Back to Search
Champlain, NY, US
EA
Lori Mercaldi
Champlain, NY
Relay Certified
Remote Services
About

Lori Mercaldi is a Profit Strategist and Certified Profit First Professional who helps service-based business owners and entrepreneurs achieve a profitable and financially healthy business that sustains the lifestyle they deserve.

While working with her clients, she realized that there had to be a better way for them to manage cash flow in their businesses and she found the answer, "Profit First". Lori goes beyond mere accounting and tax compliance work.

As a strategic business partner and expert in Profit First Implementation, Lori is committed to helping her clients manage their cash flow and grow their profit margin. "Its not just about crunching numbers but building a financially strong and prosperous future for yourself and your business".

You can find additional information about the services I offer on my website www.financialtally.com or on LinkedIn https://www.linkedin.com/in/lorimercaldi/

Services Offered
Accounting
Bookkeeping
Business budgeting
Consulting
Financial reporting
Financial services
Self-employed taxes
Small business tax
Tax advice
Tax consulting services
Tax planning
Software and Platforms
Certificates
Enrolled Agent
Industries Served
Engineering
Financial services
Healthcare
Information technology
Professional services
Please note that Relay does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different, and you should take the time to evaluate the partners before selecting one.
Get in touch!