Loni started her career at two local CPA firms, ultimately ending up at a large regional firm. Loni missed that small business atmosphere with personal interaction, and subsequently started her own practice in 2008.
Loni is a veteran licensed CPA, a proud graduate of Presentation Academy and she earned her bachelor’s degree in Business Administration from the University of Louisville. Loni is also a member of the American Institute of Certified Public Accountants, the American Women’s Society of Certified Public Accountants, and the Kentucky Society of Certified Public Accountants. She is also licensed with the State Board of Accountancy, has 15 years of experience with Quickbooks and is a certified Quickbooks ProAdvisor.
Loni has also completed continuing education in the areas of federal estate and trust taxes, partnership tax update, taxes and identify theft, tax planning for self-employed individuals, advanced S-Corporation Tax issues, compilation review and accounting updates, health care reform and Affordable Care Act compliance.
Loni’s extensive experience includes 22 years of public accounting and 5 years of industry experience. Some of the capacities in which Loni has functioned are:
- Certified Quickbooks ProAdvisor
- Acting controller for a mid-sized advertising agency
- Lead auditor for both a city and a local chapter of a large not-for-profit agency
- Assisting clients with software selection and implementation
- Entity structure and selection
- Tax planning and preparation
- Subcontracted for “Ask a Tax Expert” for Intuit servicing other tax practitioners as well as tax payers
During Loni’s 5 years in industry, she was controller for a national restaurant franchise. By the time Loni left, the company had more than quadrupled in staff and franchises. Loni was not only responsible for the monthly financial statements, and tax compliance, but also for the franchise requirements, zoning, licensing, and lease agreements for the new locations, in the states of TN, IN, OH, IL, and KY. This gave her unique and specialized insight into small-to-medium sized business and franchise accounting requirements.
She has also served as Treasurer of Filson Fields Homeowners Association and Vice-President for the Louisville East Chapter of BNI.