LILLY FINANCIAL MANAGEMENT SERVICES

Financial Intelligence.
Automated Systems.
Real Clarity.

Build a business that runs itself — with financial strategy, automation, and proactive tax planning.

Your business deserves more than bookkeeping and annual tax filings.
We design financial systems, automation layers, and strategic insights that help you operate with confidence, control, and real-time clarity.

The Problem We Solve

Chaos, Guesswork, and Outdated Processes Are Costing You Money.

Most small businesses operate with:

  • Inaccurate or outdated financials

  • Manual bookkeeping that slows growth

  • No internal controls or fraud safeguards

  • No forecasting or financial planning

  • Tax prep done once a year with no strategy

  • Reports that don’t actually help you make decisions

You can’t grow on uncertainty.We replace confusion with clarity and replace manual labor with automation.

What We Do

  • Financial Reconstruction & Stabilization
    • Turn messy, inaccurate books into clean, reliable, investor-ready financials.
    • We repair, rebuild, and optimize your financial foundation.
  • Automated Internal Controls & Fraud Prevention
    • Stop errors and fraud before they happen.
    • We install automated control systems, approval workflows, and financial guardrails that protect your business.
  • Real-Time Dashboards & Financial Visibility
    • See your financial health at a glance — cash flow, KPIs, profitability, & trends.
    • Know what’s happening now, not months later.
  • Tax Strategy & Planning (Not Just Preparation)
    • Proactive tax planning that reduces your total lifetime tax burden.
    • Entity optimization, quarterly reviews, deductions mapping, and IRS representation.
  • Automation & AI Systems for Small Business
    • Receipt OCR, auto-categorization, dashboards, AI anomaly detection, monthly-close automation, and more.
    • Financial operations that run themselves.

How It Works

  • STEP 1 — Diagnose & Stabilize
    • We analyze your current financial systems, repair inaccuracies, and establish clean, reliable statements.
  • STEP 2 — Automate & Optimize
    • We install automation, internal controls, dashboards, and streamlined workflows tailored to your business.
  • STEP 3 — Strategize & Grow
    • We deliver ongoing insights, forecasting, tax strategy, and advisory support to help you scale with confidence.

Why Clients Choose Us

  • Real-time clarity instead of guesswork

  • Automated systems that save time and reduce errors

  • Strategic guidance, not just bookkeeping

  • Proactive tax planning year-round

  • Clean, accurate financials you can trust

  • A partner who understands automation + finance + strategy

Your business deserves more than compliance.
It deserves intelligence.

Ready for clarity, control, and confidence?

Let’s build your financial system — and automate the stress out of your business.

Lilly Financial Management Services, Inc.
Business Advisory • Tax • Automation

Serving NJ and remote clients© 2025 Lilly Financial Management Services, Inc