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Comprehensive Financial Services and Business Insurance
in Lenoir, NC
Walk-Ins Welcome
Competitive Rates
First Responder, Military, & Senior Discounts
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Expert Financial Guidance for Your Business
Lazo Financial Group is your trusted partner for comprehensive financial services in Lenoir, NC. With over 35 years of combined experience, our licensed and certified agents and staff are dedicated to providing hands-on, transparent, and educational financial solutions. As a local, family- and woman-owned business established in 2015, we understand the unique needs of our community and offer a wide range of services to help your business thrive.
At Lazo Financial Group, we pride ourselves on our competitive rates, bilingual capabilities, and commitment to 100% transparency. Our team is fluent in both English and Spanish, ensuring clear communication and understanding for all our clients. We also provide guidance on business insurance in Lenoir, NC, helping you safeguard your assets and minimize risk.
We handle everything for you, from basic bookkeeping to complex financial audits, allowing you to focus on what matters most – growing your business. As a minority-owned company, we bring diverse perspectives to the table, offering innovative solutions tailored to your specific industry and financial goals.
Get in touch with us today!
¡Empieza tu propio negocio con nosotros!
Talleres prácticos para emprendedores en Carolina del Norte
Presentado por Lazo Financial Group en colaboración de Small Business Center (SBA).
Parte 1: Convierte tu idea en un negocio real
Martes 21 de octubre
6:00 pm – 8:00 pm
Aprende a:
• Registrar tu negocio en NC
• Elegir la estructura adecuada (Propietario Único vs. LLC)
• Solicitar tu Número de Identificación del Empleador (EIN)
Parte 2: ¡Ya iniciaste tu negocio, ahora qué sigue?
Marted 28 de octubre
6:00 pm – 8:00 pm
Descubre cómo fortalecer tu negocio:
• Contabilidad básica
• Seguros para pequeños negocios
• Impuestos para emprendedores
Lugar:
SBA
143 Cedar Valley Rd
Hudson, NC 28638
¡Completamente GRATIS!
No te pierdas esta oportunidad de construir tu futuro empresarial
Formulario de Registro – Talleres de Negocios
Presentado por Lazo Financial Group & SBA
HUB Station Business Center – 143 Cedar Valley Rd, Hudson, NC 28638
Formulario de Registro – Talleres de Negocios
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Comprehensive Financial Services
Lazo Financial Group offers a full suite of services designed to manage and optimize your business finances. From day-to-day bookkeeping to strategic financial planning, we provide solutions that keep your business running smoothly.
Business Financial Services
We help businesses establish strong financial foundations through strategic planning, budgeting, and ongoing financial guidance. From startups to established companies, our team ensures your business finances are structured for growth and stability.
Accounting and Financial Services
Our comprehensive accounting services cover bookkeeping, payroll, and financial reporting. We provide accurate, timely records so you can make informed decisions and focus on running your business. Part of this service includes advising on business insurance in Lenoir, NC to protect your company’s assets.
Financial Audit Services
Lazo Financial Group conducts thorough financial audits to help you identify opportunities, ensure compliance, and strengthen financial transparency. Our audits are tailored to your business needs, providing actionable insights.
Bookkeeping and Recordkeeping
We handle day-to-day bookkeeping tasks, maintaining accurate and organized records for your business. This ensures efficiency, reduces errors, and allows you to concentrate on core operations. By keeping your financial records up to date, we also make it easier to identify opportunities for growth and cost savings.
Business Advisory and Consulting
Our staff provides personalized advice on business strategy, growth, and financial management. We guide you through complex financial decisions to maximize profitability and long-term success. We work closely with you to develop strategies that align with your goals and adapt as your business evolves.
Industry-Specific Tax Services
We offer specialized tax services for industries including construction, real estate, healthcare, nonprofits, and retail. Our knowledge of industry regulations ensures accurate filing and maximized deductions, alongside recommendations for business insurance in Lenoir, NC.
Personal Income and Tax Credit Services
From personal income taxes to business credits, we provide solutions that help individuals and business owners reduce tax liability. Our team identifies opportunities to save while ensuring full compliance.
