703-967-8863

Lori J. Perez, CPA
9102 Karlo Street
Manassas, VA 20110
Phone: 703-967-8863
Fax: 703-330-9504
info@loriperezcpa.com

Services


Accounting/Bookkeeping Services

  • Basic Accounting/Bookkeeping Including –
    • General ledger and financial statement preparation
    • Bookkeeping (Monthly, quarterly, or annual)
    • Accounting system setup and support
    • Cash flow budgeting and forecasting
    • Personal financial statements
    • Employee benefit and profit-sharing plans
    • Corporate tax planning and return preparation

  • Payroll Services – Payroll can be intimidating for many organizations. Lori eliminates this fear by taking the clients information and make sure all the requirements for the government are correctly met, on time. 

  • Forensic Accounting – Lori can assist with sorting out past records to resolve past problems (whether it is from past accountants or just not being able to find the information). She can take your records, and recreate the information to comply with all requirements that the organization needs.

Tax Return Preparation, Representation and Resolution

  • Total Preparation of Tax Returns – Lori will take your data and put it into the proper forms for tax compliance for individuals, corporations (both C, S Corporations and LLC’s), non-profits, and partnerships.  She will also represent you to the IRS should it ever be needed to resolve any issues you as a client may be facing.  IRS audits are scary but she can make them a much easier process and resolve situations for her clients.

  • Litigation support

  • Non-Profit  and Church Audits – Non-profits have distinct requirements for their audits. Lori’s high level of experience with these audits  is available at a much lower cost than many other organizations offering these services.  Lori can also prepare 990/990EZ/990N tax returns.

Financial Counseling

  • Financial Counseling and Strategic Planning – With every client, Lori offers counseling on the strategies to maximize profits and minimize expenses so that the owner can grow their business to meet their goals.

Quickbooks Expertise

  • Personal Training – Lori will train you personally! She can either train one-on-one or with several individuals at your organization’s location.

  • Installation – Lori will install QuickBooks on your standalone computer or in a network environment, in either single- or multi-user mode.

  • Setup – Lori can assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. She can also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

  • Support – Lori offers QuickBooks support service to assist you with any installation, setup or operation assistance you might need. In addition, her support is not limited just to the software part of it, but she can also provide accounting and payroll assistance.

  • Review – Lori’s QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. Lori can also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.