Lori Pittari Email and Phone Number

Started and leads a consultancy that offers a broad range of services for business owners, executives, and independent professionals, including small business accounting, bookkeeping, payroll, part-time/fractional CFO services, audits, forensic accounting, cash flow management, business valuation, and more. Additionally engages in tax services for businesses and individuals and acts as a coach and guide in QuickBooks setup, training, and ongoing usage. • Serves businesses operating in a variety of industries, including construction, healthcare, dentistry, hospitality, legal, manufacturing, and real estate. • Generates and sustains strategic relationships with referral partners, including CPAs and Bookkeepers. • Develops and implements the company’s strategic vision and business objectives; oversees financial performance, budgeting, and fiscal management. Ensures the long-term health and stability of the company. • Maintains a client-centric approach; ensures exceptional service delivery and client satisfaction.• Provides Cannabis Accounting to businesses operating within the Cannabis industry; successfully addresses the tax and accounting dilemma associated with 280E. • Advises organizations seeking to develop and introduce change management and transformation initiatives in order to boost profitability, generate new revenue streams, and enhance efficiency.

Full Service Travel Agency servicing all industries of travel.

Recruited to the organization to drive transformation and turnaround strategies while managing the company’s general operations, with dedicated and specific oversight of the financials. Responsible for a $19M P&L that includes multiple organizational sectors, including Operations, Branding, Creative, Strategic Marketing, eCommerce, Business Development, Payroll, Information Technology, Human Resources, and General and Administrative Expenses, and more. Reported directly to the company’s CEO and made recommendations that enabled improved problem solving and decision making. • Supervised and managed six direct reports spanning Accounting, Finance, and Product departments; engaged in coaching, mentoring, and career development in functional areas. • Orchestrated and administered the financial budgeting processes through partnership and collaboration with the CEO and Senior Management team; performed forecasting and tracks progress to ensure financial goals are met.• Confirmed a positive organizational cash flow and managed cash flow forecasting as well as divestiture and reacquisition of assets and businesses.• Built and maintained close and trusted working relationships with the company’s CPA Firm, Benefit Administrators, Vendors, Business Partners, and Banking team members. • Acted as a Change Agent and implemented strategy that increased net income by 257% and revenue by 238% from 2014 through 2020.• Recognized for exceeding expectations on several operational and financial consulting engagements. • Moved the company from having a position of $7M in revenue with a credit hold to generating $19M in revenue with no credit hold during tenure. • Transitioned to a fully remote working environment in response to the COVID-19 pandemic.• Attained $757K in Payroll Protection Program (PPP) funding; subsequently handled and oversaw all documentation and funds tracking to ensure the PPP loan was 100% forgiven.

• Played an instrumental role in the development, introduction, and financial management of an eCommerce platform in response to the pandemic; results generated $1.2M in revenue.• Oversaw the acquisition of multiple mixed-use properties; forecasted their potential profitability and drove operations that resulted in attaining targeted goals and objectives.

Launched, operated, and sustained the organization while engaging in ongoing business development to attract new client engagements. Served as a Subject Matter Expert and conducted fiscal, operational, and administrative analysis and evaluation to identify business areas experiencing problems, inefficiencies, labor issues, and other challenges. Architected and executed upon individualized solutions to address the needs of the business and move them from operating in “the red” to “the black.”• Consulted and advised business owners, CEOs and C-Level Executives, and other key internal and external stakeholders, including trusted CPAs and Financial Advisors. • Strategized on change management processes for a variety of businesses; results delivered considerable success in the form of streamlined processes, right-sized labor forces, and increased efficiencies. Simultaneously tracked and audited all processes to ensure business outcomes remained consistent in both the short and long term. • Saved several businesses spanning industries that included construction and property management from the prospect of ending operations, laying off their workforce, bankruptcy, and shutting their doors permanently.

Responsible for performing management and general accounting practices for an organization that generated $60M+ in annual revenue. Provided accurate and timely reporting of the company’s financial performance on a weekly, monthly, quarterly, and annual basis. Partnered cross-functionally with multi-disciplinary groups, including Senior Leadership, Project Managers, Account Managers, Site Workers, and more, and oversaw multiple areas of the business, including Accounts Payable, Accounts Receivable, Payroll, Cash Flow Management, Workers Compensation, Benefits Administration, General Ledger, Tax Processes, and other Financial Management. Conducted audits and ensured compliance with all applicable laws and regulations. • Directed a team of 27-30 direct reports comprised of Office Staff, Site Workers, and Union Workers. • Tasked with creating and overseeing each individual job cost and accounts while devising all financial projections, maintaining accurate ledgers, trial balance, and financial statements. • Generated an expense analysis on a weekly basis as well as monthly Union reports and operating reports; simultaneously prepared and maintained OSHA logs. • Handled and certified the company’s payroll and ensured processing of weekly Union payroll. • Engaged in tax planning and tax reporting related to Federal and State payroll and Corporate tax matters. • Partnered with Leadership on financial and strategic planning; managed the company’s annual budget. • Managed inter-companies on behalf of the enterprise while overseeing the Safety Officer Management program.