Direct Line: 603-589-2159
Practice Focus: Commercial Services, Individual Services
Lori has extensive experience working with developmental stage and private equity companies. Her experience with developmental stage companies includes incubating them through self-sufficiency. Lori’s private equity experience includes fund accounting for investments world-wide. This experience has provided Lori the opportunity to work first hand with International Financial Reporting Standards (IFRS) and tax compliance issues in foreign countries.
Lori has over twenty-five years of experience providing businesses and individual clients with comprehensive tax, planning, audit and accounting services. In addition to the CPA credential, Lori has the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). This title distinguishes CPAs with considerable professional experience in financial planning. She has held this designation for over ten years and continues to meet the established educational and experience requirements of the AICPA.
Lori received her Bachelor of Science in Accounting from Southern New Hampshire University (formerly New Hampshire College).
Professional Memberships and Community Involvement
Lori holds memberships in the American Institute of Certified Public Accountants (AICPA), the AICPA Personal Financial Planning and Information Management and Technology Assurance Sections, and the New Hampshire Society of Certified Public Accountants.
Outside of the Firm’s activities, Lori is a long-time board member and current Treasurer of the Boys and Girls Club of Greater Nashua.