registered investment adviser in the State of Washington. LG Financial Services LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

 

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