Lois Margolin, CPA
Over 30 years helping businesses operate successfully, with a practice built on two things: services that keep a business running and education that helps owners understand their own numbers.
Lois works with owner-led companies in manufacturing, legal, restaurant, retail and real estate. Clients call her a concierge accountant because they deal with one person who knows their books, answers their questions and tells their tax professional exactly what they need.
She is a QuickBooks ProAdvisor at the Elite tier, Xero Certified, a member of the Florida Institute of CPAs, a SCORE workshop presenter and an active member of the Coral Springs Coconut Creek Chamber of Commerce.
Where the work happens
A fractional CFO is judged in the room: with the board, with the lender, on the floor.
Our mission, plainly
Provide the business services owners need and help them understand their numbers well enough to reach their goals.