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.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Small business owners in many communities offer downtown trick or treat events. Take advantage of this opportunity to build your business reputation. Involvement in local events goes a long way with both existing and prospective customers—indicating a vested interest in your community. Find creative ways to make your business stand out this trick-or-treat season. We hope the following suggestions will spark fun promotional ideas:
October marks Women’s Small Business Month, and we are happy and proud to recognize women in business both locally and around the world. Successful business women of the past and present continue to forge new paths for female entrepreneurs. We celebrate all those who are breaking the glass ceiling and serving as role models and mentors to women everywhere.
For many business owners, September tends to bring a bit of a slowdown. The chaos of getting kids prepared for going back to school has passed, and a focus on saving money tends to kick in as people prepare for the coming holiday spend. Combined, this can often translate into a lull for business owners.