Lori Greene joined our firm after 15 years of working collaboratively with mutual clients.

Lori brings to our firm a wealth of professional payroll and bookkeeping experience. For over 35 years, Lori has been assisting clients with a wide variety of services. She is an expert in most popular bookkeeping software platforms including QuickBooks, and provides bookkeeping software support from set-up to implementation, along with helpful technical assistance and facilitation of full integration with business accounting software.

In addition, Lori is our resident payroll specialist. She handles many payroll-related tasks for our clients such as payroll deposits, cutting checks for employees, quarterly and year-end payroll tax preparation, W2 and 1099 preparation, year-end reporting and preparation of corporate financial statements.