Business Info
As a Daily Money Manager and Certified Bookkeeper, Lori delivers comprehensive day-to-day financial management and bookkeeping services tailored to small businesses, busy professionals, high-net-worth individuals, seniors, and those navigating significant life transitions. She brings exceptional judgment, strong analytical and communication skills, and the utmost discretion to every client relationship.
Her DMM services include:
* Bill payment management
* Budget preparation and spending analysis
* Reconciliation of bank and credit card statements
* Preparation and organization of financial and tax documents
* Preparation of personal financial statement
* Financial coaching
* Streamlining financial records and software support
