How I can help you

As a Certified Public Accountant (CPA) I have the ability to help you understand the answers behind the numbers.  I have a strong understanding of the financial aspect and provide education as to the "Snapshot" of your business.  I owned my own software company for over 30 years and know the difficulties an owner faces.  I can help with managing business plans, budgets, vision statements and goals with action plans.  I can provide guidance how to make the most out of your day and utilize technology to the fullest.

Areas of Expertise

  • Business Finance & Accounting

Industry Experience

  • Real Estate, Rental & Leasing
  • Professional & Business Services
  • Retail & Wholesale Trade
  • Nonprofit, Public and Professional Organizations


University of Florida - Bachelors


Lois Margolin

Communication Methods

  • Video