
Loretta envisioned a career that would help business owners be better businesses. She quickly found herself drawn to accounting and QuickBooks. Since then she's had over 25 years of experience in accounting and is one of the only certified QuickBooks Advisers in Tri-Cities.
In 2007 she became a QuickBooks Pro Advisor because she found it exciting to help her clients unlock its' potential. She realized how streamlined and effortless bookkeeping can be when set-up correctly. She expanded to Enterprise solutions in order to offer her clients more.
Her vision for all business owners is the ability to hit "print" at anytime and have accurate balance sheets and profit-loss for their banker, accountant, or themselves. She has a passion for protecting businesses and a soft spot for businesses taken advantage of by employees. This led her to create fraud protection services and bookkeeper evaluations.
She has coached a variety of businesses including medical, retail, food-services, auto, direct-sales and helped them save hundreds or even thousands by setting up QuickBooks right the first time. Her motto is "If you don't have time to do it right the first time, when will you ever find time to do it right later?" She enjoys finding ways to make your job easier by creating effective short cuts, memorized transactions, or "checks and balances" to ensure accuracy.