Lori Matheis

Lori Matheis has been with the firm since 1992. She is a manager within the Accounting department, Quickbooks ProAdvisor, payroll and software consultant, and accountant for Wilson Toellner, CPA. She has a strong knowledge for live payroll, monthly/quarterly/annual payroll returns, monthly financials, bookkeeping, ElderCare Services and Quickbooks consulting. In addition, she manages the administrative side of things for the Marshall office.

Lori received her degree from the State Fair Community College and has continued to earn her Quickbooks ProAdvisor Certification each year since 2004.

She is an active member of Mid-Day Optimist Club of Marshall where she has held the position of President and is currently the Secretary/Treasurer. She is a member of the Marshall Chamber of Commerce, Secretary of the Marshall Tourism Commission, and Finance Chair for the Saline County Relay for Life.

Lori enjoys spending time reading, spending time with her family which includes her son and his many unusual pets, paranormal adventures, and NASCAR racing.

 

SERVING THE ENTIRE STATE OF MISSOURI WITH OFFICES IN THE FOLLOWING LOCATIONS

Monday - Friday: 8:00 AM - 5:00 PM

Special Hours for Tax Season
Feb 8 through April 15
Monday - Friday 8:00 AM - 6:00 PM
Saturday - 8:00 AM - Noon

Sedalia

Wilson Toellner CPA
2700 Matthew Dr
Sedalia, MO 65301

T: 660-827-4990
F: 660-826-3325

Marshall

Wilson Toellner CPA
2751 S Odell Ave
Marshall, MO 65340

T: (660) 886-6815
F: (660) 886-3769

Camdenton

Wilson Toellner CPA
1185 N Hwy 5
Camdenton, MO 65020

T: (573) 346-6822
F: (573) 346-6932

Lake Ozark

Wilson Toellner CPA
2729 Bagnell Dam Blvd
Lake Ozark, MO 65049

T: (573) 964-5739
F: (573) 964-5761