About Ledgers with Lori
Experience and Expertise
Personalized Accounting & Tax Solutions
Personalized Accounting & Tax Solutions
I bring a unique perspective to bookkeeping and accounting, shaped by years in the insurance industry before transitioning into financial services. That foundation taught me the importance of risk management, compliance, and clear communication—skills I now apply to every client’s books.
Over the years, I’ve developed expertise in:
- Bookkeep
I bring a unique perspective to bookkeeping and accounting, shaped by years in the insurance industry before transitioning into financial services. That foundation taught me the importance of risk management, compliance, and clear communication—skills I now apply to every client’s books.
Over the years, I’ve developed expertise in:
- Bookkeeping Clean‑Up: Fixing historical errors, reconciling accounts, and preparing accurate records.
- Monthly Accounting: Streamlined categorization, reconciliations, and reporting for small businesses.
- Tax Preparation Assistance and Tax Planning: to ensure accuracy and efficiency.
My goal is simple: help business owners feel confident and in control of their numbers—with practical solutions, not jargon.
Personalized Accounting & Tax Solutions
Personalized Accounting & Tax Solutions
Personalized Accounting & Tax Solutions
Every business is unique—and so are its financial needs. At Ledgers With Lori, we don’t believe in one-size-fits-all solutions. Instead, we take the time to understand your goals, challenges, and priorities, then craft a plan that fits your business perfectly.
To deliver even greater value, we’ve partnered with Patriot Tax, allowing us to
Every business is unique—and so are its financial needs. At Ledgers With Lori, we don’t believe in one-size-fits-all solutions. Instead, we take the time to understand your goals, challenges, and priorities, then craft a plan that fits your business perfectly.
To deliver even greater value, we’ve partnered with Patriot Tax, allowing us to offer a full suite of services under one roof:
- Bookkeeping & Accounting – Accurate, organized, and stress-free.
- Tax Preparation – Timely, compliant, and optimized for your situation.
- Tax Planning – Strategic guidance to minimize liabilities and maximize savings.
Our mission is simple: to give you clarity, confidence, and peace of mind with your finances—so you can focus on growing your business.
Affordable Pricing
Personalized Accounting & Tax Solutions
Affordable Pricing
At Ledgers with Lori, we believe that quality accounting services should not come with a hefty price tag. That's why we offer affordable pricing plans to ensure that every business, regardless of size, can access our services.