The Ed Lloyd & Associates Awesome 8

The Ed Lloyd & Associates Awesome 8 provides the solutions business owners need to run and build a better business. We use fixed price agreements which include our accounting and CFO services delivered at a fraction of the cost you would pay in-house. If you are looking for a proactive CPA firm to help you rescue wasted tax dollars and increase the value of your business then give us a call today.


We ensure that our clients will pay the least amount of tax legally possible. To make this happen we understand EVERYTHING about our client.


Why spend so much time and effort to build a great business and wealth only to lose it to not being structured correctly?

Cash Flow

Understanding how to properly manage and forecast cash flow is critical for the success of your business.


More profit to the bottom line is more important than simply driving top line revenue.


Do you have a business or a job? What is the difference between the two?

Accounting Solutions

Are your accounting records accurate and timely? Are you wasting time and money on accounting?


Everyone defines wealth and success in different ways. We help you develop a plan that meets your needs.


All business owners need to have an exit plan, yet most do not plan for it.

Our Virtual CFO Services Provide Business Owners the Opportunity To Increase the Value of Your Business by 71%. We change the lives of small to medium sized business owners by helping them reach their potential.  The Ed Lloyd & Associates Virtual CFO Service is how we help our clients get there.  Focusing on the eight business drives and our Awesome 8 services provide the tools the business owners really need and deserve to grow their business. We are able to provide the structure, systems and support you would expect from a full time CFO for a fraction of the cost.
We help our clients pay the least amount of tax legally possible. We are proactive tax planners with certifications in tax planning that take the time to understand your business and personal situation.  The Ed Lloyd & Associates Strategic Tax Planning service is the process we use to dramatically reduce your tax liability.  The Tax Cuts and Jobs Act is an overhaul of the tax code that effects all business owners and we can provide the planning you need to maximize the benefits you are entitled to.  To receive your second opinion on your taxes schedule a time to talk with us so we can rescue your wasted tax dollars.

Our Guarantee to You

We will deliver solutions that exceed 200% of your investment in our tax planning or business planning or we will refund your planning fee, no questions asked.  Take advantage of our complimentary second opinion to minimize your income taxes and grow the value of your business.


Call (704) 544-7600
Ed Lloyd & Associates, PLLC