Lori Sweeney, a QuickBooks Online Certified Pro Advisor, brings over a decade of expertise in banking, financial planning, and bookkeeping to small businesses in the Philadelphia, PA area. Holding a degree in International Business and Finance from Temple University, Lori has honed her skills through professional roles at major national banks. Her background spans financial planning, brokerage, lending, and a steadfast commitment to delivering exceptional customer service.
With a focus on serving small businesses in the Philadelphia area, Lori understands the unique challenges they face and tailors her services to meet their specific needs. She is dedicated to empowering her clients by providing expert guidance and education to demystify financial processes and alleviate anxiety surrounding their finances.
Moreover, Lori offers a secure and convenient solution for businesses to upload their financial documents. Through a cloud-based portal, clients can securely transmit sensitive financial information, ensuring confidentiality and ease of access for both parties. With Lori’s expertise and commitment to client satisfaction, small businesses can trust in her to navigate their financial landscape with confidence.
