Areas of Expertise
Reconciliations
Loretta's favorite accounting task is reconciliations, and she relishes digging into long-neglected accounts.
Sales & Use Tax
Loretta appreciates the details required to accurately collect, file and pay these two misunderstood taxes. She has practical experience with 26 states plus DC.
Budgets & Audits
Loretta excels at building processes so budgets and audits are not painful.
Experience
Manager
Growth Operators
Accounting Services Manager
Alpha Accounting
Bookkeeping Manager
Positive Bookkeeping
Staff Accountant
Owl Bookkeeping & CFO Services
Education
BA, Summa Cum Laude
St. Olaf College
Economics and Psychology
St. Olaf College
Industry Experience
- B to C Services
- Healthcare
- Construction
- Restaurant
- Retail
- Non-Profit: 501(c)3, 501(c)6
Strengths
- Meeting clients where they are
- Identifying, assessing and closing gaps
- Dependability, methodicalness and thoroughness
- Structure and organization
Contact Full Name
Phone
Email
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