Lori Mercaldi

Profit Strategist 💰 Certified Profit First Professional | Consulting with service-based business owners and entrepreneurs to achieve a profitable and financially healthy business that sustains the lifestyle they deserve

Lori Mercaldi is a Profit Strategist and Certified Profit First Professional who specializes in cash flow management for businesses.1 4 She works with service-based business owners and entrepreneurs to help them achieve profitability.1 4

Professional Background

Lori owns a company called Financial Tally.4 She consults with business owners, focusing on implementing the Profit First methodology to improve their financial management and increase profitability.1 5

Expertise and Services

Cash Flow Management: Lori helps businesses optimize their cash flow strategies.1
Profit First Implementation: She is certified in the Profit First methodology, which prioritizes profit in business financial management.1 3
Business Consulting: Lori works with service-based businesses and entrepreneurs to improve their financial strategies.1

Recent Activities

Attended ProfitCon 2024 in New Jersey, celebrating the 10th anniversary of Profit First Professionals.3
Actively shares insights and advice on business development and financial management through her LinkedIn profile.2 6

Lori Mercaldi is associated with Profit First Professionals, an organization that promotes the "Profit First" approach to business finance.3