Mindful Business Strategy

Guiding Your Business to Financial Success and Strategic Growth

We layer mindfulness into your financial workflows, scaling strategies, and automation — so your business operates with clarity, purpose, and resilience.

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Business Strategy Rooted in Mindfulness

We craft strategies that enhance your operational and financial frameworks while promoting a harmonious business environment.

Built Around Your Values

Whether you are a solopreneur or your team is scaling for growth, we focus on devoting your resources to their highest needs. This approach leads to a resilient and adaptable organization, enabling it to navigate challenges with clarity and confidence.

With our tailored approach, we focus on solutions that align with your core values and mission. Our team will work closely with you to identify areas of improvement and implement solutions that foster awareness and intentionality.

Founded by Danielle Stone, LPR Business Services brings hands-on experience across bookkeeping, accounting, controller-level oversight, and CFO advisory. We work with businesses at every stage — from solo founders who need clean books and reliable reporting, to established companies ready for cash flow forecasting, job costing, and strategic financial planning.

Our clients span industries including construction, professional services, creative agencies, and technology startups. What they share is a need for financial clarity and operational systems that actually work. We deliver that through a combination of deep accounting expertise and modern workflow automation — including AI-powered tools that eliminate manual bottlenecks and free your team to focus on higher-value work.

  • Collaborative efficiency and shared ownership
  • Strategies aligned with your mission and values
  • Resilience through clarity and intentionality
  • Proficiency in Xero, QuickBooks, and Ramp platforms
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We help every person on your team contribute at the level of their greatest impact — so nothing falls through the cracks and no one works below their potential.

Services

Each service is specifically crafted to cultivate a mindful business atmosphere, improving performance through strategies that resonate within your organization and with clients alike.

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Financial Operations & Bookkeeping

Day-to-day financial management that keeps your books accurate and your team focused on higher-value work.

  • Transaction coding & account reconciliations
  • Payroll backup processing & 1099 filing
  • Bookkeeping clean-up & backlog support
  • Recurring journal entries & reclassifications

Controller & Strategic Finance

Oversight, compliance, and financial strategy for businesses ready to operate at a higher level.

  • Monthly close oversight & WIP tracking
  • Job cost evaluation & margin diagnostics
  • Cash flow forecasting & capital planning
  • Insurance audit prep & internal controls

Ownership & Enterprise Advisory

Long-range planning for owners thinking about succession, exit, or restructuring their business.

  • Succession strategy & exit-readiness planning
  • Business valuation support
  • Retirement & 401(k) strategy integration
  • Enterprise restructuring advisory

AI & Workflow Automation

Intelligent systems that automate your operations, with governance built in from the start.

  • AI workflow builds & automation architecture
  • Prompt engineering & AI-integrated reporting
  • AI policy design & regulatory exposure mapping
  • Executive AI adoption strategy

A Different Kind of Business Partner

Highest Purpose, Greatest Contribution

We structure your financial operations so every team member works at the level of their greatest impact — freeing capacity, eliminating misalignment, and ensuring nothing falls to the wrong desk. From transaction coding to cash flow forecasting, every task is handled at the right level of expertise.

Tailored, Not Templated

No cookie-cutter solutions. We take the time to understand your unique challenges, values, and goals before proposing any strategy. Whether you need bookkeeping clean-up, monthly close oversight, or a full AI automation build, every engagement is scoped to your business — not a generic package.

Solopreneur to Scale-Up

Whether you are a team of one or growing fast, our frameworks adapt to your stage and evolve with you. We offer tiered service levels from bookkeeping support through controller and CFO-level advisory — so you get the right expertise at the right time without overpaying for what you don't need yet.

Let's Collaborate

Ready to transform your business? Send us a message and we'll schedule a discovery call to learn about your goals.

Phone 415-350-5333
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