How I can help you

Before volunteering with SCORE, I ran a business that specialized in assisting startups with setting up their finances, selecting appropriate accounting software, and provided professional bookkeeping, and tax preparation when needed. I particularly enjoyed assisting my clients with managing their cashflow and setting up systems to manage their self-employment and payroll taxes.

During the pandemic, I witnessed many businesses, business owners and their families suffer terribly because they did not have contingency planning for such a catastrophe. It was heartbreaking to experience. As a result, I obtained my licenses for Financial Planning and recently joined Equitable Advisors. I can assist SCORE clients in understanding their contingency planning insurance needs, explain retirement plans, explain various employee benefits packages and how to structure them, and help the client understand exit strategies and how they can be funded. See my full background on my Linkedin Profile:

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Non-Profit
  • Tax Planning

Industry Experience

  • Construction
  • Finance & Insurance
  • Real Estate & Rental & Leasing

Amelia J Lockhart, MBA, JD

Communication Methods

  • Email
  • Phone
  • Video