Lori Mercaldi, EA

As an experienced Profit Strategist and Certified Profit First Professional, I specialize in guiding service-based business owners and entrepreneurs towards achieving a profitable and financially sustainable business. My expertise lies in utilizing the Profit First cash flow methodology to ensure your business not only thrives, but also supports the lifestyle you deserve.

My services are tailored to address the very core of cash flow management issues. It's not always about the amount of income, but how effectively it's allocated within your business and personal life. I bring years of expertise in finance, accounting, and tax planning, offering a holistic approach to your financial health. My goal is to empower you with clarity and control over your finances, alleviating the stress and exhaustion that comes with the financial uncertainties of running your business.