Insights

Growth stage advisory Target growth-stage companies with evolving finance and accounting needs, offering scalable financial advisory and technical accounting support as they move toward IPO or strategic exits.

IPO readiness signal Leverage their specialization in guiding companies from day one through IPO or strategic exit to identify potential clients planning a public offering or liquidity event.

Integrated finance team Position Lohman & Associates as an extension of client finance teams, appealing to firms seeking hands-on, relationship-driven support across daily accounting, financial analyses, and strategic decisions.

Tech-enabled efficiency Highlight proficiency with QuickBooks Online, NetSuite, Shopify, and other platforms to target eCommerce, SaaS, and product-focused firms needing seamless system integration and streamlined reporting.

Funding-friendly services Focus on mid-market and high-growth firms with revenues in the tens of millions, offering scalable advisory and compliance services that align with their funding rounds and capital-raising processes.

Similar companies to Lohman & Associates, Inc.

Lohman & Associates, Inc. Tech Stack

Lohman & Associates, Inc. uses 8 technology products and services including Quickbooks Online, WordPress, NetSuite, and more. Explore Lohman & Associates, Inc.'s tech stack below.

Lohman & Associates, Inc.'s Email Address Formats

Lohman & Associates, Inc. uses at least 1 email format:
Lohman & Associates, Inc. Email FormatsExamplePercentage
First@lohmanassociates.comJohn@lohmanassociates.com
100%

Frequently Asked Questions

What is Lohman & Associates, Inc.'s official website and social media links?

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Lohman & Associates, Inc.'s official website is lohmanassociates.com and has social profiles on LinkedIn.

How much revenue does Lohman & Associates, Inc. generate?

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As of October 2026, Lohman & Associates, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Lohman & Associates, Inc.'s NAICS code?

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Lohman & Associates, Inc.'s NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Lohman & Associates, Inc. have currently?

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As of October 2026, Lohman & Associates, Inc. has approximately 33 employees across 2 continents, including North America and Asia. Key team members include Senior Director: D. A., Senior Director: L. R. and Director Of Operations: S. W. Explore Lohman & Associates, Inc.'s employee directory with LeadIQ.

What industry does Lohman & Associates, Inc. belong to?

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Lohman & Associates, Inc. operates in the Accounting industry.

What technology does Lohman & Associates, Inc. use?

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Lohman & Associates, Inc.'s tech stack includes Quickbooks Online, WordPress, NetSuite, Shopify, Google Cloud, Office 365, WP Engine and Contact Form 7.

What is Lohman & Associates, Inc.'s email format?

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Lohman & Associates, Inc.'s email format typically follows the pattern of First@lohmanassociates.com. Find more Lohman & Associates, Inc. email formats with LeadIQ.

When was Lohman & Associates, Inc. founded?

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Lohman & Associates, Inc. was founded in 2018.
Lohman & Associates, Inc. logo

Lohman & Associates, Inc.

AccountingCalifornia, United States11-50 Employees

Lohman & Associates, Inc. is a professional services firm that offers finance and accounting advisory support to early-stage and growing companies. Its work spans from routine accounting needs to complex financial analyses and technical accounting matters, with an emphasis on integrating into a client’s management team to support growth and critical decision points. The firm positions itself as a partner for the full spectrum of a company’s development, from day-to-day operations through strategic milestones such as an IPO or exit, providing tailored advisory services throughout.
Based in San Diego, California, the firm targets businesses seeking a close, collaborative finance function and specialized accounting guidance. With a focus on the intersection of strategy and accounting, Lohman & Associates serves as a dedicated finance and accounting resource during pivotal growth stages, aiming to align financial leadership with the client’s broader business goals.

Section iconCompany Overview

NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2018
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Lohman & Associates, Inc.'s revenue is estimated to be in the range of $25M - $50M

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