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 finance expert specializing in cash flow management, retirement planning, and tax planning for service-based business owners and entrepreneurs.

With a background in accounting and financial planning, Lori has honed her skills through various certifications such as ChFC and RICP from The American College of Financial Services.

Lori Mercaldi is a Certified Profit First Professional, dedicated to helping clients achieve financial sustainability by implementing systems to improve cash flow, increase profit margins, manage expenses, and clarify financial goals.

Having worked with renowned organizations like Profit First Professionals and Financial Tally, Lori brings a wealth of experience in profit and tax planning, strategic business partnerships, and financial advisory services.

Her unique blend of expertise allows her to offer tailored solutions to clients, empowering them to grow and scale their businesses while achieving financial stability and success.

To schedule a consultation with Lori Mercaldi to address your cash flow challenges and financial goals, visit financialtally.com and connect via email at lmercaldi@financialtally.com.