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Lori Aveni, CPA, PLLC

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⚖️ Lori Aveni, CPA | Helping law firm owners stay on top of their books, taxes, and IOLTA compliance.

With 15+ years of experience, I make the numbers easier to understand so you can focus on running your firm.

10/27/2026

Have you ever sent your accountant a question and 𝘄𝗮𝗶𝘁𝗲𝗱 𝘄𝗲𝗲𝗸𝘀 𝗳𝗼𝗿 𝗮 𝗿𝗲𝗽𝗹𝘆? You shouldn’t have to chase someone just to get answers about your own business.

𝗚𝗼𝗼𝗱 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗮𝗹𝗹 𝘆𝗲𝗮𝗿, not just during tax season. You deserve an accountant who listens, keeps you informed, and is there when you need support.

That’s why 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝘃𝗲 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗮 𝗽𝗿𝗶𝗼𝗿𝗶𝘁𝘆 𝗮𝘁 𝗼𝘂𝗿 𝗳𝗶𝗿𝗺. Your questions deserve answers, and your business deserves attention.

10/23/2026

As your 𝗹𝗮𝘄 𝗳𝗶𝗿𝗺 𝗴𝗿𝗼𝘄𝘀, keeping track of everything can get more complicated.

You may have more clients, more expenses, employees to pay, and more financial details to manage. Without the 𝗿𝗶𝗴𝗵𝘁 𝘀𝘆𝘀𝘁𝗲𝗺𝘀 𝗶𝗻 𝗽𝗹𝗮𝗰𝗲, small issues can turn into bigger problems.

Good 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴, 𝗽𝗿𝗼𝗽𝗲𝗿 𝗜𝗢𝗟𝗧𝗔 𝗽𝗿𝗼𝗰𝗲𝗱𝘂𝗿𝗲𝘀, 𝗿𝗲𝗴𝘂𝗹𝗮𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗿𝗲𝗽𝗼𝗿𝘁𝘀, 𝗮𝗻𝗱 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 can help you stay organized and make better decisions as your firm grows.

You don't have to wait until something goes wrong to improve your 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝘆𝘀𝘁𝗲𝗺𝘀. Start building good habits now.

💬 𝗪𝗵𝗶𝗰𝗵 𝗼𝗳 𝘁𝗵𝗲𝘀𝗲 𝗮𝗿𝗲𝗮𝘀 𝗰𝗼𝘂𝗹𝗱 𝘂𝘀𝗲 𝗺𝗼𝗿𝗲 𝗮𝘁𝘁𝗲𝗻𝘁𝗶𝗼𝗻 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝗺?

10/22/2026

A 𝗾𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗿𝗲𝘃𝗶𝗲𝘄 should be about more than looking at reports and checking what happened over the last three months.

It's a chance to talk about 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂𝗿 𝗹𝗮𝘄 𝗳𝗶𝗿𝗺 𝘀𝘁𝗮𝗻𝗱𝘀, prepare for 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝘁𝗮𝘅𝗲𝘀, understand your 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄, and plan for what's ahead.

Thinking about 𝗵𝗶𝗿𝗶𝗻𝗴, 𝗺𝗮𝗸𝗶𝗻𝗴 𝗮 𝗹𝗮𝗿𝗴𝗲 𝗽𝘂𝗿𝗰𝗵𝗮𝘀𝗲, 𝗼𝗿 𝘁𝗮𝗸𝗶𝗻𝗴 𝗮 𝗱𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻? Your financial numbers can help you decide whether the timing makes sense.

Don't wait until 𝘁𝗮𝘅 𝘀𝗲𝗮𝘀𝗼𝗻 to figure out what's happening with your finances.

💬 𝗪𝗵𝗲𝗻 𝘄𝗮𝘀 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝘁𝗶𝗺𝗲 𝘆𝗼𝘂 𝘀𝗮𝘁 𝗱𝗼𝘄𝗻 𝗮𝗻𝗱 𝗿𝗲𝘃𝗶𝗲𝘄𝗲𝗱 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝗺'𝘀 𝗻𝘂𝗺𝗯𝗲𝗿𝘀?

10/21/2026

Running a law firm can come with 𝗲𝘅𝗽𝗲𝗻𝘀𝗲𝘀 𝘆𝗼𝘂 𝗱𝗶𝗱𝗻’𝘁 𝘀𝗲𝗲 𝗰𝗼𝗺𝗶𝗻𝗴! 💰

From 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝘀𝘁𝗮𝗳𝗳𝗶𝗻𝗴, some costs can be bigger than expected.

