Lori Squires, Owner
Lori Squires started her career as a credit investigator with a local bank. Based on her strong leadership and organizational skills, she quickly moved into management positions. To maintain her working knowledge of all things financial, Lori obtained her certificate in accounting in 1997 from Manchester Community College. She simultaneously began taking on clients in 1996 for her own business, “Lori’s Bookkeeping Services” located in Manchester, Connecticut.
Through the years “Lori’s Bookkeeping Services” flourished, outgrowing one office after another and in 2008, “Lori’s Bookkeeping Services” became Comprehensive Business Solutions dba CBS Bookkeeping. Through her hard work and dedication CBS Bookkeeping experienced exponential growth expanding it’s services throughout all of Connecticut and parts of Massachusetts. CBS Bookkeeping became an established name and developed a strong reputation as Connecticut’s premier Bookkeeping Service.
In 2013 Lori sold her business for one, single motivating reason … her family. She and her husband packed up and moved down to North Carolina where her children had since resided and took on her exciting, new role as a ‘Nana’.
That same year she opened Accounting by the Books LLC in Charlotte, North Carolina. As a Bookkeeper in Charlotte, It is truly Lori’s passion to help your business succeed and prosper, her business has been built on the same philosophy she has always carried: “hard work, dedication, kindness and honesty”.
Mike Squires, Owner
Mike joined Accounting By The Books after a long career in transportation as a truck driver. When he and Lori decided to move to North Carolina, he made a career change to help establish, grow and manage ABTB.
Mike plays an essential role behind the scenes by assisting with company operations and, of course, QuickBooks. Mike is hard working, detail oriented and dedicated to the success of both ABTB and each and every client.
Josh Squires, Operations Manager
Born and raised in Connecticut, Josh Squires launched his career at Comprehensive Business Solutions, where he worked as an accounting associate from 2007 to 2010.
In 2012, Josh moved to Charlotte, North Carolina. He graduated from the NASCAR Technical Institute with a 4.0 GPA and a Certificate in Automotive Repair, and spent the next two years as an automotive technician. Josh then moved back to Connecticut, where he married his beautiful wife Abigail and worked as a service writer at Nissan.
Josh accepted a remote accounting associate position for ABTB in January 2018. He returned to Charlotte with his wife in June 2018, serving as a full-time associate, and manage clients while assisting with the firm’s daily operations.
Josh is proficient in QuickBooks and Microsoft Office, and was eager to join the family business and pursue his passion for accounting. With his great personality and desire to help small businesses succeed, he’s an asset to ABTB.
Heather Palmer, Accounting Manager
Heather became intrigued with accounting at a very young age. She began helping in her fathers CPA firm at the age of 11. Heather graduated with a Bachelors in Business Administration. After graduation she began working in the accounting and Human Resource arena. She has experience in the corporate and private sector.
In 2010 Heather opened her own accounting practice where she has helped many small business owners manage their accounting records as well as Human Resource needs in order to help them grow their companies. In 2018 she relocated to the Charlotte area and joined the ABTB team. Heather is a certified QuickBooks Proadvisor. She loves Accounting By the Books culture and is excited about the growth she has seen since joining the practice.
Kari Anderson, Accounting Associate
Having worked for CPA firms as well as Non-Profits, Kari brings over 7 years experience of bookkeeping and Accounting to Accounting By The Books. She is Proficient in QuickBooks both Online & Desktop, as well as Microsoft office, Intacct & has tax experience. Kari joined the ABTB team in 2019 and is excited about being a part of the growth of the company.
Tania Gallagher, Accounting Associate
Tania is passionate about aiding small business owners with their financial needs. She brings 7 plus years of experience in the bookkeeping profession to the services provided to her clientele. Tania has significant experience in the construction industry and has been involved in all aspects of bookkeeping functions.
Tania has been using QuickBooks since the beginning of her career. Tania has a B.S. in Psychology and Postbaccalaureate Certificate in Accounting from Virginia Commonwealth University. She also received her Masters in Finance from Pennsylvania State University. Tania joined the growing team at ABTB in 2019.
Sue Markowski, Accounting Associate
Sue has loved working with numbers ever since she started counting cash register drawers while closing each night at her first job. She went on to obtain a bachelor’s degree in Business Administration and has gained experience working in restaurant and real estate bookkeeping, office management, and even ran her own business doing small business bookkeeping and taxes. Now, after 15 years as an accounting manager for a commercial plumbing contractor and a steel fabricating company, she has relocated to Charlotte, North Carolina, and is thrilled to be part of the team at Accounting by the Books.
Derik Dean, Accounting Associate
Derik is a North Carolina native with a passion for helping people. He started his career working in the banking industry before moving into tax accounting. He is an incredible addition to the ABTB team as a QuickBooks ProAdvisor with five years of experience, a Bachelor’s Degree in Mathematics, and an Associate’s Degree in Accounting.