Business Details
26 Years
experience
Expert Accounting & Professional Services in Mesa, AZ
Founded in 2000, Lohman Company has established itself as a trusted partner for businesses, nonprofits, and individuals seeking comprehensive accounting and professional services. Our team of certified professionals delivers tailored solutions in tax planning, assurance, client accounting, and consulting, grounded in our core values of Relationships, Integrity, Service, and Expertise (RISE). With headquarters in Mesa, Arizona, we serve clients locally and across the United States, including those with multi-state and international operations. Our unique Project Professionals service line provides specialized support for project accounting, management, and interim finance initiatives.Recognized as one of Phoenixs Best Places to Work and Arizonas top accounting firms, we combine technical excellence with a personalized approach to address each clients distinct needs. Our professionals actively engage with industry organizations to maintain cutting-edge knowledge, ensuring our clients receive forward-thinking guidance. By prioritizing transparency, responsiveness, and long-term partnerships, we empower clients to achieve financial clarity and sustainable growth.
Services
Tax Planning & Compliance
Assurance Services
Client Accounting
Mergers & Acquisitions
Project Professional Services
Employee Retention Credit
Business Advisory
Internal Control Review
Cash Flow Management
Strategic Planning
Details
- Year established: 2000
Highlights and features
- We offer 25+ years of accounting expertise with personalized client solutions.
- Our RISE principles ensure integrity-driven, relationship-focused service delivery.
- Recognized as Arizonas #1 accounting firm by Ranking Arizona.
- Project Professionals provide specialized support for complex financial initiatives.
- Proactive communication ensures clients stay informed of regulatory changes.
What people say
Professionalism and proactive approach
Expertise in nonprofit accounting
Trusted business partner
Impeccable service
Deep industry understanding
Services
Tax Planning & Compliance
Lohman Company provides comprehensive tax planning and compliance solutions, including multi-state filings, corporate restructuring, and audit representation. Our team monitors regulatory changes year-round to minimize liabilities while ensuring adherence to federal and state requirements. Clients benefit from strategic advice tailored to their industry-specific challenges.
Assurance Services
We offer audits, reviews, and compilations to validate financial accuracy and build stakeholder confidence. Our AICPA-compliant processes assess internal controls and identify growth opportunities. Services include due diligence support and financial statement preparation under GAAP standards, ensuring transparency for investors and lenders.
Client Accounting Services
From bookkeeping to controller-level functions, our team manages accounting operations in real-time or multi-touch formats. Services include cash flow management, budgeting, and QuickBooks consulting. We integrate with existing teams to enhance efficiency while maintaining precise financial reporting and compliance.
Mergers & Acquisitions
Our experts guide clients through M&A processes with due diligence analysis, valuation, and tax planning. We collaborate with legal and financial partners to structure deals that align with strategic goals, ensuring seamless transitions and regulatory compliance for asset or stock transactions.
Project Professional Services
This unique service deploys experienced professionals for project accounting, management, and interim finance roles. Designed to supplement client teams, it addresses short-term needs like system implementations or financial restructurings while maintaining continuity and expertise.
People
Jay A. Lohman
Founder (Retired)
Jay A. Lohman Company established the firm in 2000, laying the foundation for its RISE principles. His leadership emphasized client-centric service and technical excellence, shaping the firms culture of integrity and expertise.
Cati M. Piorkowski
Partner
Cati M. Piorkowski brings CPA expertise to client engagements, focusing on tax and assurance services. Her collaborative approach ensures clients receive strategic guidance aligned with evolving regulatory landscapes and business objectives.
Craig A. Lohman
Partner
Craig A. Lohman Company, a CPA and CITP, specializes in technology-driven accounting solutions. He leverages advanced systems to enhance financial processes, delivering efficient, accurate services for clients across diverse industries.
Seth P. Marty
Partner
Seth P. Marty provides audit and advisory expertise, prioritizing client education and proactive problem-solving. His focus on clear communication helps businesses navigate complex financial challenges with confidence.
Matthew P. Hatfield
Partner
Matthew P. Hatfield specializes in assurance and consulting, emphasizing internal controls and operational efficiency. His analytical approach ensures clients achieve compliance while optimizing financial performance.
Questions
What services does Lohman Company Company offer?
We provide tax planning, assurance audits, client accounting, mergers & acquisitions advisory, and specialized Project Professional Services for interim finance needs.
Which industries do you specialize in?
We serve technology, healthcare, nonprofit, financial services, retail, and professional services sectors with industry-specific expertise.
How does Lohman Company Company differ from other accounting firms?
Our RISE principles prioritize personalized service, proactive communication, and tailored solutions, supported by award-winning expertise and a client-partner approach.
Do you serve clients outside Arizona?
Yes, we serve businesses nationwide and internationally, including multi-state and cross-border operations.
What is your Project Professionals service?
This service provides temporary finance experts for project accounting, management, and interim roles, ensuring continuity during transitions or growth phases.
