Please complete the CAPTCHA to continue
@financialtally.com
✓
3 phones found area 518 and 973
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Lori Mercaldi is listed as Profit Strategist - Certified Profit First Professional - Cash Flow Management for your Business! at Profit First Professionals- It's your business. Shouldn't your profit come first?, a company with 92 employees, based in Champlain, New York, United States. AeroLeads shows a work email signal at financialtally.com, phone signal with area code 518, 973, and a matched LinkedIn profile for Lori Mercaldi.
Lori Mercaldi previously worked as Profit & Tax Planning Strategist | Xero Certified Advisor | Strategic Business Partner at Financial Tally and Financial Advisor, Registered Representative, Investment Advisor Representative at Cadaret, Grant & Co., Inc.. Lori Mercaldi holds Bs, Accounting & Financial Planning from Suny Empire State College.
This section adds company-level context without repeating Lori Mercaldi's masked contact details.
AeroLeads found 1 current-domain work email signal for Lori Mercaldi. Compare company email patterns before reaching out.
Are you having problems with cash flow in your business? Unfortunately, you are not alone; many entrepreneurs experience cash flow management issues.The problem may not be a lack of income but applying it to the right areas of your business and life.It's not uncommon for service-based business owners and entrepreneurs who struggle with cash flow management to be drained and exhausted by their efforts. Gaining clarity and control over your finances will relieve the stress you are experiencing.➡️Are you tired of the ups and downs of cash flow in your business?➡️Have you been delegating enough cash for your tax obligations?➡️Do you set aside enough for your retirement?➡️Are you allocating enough for business growth?➡️Can you pay yourself enough to maintain the lifestyle you want?There is a way to gain peace of mind regarding your business finances.I have spent many years working in finance, retirement, and tax planning. This unique combination of expertise allows me to help my clients with a long-term focus on their financial health.After reading the book, Profit First by Mike Michalowicz, I had a clear vision of how I could help my clients with their struggles. Attending the Profit First Professionals Certification program helped me to learn how to implement the methodology into my firm to benefit my clients.The first step I took was to implement this system into my own business; after all, I needed to practice what I preach, right? After the first quarter of implementing the fundamentals of the Profit First program, I could see the rhythm of cash flow going in and out of my business. It brought about unprecedented clarity in my business.After seeing how the program worked for me, I needed to meet Mike in person and visit the home office of Profit First in Boonton, NJ. I was pleased to see that the home office is dedicated to supporting Profit First Professionals in any way they can.I knew then that becoming a Certified Profit First Professional would allow me to do my part to eradicate entrepreneurial poverty one client at a time. Through this program and my experience, I can help my clients implement the systems to help them:Improve their cash flow,Increase their profit margin,Manage expenses,Clarify their financial dreams and goals,Grow and scale their businesses.If you struggle to reach consistent cash flow in your business, take the first step towards financial sustainability by scheduling a Zoom call at: https://financialtally.com/get-started/.Lori Mercaldi | www.financialtally.com | lmercaldi@financialtally.com
Listed skills include Retirement Planning, Financial Advisory, Personal Finance, Securities, and 32 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Champlain, NY
I work with business owners and entrepreneurs to grow their business' profitability by helping them implement a cash flow management system. Are you tired of trying to manage the ups and downs of cash flow in your business, have trouble making your tax obligations, or are simply not paying yourself enough to maintain the lifestyle you want and deserve for.
Champlain, NY
Financial Tally was established in 1988 to provide tax and accounting services for business owners and entrepreneurs to help grow their businesses, manage their accounting, and minimize their tax liability.Our virtual accounting services help our clients keep their accounting books up to date and provide financial reporting to manage their business needs..
Champlain, NY
As a Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP), I assisted my clients in reaching their personal and business financial and retirement goals. My expertise allowed me to help my clients construct a plan that would:- Enable them to minimize their tax burden- Utilize income planning strategies to create a secure.
Champlain, New York, United States
Champlain, NY
As a Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP), I assisted my clients in reaching their personal and business financial and retirement goals. My expertise allowed me to help my clients construct a plan that would:- Enable them to minimize their tax burden- Utilize income planning strategies to create a secure.
Other employees you can reach at profitfirstprofessionals.com. View company contacts for 92 employees →
Tara Johnson
Colleague at Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?Austin, Texas Metropolitan Area, United States
View →
BO
Brigitte Ouimet, Pcc Coach Certifiée
Colleague at Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?Pointe-Fortune, Quebec, Canada, Canada
View →
JP
Jeanie Perry
Colleague at Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?Algonquin, Illinois, United States, United States
View →
AM
Ariel Maguire
Colleague at Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?Olympia, Washington, United States, United States
View →
HA
Hila Aharony Adv.
Colleague at Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?Rishon Lezion, Center District, Israel, Israel
View →
WM
Wally Malesh, Mba
Colleague at Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?Indio, California, United States, United States
View →
DH
Debbie Hylander, Cpa
Colleague at Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?Memphis Metropolitan Area, United States
View →
ES
Elizabeth Szporn
Colleague at Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?Morristown, New Jersey, United States, United States
View →
KL
Kim Logsdon
Colleague at Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?New York City Metropolitan Area, United States
View →
KC
Kathy Carlson
Colleague at Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?Austin, Texas, United States, United States
View →
Quick answers generated from the profile data available on this page.
Lori Mercaldi works for Profit First Professionals- It's your business. Shouldn't your profit come first?.
Lori Mercaldi is listed as Profit Strategist - Certified Profit First Professional - Cash Flow Management for your Business! at Profit First Professionals- It's your business. Shouldn't your profit come first?.
AeroLeads has found 1 work email signal at @financialtally.com for Lori Mercaldi at Profit First Professionals- It's your business. Shouldn't your profit come first?.
AeroLeads has found 3 phone signal(s) with area code 518, 973 for Lori Mercaldi at Profit First Professionals- It's your business. Shouldn't your profit come first?.
Lori Mercaldi is based in Champlain, New York, United States while working with Profit First Professionals- It's your business. Shouldn't your profit come first?.
Lori Mercaldi has worked for Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?, Financial Tally, Cadaret, Grant & Co., Inc., Champlain Ems Inc, and Hd Vest Financial Services.
Lori Mercaldi's colleagues at Profit First Professionals- It's your business. Shouldn't your profit come first? include Tara Johnson, Brigitte Ouimet, Pcc Coach Certifiée, Jeanie Perry, Ariel Maguire, and Hila Aharony Adv..
You can use AeroLeads to view verified contact signals for Lori Mercaldi at Profit First Professionals- It's your business. Shouldn't your profit come first?, including work email, phone, and LinkedIn data when available.
Lori Mercaldi holds Bs, Accounting & Financial Planning from Suny Empire State College.
Lori Mercaldi is listed with skills including Retirement Planning, Financial Advisory, Personal Finance, Securities, Financial Planners, Retirement, Estate Planning, and Strategic Financial Planning.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Lori Mercaldi you were looking for.
