Lori Wattelet, CPA
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What kind of accounting services do you provide?
We provide accounting and tax preparation services to individuals, not for profits and small businesses. We provide consulting services aimed to assist you in improving the accounting and finance areas of your business. We help you build the strong foundation to allow your Company to grow.
Why is it so important for businesses to hire a great accountant?
A great accountant can take care of the books. So you have more time to focus on your business and the sweeter things in life.
What do you love most about your job?
I enjoy assisting my clients with their accounting needs and being a trusted partner of their business.
Why should our clients choose you?
I have over 15 years of experience. For 13 years, I worked for a local accounting firm. During that time, I worked in both the tax and audit departments and obtained a thorough knowledge of GAAP and the Tax Code. I enjoy working with my clients to get their books in order so they can make informed financial decisions.
Can you provide your services online or remotely? If so, please add details.
Yes. I am available to use Zoom to communicate effectively with my clients.
Bookkeeping services
Weekly Services
• Invoicing of customers
• Posting customer payments
• Process vendor bills and related payments.
• Reconciling bank, credit card, and merchant accounts.
• Posting payroll journal entry.
Monthly Services
• Month-end close
• Monthly customer statements
• Balance sheet account reconciliations
• Financial reports
Other Services
• Sales tax filings
• Personal property tax filings
• Processing timesheets and payroll
• Quarterly payroll tax return filings
• Annual payroll reporting
• 1099 reporting
Individual Tax Preparation Services
Preparation of individual tax returns, maintaining fixed asset depreciation schedules, tax planning and quarterly estimates.
Small Business Tax Services
Preparation of income tax returns, maintaining fixed asset depreciation schedules, business property tax returns, tax planning and quarterly estimates.
Contract Controller
Analysis of monthly financial statements, budgeting and cash flow management, preparation of monthly financial statements, year-end close including preparation of audit schedules, and other duties as needed.
