Your Business Should ENHANCE Your Life, NOT suck the life out of you!
Your business has a cash flow problem if...
- Your accountant tells you that your business has a profit for the year, but you have little or no cash in the bank to show for it
- You barely had enough to pay yourself during the year, or didn't pay yourself at all
- You had no cash to pay your tax liability at the end of the year
- You have no cash set aside for unexpected expenses, an emergency fund, retirement, vacation, etc...
You DESERVE to have a PROFITABLE & FINANCIALLY HEALTHY Business!
You DESERVE to have a PROFITABLE & FINANCIALLY HEALTHY Business!
- Pay you enough to support the lifestyle you want
- Provide for your financial security
- Generate enough cash to pay your tax liabilities
- Allow you to have the time flexibility in your life you're looking for
We care about your SUCCESS!
As a Certified Profit First Professional Firm, we have the expertise to implement a proven system to help you...
- Improve your cash flow
- Increase your profit margin
- Manage expenses
- Clarify your financial dreams and goals
- Grow and scale your business
Want Permanent Profitability? Get Profit First!
Learn how conventional accounting does not always work for us emotional human beings and its effect on your cash flow and profitability
Receive a copy of the first two chapters of Profit First
THESE SERVICES CAN BE INTEGRATED INTO YOUR PROFIT PLAN
PROFIT FIRST CONSULTING
Let us help put a system in place to guide you to more profit in your business.
VIRTUAL ACCOUNTING SERVICES
Whether your business is in our town or across the country, using the technology available today allows us to communicate with you as needed, so you can focus on your business.
TAX PLANNING
Let us help you optimize your tax situation based on your goals and future plans.
What's Next?
COMPLETE THE LET'S GET STARTED QUESTIONNAIRE
Complete the questionnaire to determine if we are a fit, schedule a discovery call, and get started on a new path working together
DESIGN YOUR PLAN
Based on your needs and goals we will help you develop and implement your profit plan
PEACE OF MIND
We partner with you to create a plan necessary to grow and maintain a profitable and financially healthy business!
Lori Mercaldi, EA
Profit & Tax Planning Strategist
Certified Profit First Professional
As a financial, retirement and tax planner, I already had a long-term focus for my business clients, but how could I add cash flow planning that would add more value and maximize profitability for them? After reading the book Profit First by Mike Michalowicz, I could see how this methodology could help my clients.
Going through the Profit First Professionals certification process, I learned how to implement it in my own firm. After all, I had to "practice what I preach" if I was going to set it up for my clients. At the end of the first quarter, I could see the rhythm of the cash flow going in and out, and I had more clarity than ever in my own business.
The same can be done for you!
Lori Mercaldi - Profit Strategist
Financial Tally
Podcast: The Gaelan Trombley Show
Podcast Host: Gaelan Trombley
Profit First Mastery
Podcast: Demystifying Franchise Ownership
Podcast Host: Kristine Givens
Unlock Secrets to Profitablility
Podcast: The Savvy Session
Podcast Hosts: Kirsten Ramos & Paula Kircher
Transitioning to Profit Consulting
Podcast: Grow My Accounting Practice (GMAP)
Podcast Hosts: Mike Michalowicz, Ron Saharyan, Liz Spzorn
Client Testimonial
"Lori has been such a huge help with the assessment of my business. She has aided me in not only understanding my business finances and how to increase profit, she has also helped me understand the complexities of accounting; important for any business owner. Lori knowledgable, kind, and responsive. When I found her, I was relieved and excited to see where our work together would take my business. Highly recommend Lori and her services!"
Brigid Zarbock, Psy.D. Licensed Clinical Psychologist - Healing Path Counseling LLC
Client Testimonial
"I cannot say enough great things about Lori and the impact she has had on my business. As someone with no background in accounting or finance, I was overwhelmed with getting my company's finances in order, especially as tax season approached. Lori stepped in and completely transformed the process for me.
She seamlessly cleaned up all of my accounting, set me up for a stress-free tax season, and went above and beyond by helping with profit management strategies. Thanks to her expertise and guidance, I feel confident in my financial systems and decisions for the first time. She has an incredible ability to explain complex financial concepts in a way that is easy to understand and implement.
If you're looking for someone who can not only organize your finances but also help you drive profitability and long-term success, I highly recommend Lori. She is an absolute game-changer for any business owner!"
Holly Black, President/CEO - Crossborder Development Corp. & HURDLE Group Inc.
Client Testimonial
"We have been clients with Lori from Financial Tally for over 15 years. She has been a true asset for our small business ventures. The professionalism, knowledge, and support provided by Lori have helped our operations prosper and grow. She is always on top of the ever changing tax and employment laws that make operating a small business a challenge. She is very responsive and effeicient and we would highly recommend her services."
Tammy Poirier, CFO - Rene's Repair Inc & HeatWave
