Accounting & Tax Specialist
Lois is a graduate of Kent State University with a Bachelor’s of Business Administration in Business Management and Marketing. Working with QuickBooks since 2002, Lois is a Certified ProAdvisor for QuickBooks Desktop and QuickBooks Online, and has more than 18 years of experience in accounting, bookkeeping, and tax preparation. Specialties include QuickBooks set up and training, payroll processing and reporting, accounts receivable/payable, account reconciliation, general ledger posting, financial statement preparation, and all aspects of income tax preparation.
Prior to entering the accounting field, Lois was a manager for K-Mart Corporation for 12 years in several Western PA stores. Lois uses her management experience contribute to insights for our small business clients and has worked with ATI since 2008. Lois is currently serving as Treasurer and a member of the Board of Directors of the Zelienople Community Park Association. Lois resides in Zelienople with her husband Greg, and three children.
* Lois is not affiliated with the Lincoln Investment Companies.