About Lori Parkins
Lori Parkins is founder and owner of Parkins Financial based in Jupiter, FL. She provides small businesses and private families with full-cycle QuickBooks® bookkeeping, family office, financial reporting, administrative, and training services. A Certified QuickBooks ProAdvisor, Lori loves to work with clients who need cleanup, organization, and automation services for QuickBooks so they can get better financial reports to manage their cash flow and grow their profits.
Some of the accounting projects Lori has completed include an analysis of labor pricing which led to a price increase of 25 percent for a better profit margin, multi-year cleanup work, moving clients to QuickBooks Online and providing further integrated automation for a smoother workflow, private family office support, litigation accounting, and training for QuickBooks enabling clients to become self-sufficient.
Some of the administrative projects Lori has worked on include providing subcontract request for proposals, evaluation checklists, contracts and oversight for general contractor and construction companies, creating multi-million dollar government cost proposal models and pricing models in Excel, and creating policies and procedures for several clients working toward their ISO9000 certification.
Lori is a member of the QuickBooks Partner Program and holds several accounting software certifications, including:
- Certified QuickBooks Online ProAdvisor
- Certified Advanced QuickBooks Online ProAdvisor
- Bill.com Expert and Guru
- Hubdoc Certified ProAdvisor
Prior to starting her own business, Lori gained several years of experience working in accounting positions at a real estate firm and a family office. She also has extensive experience in Microsoft Excel®. Her QuickBooks experience goes back twenty years when the product first came out and when Quicken was the only software choice.
Lori earned a BS in Business Management and Management Science from George Mason University. When she is not working, she enjoys her son’s baseball games, working in the garden, dabbling in medicinal herbalism, and growing tropical fruit trees