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LAC

Lobel Accountancy Corporation  ·  CPA

Audit, review, compilation, and financial reporting services for privately held companies that demand institutional-quality work — without the institutional overhead.

Our Services About the Company Book a Free Consultation
CPA · CFE
Active California license
12+ Years
Audit & financial reporting
$600M+
Complex portfolios overseen
Senior-Only
No junior staff handoffs
Lobel Accountancy Corporation is currently pending registration approval from the California Board of Accountancy prior to opening and offering accounting services.
Every business has financial complexity. LAC exists to simplify it — with the expertise, tools, and senior-level attention your situation actually requires.
100%
Senior-led engagements — no exceptions
Top 10
Caliber public accounting background
First call
Direct access to your CPA, every time
Ready to get started? Reach out directly — no intake forms, no wait.
info@lobelaccountancy.com (949) 345-1925
Who We Are

The financial rigor of a large firm. The attention of a dedicated partner.

Lobel Accountancy Corporation serves privately held companies, specialty lenders, and growing businesses that need audit-quality financial work and decision-ready reporting — without being handed off to junior staff.

From month-end close ownership and financial statement preparation to full-scope audits and fractional CFO support, every engagement is led by a senior CPA and CFE with deep experience across complex entity structures, technical accounting standards, and the systems behind the numbers.

What We Do

From compilations and reviews to full audits and fractional CFO work — structured around your needs, not standard packages.

01
Audit, Review & Compilation
Full-scope assurance services for privately held companies — from compilations and reviews for lenders or investors, to full audits for entities with complex structures, debt covenants, or capital raise requirements.
  • Financial statement audits (GAAS)
  • Reviews — ideal for growing businesses and lender requirements
  • Compilations — cost-effective for internal or third-party use
  • Multi-entity and consolidated engagements
Licensed CPA Firm
02
Financial Statement Preparation
GAAP-compliant financial statements from trial balance to final package — including footnote disclosures, management discussion, and multi-entity consolidations.
  • Full footnote disclosure drafting
  • Multi-entity consolidations
  • CECL, ASC 842, ASC 860 reporting
  • Restatement and revision support
Core Service
03
Fractional Controller / CFO
Senior financial leadership on a part-time or project basis. Whether you need ongoing month-end close ownership or help building a reporting infrastructure from scratch, LAC provides hands-on execution — not just advice.
  • Month-end and year-end close
  • Board and investor reporting
  • Team hiring and mentorship
  • ERP implementation oversight
High Demand
04
Fraud Examination
Independent fraud examinations for attorneys, businesses, and individuals — conducted by a Certified Fraud Examiner (CFE). Whether arising from suspected employee misconduct, financial statement irregularities, or litigation support needs, LAC brings structured investigative methodology and documented findings.
  • Attorney-referred and direct engagements
  • Asset misappropriation and financial statement fraud
  • Investigative reports suitable for legal proceedings
  • Expert witness and litigation support
CFE Credentialed
05
Inventory Count Observation
Specialist inventory count observation services for CPA firms requiring an independent, qualified observer. LAC provides experienced count observation support — from pre-count planning through final documentation — integrated seamlessly into your audit workflow.
  • Engaged by audit firms as a qualified specialist
  • Pre-count planning and instructions review
  • Physical observation and test counts
  • Workpaper documentation for audit file
Audit Specialist
06
Audit Readiness & Internal Controls
Prepare your team and books before auditors arrive, and build the control environment to support ongoing scrutiny. From PBC workpapers to control documentation and policy development — structured to make audits faster and findings fewer.
  • PBC package preparation and technical memos
  • Control documentation, design, and testing
  • Accounting policy development
  • Risk assessment and compliance frameworks
Risk Management
Industries Served

Deep expertise where it matters most

LAC brings specialized knowledge across financial services, manufacturing, and technology — and serves privately held companies of all kinds where the accounting complexity demands senior-level attention.

