Our insights drive results.

With 25 years of proven experience helping business owners prepare for the future, Lagerquist Accounting & Advisory knows what it takes to help entrepreneurs and small business owners understand their numbers and achieve results. To make that possible, we provide a full range of services tailored to your needs.

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    Tax Compliance
    Tax & Compliance

    Minimizing your tax burden using valid strategies requires knowledge, experience, and the right reporting and tracking. We offer comprehensive support and expertise.

    Bookkeeping Accounting
    Bookkeeping & Accounting

    Professionally maintained bookkeeping assures that bills get paid, revenues are accounted for, expenses are accurate and tax records are current.

    Accounting Systems
    Accounting Systems

    In order to effectively manage your business, you need a complete, properly configured accounting system. Whether that system is QuickBooks or another accounting system, the team at Lagerquist Accounting & Advisory can help.

    Outsourced CFO
    Outsourced CFO

    You know that with the right knowledge, expertise and time you could dramatically improve the financial results of your business. That’s why we offer fractional CFO services

    Maximizing Resource Utilization

    A healthcare provider purchased another clinician’s practice and has been steadily growing the business. Through this consultation, Lagerquist Accounting & Advisory and the client explored ways to increase the capacity to support growth within existing facilities. The key solution identified was to reconfigure …

    We Understand Your World

    It’s not just enough to partner with a CPA who understands small business... you need a CPA who understands your small business.

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    We’ve served more than one hundred and fifty clients, most of them small business owners just like you.

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    The number of jurisdictions (U.S. states, territories and foreign countries) we’ve filed tax returns in for our clients.

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    Years of experience in public accounting that Sylvia Lagerquist, CPA brings to the firm’s clients, including stints at BDO and Snyder Cohn.

    Trusted by many people

    Expertise and commitment to our growth

    Sylvia and her team have been there to guide and support Instyle Caterers from day one. I am deeply indebted to them for their expertise and commitment to our growth.

    Denise Thorne, President & CEO

    Instyle Caterers

    Trusted by many people

    The service provided is excellent

    The service provided by Lagerquist Accounting & Advisory is excellent. Sylvia and her knowledgeable and experienced staff educated us with bookkeeping to keep our business heading in the right direction. During a “taxing” time, they made the resolution as painless as possible. We highly recommend Lagerquist Accounting & Advisory because they have been an enormous asset to us!

    Dental Office

    Oxon Hill, MD

    Trusted by many people

    They found the discrepancy and solved the problem.

    My firm had an accounting emergency and we needed to find someone who could solve the problem ASAP. We called Lagerquist Accounting & Advisory, and they agreed to look at our accounting right away. They found the discrepancy and solved the problem. Thank you, Sylvia and the team at Lagerquist Accounting & Advisory.

    Law Firm

    Washington, DC

    Lagerquist Accounting & Advisory

    MEMBER OF CPA CONNECTAPCPAMACPA & AICPA

    Award-Winning Leadership

    Our firm has been recognized as a Washington SmartCEO Smart CPA firm, a Top Accountants award winner, Maryland Accounting Firm of the Year, Diversity Business Top 100, Power Player Awards, CPA & ESQ Awards winner. In addition, we’re a WBENC certified woman-owned business.

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    centers of influence award
    corporate intl global awards
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    Recent news and articles

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    15
    January

    Uncategorized

    Small Business Strategic Planning Using the Grove Model: Step 1 – Creating Your Graphic History

    The Grove Strategic Visioning Process, which provides a graphical representation of a company’s strategy and vision, comprises five stages: in this article, we’ll dive into stage one, and explore what it means to build your organization’s graphic history.

    create your business graphic history
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    09
    December

    Uncategorized

    Unlocking the Power of Strategy in Your Small Business: The Grove Strategic Visioning Process

    Strategic planning for growth-oriented small business owners can truly drive the essential changes you are most likely to benefit from for the future of your business.

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    02
    December

    Uncategorized

    5 Essential Elements of Strategic Planning for Small Businesses

    An effective strategic plan for small businesses includes the five key elements of a vision, a mission statement, goals and objectives, an action plan, and a score card.

    strategic planning
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    16
    November

    Outsourced CFO

    Benefits and Basics of Strategic Planning for Small Business Owners

    Investing the time and effort into creating a strategic plan is critical for small business owners eager to gain the benefit of focused direction, an actionable roadmap, and organization-wide support for long-term goals.

    Get in Touch

    Contact the team at Lagerquist Accounting & Advisory today and learn how our firm’s proactive approach and comprehensive services can help you achieve your business goals.

    location pin
    Lagerquist Accounting & Advisory

    8403 Colesville Road, Suite 1100
    Silver Spring, MD 20910

    phone

    301.927.0020

    telephone

    301.927.9569

    email

    cpa@lagerquistaccounting.com