About Lane Financial Services

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Small Business Accounting

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Bookkeeping Services

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Tax Preparation & Planning

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Payroll Services

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Quickbooks Support & Training

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Startup Consulting & New Business Formation

Our Story And Mission

Lane Financial Services exists to help local owners make steady, well-informed decisions. Jim Lane is an experienced accountant in Greenville SC with more than 20 years of management accounting in the Upstate, supporting businesses from early-stage ventures to long-standing firms. The firm’s aim is straightforward: provide clear guidance, reliable service, and calm organization for every set of books it manages.

Credentials And Expertise

Jim Lane is an Enrolled Agent serving Upstate SC and holds a Masters in Accounting and a BS in Business Administration. He is a member of the Institute of Management Accountants and the American Institute of Certified Bookkeepers, and supports clients as a QuickBooks advisor. Jim has also shared practical advice for small businesses in published work on accounting and operations

Industry Experience

Before founding Lane Financial Services, Jim served as a controller and accounting leader for companies across the Upstate. That background shaped the firm’s practical approach and emphasis on steady, month-to-month execution. Lane Financial Services understands the pressures facing local teams from Paris Mountain to Mauldin and builds systems that fit real operational needs.

Values That Shape The Work

Integrity, privacy, and clear communication guide every interaction at Lane Financial Services. Clients receive straightforward explanations, consistent follow through, and documentation handled with care. Each engagement is structured to produce accurate records, timely filings, and a smoother experience for the owner.

Community Commitment

Lane Financial is part of the Upstate community and understands the needs of businesses near Falls Park, Bon Secours Wellness Arena, and along the Swamp Rabbit Trail. Jim has served on committees supporting small business communication through professional organizations.


Lane Financial is proud to help local entrepreneurs grow with confidence.

Straight Answers About Lane Financial

  • Who is behind Lane Financial Services in Greenville?

    Lane Financial is led by Jim Lane, an experienced accountant in Greenville SC with deep roots in the Upstate. He supports owners with clear guidance and practical systems. You will work directly with a local professional who knows the community.

  • How much experience does Lane Financial have with small businesses?

    Jim has over 20 years in management accounting, including controller roles for Upstate companies. That experience informs our month-end process, reporting, and planning. It also means Jim can anticipate common issues before they become problems.

  • Is Lane Financial Services a certified accounting firm in SC?

    Lane Financial is led by an Enrolled Agent who is federally authorized to represent taxpayers and prepare returns. Jim also holds a Masters in Accounting and maintains professional memberships that support ongoing education. Clients benefit from current knowledge and steady execution.

  • Do you help with QuickBooks setup and training?

    QuickBooks setup and training are available to ensure the system matches each client’s workflow. Existing files can be cleaned up and organized into a clear monthly routine that supports accurate recordkeeping. The result is reporting that is easy to understand and reliable for decision-making.

  • Do you work only in Greenville or across the Upstate?

    Lane Financial Services primarily serves Greenville and nearby areas such as Spartanburg, Anderson, Travelers Rest, and Fountain Inn. Meetings can be held in person or virtually, depending on what works best for the client. Communication is kept straightforward, and responses are provided promptly.