“I find my success in championing the success of others.”– Lori
PROFESSIONAL HISTORY
Lori, CPA, CTC
Lori is an experienced CPA with 20+ years in the finance and accounting industry and has extensive experience in the construction, real estate investing, and property management industries. Recognized as a top performer, Lori is consistently given increased responsibility in positions such as Controller, Director of Finance and CFO for her clients. Lori is a mom of three residing outside of Nashville, TN. Lori is also a Certified Tax Coach with a passion for saving her clients money so that they can invest in their families and businesses.
Open Date: 06/15/20
Sale Date: 11/15/23
3 Kids Under the Age of 5 Yrs Old (at Open)
Full-time Solo grew to Firm w/3 Team Members
Sold
Reason to Sell: Family health issue.
$132,835 1st Yr Gross Billings
$33,660 (Partial Yr 06/2020 - 12/2020)
$191,005 (2021)
$291,495 (2022)
$171,450 (Partial Yr 01/2023 - 11/2023)
2022 Brand Ambassador
lori's first year
Video Diaries.
Initial Video
"CPA MOMS focuses on achieving a balanced integration of career and personal life."
3 Month Video
"The support, coaching, and training I received were crucial to my success."
9 Month Video
"The business grew rapidly, so I had to hire my first team member to help manage the clients."
1 Year Video
"With a flexible schedule, the right people, and the right support, I feel blessed and fortunate to be with CPA MOMS."