Roopal H. Patel
MBA & CPA
roopal@lilufinancials.com
503-575-5996


Business financial management

Partnering with business leaders in support of strategic and operational management of their companies and capital.​


Lilu Financials, LLC. provides strategic financial & operational consulting services to businesses both public and private resulting in reliable financials which can be communicated to key stakeholders. We coordinate with legal, bookkeeping and other professional services to help achieve your success.


Financial strategy and financial operations consulting services:

  • Mergers and/or acquisitions support as the target or acquirer
  • Preparing for the IPO
  • Preparing for fundraising
    • Financial modeling, pro-forma projections and capital needs assessment
    • Valuation for internal management planning purposes  
  • Financial operations review and alignment
    • Financial reporting and recording using GAAP or IFRS principles
    • Assessment, design and implementation of financial controls
    • Cash flow forecasting
  • Presentation and communications with investors, boards of directors, compliance agencies and other key stakeholders
    • ​Financial statement audit support
    • Tax filing process support including support for IRS audit