Lori E. Wattelet, CPA

We provide accounting and tax preparation services to individuals, not-for-profit and small businesses. We provide consulting services aimed to assist you in improving the accounting and finance areas of your business. We help you build a strong foundation to allow your Company to grow.

Bookkeeping services

Monthly bookkeeping services including monthly close, bank and general ledger account reconciliations, and financial statement preparation.

Individual Tax Preparation Services

Preparation of individual tax returns, maintaining fixed asset depreciation schedules, tax planning, and quarterly estimates.

Small Business Tax Preparation Services

Preparation of income tax returns, maintaining fixed asset depreciation schedules, business property tax returns, tax planning, and quarterly estimates.

Contract Controller

Analysis of monthly financial statements, budgeting, cash flow management, preparation of monthly financial statements, year-end close including preparation of audit schedules, and other duties as needed.