About Me

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Hi, I’m Lori — a QuickBooks Online ProAdvisor who helps small business owners feel calm and confident about their finances. If you’re tired of wondering whether your books are correct, feeling behind, or spending weekends trying to “catch up” in QuickBooks, or you just want that time back to focus on your business, you’re in the right place.

 

I specialize in clean, accurate, and well-organized bookkeeping so you always know: where your money is going, what you can afford and what your numbers are really telling you.

 

Bookkeeping Services

• Monthly bank and credit card reconciliations

• Transaction categorization and expense tracking

• Accounts payable & accounts receivable support

• Invoicing review and payment tracking

• Financial statement preparation (Profit & Loss, Balance Sheet, etc)

• Cash flow tracking and reporting

• Cleanup and catch-up bookkeeping

• QuickBooks Online setup, integration, and optimization

• App integrations (banks, payment processors, POS systems, etc.)

• Coordination with third-party payroll providers

• Year-end preparation and support for your CPA or tax professional

        

 

Why clients choose me​​

• Personal service and dependable results, all delivered remotely.

• A real person who knows your business, and treats it like their own.

• Consistent, reliable support from someone who understands your numbers.

• Built on trust, clear communication, and attention to detail.

• A long-term bookkeeping partner you can rely on.

• Your books handled with care, consistency, and integrity.

• I work best with business owners who want reliable, ongoing support, clean books, and fewer financial surprises.

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And if you're thinking you need to get organized BEFORE you reach out, that's your cue to reach out now. I understand, and I am here to help you out of chaos and overwhelm and take the bookkeeping burden off your plate so you can put all that time and energy back into your business, where it belongs. Having meticulous, organized books is a game-changer for your sanity, your bottom-line and the future of your business.