Lori Bertoldo, CB

Lori has been with the firm since 2018. She has over eighteen years of bookkeeping experience. Lori’s responsibilities include managing all aspects of general ledger, accounts receivable, and accounts payable, as well as handling payroll information, credit card statements, and cash flow. She has extensive experience with payroll, financial statements, bank reconciliation, sales and use tax filings, preparing 1099s, quarterly payroll filings, month end closings, and general bookkeeping.