LORI FLOYD, CPA, MST

Manager

 

When asked what clients could expect from CPA Lori Floyd, Eder, Casella & Co. partner Shelly Casella-Dercole didn’t hesitate. “Her technical skills are impressive,” she says. “Lori has a lot of knowledge, and it turns out she enjoys sharing it. She’s also great at research, which is critical when seeking out the best tax and accounting solutions for every situation.”

 

Floyd, a native of Crystal Lake, earned her Bachelors of Business Administration in Accounting from the University of Iowa, and her Masters in Taxation from DePaul University in Chicago. The married mother of one came to Eder, Casella & Co. in 2016 with 12 years of hands-on experience in the field. “I started my career at a small public accounting firm before transferring to PwC,” Floyd says. “At that firm, I specialized in taxation of high-net-worth individuals, trusts, related entities and foreign filings."

 

“I also have five years of experience as a controller of a high-net-worth family office,” she adds, “working with complex tax returns and planning, accounting, accounts payable, insurance and payroll.”

 

An admitted numbers junkie, Floyd says she first was introduced to accounting by someone very close to her — her mother. “My mom is also an accountant,” Floyd says. “She was the one that taught me the basics of debits and credits when I was younger.”

 

Although she was happy for the experience she gained at a large multinational firm in PricewaterhouseCoopers, Floyd has noticed a key advantage in her role at Eder Casella & Co. “The small firm size allows for more personalized service — and a higher quality of service too,” she points out. “I love the problem-solving aspect of what we do with each client.”

 

 

Get to Know Lori — Five Facts:

 

1. If I wasn't an accountant… “I’d be a math teacher.”

 

2. My first job was… “I worked at a local ice cream shop. Favorite thing — the free ice cream!”

 

3. When I’m not at work, I enjoy… “Spending time with my family and friends, and going to concerts and sporting events — the Bears, Cubs, Blackhawks and Iowa Hawkeyes are my teams.”

 

4. One lesson I learned from my grandparents that guides me today… “Do not be wasteful.”

 

5. The word that best describes me is… “Trustworthy.”

 

 

Connect with Lori

Email:  lfloyd@edercasella.com

Direct:  815.331.8135

McHenry

5400 West Elm Street

Suite 203

McHenry, IL 60050

(815) 344-1300

(815) 344-1320 Fax

Barrington

760 West Main Street

Suite 100

Barrington, IL 60010

(847) 382-3366

(847) 382-0608 Fax

Hours

Monday - Friday

8:00 AM - 4:30 PM

Hours

Monday - Friday

9:00 AM - 4:00 PM

Gurnee

6071 Washington Street

Unit B

Gurnee, IL 60031

(847) 336-6455

(847) 336-9594 Fax

Hours

Monday - Thursday

8:00 AM - 4:00 PM

Friday 8:00 AM - Noon

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