

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:
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:
My goal is simple: help business owners feel confident and in control of their numbers—with practical solutions, not jargon.
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:
Our mission is simple: to give you clarity, confidence, and peace of mind with your finances—so you can focus on growing your business.
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.
Ledgers with Lori offers a range of financial services to help businesses of all sizes grow and thrive. Our team of experienced professionals can assist you with bookkeeping, tax planning and preparation, financial reporting, and more. With our expert guidance, you can make informed financial decisions that will maximize your profits and help you achieve your business goals. Contact us today to learn more about how we can help your business succeed.
7828 Preston Rd, Suite 1104, Frisco, TX, USA
Copyright © 2025 Ledgers with Lori - All Rights Reserved.
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