Lori Stoughton, CPA

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About

I have over 18 years of financial and accounting experience. I can help develop long-term and short-term financial goals, debt consolidation consultation, expense tracking, analysis and reduction. I can help you get your financial house in order, so at any point in time you know the amount of your assets, purpose of those assets, amount of revenue per month/year as well as budgeted and actual expenses.

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Services offered

Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

FAQs

What types of customers have you worked with?
Personal financial organization, personal budgets, personal expense tracking and analysis, setting long-term financial goals (retirement, 529 plans, etc.) and short-term financial goals (vacation, sports activity, holiday gifts, etc.)
What advice would you give a customer looking to hire a provider in your area of work?
When your finances are disorganized it often leads to a level of stress. I can help you organize and maintain organization of your personal finances to reduce the amount of stress cause by the unknown.