Lori Mercaldi, a Profit & Tax Planning Strategist, Certified Profit First Professional, Enrolled Agent (EA), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP), founded Financial Tally with a mission to help service-based business owners and entrepreneurs achieve financial health and profitability. With a deep understanding of the importance of cash flow management, Lori specializes in implementing the Profit First system, which enables clients to keep more of what they make and support the lifestyle they deserve. By integrating Profit First Consulting, Virtual Accounting Services, and Tax Planning Services, Financial Tally helps businesses enhance their financial well-being and eradicate entrepreneurial poverty.
Lori's journey began with a desire to add cash flow planning to her financial, retirement, and tax planning services. After reading "Profit First" by Mike Michalowicz and undergoing the Profit First Professionals Certification process, Lori successfully implemented the system in her own business, gaining valuable insights into the rhythm of cash flow and financial clarity. Now, she is dedicated to helping others achieve similar results.
Services Offered
At Financial Tally, we offer a range of services designed to enhance your financial health and profitability. Our Profit First Consulting services help you implement a proven system to improve cash flow, increase profit margins, manage expenses, and clarify your financial goals. Our Virtual Accounting Services ensure seamless communication and support, regardless of your location. Additionally, our Tax Planning Services optimize your tax situation based on your goals and future plans. Whether you're looking to enhance your financial well-being or eradicate entrepreneurial poverty, we have the expertise to guide you towards a more profitable and financially healthy business.

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