Julie E.
11/16/2021
As the founder of a small branding agency, I'm no stranger to wearing a lot of hats; unfortunately, that "bookkeeper" one has never been a particularly great fit for me. While I have no trouble...
Closing Your Books
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1002 N Springbrook Rd
Newberg, OR 97132
Closing Your Books, LLC is a financial services company based in Portland, OR, specializing in bridging the gap between bookkeepers and tax accountants for small to medium-sized businesses. With over 18 years of experience, founder Lozelle Mathai offers part-time services as a Financial Controller and CFO, providing strategic growth planning, efficient control procedures, financial strategy tasks, and reliable risk management to help businesses thrive.
By offering customized solutions at a fraction of the cost of a full-time Controller or CFO, Closing Your Books aims to empower businesses to have control over their finances and make informed decisions for long-term success. With a focus on proactive financial management and a passion for all things finance, Closing Your Books is dedicated to helping businesses achieve their goals and move to the next level.
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Reviews
5.04 reviews
Jennifer C.
5/9/2018
I heard Lozelle speak at a networking event and was immediately intrigued by her approach. I was reluctant to hand over all of our book-keeping responsibilities and appreciated her focus on...
Jennifer O.
6/6/2017
Working with Lozelle has been a game changer for me and my business. I purchased 4 sessions with her so I could clean up my books and get some help with a budget. She has helped me feel confident...
Kayla K.
2/20/2017
My mother recently purchased a Preschool that we have been working at for years. Understanding and managing the financial side of the business, was our biggest challenge. As my mother never dealt...
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