Financial Services & Specialty Lending
Auto lenders, consumer finance companies, warehouse facilities, ABS structures, CECL modeling, and securitization accounting.
Manufacturing & Distribution
Inventory accounting, cost of goods, multi-location consolidations, and audit preparation for companies with complex operational structures.
Technology
Revenue recognition (ASC 606), SaaS metrics, equity and stock compensation schedules, and financial statement preparation for growth-stage companies.
Professional Services
CPA firms, law firms, consultancies, and other service businesses needing GAAP-compliant financial statements and fractional CFO support.
Retail & E-Commerce
Inventory costing, revenue recognition, multi-channel reporting, and financial statement preparation for product-based businesses at any stage.
Wholesale & Distribution
Multi-location consolidations, cost accounting, vendor terms analysis, and audit-ready financials for distribution-heavy businesses.
Staffing & Workforce
Revenue recognition, payroll-heavy financials, and financial reporting for staffing and workforce solutions firms at any growth stage.
All Industries
LAC serves privately held companies across all industries. If you need senior-level accounting, audit, or financial reporting support, we want to hear from you.
How It Works

A straightforward engagement process

01
Initial Conversation
No-obligation call to understand your situation, timeline, and what you actually need — not what a standard package includes.
02
Scoped Proposal
A clear written proposal with defined deliverables, timeline, and fee. No surprises, no scope creep without your approval.
03
Engagement & Execution
Senior-led work from day one. Direct access to the person doing the work — not an account manager relaying messages.
04
Delivery & Follow-Through
Clean deliverables, clear documentation, and availability to walk through findings with your team, board, or outside auditors.
About
Jeffrey Lobel, CPA, CFE
Jeffrey Lobel
Founder & Principal · Lobel Accountancy Corporation
CPA CFE California

Senior-led. Every engagement, every time.

Jeffrey Lobel is a Certified Public Accountant and Certified Fraud Examiner with over 12 years of experience spanning public accounting, audit, and controller-level financial reporting for complex private enterprises. He founded Lobel Accountancy Corporation to deliver institutional-quality financial work with the direct access and responsiveness that larger firms rarely provide.

Jeffrey began his career in public accounting at Baker Tilly, one of the nation's leading advisory and assurance firms, where he served clients across California on a wide range of engagements — from large public company audits with SOX internal control work and an IPO to mid-market audits, reviews, and compilations for privately held businesses of all sizes. That foundation gave him a command of audit methodology, technical accounting standards, and the full spectrum of assurance services that most controllers never develop.

He later transitioned to industry as Controller at a California-based specialty finance company, overseeing financial reporting across portfolios totaling more than $600 million in managed receivables. In that role, he led multi-entity consolidated audits with national firms, built automated accounting infrastructure, and managed all aspects of external financial reporting — from CECL and ASC 860 securitization accounting to debt covenant compliance and board-level presentation.

Jeffrey holds a degree from the University of Oregon's Charles H. Lundquist College of Business and is actively licensed as a CPA in California. His work spans the full range of assurance and accounting engagements — audits, reviews, compilations, financial statement preparation, GAAP technical research, and the systems and teams that support business growth.

At LAC, Jeffrey works directly on every client engagement. There are no handoffs to junior staff — the senior expertise you engage is the expertise you receive.

Technical Expertise
Revenue Recognition (ASC 606) Lease Accounting (ASC 842) Business Combinations (ASC 805) Goodwill & Intangibles (ASC 350) Going Concern Assessment Internal Controls & Fraud Risk Equity & Capital Structure Financial Statement Preparation Month-End Close Automation Python & VBA Automation NetSuite Power Query
Connect on LinkedIn
Why LAC

Senior expertise. Every engagement, every time.

Most firms assign their best people to their biggest clients. At Lobel Accountancy Corporation, every client gets the same senior-level attention — because every engagement is led by the same principal CPA.

Deep experience with complex entity structures — consolidated subsidiaries, VIEs, securitization trusts, and multi-state operations
Financial statements and memos written to be read and understood — not just filed
Systems-fluent — we build and improve the infrastructure behind your numbers, not just report on them
Flat, direct communication — you always know where things stand and who to call
Certified Fraud Examiner (CFE) credential — an added lens on risk, controls, and financial integrity
Credentials
Certified Public Accountant — Active California License
Certified Fraud Examiner (CFE)
California Accountancy Corporation
Technical Standards
GAAS · GAAP · Revenue Recognition (ASC 606) · Lease Accounting (ASC 842) · Business Combinations (ASC 805) · Goodwill & Intangibles (ASC 350) · Going Concern Assessment · Internal Controls & Fraud Risk · Equity & Capital Structure · Financial Statement Preparation
Industries
Financial services · Specialty lending · Manufacturing · Distribution · Technology · Retail · Professional services
Location
Based in Southern California
Serving clients statewide and nationally
Selected Work

Engagements & outcomes

Lobel Accountancy Corporation

Built on the belief that serious financial work deserves serious attention.

