Beyond the Books.
THE ROADMAP
Scaling a business requires more than just data—it requires clarity. Whether you are transitioning to QBO or navigating high-level strategy, we bridge the gap.
Fractional CFO Strategy
Jeff provides strategic financial leadership, cash flow guidance, and growth planning without the cost of a full-time executive.
How We Can Help
A family-run team, Jeff and Marilyn Lane offer friendly, personal support for small businesses and nonprofits, from strategic CFO guidance to everyday QuickBooks and accounting help.
QuickBooks Support
Marilyn provides customized QuickBooks support, QBO setup, training, and help with reports and chart of accounts.
Accounting & Data Conversion
Marilyn helps convert Desktop data to QBO, review accounting records, spot trends, and prepare year-end schedules for tax preparers.
Marilyn has provided accounting services and support for over 20 years, primarily with QuickBooks Desktop and QuickBooks Online. A Certified QuickBooks ProAdvisor, she loves resolving problems and helping small businesses and nonprofits understand what their numbers mean.
Accounting & QuickBooks Support with Marilyn
QuickBooks Setup & Conversion: Customized support, Desktop to Online data conversion, QBO setup and product/item configuration.
Clear, Streamlined Records: Chart of accounts and financial report streamlining, periodic data reviews, and A/R and A/P checks.
Insight & Year-End Readiness: Cash flow and expense trend analysis, year-end profit projections, and financial statements and schedules for your tax preparer.
A FAMILY-RUN FIRM · EST. 2010
Meet Jeff and Marilyn—your partners in financial clarity.
The Lane Organization is a husband-and-wife team based in Hendersonville, North Carolina. Together we offer small businesses and nonprofits across the U.S. friendly, hands-on support—from day-to-day QuickBooks help to big-picture CFO strategy.
20+ YEARS EXPERIENCE · ACCOUNTING & QUICKBOOKS SUPPORT
Marilyn Lane
Marilyn has provided account services and support for over 20 years, primarily with QuickBooks Desktop and QuickBooks Online. Working with small businesses (for profit and nonprofit), she has helped automate records, convert data to QuickBooks Online, provide software training and support, and handle accounting needs. Marilyn is a Certified QuickBooks ProAdvisor who loves resolving problems, supporting clients in getting the information they need, and helping them understand what it means for their business. She values time with her family, church, gardening, and her grandson.
20+ YEARS EXPERIENCE · FRACTIONAL CFO STRATEGY
Jeff Lane
Jeff brings the high-level financial strategy normally reserved for large corporations to established small businesses. As your long-term financial partner, he digs into your cash flow, builds clarity, process, and control, and provides the Fractional CFO support needed to fuel sustainable growth—and real peace of mind for owners.
Let's Talk About Your Business
Phone
818-795-0349
jeff@thelaneorg.com
marilyn@thelaneorg.com
Location
Hendersonville, NC — Serving Clients Nationwide