Spokane
We listen to our clients so that services are customized for your needs. We serve small business, not for profits and of course individuals for accounting, income tax, payroll and payroll tax, and consulting services. Lori has been a Quickbooks Pro advisor and consultant for more than 25 years and can provide one on one training so you can do it yourself, or provide the services to help you monitor the success of your business and be prepared at tax time. Lori is active in the community and
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What kind of accounting services do you provide?
I provide general bookkeeping, payroll, tax and tax planning, accounting and consulting services for your business or tax preparation, tax planning and personal budgeting for your personal life. If you have a small business, I can provide what you need to keep your records straight so you are ready for tax reporting and advise you as you grow your business. The services I provide are customized for your specific needs.
Why is it so important for businesses to hire a great accountant?
Don't wait until you're reports are late! You want to be proactive and plan for your future by keeping good records from the start. I can help you keep good records so you are ready to file required reports on time, and with accurate information.
What do you love most about your job?
I love helping people be successful with their small business and take the headache out of income tax preparation. I love working to make your life easier. Let me take something off your to do list.
What inspired you to start your own business?
I began my own business in 2002. I wanted less stress in my life and I wanted to be more available for my children as they were growing up. Having my own practice allowed me the flexibility to do just that.
Why should our clients choose you?
I listen carefully to what your needs are and work with you to achieve your goals. I help you by taking the often dreaded accounting and tax reporting processes off your shoulders. I can help you plan ahead so you are not hit with large unexpected tax bills.
Can you provide your services online or remotely? If so, please add details.
I can do either -- I have an office that is easily accessible and I can also connect with you remotely.
What changes have you made to keep your customers safe from Covid-19?
I have masks and sanitizer you can use as you walk in the door. I sanitize the desk/table space where we meet and have clear protective shields to separate us while meeting in the office. If we need to connect remotely, it is easy to drop off or pick up documents and we can meet on the phone or connect to you using remote services.
Income Tax, planning, advisory
I offer income tax preparation, planning and advisory services. As your CPA, you will receive professional service to minimize your tax liability within the IRS code.
Bookkeeping, accounting
I offer bookkeeping and accounting services to meet your needs on a monthly, quarterly, periodic or annual basis, customized for your particular needs. This may include full general ledger maintenance or periodic maintenance for the do-it-yourself business owner.
Payroll, payroll tax
I offer payroll and payroll tax reporting services.
QuickBooks Pro Advisor
I have been a QuickBooks Pro advisor for more than 20 years. I can offer you support when working with QB and can train you how to use it to meet your needs.