About My Accounting Office LLC
Proudly Serving the Greater Rochester NY Area & Boca Raton, FL
During the course of running a private accounting firm, LPWolch, CPAs, P.C., we found we were helping our clients and their family members organize their financial matters. In some cases, clients were faced with helping elderly loved ones or were too busy to effectively manage their finances. Other times, clients were living with a disability and needed assistance with bill paying and budgeting.
As we began helping more clients and their families, it became apparent there was a bigger need for assistance of this nature. We lead more complicated, fast paced lives than ever before, and the elderly population is living longer. This often leaves family members challenged with assisting their loved ones, while trying to maintain their own financial health.
Our firm serves clients in Rochester, NY and Boca Raton, FL. From bookkeeping and budgeting to personal shopping and working with creditors, we work intimately with the client and/or their family members to ensure responsibilities are carefully delegated. There is no “standard” set of services with our firm. We take the time to determine how we can help our clients enjoy what matters most to them, without the burden of daily financial responsibilities.
We work to be an advocate for every client, and use our experience to help them achieve a “Peace of Mind”.
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Lorraine, a certified public accountant (CPA) licensed in New York State and Florida, and Master of Business Administration (MBA) founded the firm in 1981 as a limited professional activity to augment her role as an instructor at the College of Business, Rochester Institute of Technology (RIT). In 1986, she resigned from teaching to devote full time to the business. Prior to 1981, she was a member of the tax and audit staff of Deloitte & Touche LLP. Lorraine started there after graduating with an MBA from Rochester Institute of Technology in 1976. Her BA is in Economics from Harpur College, SUNY Binghamton now Binghamton University.
Lorraine has been active in many professional and community organizations. Most notable are as a tax instructor for the Foundation for Accounting Education, Board Member of the Rochester Chapter of the New York State Society of Certified Public Accountants, the Greater Rochester Chapter of the National Association of Women Business Owners and Temple B’rith Kodesh. From time to time, she has also made presentations sponsored by the Small Business Administration and the Monroe County Annual Tax Planning Institute. Lorraine is a past committee member for the United Way of Greater Rochester. Lorraine currently serves on the Accounting Advisory Board, Saunders College of Business (RIT), Board of Trustees for the Jewish Community Federation, is Treasurer for Tempro Development Co., Inc. and Treasurer for the Estate Planning Council of Rochester.
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Don, a certified public accountant (CPA) licensed in New York State and Florida, and Master of Business Administration (MBA). He joined the firm full-time in 1989 and had been associated part-time since 1982. Don is a practicing public accountant providing tax and financial advice and assistance in tax compliance as well as financial management and computer consulting.
From 1984 to 1987, Don taught a variety of accounting courses as an Assistant Professor in the School of Business and serving on several committees and in the College Senate at SUNY Geneseo. From 1974 to 1988, he held a variety of financial and accounting management positions including Manager-Domestic Audit at Bausch & Lomb and Assistant to the Director of Finance at the National Technical Institute for the Deaf at Rochester Institute of Technology. He also served as a member of the adjunct faculty at Rochester Institute of Technology, Graduate School of Business and a not-for-profit organization. He began his career in 1972 with Deloitte & Touche LLP after graduating from Drexel University with a BS in Business Administration. He received his MBA from Syracuse University in 1976.
Don has also been active in many professional and community groups. He has served as President of the Rochester Chapter of the Institute of Internal Auditors, a past member of the Business Advisory Council, John Wiley Jones School of Business, SUNY Geneseo and a past member, Board of Directors, Rochester Chapter, National Association of Accountants (now the Institute of Management Accountants). In addition, Don is a past member of the Board of Trustees for the Brighton Memorial Library, past President of the Board of Trustees of Temple B’rith Kodesh and a past President of the Jewish Family Service of Rochester, Inc.
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Danielle, a certified public accountant (CPA) licensed in New York State and Bachelors of Science in Accounting, Magna Cum Laude, from the Jones School of Business at SUNY Geneseo, has provided bookkeeping, compilation, review and tax services to individuals, fiduciaries and small businesses in various entities as a professional in the CPA firm environment since her graduation in 2011. She has been with the firm since November 2013 and has a new interest in business valuations. Danielle enjoys road and trail running events and completed the Boston Heartbreak Hill Marathon in 2014.
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Carol, an Associate of Applied Science (AAS) in Business, has been with LPWolch CPA’s P.C. since 1991. She came to the firm with corporate experience managing an area of the accounting department for a chain of retail catalog stores. Carol works with a variety of clients in accounting, bookkeeping, and preparation of income, payroll and sales tax returns and small retirement plan reports. In addition, she has an operational role at the firm. Carol earned her AAS degree in business from Monroe Community College.
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Debbie, a Master of Business Administration (MBA) in accounting, has been with LPWolch CPA’s P.C. since January 2015. She comes with experience as a histotechnologist and the manager of a medical agency budget overseas funded by U.S.A.I.D. Debbie accrued additional accounting and tax related experience in various business and CPA practice environments. As a QuickBooks ProAdvisor, Debbie works with business and individual clients providing monthly bookkeeping services and also assists in the preparation of various business and individual income tax returns. Debbie earned her BS in Biology and MBA in Accounting both from the Rochester Institute of Technology. Currently, she is treasurer for a not-for-profit, Centering for Wellness.
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Sharon, an Associate of Applied Science (AAS, Medical Secretary), has been with LPWolch CPA’s P.C. since August 2015 as the office adminstrator. She brings many years of experience in “front end” office operations and focus on customer care from environments where confidentiality and integrity are key. She does billing, client relations and other administrative functions for the firm. Sharon earned her AAS degree from Alfred State College.
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Trusted, Comprehensive Bookkeeping & Financial Services
My Accounting Office LLC provides a range of financial and bookkeeping services in Boca Raton, FL and Rochester, NY. We are proud to help simplify our clients’ lives by keeping their financial records in order. Our team provides clients with the support they need to enjoy financial security and independent lives.