Lambert Financial, LLC

Accountant · 1801 19th Street Ensley, Birmingham, Alabama

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About us

At Lambert Financial, we deliver comprehensive financial services with strategic, innovative, and dynamic solutions. Our services are tailored to support the growth and advancement of organizations, small businesses, and individuals in today’s competitive marketplace. Our mission is to help clients navigate the complexities of the ever-evolving financial and regulatory landscape, providing expert guidance to plan for the future and achieve their goals.

Our services include Small Business Accounting, Financial Planning, Tax Preparation, and Business Compliance.

Affiliations

Accountex Network
National Association of Enrolled Agents
American Institute of CPAs
National Association of Tax Professionals

Lambert Financial, LLC: Bank experience

Clients of Lambert Financial, LLC connect to a range of banks via Xero. Lambert Financial, LLC specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
Bank of America (US)
Capital One (US)
Chase Bank (US)
Navy Federal Credit Union
Regions Bank
Truist (Formerly BB&T) Business Bank
Truist (US)
Wells Fargo (US)

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Find us

Lambert Financial, LLC has an office in 1 location

Birmingham: 1801 19th Street Ensley, Birmingham, 35218, Alabama; +205 864-4836

New to Xero? Lambert Financial, LLC can help

Xero is beautiful online accounting software for smaller businesses. Lambert Financial, LLC can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

1 Year Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2017

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We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.

Lambert Financial, LLC

Silver champion partner

Partner since 2017

Xero advisor certified