LDR ASSOCIATESBoutique Financial Advisory & Consulting

LDR Associates | Boutique Financial Advisory

Experienced Financial Guidance. Personal Attention. Practical Solutions.

Good financial decisions begin with a clear understanding of your numbers.

At LDR Associates, we provide personalized financial advisory and consulting services to nonprofits, small businesses, and individuals. With more than 30 years of financial experience, we help our clients gain clarity, address challenges, and make informed decisions about their financial future.

We believe financial guidance should be experienced, straightforward, and tailored to your needs.

Explore Our Services →
Lori Rogers, CPA, Founder of LDR Associates

30+ Years

Financial & Business Experience

CPA

Professional Accounting Expertise

Personalized

Financial Advisory & Consulting

Our Expertise

Financial Guidance Designed Around Your Needs.

No two financial situations are exactly alike. That's why we take the time to understand your goals, challenges, and priorities before recommending solutions.

Whether you're responsible for an organization's financial health, building a business, or managing your personal finances, LDR Associates provides guidance grounded in experience and focused on what matters to you.

Nonprofit Financial Advisory

Supporting Your Mission Through Strong Financial Stewardship.

Your organization has a mission to fulfill. We help you build and maintain the financial foundation needed to support that mission.

LDR Associates works with nonprofits, churches, and faith-based organizations to improve financial reporting, strengthen internal controls, develop budgets, and establish sound financial management practices.

We help leadership teams understand their financial position, improve accountability, and make informed decisions about the resources entrusted to them.

  • Financial reporting and analysis
  • Budget development and oversight
  • Internal controls and accounting policies
  • Accounting systems and process improvements
  • Board and leadership financial guidance
  • Fractional CFO and controller services

Small Business Financial Advisory

Better Financial Insight. Stronger Business Decisions.

Building a successful business requires more than generating revenue. You need to understand your costs, manage your cash flow, and know whether your business is truly profitable.

At LDR Associates, we help business owners make sense of their financial information and use it to make better decisions.

From financial analysis and budgeting to cash flow management and fractional CFO services, we provide the expertise and practical guidance needed to support your business.

  • Fractional CFO and controller services
  • Cash flow management and forecasting
  • Financial statement analysis
  • Budgeting and financial planning
  • Pricing and profitability assessments
  • Financial strategy and decision support

Personal Financial Consulting

Greater Financial Clarity Starts With Understanding Your Money.

Managing your personal finances shouldn't leave you feeling confused or overwhelmed.

At LDR Associates, we provide practical, one-on-one financial consulting to help individuals better understand their money, establish realistic goals, and make informed financial decisions.

Whether you're working to improve your budget, manage debt, organize your finances, or prepare for an important financial decision, we offer personalized guidance without judgment or unnecessary complications.

  • Personal budgeting and cash flow
  • Spending and financial habit assessments
  • Debt reduction strategies
  • Financial organization
  • Financial goal setting
  • Financial education and consulting

Executive Financial Expertise

Experienced Financial Leadership. Without the Full-Time Commitment.

Not every organization needs a full-time CFO. But every organization benefits from sound financial leadership.

Our fractional CFO and controller services provide access to experienced financial guidance tailored to the size, complexity, and needs of your organization.

We help nonprofit leaders and business owners understand financial performance, strengthen financial management, improve reporting, and plan for what comes next.

Whether you need ongoing financial oversight, assistance with a specific challenge, or a trusted financial sounding board, LDR Associates offers flexible advisory support.

Key Benefits

  • Experienced financial leadership
  • Improved financial visibility
  • Better budgeting and cash flow planning
  • Support for important financial decisions
  • Flexible services aligned with your needs
Lori Rogers, CPA, Founder of LDR Associates

Meet the Founder

Experience Matters. So Does Personal Attention.

Lori Rogers, CPA | Founder & Principal

Lori Rogers is a Certified Public Accountant with more than 30 years of experience in accounting, finance, and business leadership.

Throughout her career, she has worked with organizations ranging from small businesses to large companies, gaining extensive experience in financial management, reporting, budgeting, operational finance, and strategic decision-making.

Her professional background provides a unique perspective on the financial challenges organizations face at different stages of growth.

As the founder of LDR Associates, Lori brings that experience to nonprofits, small businesses, and individuals seeking knowledgeable, practical financial guidance.

Her approach is straightforward and personal. She believes clients should understand their financial information, feel comfortable asking questions, and have access to thoughtful advice that helps them make informed decisions.

"My goal is to help clients understand their financial picture, make thoughtful decisions, and move forward with greater confidence."

— Lori Rogers, CPA

How We Work

Thoughtful Advice Begins With Understanding Your Needs.

We believe strong client relationships begin with listening. Before recommending solutions, we take time to understand your circumstances, priorities, and goals.

Our approach is personal, practical, and focused on providing guidance you can use.

  1. 01

    Let's Talk

    We begin with a conversation about your financial needs, current challenges, and what you hope to accomplish.

  2. 02

    Understand the Financial Picture

    We work to identify the information, opportunities, and concerns that matter most to your situation. The scope of any assessment is established before paid advisory work begins.

  3. 03

    Develop a Plan

    We recommend practical next steps and, when appropriate, provide ongoing financial advisory support to help you move forward.

The LDR Difference

A Personal Approach. Backed by Decades of Experience.

When it comes to financial decisions, experience and perspective matter. We combine seasoned financial expertise with the personalized attention clients deserve.

Experienced Guidance

More than 30 years of financial and business experience informs our approach to solving problems and supporting sound decisions.

Personalized Service

We take time to understand your specific needs. Our recommendations are tailored to your situation, not taken from a standard template.

Clear Communication

Financial information can be complicated. We explain what matters in straightforward language, so you can understand your options.

Practical Solutions

Our focus is on useful recommendations that address real challenges and support meaningful progress.

Questions

Frequently Asked Questions

Let's Bring Clarity to Your Financial Decisions.

Whether you're leading a nonprofit, managing a business, or working toward personal financial goals, having experienced guidance can make a difference.

Let's start with a conversation about where you are, what you need, and how LDR Associates may be able to help.

Complimentary 20-minute introductory conversation.
No obligation. Just an opportunity to discuss your needs and explore the right next steps.

Contact

Connect With LDR Associates

Have a question about our services? We'd be glad to hear from you.

  • LDR Associates
    Lori Rogers, CPA
  • Dallas–Fort Worth, Texas
  • Remote consultations available