Lois Ward is a seasoned entrepreneur and the Owner of Ward Financial Services Inc., where she leverages her extensive expertise in the accounting industry to provide comprehensive business services tailored to meet the unique needs of her clients. With a robust educational background, including a...
Lois Ward is a seasoned entrepreneur and the Owner of Ward Financial Services Inc., where she leverages her extensive expertise in the accounting industry to provide comprehensive business services tailored to meet the unique needs of her clients. With a robust educational background, including a Bachelor's degree in Accounting and Business/Management from Purdue University-North Central Campus, Lois has cultivated a wealth of knowledge that informs her strategic approach to financial management.
At Ward Financial Services, Lois specializes in a range of critical financial functions, including financial reporting, account reconciliation, and payroll management. Her proficiency in sales tax compliance and general ledger maintenance allows her to streamline operations for small businesses, ensuring they remain compliant while maximizing their financial efficiency. One of her key projects involves working closely with clients to prepare their financial records throughout the year, significantly reducing CPA fees by aligning all documentation with their CPA's specifications. This proactive approach not only saves her clients money but also enhances the accuracy and timeliness of their financial reporting.
Lois's commitment to fostering strong internal controls and conducting thorough financial analysis positions her as a trusted advisor in the accounting landscape. Her ability to navigate the complexities of financial accounting and her dedication to small business success have earned her a reputation as a go-to resource for entrepreneurs seeking to optimize their financial health. With a focus on building lasting relationships and delivering exceptional service, Lois Ward continues to make a significant impact in the accounting industry, empowering her clients to achieve their financial goals with confidence.
