About Ledgers with Lori
Experience and Expertise
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 for personal and business taxes.
My goal is simple: help my clients feel confident and in control of their numbers—with practical solutions, not jargon.