A California licensed CPA firm serving privately held companies with audit, assurance, and financial advisory services.

Common Questions

Frequently asked questions

When does a private company need an audit vs. a review?
Most private companies need an audit when required by a lender, investor, or regulatory body — or when ownership wants maximum assurance over financial statements. A review provides limited assurance at a lower cost and is common for growing businesses with bank covenants or minority investors. Compilations require no assurance and suit companies needing formatted financial statements for internal or third-party reporting purposes. We help you understand which level of service your situation actually requires — and which you can defer.
What does a fractional CFO actually do, and when do I need one?
A fractional CFO provides senior financial leadership — strategy, reporting, lender relationships, board-level communication — on a part-time or project basis. You need one when your business has outgrown a bookkeeper or controller but isn't ready to hire a full-time CFO. Common triggers include preparing for a capital raise, managing a first audit, cleaning up financial infrastructure ahead of a sale, or building investor-grade reporting. At LAC, fractional work is led by a CPA who has also served as a corporate controller — so the person driving your close cycle is the same one who understands what auditors will scrutinize.
How long does it take to prepare for an audit?
Preparation time depends heavily on the quality of your underlying records and whether you've been through an audit before. For a first-time audit, 60–90 days of focused preparation is typical — covering PBC package assembly, accounting policy documentation, and resolving prior-year technical issues. If your records are clean and your close process is tight, preparation can move faster. LAC's audit readiness work is designed to compress that timeline by identifying and resolving issues before auditors arrive, so the fieldwork is efficient and the surprises are minimal.
What industries does LAC specialize in?
LAC brings deep experience in financial services (specialty lending, specialty finance, securitization), manufacturing and distribution, professional services, and technology companies. We also serve real estate, healthcare, and founder-led businesses across a range of industries. The common thread isn't the industry — it's complexity: multi-entity structures, technical accounting standards, and the need for institutional-quality work delivered efficiently. See how this looks in practice →
Do you serve companies outside Orange County?
Yes. LAC is based in Newport Beach and serves clients across Orange County, Los Angeles, San Diego, and the Inland Empire — and statewide throughout California. For services that don't require in-state licensure, we work nationally as well. Most audit and financial reporting engagements don't require physical presence at the client's location, so geography is rarely a limitation. We have active clients across Southern California and regularly handle remote engagements.
What's the difference between a CPA and a CFE?
A CPA (Certified Public Accountant) is licensed by the state to provide audit, review, compilation, and other attest and accounting services. The credential requires meeting education requirements, passing the Uniform CPA Examination, and maintaining a state license. A CFE (Certified Fraud Examiner) is awarded by the Association of Certified Fraud Examiners and demonstrates expertise in fraud prevention, detection, investigation, and deterrence. Jeffrey holds both — which means every engagement benefits not just from technical accounting depth but also from a trained eye on controls, risk, and financial integrity. For clients in regulated industries or preparing for investor scrutiny, the CFE credential adds a meaningful layer of confidence.
Where We Work

Areas Served

Lobel Accountancy Corporation is based in Newport Beach, California and serves clients across Orange County, the greater Los Angeles area, and statewide — as well as nationally for services that don't require in-state licensure.

Orange County
  • Newport Beach
  • Irvine
  • Anaheim
  • Santa Ana
  • Costa Mesa
  • Huntington Beach
  • Fullerton
  • All of Orange County
Los Angeles & Southern California
  • Los Angeles
  • Long Beach
  • Pasadena
  • Torrance
  • Riverside & San Bernardino
  • San Diego
  • Greater Southern California
California Statewide
  • San Francisco Bay Area
  • Sacramento
  • San Jose
  • Central Valley
  • All of California
Orange County CPA Los Angeles CPA San Diego CPA California Fractional CFO
Serving clients nationally. Fractional CFO/Controller services, financial statement preparation, bookkeeping, and financial advisory work can be performed remotely for clients across the United States. For audit, review, and compilation engagements, please contact us to discuss your specific situation — contact us to learn more.
Get in Touch

Let’s talk about what you need

Whether you have a specific engagement in mind or just want to explore whether we’re a fit, we’re happy to have a straightforward conversation — no sales pitch, no obligation.

Book a Free Consultation
info@lobelaccountancy.com (949) 345-1925 LinkedIn lobelaccountancy.com

We typically respond within one business day.