Lohman Company, PLLC

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Some teams share spreadsheets. Ours also argues about sports teams.Jersey Day is officially underway at Lohman and with ...
09/04/2026

Some teams share spreadsheets. Ours also argues about sports teams.

Jersey Day is officially underway at Lohman and with football back and baseball at an all time high, office morale is looking pretty strong.

We take the work seriously, but we’re big believers that taking care of our people and having some fun along the way matters too.

Now, let the friendly team rivalries begin 🏈⚾🏀🏑

Two text threads. One question: 'are we good on cash for payroll this week?'The first goes unanswered for three months. ...
09/04/2026

Two text threads. One question: 'are we good on cash for payroll this week?'

The first goes unanswered for three months. The second gets a confirmed answer within two minutes.

This is a small example, but it's representative of a bigger point: the value of an accounting partner often shows up less in the big engagements and more in how quickly and reliably they respond when it matters!

If your finance partner isn't responding like the second thread, we should talk. 👇🏼

➡ https://lohmancompany.com/

We asked our team to describe the tell-tale signs of a CFO without actually saying the word 'CFO.' A few of the answers:...
09/02/2026

We asked our team to describe the tell-tale signs of a CFO without actually saying the word 'CFO.' A few of the answers:

➡ Checks the cash balance before checking email

➡ Has strong, unprompted opinions about Excel shortcuts

➡ Knows the exact day the bank statement drops, every month

➡ Visibly bothered by an unreconciled transaction

If you saw yourself in any of these, you're in good company. Curious what we missed - comment below 👇🏼

POV: it's been sitting in your Notes app since March. 📝If your financial to-do list looks anything like this one, you're...
09/01/2026

POV: it's been sitting in your Notes app since March. 📝

If your financial to-do list looks anything like this one, you're not alone (and you're not behind, we promise).

"Find an accountant, not just a bookkeeper" is at the top of basically everyone's list, right before it turns into "wait, why don't QuickBooks and the bank match?"

We started as a name on somebody else's list too. Ready to actually cross this one off? 👇

Lohman Company -> https://lohmancompany.com/

We put together our own scary movie lineup... let's just say the sequel is always worse if you ignore the warning signs ...
08/14/2026

We put together our own scary movie lineup... let's just say the sequel is always worse if you ignore the warning signs 😅

Which one hits closest to home?

The good news? Every one of these "horror stories" is completely avoidable with the right CPA as a partner in your corner.

Turns out we've been around long enough to have a little Chamber history. 😉During this month's Mesa Chamber of Commerce ...
08/11/2026

Turns out we've been around long enough to have a little Chamber history. 😉

During this month's Mesa Chamber of Commerce Executive Roundtable, Craig Lohman was surprised with a brand new Mesa Chamber member plaque.

Why? Someone recently spotted the original wooden plaque hanging in our office and joked that it had to be one of the "OG" Mesa Chamber plaques.

After 15 years as proud Mesa Chamber members...they weren't wrong.

A huge thank you to Sally Harrison, President and CEO of the Mesa Chamber of Commerce, and the entire Mesa Chamber team for the thoughtful surprise.

Here's to the next chapter and many more years of growing together.

Business growth is exciting.And...it also comes with more decisions, more moving parts, and more opportunities for the i...
07/25/2026

Business growth is exciting.

And...it also comes with more decisions, more moving parts, and more opportunities for the important things to slip through the cracks.

As your business evolves, so should your financial strategy.

That's where we come in...we help businesses move beyond simply keeping up with the numbers. We help them use those numbers to make smarter, more confident decisions.

A few of our specialties:

✔️ Turn financial data into actionable insights

✔️ Stay ahead of tax planning and compliance

✔️ Strengthen cash flow and financial reporting

✔️ Build a strategy that supports long-term growth

Lohman is where growth meets certainty 📈

Is your financial strategy growing with your business?

Learn more about Lohman for business: https://lohmancompany.com/

_______

Business Advisory | Strategic Tax Planning | Cash Flow Management | Financial Leadership | Middle Market

Summer may be one of the most overlooked planning seasons for growing businesses.The urgency of year-end hasn't arrived ...
07/17/2026

Summer may be one of the most overlooked planning seasons for growing businesses.

The urgency of year-end hasn't arrived yet. Deadlines aren't looming.

Most organizations are focused on operations, customers, and growth. And, that's exactly why it's a valuable time to step back and evaluate the bigger picture.

- What has changed since January?
- Are forecasts still realistic?
- Is cash flow supporting growth?
- Are there tax planning opportunities worth exploring before year-end?

Strong financial outcomes rarely happen by accident in December. More often, they're the result of decisions made months earlier.

The best time to plan is before you need to. So while this topic is top of mind, we are pretty great at spearheading this for you, so you can stay focused on running your business.

Consider us your financial co-pilot. You focus on the business. We'll help navigate what comes next.

Learn more: https://lohmancompany.com/

We're excited to welcome Richard "Rick" Rohl to Lohman Company as our newest Controller.Rick is a CPA with nearly 40 yea...
07/08/2026

We're excited to welcome Richard "Rick" Rohl to Lohman Company as our newest Controller.

Rick is a CPA with nearly 40 years of accounting and finance experience across public accounting, private industry, and healthcare leadership. In many ways, his career has come full circle, returning to public accounting with decades of real-world experience behind him.

What makes this hire even more special is the connection. Rick previously worked with partner Matt Hatfield years ago, and when this opportunity came along, Matt knew exactly who to call.

Rick says one of the biggest reasons he joined Lohman Company was the culture.

"Everyone is so welcoming and helpful that I felt like I belonged on Day 1."

He's looking forward to helping streamline processes, strengthen reporting, and provide deeper financial insights as the firm continues to grow.

And because every great introduction needs a few fun facts...

♟️ Coffee order during month-end close? Medium roast, sweet, no cream.

♟️ His unofficial title? "The accountant for accountants."

♟️ If his spreadsheets had a personality? "Organized, with a touch of formatting, always with panes frozen."

We think he'll fit right in. Welcome to the team, Rick!

June/July is one of the best times to pause and evaluate where your business stands.Not just revenue. Not just profitabi...
07/06/2026

June/July is one of the best times to pause and evaluate where your business stands.

Not just revenue. Not just profitability.

The businesses that finish the year strong are often the ones that use mid-year as a checkpoint, not a formality. Some questions worth asking:

• Are we tracking toward our goals?
• Are margins healthy?
• Is cash flow supporting growth?
• Have our priorities changed since January?

The answers can shape decisions for the rest of the year.

What financial metric are you paying closest attention to this quarter?

Address

1630 S Stapley Drive, Ste 108
Mesa, AZ
85204

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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