Administrative, tax and financial advisory · Across Italy

Your company's numbers, managed with vision.

We support business owners and management teams with the perspective of a CFO: administration, tax, control and strategy under one direction.

Book a first meeting Explore our services
01

About us

Not just a compliance provider, but a partner at the decision-making table.

Lombardi & Partners was founded on years of experience leading the finance function of established organisations. We bring the same rigour to every business we work with: reliable data, clear processes and a reading of the numbers focused on decisions.

We work with a small number of carefully selected clients, so that each one enjoys a direct relationship and constant attention.

Direct relationship

A single senior point of contact, always available.

A CFO's perspective

Numbers read to make decisions, not just to file returns.

Confidentiality

Absolute discretion on data, people and strategy.

0 single senior point of contact for every client
0h for a first reply to any enquiry
0 areas of expertise, under one direction
0% confidentiality on data and strategy
02

Services

Integrated expertise for every stage of a company's life.

  1. 01

    Accounting and financial statements

    Management and supervision of bookkeeping, periodic closings, preparation and analysis of annual financial statements.

  2. 02

    Tax advisory

    Tax planning, tax returns and optimisation of the tax burden, fully consistent with administrative management.

  3. 03

    Management control

    Cost accounting, KPIs and management reporting to know, every month, where the business creates value.

  4. 04

    Budgeting and planning

    Annual budget, business plan and forecasts: measurable targets and scenarios to decide ahead of time.

  5. 05

    Treasury and banking relations

    Cash flow management, working capital optimisation and a structured dialogue with credit institutions.

  6. 06

    Outsourced CFO

    Senior part-time financial leadership for companies that want to grow without adding weight to their structure.

  7. 07

    Extraordinary transactions and M&A

    Support in mergers and acquisitions (M&A), reorganisations and generational handovers, from due diligence to integration.

  8. 08

    Holding company set-up and management

    Specialised set-up and management of holding companies, with all related obligations, from filings with the Tax Registry to group governance.

  9. 09

    Adequate structures (Art. 2086 Civil Code)

    Analysis and implementation of the adequate organisational, administrative and accounting structures required by Article 2086 of the Italian Civil Code, to detect early signs of crisis in time.

  10. 10

    Audit and board of statutory auditors

    Audit engagements and roles on boards of statutory auditors, carried out with independence, method and professional rigour.

03

What you get

A clear picture of your company, whenever you need it.

We build a tailored dashboard that brings together, in a few pages, what really matters: sales performance, margins, cash and variances against budget, at the frequency that suits your business.

  • Indicators chosen together with management
  • Comparison with budget and previous year
  • Commentary and recommended actions, not just tables
  • Cash forecast at 3, 6 and 12 months
Management report · example
Revenue YTD € 0 M +12.4% vs budget
EBITDA margin 0% +2.1 pt
Net cash € 0 k +8.9%
JFMAMJJASOND

Sample data, for illustrative purposes only.

Roberto Lombardi, founder of Lombardi & Partners
Founder
04

Who we are

Roberto Lombardi

Founder · Chartered accountant and statutory auditor

He has been in practice since 1992. He graduated in Economics and Business from Sapienza University of Rome with full marks and holds a PhD in Economics, including a period of study at the London School of Economics.

Over more than thirty years he has advised companies, banks and financial intermediaries on financial planning, risk management and extraordinary finance, from capital increases with institutional investors to minibond issues. He has served on boards of directors and boards of statutory auditors, including as chairman, and has long held senior finance roles in structured groups.

Alongside his professional practice he has an academic career: he is an adjunct professor at the Universities of Basilicata and Salerno, where he teaches financial intermediation and financial reporting, and has published with Il Sole 24 Ore and Maggioli on budgeting, auditing and banking regulation.

  • 30+years in practice
  • PhDin Economics
  • Lecturerin finance and economics
05

Method

A clear path, from analysis to results.

  1. Listening

    We get to know the business, its people and the owner's goals.

  2. Diagnosis

    We analyse numbers, processes and tools to identify priorities.

  3. Plan

    We define actions, timing and the indicators used to measure progress.

  4. Ongoing support

    We stay alongside management, with regular meetings and dedicated reporting.

06

Who we work with

Different companies, the same need for clarity.

SMEs and family businesses

Looking for big-company tools with a tailored relationship.

Start-ups and scale-ups

Growing fast and in need of a CFO before they can hire one.

Corporate groups

With several entities to coordinate, consolidate and control.

Holdings and investors

Seeking specialised management of their holding company and reliable reporting on portfolio companies.

“A company that knows its numbers chooses. The others just endure.”

Lombardi & Partners
07

Frequently asked questions

Before we start.

How does the first meeting work?

It is an analysis meeting, in person or by video call: together we examine the company's situation, its numbers and priorities. Afterwards you will receive a clear proposal for action, with a detailed quote.

Do you also handle tax matters?

Yes. We can take care of tax advisory and compliance directly, or work in coordination with the professional who already assists you: the goal is consistent administrative, tax and financial management.

What are the adequate structures under Article 2086?

Article 2086 of the Italian Civil Code requires business owners operating as companies to adopt organisational, administrative and accounting structures that are adequate to the nature and size of the business, including to detect a crisis in good time. We assess the existing ones and design the necessary actions.

Do you only work with companies in Milan?

No. Milan is our registered office, but we work with companies throughout Italy, combining on-site meetings at the client's premises with remote sessions.

How much does it cost?

It depends on the scope: we offer both fixed-fee projects and ongoing support for a monthly fee. After the first meeting you will receive a detailed written proposal.

How soon will we see the first results?

Right after the diagnosis phase, usually within a few weeks, you will have a clear picture of the situation and the priorities to act on.

08

Contact

Let's talk about your business.

Tell us about your situation: in the first meeting we analyse together your company's numbers, needs and priorities, to define the most suitable course of action. We will get back to you within two working days.

Contact request

Book a first meeting