Mind Your Assets LLC

Lori Sweeney is a QuickBooks Pro-certified bookkeeper with over 10 years of experience in banking, financial planning and bookkeeping. With a degree in International Business and Finance from Temple University and professional experience at major national banks, specializing in financial planning, brokerage and lending and providing outstanding customer service, she is passionate about educating her clients to take the fear out of their finances. Services provided: • QuickBooks set-up – create your new account with a discounted subscription. • QuickBooks training – learn as little or as much as you like to manage your own data. • QuickBooks services – have your data managed for you, including billing, accounts payable, accounts receivable, bank reconciliations and payroll administration. • Annual tax preparation before submitting your documents to your accountant. • Coming soon: tax return preparation and filing for individuals. • Office organization – creating a file system, implementing more efficient workflows and more … • Plus, connections to my trusted network of professionals – from insurance brokers to financial advisors and accountants.