Small Businesses & Start-Ups
Small businesses and startups move quickly, balancing growth opportunities with limited resources and evolving demands. Clear financial insight and practical guidance help you build a strong foundation for long-term success.
Lumsden McCormick works with entrepreneurs and emerging businesses to provide accounting, tax, and advisory services tailored to every stage of growth. From entity selection, strategic corporate structuring, and financial reporting to cash flow management and tax planning, we help you make informed decisions that support stability and scalability.
As your business evolves, we provide proactive guidance to address regulatory requirements, funding opportunities, and strategic expansion. Our collaborative approach ensures you have the clarity and confidence needed to focus on innovation, operations, and sustainable growth.
Latest Insight
CAPE Opens in ACE: What Importers Need to Know About IEEPA Refund Processing
U.S. Customs and Border Protection (CBP) activated the Consolidated Administration and Processing of Entries (CAPE) functionality in the Automated Commercial Environment (ACE) on April 20, 2026, marking the first operational mechanism for processing refunds of duties paid under tariffs illegally imposed pursuant to the International Emergency Economic Powers Act (IEEPA).
Wealth Management
Industry Leaders
John Anderson
Manager
John George
Principal
Michael Grimaldi
Partner
Alexander Intihar
Manager
Liz LaLonde
Audit and Resource Manager
Jennifer Maloney
Manager
Kayla Manus
Manager
Jordan Meagher
Manager
Megan Morris-Smith
Principal
Douglas Muth
Partner
Kristin Ré
Principal
Jonathan Roller
Partner
Caitlin Root
Manager
Kevin Smeader
Principal
Mark Stack
Partner
Robert Torella
Partner
Courtland “Cory” Van Deusen V
Partner