Insights

Boutique scale Family-owned, boutique feel with national-level capabilities and Big Four alumni. Potential upsell to comprehensive outsourced finance solutions, CFO advisory, and scalable systems for growing clients in hospitality, real estate, retail, and construction.

Outsourced backbone Rapid growth in outsourced bookkeeping and advisory paired with fractional CFO support. Sales opportunity to expand monthly recurring services, real-time dashboards, cash flow management, and performance visibility for expanding small businesses.

End-to-end finance Integrated service suite spanning tax, payroll, and financial backend. Cross-sell potential to clients needing centralized, compliant financial operations and tax optimization under one trusted advisory team.

East Coast reach Headquartered in Lancaster with multiple East Coast offices. Prospect opportunities across regional markets seeking sophisticated financial services with hands-on, proactive support and scalable infrastructure.

Tech-forward Technology stack includes iCIMS, AWS, Google Cloud, and analytics tools. Opportunity to position modern, data-driven financial services, enhanced automation, and secure systems for growth-focused clients.

Similar companies to Loeffler Financial Group, LLC

Loeffler Financial Group, LLC Tech Stack

Loeffler Financial Group, LLC uses 8 technology products and services including iCIMS, Amazon Web Services, Cookiebot, and more. Explore Loeffler Financial Group, LLC's tech stack below.

Loeffler Financial Group, LLC's Email Address Formats

Loeffler Financial Group, LLC uses at least 1 email format:
Loeffler Financial Group, LLC Email FormatsExamplePercentage
First.Last@loefflerfinancialgroup.comJohn.Doe@loefflerfinancialgroup.com
100%

Frequently Asked Questions

What is Loeffler Financial Group, LLC's official website and social media links?

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Loeffler Financial Group, LLC's official website is loefflerfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Loeffler Financial Group, LLC generate?

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As of September 2026, Loeffler Financial Group, LLC's annual revenue is estimated to be $10M - $25M.

What is Loeffler Financial Group, LLC's SIC code and NAICS code?

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Loeffler Financial Group, LLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Loeffler Financial Group, LLC have currently?

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As of September 2026, Loeffler Financial Group, LLC has approximately 8 employees across 1 continents, including North America. Key team members include Vice President: D. L., Marketing And Communications Director: B. L. and Project Manager: S. L. Explore Loeffler Financial Group, LLC's employee directory with LeadIQ.

What industry does Loeffler Financial Group, LLC belong to?

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Loeffler Financial Group, LLC operates in the Accounting industry.

What technology does Loeffler Financial Group, LLC use?

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Loeffler Financial Group, LLC's tech stack includes iCIMS, Amazon Web Services, Cookiebot, Microsoft 365, Google Cloud, Intercom, Stripe and Piwik PRO Core.

What is Loeffler Financial Group, LLC's email format?

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Loeffler Financial Group, LLC's email format typically follows the pattern of First.Last@loefflerfinancialgroup.com. Find more Loeffler Financial Group, LLC email formats with LeadIQ.

When was Loeffler Financial Group, LLC founded?

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Loeffler Financial Group, LLC was founded in 2001.
Loeffler Financial Group, LLC logo

Loeffler Financial Group, LLC

AccountingPennsylvania, United States2-10 Employees

Loeffler Financial Group, LLC (LFG) is a boutique-style accounting and financial advisory firm that serves individuals, business owners, real estate investors, and entrepreneurs with complex financial needs. Based in Lancaster, Pennsylvania, with additional offices on the East Coast, the firm emphasizes clear strategy and forward-looking planning to help clients scale their operations and make informed decisions. LFG positions itself as a family-owned practice combining personalized service with the capabilities of a broader, national-level firm, supported by a team that includes experienced professionals and specialists in high-net-worth advisory. One of its growth areas is outsourced bookkeeping and advisory, where it aims to establish reliable financial infrastructure, provide monthly visibility into performance metrics, and complement bookkeeping with fractional CFO support. The firm also offers comprehensive tax planning and preparation, payroll processing, and quarterly filings, acting as a centralized partner for the financial backend of client businesses across industries such as hospitality, real estate, retail, construction, and scaling small enterprises.

Section iconCompany Overview

SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2001
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Loeffler Financial Group, LLC's revenue is estimated to be in the range of $10M - $25M

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