Testimonials

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Melissa Defren, Plantscapes Interiors

“Finding a person you can trust with your money can be challenging. I think money makes us all a little nervous!! My experience took place over two years ago. I found myself in a precarious situation when my business manager left me high and dry. It was my good fortune to have met Lori at this exact moment. She not only organized and accomplished the tasks at hand, she did it with a professional ease that put all my worries to rest! I highly recommend Lori to make your life a little easier. She is one of a kind!!”


Laura Hill, Laura Hill Custom Sewing

“Lori has done a great job of getting my custom sewing business set up in QuickBooks.  I no longer struggle with all of the paperwork and tracking of sales, expenses, invoicing and quarterly taxes.  The online system she uses makes it easy for me to keep my business financially organized and for us to communicate.  Additionally, Lori is a pleasure to work with.”

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Contact us today to schedule your complimentary consultation and take the first step towards financial success.