💬 𝗪𝗵𝗮𝘁 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗲𝘅𝗽𝗲𝗻𝘀𝗲 𝘀𝘂𝗿𝗽𝗿𝗶𝘀𝗲𝗱 𝘆𝗼𝘂 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂 𝘀𝘁𝗮𝗿𝘁𝗲𝗱 𝘆𝗼𝘂𝗿 𝗹𝗮𝘄 𝗳𝗶𝗿𝗺? Share your experience in the comments. 👇

10/21/2026

The end of the year is coming faster than we think! Before you get caught up in the holiday rush, now is a good time to 𝗰𝗵𝗲𝗰𝗸 𝗶𝗻 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗹𝗮𝘄 𝗳𝗶𝗿𝗺’𝘀 𝗳𝗶𝗻𝗮𝗻𝗰𝗲𝘀.

One of the biggest mistakes law firm owners make is 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝘂𝗻𝘁𝗶𝗹 𝘁𝗮𝘅 𝘀𝗲𝗮𝘀𝗼𝗻 𝘁𝗼 𝗳𝗶𝗴𝘂𝗿𝗲 𝗼𝘂𝘁 𝘄𝗵𝗲𝗿𝗲 𝘁𝗵𝗲𝗶𝗿 𝗺𝗼𝗻𝗲𝘆 𝘄𝗲𝗻𝘁. By then, it may be too late to make certain decisions that could have helped.

Start by 𝗴𝗲𝘁𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗯𝗼𝗼𝗸𝘀 𝘂𝗽 𝘁𝗼 𝗱𝗮𝘁𝗲, 𝗿𝗲𝘃𝗶𝗲𝘄𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗳𝗶𝘁 𝗮𝗻𝗱 𝗹𝗼𝘀𝘀 𝘀𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁, 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗮𝗿𝗶𝗻𝗴 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿’𝘀 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝘄𝗶𝘁𝗵 𝗹𝗮𝘀𝘁 𝘆𝗲𝗮𝗿’𝘀. Remember, 𝘁𝗵𝗲 𝗺𝗼𝗻𝗲𝘆 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗯𝗮𝗻𝗸 𝗮𝗰𝗰𝗼𝘂𝗻𝘁 𝗱𝗼𝗲𝘀𝗻’𝘁 𝗻𝗲𝗰𝗲𝘀𝘀𝗮𝗿𝗶𝗹𝘆 𝗿𝗲𝗳𝗹𝗲𝗰𝘁 𝘆𝗼𝘂𝗿 𝗮𝗰𝘁𝘂𝗮𝗹 𝗽𝗿𝗼𝗳𝗶𝘁 𝗼𝗿 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗼𝘄𝗲 𝗶𝗻 𝘁𝗮𝘅𝗲𝘀.

A little 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻 𝗻𝗼𝘄 can help you avoid surprises later and head into the new year with more confidence.

𝗪𝗵𝗲𝗻 𝘄𝗮𝘀 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝘁𝗶𝗺𝗲 𝘆𝗼𝘂 𝗿𝗲𝘃𝗶𝗲𝘄𝗲𝗱 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗳𝗶𝘁 𝗮𝗻𝗱 𝗹𝗼𝘀𝘀 𝘀𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁? Let me know in the comments! 👇

10/21/2026

With just over two months left in 2026, now is the time for attorneys and law firm owners to get serious about year-end tax planning. From retirement plan contributions to equipment and software purchases, there are strategies available to you right now that can meaningfully reduce your tax liability before December 31st. But the window to act is narrowing fast. 💡

10/20/2026

Law firm owners, I have 𝘁𝘄𝗼 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝘃𝗶𝗱𝗲𝗼𝘀 I’m excited to share with you!

This Thursday, October 22, we’ll talk about 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗲𝘅𝗽𝗲𝗻𝘀𝗶𝘃𝗲 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝗺𝗶𝘀𝘁𝗮𝗸𝗲 𝘆𝗼𝘂 𝗺𝗶𝗴𝗵𝘁 𝗻𝗼𝘁 𝗲𝘃𝗲𝗻 𝗿𝗲𝗮𝗹𝗶𝘇𝗲 𝘆𝗼𝘂’𝗿𝗲 𝗺𝗮𝗸𝗶𝗻𝗴. Outdated or inaccurate records can lead to 𝗰𝗼𝘀𝘁𝗹𝘆 𝗽𝗿𝗼𝗯𝗹𝗲𝗺𝘀 and make it harder to make good decisions for your firm.

Next week, I’ll walk you through 𝗜𝗢𝗟𝗧𝗔 𝗿𝗲𝗰𝗼𝗻𝗰𝗶𝗹𝗶𝗮𝘁𝗶𝗼𝗻 𝘀𝘁𝗲𝗽 𝗯𝘆 𝘀𝘁𝗲𝗽, using sample reports from QuickBooks, case management software, and an Excel worksheet. We’ll look at 𝗵𝗼𝘄 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝘀𝗵𝗼𝘂𝗹𝗱 𝘁𝗶𝗲 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿 and what to check when the numbers don’t match.

𝗡𝗼 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗱𝗲𝗴𝗿𝗲𝗲 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗱! My goal is to make these topics easier to understand and put into practice.

𝗝𝗼𝗶𝗻 𝗺𝗲 𝗹𝗶𝘃𝗲 𝘁𝗵𝗶𝘀 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆, and keep an eye out for next week’s IOLTA walkthrough!

