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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
Certified QuickBooks Gold Pro-advisor offering tiered bookkeeping, virtual CFO services, KPI Dashboards, payroll and financial analysis to deliver clear financial insights so you can grow your business.
Overview
Serves Somerset, KY
Background checked
2 employees
Business hours
This pro hasn't listed their business hours.
Payment methods
Ask this pro about their preferred payment method.
Services offered
Accounting needs
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
5.0
2 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Chris D.
Mar 23, 2026
•
From Google
Jake was a joy to work with. He was very informative and took the time to answer all our questions, We felt very comfortable moving forward with Lakeview Advisory Group. Its been an absolute breeze ever since hey've been handling our books
Lakeview Advisory Group LLC's reply
Thank you so much for the kind words and the 5-star review! It was a pleasure walking through your questions and getting everything set up. My goal is always to make the financial side of your business as stress free as possible. I’m glad to hear it has been a breeze, and I look forward to continuing to support your team.
Domarco B.
Mar 9, 2026
•
From Google
Lakeview Advisory Group and Jake have been very helpful with our bookkeeping. They are professional, dependable, and keep everything running smoothly on the financial side. We don't have time to meet so we appreciate his monthly update videos to keep us in the loop.Its nice having someone we trust handling the numbers so we can focus on other parts of the business.
Lakeview Advisory Group LLC's reply
Thank you for the fantastic review, Domarco! At Lakeview Advisory Group, our biggest goal is to give business owners their time back. It is incredibly rewarding to know that our bookkeeping services are giving you the peace of mind to focus on what you do best. Thanks for trusting us with your numbers! - Jake
Credentials
Background Check
Jacob Ramirez
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Flat-Rate Monthly Fees: We do not charge by the hour, so you never get a surprise bill for asking a question or needing extra support.
Tiered Service Levels: Pricing is based on the complexity of your needs, ranging from basic compliance bookkeeping to full Virtual CFO dashboards.
Cleanup Projects: If your historical books are a mess, we quote a one-time flat fee to clean and reconcile them before starting the monthly retainer.
What is your typical process for working with a new customer?
The Diagnostic Review: We start by getting "view-only" access to your QuickBooks to assess the health of your data without requiring a long, exhausting phone call.
The Custom Estimate: We send a detailed, written proposal outlining the exact scope of work, the specific deliverables, and the flat monthly fee.
The Silent Onboarding: We gather your bank statements and vendor lists via a secure digital portal and get straight to work organizing your numbers behind the scenes.
What education and/or training do you have that relates to your work?
I have a Bachelor's Degree in Business Administration with a focus in Finance. I am fully certified as a QuickBooks Online ProAdvisor, ensuring maximum efficiency and accuracy within the software.
Financial Modeling Expertise: I have extensive training in building complex 13-week cash flow forecasts and custom KPI dashboards for small businesses.
Continuous Education: I am constantly updating my skills on the latest tax-ready categorization rules and cloud accounting integrations.
