Lori Mercaldi: Transitioning From Compliance to Profit First Consulting

Show Summary

On today’s episode of the Grow My Accounting Practice Podcast, we’re joined by Lori Mercaldi, owner of Financial Tally. Lori discusses her business transition to advisory services, highlighting the intrinsic value it brings to both clients and the overall trajectory of Financial Tally. She challenges the perception that one can be “too old” to pivot in business, sharing her own journey as a testament to the transformative power of embracing change.

Lori delves into the implementation of the Profit First methodology, outlining its benefits for her business and its pivotal role in fostering financial health for her clients. This strategic financial approach becomes a cornerstone of her advisory services, emphasizing sustainable growth and prosperity.

Beyond business strategy, Lori shares insights into rebranding efforts through effective networking and marketing, with a focus on leveraging LinkedIn for authentic connections. She also discusses the art of designing a “work optional” lifestyle for herself and her clients, offering practical guidance on shaping businesses that align with desired lifestyles, emphasizing flexibility and balance. Tune in for Lori Mercaldi’s inspiring journey, filled with valuable insights for entrepreneurs looking to transform their businesses and lives.

Lori Mercaldi is a Profit Strategist who helps service-based business owners and entrepreneurs achieve a profitable and financially healthy business that sustains the lifestyle they deserve.

Lori started her business, Financial Tally, in 1988, offering accounting, tax preparation and planning services and later expanding into financial planning as a financial advisor. In 2018, she realized that there had to be a better way for clients to manage cash flow in their businesses and she found the answer, “Profit First”.

Lori goes beyond mere accounting and tax compliance work. As a Certified Profit First Professional, she strives to help clients drive profitability in their business by implementing the Profit First method.

As a strategic business partner and expert in Profit First Implementation, Lori is committed to helping her clients manage their cash flow and grow their profit margin. “Its not just about crunching numbers but building a financially strong and prosperous future for yourself and your business”.

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