Everything changed after my oldest daughter was born. After discovering some health issues she was experiencing, I knew I couldn’t be away from her and maintain a full time job at the same time. So I quit everything I knew and completed a 6 month bookkeeping course in 6 weeks (I don’t do anything in average time). I landed my first client after putting an ad on craigslist. 12 years and an accounting degree later, I’ve now worked with top CEOs and industry titans who know exactly how to serve their clients, but have absolutely no idea how to streamline their systems to run an effective business on a daily basis.
You can feel completely confident knowing your operations, systems, team and finances will be optimized to the fullest because I will treat your business as if it were my own. On the exterior, I’m a rough sapphire. As we dig deeper into your business, you’ll find I’m really a diamond and the relief you and your business has been looking for.
That explains my constant need to learn something new every day which is why I've been so successful in my career and why I'm ready to help you be wildly successful too!
I’m a happily married mom to 2 beautiful girls, ages 12 and 8 (please send help!). When I’m not supporting the latest and greatest CEOs or crunching numbers, you can find me fluttering around on the dance floor (age is just a number right?) or with my hands covered in soil and my nose buried in my latest blooming flowers in my garden. In the winter you can probably find me wielding the craziest of power tools trying to build a new piece of furniture (much to the dismay of my husband).
“Lori is my go-to for all business matters. She knows things that I have no clue about and has really helped me with everything. I always say, 'Everyone needs a Lori in their pocket'. Especially with how much there is to handle in business. Lori is amazing at making everything make sense financially and beyond. Lori is definitely someone one needs in their business!"
“After working with Lori 1:1, I’m finally able to work less while more than doubling last year’s income. You’ve forever changed my life. You saved my business! Like for real, I don’t know how I got so lucky to find you. I feel the whole world needs to know. Legit it’s not just the advice and support you provided, but also the confidence in knowing I’m being a total BOSS and not making mistakes or missing anything.”
“I’m not going to lie, finances are not my forte, so I knew that if I wanted to become the CEO I desired, then I needed the help. I started implementing the 7 Figure Profit Planner and it really gave me the CEO perspective of my business growth. Thank you Lori for creating something that’s so simple and easy for even someone like me to use!”
“Lori has been fundamental in the evolution of my business. When I met Lori in 2020, I had already scaled my business to six figures, however, the behind the scenes of my business was neglected. Lori provided me with the knowledge to fully understand the money in my business, and within 1 year we had scaled 7 figures. 2 years later we're a multi-million dollar empire and still growing. Thank you Lori a million times over!”
“Lori is SOOOOO freaking amazing!!!! I am so grateful she helped me sort out my business and financials. If you're thinking about working with her, it is SO WORTH IT. I have learned so much since working with her and feel much more in alignment and integrity with my business."