Meet the woman who brings you clarity
LORI SQUIRES
Business Consultant
With more than 30 years of business experience creating, growing, and selling two successful businesses, Lori’s entrepreneurial ventures equip her with unique and strategic financial business advice for small business owners.
Whether it’s making smart business decisions, having a firm grasp on where your money is, creating an exit strategy, or recognizing a hobby from a business idea, Lori has the ability to speak to wherever you are in your small business journey.
Background
Lori launched her first business, Lori’s Bookkeeping Services, in 1996 while simultaneously obtaining a Certificate of Accounting Degree at the local community college in Manchester, Connecticut, and balancing her role as a wife and mother to four young children.
She went on to grow that company into Comprehensive Business Solutions, sell it for a profit, and relocate to Charlotte, North Carolina, where she started all over again with Accounting By The Books. This time, she learned from her past hiccups and again grew and sold the business for a profit.
Today, Lori offers CFO and controller services and shares her insights with entrepreneurs and small business owners looking to launch, grow, or sell their businesses.
Expertise
CFO & controller services
Starting a company: The foundations & factors to consider
Creating a business plan
Hiring employees: Knowing when & how to expand
Maintaining a consistent workflow
Creating an exit strategy
Selling a company
Bookkeeping and tax write-offs
The work/life balance