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.

    Subscribe to our Newsletter
    Yellow Bell

    Sign up to our newsletter for latest news and updates, as well as special announcements.


    You can unsubscribe at any time
    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.

    0

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

    0

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

    0

    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.

    wbenc award
    centers of influence award
    corporate intl global awards
    smart cpas award

    Recent news and articles

    Blue curved shape
    22
    June

    Outsourced CFO

    Small Business Strategic Planning Using the Grove Model: Step 5 – Developing Your Action Plan With Bold Steps

    Stage five of the Grove Strategic Planning Process helps you turn your small business vision into reality with the bold steps in your action plan.

    Blue curved shape
    27
    May

    Uncategorized

    Small Business Strategic Planning Using the Grove Model: Step 4 – Developing Your Story

    The Grove Strategic Visioning Process is a five-step methodology offering businesses a detailed approach to planning for the future. In this article, let’s explore the fourth step: developing your story.

    Blue curved shape
    30
    March

    Uncategorized

    Small Business Strategic Planning Using the Grove Model: Step 3 – Creating Your SWOT (or SPOT) Matrix

    The Grove Strategic Visioning Process is key to helping small businesses utilize strategic planning effectively. In this article, we’ll explore the third step: creating your SWOT or SPOT matrix.

    Blue curved shape
    10
    March

    Uncategorized

    Small Business Strategic Planning Using the Grove Model: Step 2 – Creating Your Context Map

    With the Grove Strategic Visioning Process, companies have a proven and reliable method for charting out the way forward. In this article, we’ll explore the second stage of the process, creating a context map of your business current environment.

    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