Lori Petersen

Lori Petersen is a Master Certified Profit First Professional at Profit First Professionals LLC, specializing in financial strategies for businesses, particularly in the interior design and green industries. Based in Doylestown, Pennsylvania, she has over 20 years of experience in bookkeeping and consulting, which enables her to provide critical financial insights to her clients.

Professional Background

• Current Roles:

  • Master Certified Profit First Professional at Profit First Professionals LLC since August 2014.
  • Founder & Chief Freedom Officer at AccountSolve LLC since September 2002.

• Previous Experience:

  • Finance Manager at Expanse Networks, Inc. (2000-2002).
  • Self-employed bookkeeper (1996-2000).

Education and Certifications

• Education:
  • Business Administration at Bucks County Community College (1996-2002).
• Certifications:
  • Certified QuickBooks ProAdvisor (since January 2005).
  • Advanced Certified QuickBooks ProAdvisor (since January 2012).
  • Certified Small Business Advisor (Corelytics & Mentor Plus, April 2012).
  • Profit First Certified Professional (August 2014).

Philosophy and Approach

Lori is passionate about helping businesses become more profitable and efficient through informed financial decision-making. She emphasizes the importance of understanding business operations to enhance profitability and sustainability.1