Meet The CEO

Philippe Lerner, MBA, is a turnaround artist who helps companies go from stressed to at ease with their finances.

Philippe spent eight years as Assistant CFO at Sinclair, where he helped the company grow from 4,000 to over 50,000 employees and achieve Fortune 500 status. He then joined CohnReznick, a leading CPA firm, consulting for major real estate investors.

 

 When the housing market collapsed in 2008, Philippe saw an opportunity to serve a different audience—small business owners. Many didn’t need a full-time CFO but did need a trusted partner to keep their financial house in order. That vision became PL Consulting.

Philippe earned his MBA from Johns Hopkins University’s Carey Business School and has served as Vice President of Finance and Treasury for the Baltimore Chapter of the American Marketing Association (AMA).

Born and raised in Belgium, with additional years spent in the Middle East and South America, Philippe is fluent in six languages and brings a truly global perspective to his work. He lives in Baltimore with his wife and children and remains active in his community, serving on the boards of two nonprofits. 

Today, Philippe and his team provide customized bookkeeping and accounting services tailored to each client’s unique needs. From start-ups to Fortune 500s, across multiple industries, his guidance has helped businesses make smarter financial decisions, increase sales, reduce costs, and improve efficiency.

Our Mission

At PL Consulting, we are the ‘Go To’ partner providing clients an improved bottom line and financial freedom. We help small and underserved businesses gain financial clarity, stay compliant, and meet deadlines while ensuring their budgets make sense on paper—so owners can focus on growth with confidence.

Let us handle the numbers so you can focus on the business.

Schedule Free consultation

We know — it’s a trust issue. When you admit you need a bookkeeper, you have to be forthcoming. You have to hand over bank and credit card statements and share financial information, not to mention security data and access to your accounts. Revealing your financials feels like a vulnerability, exposing a lot about you and the way you run your business.

You don’t want to feel judged by your books. And we don’t judge. PL Consulting thrives on helping you succeed. And we guard your data fiercely.

In fact, we’re so sure that our services will end up saving you more than our cost, that we’ll guarantee it. And when we get started, you will quickly discover how much less stress and fear and worry you will experience.

Let our experienced team ease the pressures from your monthly budgets. Every business owner has felt financial pressure at some point. Once you start working with PL Consulting’s transparent and tailored business models, you will feel relief and be in a position to go further in your business than you imagined you could.

How We Help

We take a customized, hands-on approach to streamline your financial processes, keep you compliant, and build budgets that actually make sense. With our guidance, clients gain more control, reduce stress, and free up time to focus on running and growing their business. Our team goes beyond the numbers, helping owners understand their financial story and make smarter decisions for long-term success. Whether it’s catching up on years of bookkeeping, managing payroll, or providing strategic growth support, we adapt to meet businesses where they are and guide them forward with clarity.

While we specialize in supporting construction companies, contractors, and trade businesses such as plumbing, HVAC, and landscaping, our expertise extends to a wide range of industries. We also assist clients in real estate, retail, wholesale, professional services, hair salons, and towing companies.

We keep your books up to date by tracking income and expenses, checking bank and credit card accounts for accuracy, and organizing everything so you always know where your business stands.

We make sure money flows smoothly by sending invoices, following up so you get paid, and paying bills on time to keep your vendors happy.

We run payroll for your employees and contractors, prepare 1099s and other required forms, and get everything ready so tax season is simple and stress-free.

We provide easy-to-read financial reports and meet with you monthly to explain your numbers, answer questions, and help you make smarter decisions.

We help you create budgets that work, track your cash flow so you know what’s available, and give you a clear picture of how money moves in and out of your business.

We work with you to cut costs, increase profits, and plan ahead with financial forecasts. Whether you’re growing, transitioning, or acquiring, we guide you through each step with practical advice.

Beyond the numbers, we act as your financial partner—offering secure online portals for transparency, and providing guidance for big-picture decisions that impact your business’s future.

 

Other FAQs

Yes. We don’t just give you numbers — we explain them in plain English. You’ll know how much is coming in, where it’s going out, and what that means for your cash flow.

We specialize in construction and trade businesses like plumbing, HVAC, and landscaping, but we also serve real estate, retail, wholesale, professional services, hair salons, towing companies, and more.

Monthly check-ins keep you from being surprised at year-end. We catch issues early, explain what’s happening in your business, and help you make adjustments before small problems become big ones.

We stay on top of deadlines, prepare required forms, and keep your records organized so you meet compliance standards with no last-minute stress.

Yes. We don’t use jargon — we explain reports in plain language so you can make decisions without feeling overwhelmed.

Yes. We run payroll, make sure your people are paid correctly and on time, and prepare the proper forms for employees and contractors.

You can do either. We offer ongoing support packages for businesses that want consistent help, and one-time clean up services if you just need to get back on track.

Yes. We work with you to build a realistic budget based on your goals, income, and expenses, then help monitor it to keep you on track.

Yes. We provide a secure online client portal where you can upload documents, send messages, and track progress. Plus, we schedule monthly check-ins and are always available for questions in between.

Definitely. We’ll organize and present your financial records clearly, so lenders, investors, or partners can see that your business is stable and ready for growth.

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