Maine Financial Reporting & Consulting

The organization I lead needed some guidance in updating an inactive 403(b) plan, and we knew we needed guidance from a consultant with expertise in ERISA matters. A colleague referred us to Lauren, and we quickly found we were in good hands! Clearly Lauren is an expert in her field. With ease and patience and a collaborative spirit, she guided us through the process of updating our plan documents, asking good questions and offering wisdom and helpful guidance at every step. Throughout the process, we found her to be informed, thoughtful, and eager to assist. We have been very pleased with her services and would not hesitate to work with Lauren again in the future.

— Allen Ewing-Merrill, Executive Director, The BTS Center, Portland, ME

Having provided independent assistance to several clients of Lauren Corey Consulting on review and tax engagements, I found her knowledge of accounting and tax standards to be deep. She is always willing to explain accounting and tax rules and promptly communicate upcoming changes that may affect your business. LCC is thorough and patient while also understanding the need for real-world solutions. Extremely professional and a pleasure to work with.

— Ann Roderick, APR Consulting

Our company has worked with Lauren Corey for many years and have enjoyed her ability to make navigating financial reports, audits, corporate tax rule changes, all aspects of our fiduciary responsibilities manageable. She has guided our growth offering professional advice, resources and a listening ear. We enjoy working with Lauren because we feel confident that her high ethical standards match our own approach to business.

— Patty Bruns, COO Bruns Bros Process Equip

Lauren Corey Consulting, LLC is a very important resource for our 200+ construction company. Lauren works hands-on with us throughout the year to answer general ledger and tax questions and keeps us informed on any rule changes that may affect how we operate our business. She has never let us down in completing our pension and health plan ERISA audits along with corporate taxes accurately and timely. Words to describe Lauren; professional, confidential, knowledgeable, reliable, and personable.

— Patty Lachance, Director of Finance, Crooker Construction

We identified some significant accounting issues [despite annual audits], in the middle of a staffing transition, for which we needed assistance. On the strong recommendation of a trusted professional, we contacted Lauren Corey Consulting to guide us through the process of self reporting to both the state and IRS. Lauren and her staff were extremely knowledgeable and supportive in correcting the errors — preparing multiple refilings and an amended 990 return, providing adjustments for our P&L and Balance Sheets, and coordinating with our former auditor. Lauren even held Q&A sessions with our leadership so that we could feel confident and competent in explaining the issues to funders and stakeholders should questions arise in the future. During the process, the staff struck a nice balance of friendly and professional — efficiently and cost-effectively dealing with our particular situation, while putting us at ease. We can’t recommend Lauren Corey Consulting enough!

— Anonymous, Executive Director, Small Nonprofit