Both videos will be available in our 𝗟𝗮𝘄 𝗙𝗶𝗿𝗺 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗙𝗼𝗿𝘂𝗺 Facebook group! Join us to watch the videos and connect with other law firm owners.

👉 𝗝𝗼𝗶𝗻 𝘁𝗵𝗲 𝗴𝗿𝗼𝘂𝗽 𝗵𝗲𝗿𝗲: https://www.facebook.com/groups/1845337836636820

Have questions about either topic? 𝗟𝗲𝗮𝘃𝗲 𝘁𝗵𝗲𝗺 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀. I’d love to hear from you!

10/20/2026

Thinking about 𝗵𝗶𝗿𝗶𝗻𝗴 𝗮𝗻𝗼𝘁𝗵𝗲𝗿 𝗽𝗲𝗿𝘀𝗼𝗻 for your law firm? Before you make that decision, take a closer look at the 𝗻𝘂𝗺𝗯𝗲𝗿𝘀.

The salary is only part of the cost. 𝗣𝗮𝘆𝗿𝗼𝗹𝗹 𝘁𝗮𝘅𝗲𝘀, 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀, 𝘁𝗿𝗮𝗶𝗻𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗼𝘁𝗵𝗲𝗿 𝗲𝘅𝗽𝗲𝗻𝘀𝗲𝘀 can add up quickly.

You also need to consider whether the new hire will 𝗯𝗿𝗶𝗻𝗴 𝗶𝗻 𝗲𝗻𝗼𝘂𝗴𝗵 𝗿𝗲𝘃𝗲𝗻𝘂𝗲, 𝗳𝗿𝗲𝗲 𝘂𝗽 𝘆𝗼𝘂𝗿 𝘁𝗶𝗺𝗲, and whether you have enough 𝗰𝗮𝘀𝗵 𝘁𝗼 𝗰𝗼𝘃𝗲𝗿 𝗽𝗮𝘆𝗿𝗼𝗹𝗹 during slower months.

Hiring can be a great step for your firm's growth, but it's important to make sure the timing makes sense 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝗹𝘆.

Before bringing someone on board, ask yourself: 𝗖𝗮𝗻 𝗺𝘆 𝗳𝗶𝗿𝗺 𝗰𝗼𝗺𝗳𝗼𝗿𝘁𝗮𝗯𝗹𝘆 𝗮𝗳𝗳𝗼𝗿𝗱 𝘁𝗵𝗶𝘀 𝗵𝗶𝗿𝗲?

10/16/2026

The end of the year is coming up fast!

Now is the time for 𝗹𝗮𝘄 𝗳𝗶𝗿𝗺 𝗼𝘄𝗻𝗲𝗿𝘀 to review their finances, 𝗽𝗹𝗮𝗻 𝗳𝗼𝗿 𝘁𝗮𝘅𝗲𝘀, and make important decisions before 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟯𝟭.

In this video, I’m sharing 𝟱 𝘁𝗵𝗶𝗻𝗴𝘀 𝗲𝘃𝗲𝗿𝘆 𝗹𝗮𝘄 𝗳𝗶𝗿𝗺 𝗼𝘄𝗻𝗲𝗿 𝘀𝗵𝗼𝘂𝗹𝗱 𝗱𝗼 𝗯𝗲𝗳𝗼𝗿𝗲 𝘆𝗲𝗮𝗿 𝗲𝗻𝗱 to avoid 𝘁𝗮𝘅 𝘀𝘂𝗿𝗽𝗿𝗶𝘀𝗲𝘀 and start 𝟮𝟬𝟮𝟳 𝗼𝗻 𝘀𝘁𝗿𝗼𝗻𝗴𝗲𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝗼𝗼𝘁𝗶𝗻𝗴.

🎥𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗶𝗱𝗲𝗼 𝗵𝗲𝗿𝗲: https://youtu.be/x_zStTkz3Zk

💬 What’s your biggest financial concern right now? 𝗧𝗮𝘅𝗲𝘀, 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄, 𝗼𝗿 𝗽𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆? Let me know in the comments!

10/16/2026

Your law firm made a 𝗽𝗿𝗼𝗳𝗶𝘁, but where did the money go? 🤔

Your 𝗽𝗿𝗼𝗳𝗶𝘁 and your 𝗯𝗮𝗻𝗸 𝗯𝗮𝗹𝗮𝗻𝗰𝗲 don't always tell the same story. Owner distributions, loan payments, equipment, and taxes can all affect how much 𝗰𝗮𝘀𝗵 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗮𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲.

Understanding where your money goes can help you make better decisions about 𝗵𝗶𝗿𝗶𝗻𝗴, 𝘀𝗽𝗲𝗻𝗱𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝗺.

💬 Have you ever looked at your bank account and wondered, “Where’s my cash?” Share your experience in the comments!

Address

PO Box 119
Vilas, NC
28692

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Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

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