Laurie Patterson joined the Mattison Yoder team in 2014. As the Accounting Manager, Laurie is responsible for managing client operations, reviewing business accounting and tax work, preparing business financials, and income tax preparation for business, trust and individual income tax returns. Laurie enjoys the day to day interaction with clients to serve them at a level higher than expected.
Prior to joining the firm, Laurie served as the Controller with The O.G. Sandbo Company for ten years. She served as the Operations Manager and Partner of Pension Resources, LLC for thirteen years, and served as the Operations Manager with Niles Lankford Group for four years.
In 2016, Laurie began her own business called Integrity Plans, LLC, which performs third party administration for retirement plans. She is a resource to our clients as she supports our staff with regard to retirement plan rules and tax savings opportunities. To learn more about the services she offers, you may visit her web-site at www.integrityplansllc.com.
Laurie earned a Bachelor of Business Administration in Accounting from The Ohio State University. She is a Certified Pension Consultant (CPC), an Enrolled Retirement Plan Agent (ERPA), and a member of the American Society of Pension Professionals & Actuaries (ASPPA). Outside of work, Laurie enjoys a variety of sports (especially bowling and swimming), traveling, and spending quality time with friends and family.
To learn more about our extensive list of services, please contact us for a quote, customer testimonials, or with any questions you may have about your specific tax and business accounting needs.
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August is upon us once again. The collective “UGH!” is heard nationwide as families trudge toward the school supplies aisle in preparation for the upcoming academic year. Sadly, the “days-gone-by” supplies such as a box of crayons, spiral-ring notebooks and a pack of #2 pencils have evolved into a much longer list. But never fear, we’ve put together these useful tips to help you do “back to school” on the cheap.
So popular was the topic of our last post, that we created Part II to create our eating-healthy-this-summer-themed blog series. Enjoy these added nutritional and time-saving tips for summer meal planning.
If you are like most, summer is prime time for family and friend vacations. It’s a time to unwind and recharge…to see new places and try new things. For many, “new things” often means food. And if you are trying to maintain or lose weight, that can be a problem. So, for all you travelers trying to stay healthy this summer, here are 5 great tips to help you stay on a healthy eating plan and still enjoy your vacation!