Estate and International Tax Services
Lazo Financial Group supports clients with estate planning, trusts, and international tax matters. We navigate complex regulations to protect assets and optimize financial outcomes for your family or business.
Business Financial Services
Accounting & Financial Services
Financial Audit Services
Bookkeeping & Recordkeeping
Business Advisory & Consulting
Industry-Specific Tax Services
Construction & Real Estate Accountants
Healthcare Accounting Services
Nonprofit Accounting Services
Industry-Focused Financial Guidance
We specialize in providing financial solutions tailored to your specific industry. Our team leverages experience and insights to help businesses navigate unique challenges and maximize opportunities.
Insights for Your Industry
At Lazo Financial Group, we understand that each field comes with unique financial challenges and opportunities. That’s why we provide individualized solutions for a variety of sectors, ensuring that our guidance aligns with your business’s specific needs. Our industry-focused approach allows us to anticipate regulatory changes, maximize tax benefits, and optimize financial processes for long-term success.
Construction and Real Estate
For construction and real estate businesses, managing cash flow, project budgets, and tax obligations can be complex. We help clients implement effective accounting systems, track expenses accurately, and take advantage of industry-specific tax credits. Additionally, if you need business insurance in Lenoir, NC for your projects, we’ll help you find the right coverage.
Healthcare and Nonprofits
Healthcare providers and nonprofit organizations often face strict regulatory requirements and unique reporting standards. Our team guides these clients through compliance, audits, and funding management, ensuring that resources are allocated efficiently. One nonprofit we supported was able to expand its community programs by leveraging accurate financial reporting and strategic grant planning.
Retail and Service Industries
Retail businesses and service providers benefit from our expertise in inventory management, revenue tracking, and cost optimization. By analyzing sales patterns and operating expenses, we help businesses increase profitability. A local retail client, for instance, saw improved margin performance after we implemented a tailored bookkeeping and reporting system.
Delivering Results Across Sectors
No matter your industry, Lazo Financial Group combines hands-on experience with personalized guidance. Our goal is to provide actionable solutions that drive growth, ensure compliance, and support your business’s long-term financial health.
The Advantage of Professional Financial Guidance
Working with professional financial advisors allows your business to operate more efficiently and make informed decisions. Our guidance helps you save time, reduce stress, and achieve sustainable growth.
Gain Strategic Advice
Managing business finances requires specialized knowledge. Professional financial advisors understand complex tax laws, regulatory compliance, and accounting best practices, helping you avoid costly mistakes. If you're looking for business insurance in Lenoir, NC, we can help you select coverage that protects your business.
Save Time and Reduce Stress
Outsourcing your financial management allows you to focus on growing your business rather than worrying about balancing books or filing taxes. Professionals streamline processes, ensure accuracy, and provide peace of mind. With experienced staff handling your finances, you can spend more time focusing on what matters most: growing your business.
Maximize Profits and Efficiency
Our experienced staff can identify opportunities to reduce costs, optimize cash flow, and leverage tax credits. Their insights allow your business to operate more efficiently and achieve sustainable growth. By analyzing every aspect of your finances, we help ensure that your resources are used in the most effective way possible.
Plan for Long-Term Success
A professional advisor goes beyond day-to-day management, helping you plan for future expansion, investments, and risk mitigation. By aligning financial decisions with your business goals, you create a roadmap for lasting success. If you need business insurance in Lenoir, NC, we can help you select coverage that protects your growth and minimizes risk.
Why Choose Lazo Financial Group
At Lazo Financial Group, we pride ourselves on delivering hands-on service backed by over 35 years of combined experience. Our licensed and certified agents offer competitive rates with 100% transparency and no hidden fees. With a bilingual staff ready to assist, we ensure every client receives clear, personalized guidance and trusted financial solutions. This commitment to accessibility reflects our broader mission: empowering every business owner to make informed financial decisions with confidence.

We’re proud to be a woman-owned, minority-owned business serving the Lenoir community. Since 2015, we have dedicated ourselves to understanding the unique challenges that local businesses face. This local insight allows us to provide financial solutions that are relevant, practical, and tailored to the needs of our clients.
