About Lori

Licensed CPA:

North Carolina Certified Public Accountant (License No. 38685)

Certifications:

Advanced QuickBooks ProAdvisor

Lori Aveni, CPA, PLLC is a locally-owned firm near Boone, North Carolina, providing tax, payroll, and bookkeeping services with a strong emphasis on quality. Lori is a member of the North Carolina Association of Certified Public Accountants and the National Association of Tax Professionals, and holds Certified QuickBooks ProAdvisor credentials across Desktop, Online, and Advanced Online.

Lori Aveni, CPA, PLLC is a locally-owned firm near Boone, North Carolina, providing tax, payroll, and bookkeeping services with a strong emphasis on quality. Lori is a member of the North Carolina Association of Certified Public Accountants and the National Association of Tax Professionals, and holds Certified QuickBooks ProAdvisor credentials across Desktop, Online, and Advanced Online.

Why law firms choose
Lori Aveni, CPA?

Most accountants can handle a return. Very few understand what happens when a state Bar auditor asks to see your trust account. We do. Your firm gets award-winning expertise, a specialist in attorney trust accounting, and the kind of personal attention that treats your finances as the foundation of your practice, not an afterthought. Here is what you can expect:

  • Bookkeeping built around how law firms actually operate, not a generic template

  • IOLTA and trust accounts kept reconciled, compliant, and audit-ready every month

  • Tax preparation and proactive planning from a licensed North Carolina CPA

  • Payroll that runs accurately and on time, every single pay period

  • Clear, responsive communication, so you are never left wondering where things stand

Personal Attention,
professional results

The attention, integrity, and follow-through we bring to every client relationship is what sets us apart. We take the time to learn how your firm runs, so your bookkeeping, tax, and trust accounting are handled with real efficiency and built specifically around your goals.

You did not go to law school to spend your evenings reconciling accounts and second-guessing your trust ledger. Hand off the numbers, protect your compliance, get your time back, and finally see your firm's finances with total clarity.

WRAL Best Accounting Firm Winner

U.S. ProAdvisor, 2025 & 2026

NC Licensed, #38685

QuickBooks Certifications

FAQS

Q1: What services do you offer?

We provide full-service accounting built for law firms: bookkeeping, payroll, tax preparation, and proactive tax planning, plus advisory services and specialized IOLTA trust account reconciliation. In short, everything your practice needs to stay compliant, lower its taxes, and run on clean, reliable numbers.

Q2: Do you have experience working with law firms?

Yes. Law firms are the clients we know best and enjoy serving most. We have deep, hands-on experience with attorney trust accounting (IOLTA) and have successfully guided firms through state Bar IOLTA audits. We understand the rules that govern your trust accounts and the pressures of running a practice, so nothing about your firm's finances is unfamiliar to us.

Q3: What is the IOLTA Assurance Program?

It is our commitment to stand behind our work. If your firm undergoes a state Bar IOLTA audit, we will represent you throughout the process. And if a penalty is ever assessed because of work we prepared, we pay 100% of that penalty. It is real accountability, and the peace of mind that your trust compliance is in expert hands.

Q4: How much do you charge?

Every law firm is different, so our pricing is tailored to the size of your practice and the services you need. On your discovery call, we will learn about your firm and provide clear, transparent pricing with no surprises, so you know exactly what to expect before we begin.

Q5: How do I schedule a consultation?

Simply click any "Schedule Your Discovery Call" button on this page and choose a time that works for you. It is a straightforward, no-pressure conversation about your firm, your books, and how we can help you move forward with confidence.

Ready to See Your Firm's Numbers Clearly?

Schedule a free consultation with an award-winning CPA who understands law firms. No pressure, just a real conversation about your practice and your books.

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