Connect with Top-Rated Accountants in Champlain, NY

Financial Tally is a Profit & Tax Planning Strategist firm that helps service-based business owners and entrepreneurs implement a proven cash flow management system to keep more of what they make and support the lifestyle they deserve. They offer Profit First Consulting, Virtual Accounting Services, and Tax Planning Services to enhance their clients' financial health and profitability. Their team is led by Lori Mercaldi, a Certified Profit First Professional, Enrolled Agent (EA), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP). By integrating their services, clients can improve their cash flow, increase their profit margin, manage expenses, clarify their financial goals, and grow their business.