Competitive Rates
Bilingual Staff
Licensed and Certified Agents
Hands-On Service
Over 35 Years of Combined Experience
100% Transparency and No Hidden Fees
LAW B
HERO / ROW SHAPES
Expert Financial Guidance for Your Business
Lazo Financial Group is your trusted partner for comprehensive financial services in Lenoir, NC. With over 35 years of combined experience, our licensed and certified agents and staff are dedicated to providing hands-on, transparent, and educational financial solutions. As a local, family- and woman-owned business established in 2015, we understand the unique needs of our community and offer a wide range of services to help your business thrive.
At Lazo Financial Group, we pride ourselves on our competitive rates, bilingual capabilities, and commitment to 100% transparency. Our team is fluent in both English and Spanish, ensuring clear communication and understanding for all our clients.
We handle everything for you, from basic bookkeeping to complex financial audits, allowing you to focus on what matters most – growing your business. As a minority-owned company, we bring diverse perspectives to the table, offering innovative solutions tailored to your specific industry and financial goals. Get in touch with us today!
Why Choose Lazo Financial Group
Competitive
Rates
Bilingual
Staff
Licensed and
Certified Agents
Hands-On
Service
Over 35 Years of
Combined Experience
100% Transparency
and No Hidden Fees
Business Financial Services
Our comprehensive business financial services are designed to support your company's growth and success. We offer a full suite of financial management tools and expertise to help you make informed decisions and optimize your financial performance.
Accounting & Financial Services
Lazo Financial Group provides meticulous accounting and financial services to ensure your business's financial health. Our experienced professionals handle everything from general ledger maintenance to financial statement preparation, giving you accurate and timely insights into your company's financial position.
Financial Audit Services
Our financial audit services offer an independent and objective assessment of your company's financial statements and internal controls. We conduct thorough examinations to ensure compliance with accounting standards and regulations, identify potential risks, and provide recommendations for improvement.
Bookkeeping & Recordkeeping
Accurate and up-to-date bookkeeping is crucial for any business. Our skilled bookkeepers manage your day-to-day financial transactions, maintain organized records, and ensure your books are always in order. We utilize modern bookkeeping software and systems to provide real-time financial data.
Business Advisory & Consulting
Lazo Financial Group offers expert business advisory and consulting services to help you navigate complex financial challenges and opportunities. Our consultants work closely with you to develop strategic plans, improve operational efficiency, and identify growth opportunities.
Industry-Specific Tax Services
Construction & Real Estate Accountants
The construction and real estate industries have unique financial challenges and opportunities. Our specialized accountants understand the intricacies of these sectors, offering expert guidance on project accounting, cost segregation, property management financials, and industry-specific tax strategies.
Healthcare Accounting Services
Healthcare providers face complex financial and regulatory requirements. Our healthcare accounting services meet the specific needs of medical practices, clinics, and healthcare organizations. We assist with revenue cycle management, compliance reporting, and financial planning to ensure your healthcare business maintains financial health while focusing on patient care.
Nonprofit Accounting Services
Nonprofit organizations require specialized accounting services to maintain their tax-exempt status and fulfill their missions effectively. Our nonprofit accounting experts provide comprehensive financial management, including fund accounting, grant reporting, and compliance with nonprofit regulations.
Retail Accounting Services
Retail businesses face unique challenges in inventory management, cash flow, and sales tracking. Our retail accounting services are designed to address these specific needs. We provide accurate financial reporting, inventory valuation, and sales analysis to help you make informed decisions and improve your retail operations.
First Responder, Military, and Senior Discounts
Lazo Financial Group offers discounts to first responders, military personnel, and senior citizens.
Start Saving Today
Here's what our satisfied customers are saying...
At Lazo Financial Group, we take pride in providing exceptional financing, tax, and accounting services to our customers. We would be grateful if you could share your thoughts about our business with others. Your feedback helps us improve and helps others make informed decisions. Please take a moment to leave a review of Lazo Financial Group and let others know what you think.
Here's what our satisfied customers are saying...
At Lazo Financial Group, we take pride in providing exceptional financing, tax, and accounting services to our customers. We would be grateful if you could share your thoughts about our business with others. Your feedback helps us improve and helps others make informed decisions. Please take a moment to leave a review of Lazo Financial Group and let others know what you think.
