Bookkeeping & Financial Partnership

Lori Bartell

Your goals. Your success. My dedicated partnership.

With a genuine interest in your vision, I handle the financial details so you can focus on growth and what you do best.

Personalized 1:1 service Cape Coral, FL · Remote LinkedIn Certified
Lori Bartell, bookkeeper
Understanding your needs first
QuickBooksProAdvisor
About

A dedicated partner for your numbers

I'm a bookkeeper who believes the numbers should work for you — not the other way around. My approach starts with a genuine interest in your vision, so the books I keep actually reflect where you want to go.

My background in operations, customer success, and management taught me that great financial support is really about trust, clarity, and follow-through. I keep your records accurate and current, and I make sure you always understand the story behind them.

When the financial details are handled with care, you get to focus on growth and the work you do best. That's the partnership I offer.

1:1
Personal partnership — you work directly with me
100%
Remote & flexible — work with me anywhere
2025
Proudly established — fresh, focused, and all-in
Services

How I can help

Reliable, detail-oriented bookkeeping support — tailored to small businesses and busy entrepreneurs who'd rather spend their time growing.

Everyday Bookkeeping

Accurate recording and categorization of your income and expenses, so your books stay clean, current, and ready whenever you need them.

Reconciliations

Monthly bank and credit-card reconciliations that catch discrepancies early and keep every account balanced and trustworthy.

Financial Reporting

Clear profit & loss statements, balance sheets, and monthly summaries — so you always know exactly where your business stands.

Accounts Payable & Receivable

Staying on top of what's owed and what's coming in — organized invoicing and bill tracking that protects your cash flow.

Cleanup & Catch-Up

Behind on your books? I'll bring disorganized or backlogged records up to date and get you back on solid financial footing.

Ongoing Partnership

More than a service provider — a dependable partner who checks in, answers questions, and helps you make confident decisions.

Credentials

Certifications & strengths

Licenses & certifications

QuickBooks Online Payroll Certification

Intuit · Issued Jun 2025

QuickBooks Certification Level 2

Intuit · ProAdvisor Academy

QuickBooks Certification Level 1

Intuit · ProAdvisor Academy

Sales Fundamentals

LinkedIn · Issued Feb 2023

Customer Success Management Fundamentals

LinkedIn · Issued Feb 2023

Skills & expertise

Customer Service Training Bookkeeping Customer Success Client Relations Account Reconciliation Financial Reporting Operations Management Onboarding & Support Attention to Detail

★ Endorsed by colleagues and connections on LinkedIn.

Get in touch

Let's talk about your books

Whether you're just starting out or ready to hand off the financial details for good, I'd love to hear about your business and how I can help.