Lori Mercaldi on Clubhouse

Bio

💰Certified Profit First Professional
💵Virtual Profit Strategist
🧾Tax Planning Strategist
🧮Accountant
👩‍💼QuickBooks Pro Advisor
📈Xero Partner

Helping Service-Based Business Owners Grow and Maintain a Profitable and Financially Healthy Business

I work with service-based business owners and entrepreneurs to grow their businesses profitability by helping them implement a cash flow management process that works along with their accounting system.

💰Are you tired of trying to manage the ups and downs of cash flow in your business?

💰Are you having trouble making your tax obligations?

💰Are you simply not paying yourself enough to maintain the lifestyle you want and deserve for all your hard work you put in?

💰Are you looking to grow and scale your business?

Then it’s time to make a change and implement a better way to manage your cash.

I help business owners and entrepreneurs maximize their profitability by:

✅ Using strategies to reduce their tax liability
✅ Set aside enough cash to make sure their taxes are paid
✅ Help them to determine what the business needs to provide them to sustain the lifestyle they want
✅ Set aside enough cash to plan for future use

There is nothing like the look of relief on a client’s face once they realize things are beginning to work…It’s like a weight has been lifted and they actually enjoy their business again.

You can focus on running your business, while my firm will focus on helping you keep more of what you make!

New York USA
Email: [email protected]
(518) 298-5009
Website financialtally.com

Please connect with me on LinkedIn https://www.linkedin.com/in/lorimercaldi/

Other Interests:
💼 Small Business 👩‍💼 Entrepreneurship 🏃‍♀️Fitness 🧘 Health & Wellness 🌅 Personal Development 💰Profit First 💵 US Tax Planning 🧮 US Accountant 📈Xero 📊QuickBooks Online