Lori Bertoldo

Biographical Information:

Lori Bertoldo, a Full Charge Bookkeeper, has been with the firm since 2018. Lori is experienced in full-cycle accounting with over 14 years of 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.  Lori has extensive experience with payroll, financial statements, bank reconciliation, sales and use tax filings, Quarterly payroll filings, month end closings and general bookkeeping.

Licenses and Certifications

  • QuickBooks Certified

Education

  • Associate degree from California State University Fullerton

Practice Areas