Lori Monk, CPA, MBA, provides specialized accounting services to clients in the Accounts Receivable Management (ARM) industry. She works closely with each client to develop and implement financial tools, including budgets and forecasts, that provide insight into how financial decisions impact the company. More accurate forecasts allow companies to make sound decisions that affect their financial health and help with the daily management of cash flow.
Lori ensures her clients are set up for success by providing month-end financials to company executives on a timely basis. She offers key insights into the ARM industry that help her clients make strategic operational changes, such as improving the performance or making hard decisions to terminate relationships. Lori’s clients also benefit from her tax planning services, which she provides as a value-added service.
Lori has more than 20 years’ experience in the ARM industry and held senior finance and accounting positions in several companies. In 2018 she returned full-time to her CPA practice and now applies her extensive understanding of the ARM industry to benefit her clients. She holds an MBA in Forensic Accounting from New England College and a BBA in Accounting from The University of Texas at San Antonio. She became a certified CPA in 1996. She is a member of The Association of Credit and Collection Professionals (ACA), the American Institute of CPAs (AICPA), and the Texas Society of CPAs (TSCPA).