Bergamo Marketing Group

Acquired Cpa Scott Lower's Letter for His Client Announcement About the Acquisition and Transition

Wed, 15 Jan 2025 16:24:25 GMT

Exciting News: LYH Accounting & Tax Services Expands with the Acquisition of Scott Lowery CPA, P.C.

We are thrilled to announce that LYH Accounting and Tax Services has expanded through the acquisition of Scott Lowery CPA, P.C., a well-respected firm with over 30 years of trusted service in Northville Downtown. This strategic transition, finalized in January 2025 after careful planning beginning in October 2024, allows us to combine expertise and continue delivering the high-quality, personalized service clients have come to expect.

A Seamless Transition for Clients

After much reflection, Scott Lowery CPA, P.C. has chosen to step away from their accounting and tax practice to focus on their investment services through Raymond James. However, we are honored that Scott and his team have entrusted LYH Accounting and Tax Services to carry forward their legacy of excellence.

Key highlights of this transition: Same Dedicated Team – Your current contacts will remain, ensuring continuity. Same Location – LYH will operate from Scott Lowery’s existing office for convenience. Expanded Expertise – With deeper resources and a shared commitment to client care, we’re equipped to serve you even better.

Scott Lowery CPA, P.C. has built an outstanding reputation over three decades, earning long-term client relationships through professionalism, integrity, and exceptional service. To learn more about their legacy, visit www.scottlowerycpa.com.

Our Commitment to You

Joyce Li and the LYH team are deeply familiar with Scott Lowery’s practice and clients. We understand the trust you’ve placed in this firm, and we are committed to upholding the same high standards you deserve—whether for personal taxes, business accounting, or financial planning.

This is an exciting step forward, and we look forward to serving you with the same dedication and care. For questions or to connect with our team, visit www.lyhcpa.com or reach out directly.

Thank you for your trust. We’re honored to continue supporting your financial success!

SLCPA Client Letter:

Jan 2025

Dear Client's Name,

We hope you have been well. We are writing to inform you, after much reflection and careful consideration, we have decided to step away from our accounting and tax practice.

This has been a difficult decision, as we have greatly valued the opportunity to serve you over the years. For many of you, our professional relationship spans decades.

We are pleased to inform you that Joyce Li, LYH Accounting and Tax Services, LLC (LYH), will be taking over our practice. Joyce and her team are highly skilled with extensive experience in accounting and tax services. We are confident you will continue to receive the same high-level service and support you have come to expect.

The transition process will be seamless, and you will continue to work with the same team you have in the past as LYH will be moving into our building. We have been working closely together to ensure a smooth transfer, and your account will be managed with the utmost care and professionalism. Rest assured, we are not going anywhere. We will continue to manage our investment services practice through Raymond James and will be available to assist LYH throughout the entire transition process. Please don’t hesitate to reach out to us if you have any questions.

Thank you for your trust and support over the years. It has been an honor to assist you with your accounting and tax needs. We are confident that LYH will continue to serve you with the same dedication and expertise.

Regards,

Scott Lowery

Sheree Lowery

Empowering Finances, Building Trust: A Glimpse into Our Accredited Accounting Firm

Wed, 06 Dec 2023 19:39:07 GMT

**Introduction:**

In the dynamic landscape of financial management, choosing the right accounting firm is crucial for both individuals and businesses alike. At LYH, we take pride in our commitment to excellence and accreditation. Let’s delve into the diverse background that sets us apart and ensures our clients receive top-notch financial services.

**Accreditations:**

Our dedication to maintaining the highest standards is reflected in our BBB accreditation, a testament to our commitment to integrity, transparency, and trust. The Better Business Bureau accreditation is a mark of quality that assures our clients that they are working with a reputable and reliable accounting firm.

As a Notary Public, our commitment to legal precision is evident. This additional credential enhances our ability to provide comprehensive financial services and reinforces the trust our clients place in us.

Our team includes Certified Public Accountant (CPA) and Enrolled Agent (EA) who bring a wealth of knowledge and expertise to the table. This ensures that our clients benefit from the highest level of professionalism and accuracy in their financial affairs.

**Community Involvement and Reputation:**

Beyond our professional accolades, we are proud to be actively engaged in our community. Our commitment to serving the underserved demonstrates our belief in using our financial expertise to make a positive impact. Our good reputation extends beyond the boardroom, reaching those who need it most.

As a testament to our community involvement, our founder serves as the Treasurer for a non-profit Christian religious organization. This role underscores our commitment to ethical financial practices and contributing to the well-being of our community.

**Customer Relationships:**

At LYH, we prioritize building lasting relationships with our clients. Our dedicated team ensures that each client receives personalized attention, tailoring our services to meet their unique financial needs. We believe in open communication and collaboration, fostering an environment where clients feel heard and supported.

**Christian Faith and Wisdom for Wealth. For Life.:**

Our guiding principle, “Wisdom for Wealth. For Life.,” reflects our Christian faith and commitment to providing not just financial services but holistic guidance. Episode 26 of our ongoing series delves into the intersection of faith and finance, exploring how wisdom from biblical principles can guide individuals and businesses toward lasting wealth and a fulfilling life.

**Conclusion:**

At LYH, our journey is marked by accreditations, expertise, community service, and a commitment to ethical financial practices. As we continue to grow, we remain dedicated to empowering our clients with the knowledge and tools they need to achieve financial success. Join us on this journey, where trust, expertise, and community impact converge to create a financial experience like no other.

By Joyce Li

Dec. 6, 2023

Navigating the Accounting Landscape: From Corporate Leadership to Entrepreneurial Ventures

Fri, 01 Dec 2023 19:30:53 GMT

Embarking on the journey of establishing my own accounting firm has proven to be a gratifying adventure, shaped by a wealth of diverse experiences in the financial realm. With a robust background in accounting for both profit and non-profit entities, my career has unfolded through various roles, starting from serving as a fiscal officer to eventually taking on the role of Executive Director.

During my tenure as an Executive Director, I refined my skills in company operations management, shouldering responsibilities in HR, grant applications, volunteer coordination, and collaboration with board directors. This multifaceted experience not only strengthened my professional acumen but also extended my influence into the community, forging valuable connections along the way.

Upon stepping down from my role as Executive Director, a unique opportunity arose: serving a religious non-profit organization. Here, my expertise in accounting and tax proved invaluable. Tasked with managing substantial contributions, the organization required the establishment of an investment committee and adherence to stringent state independent audit requirements. I played a pivotal role in setting up audit coordination and drafting financial policies and procedures, providing the necessary backbone to the organization’s accounting practices.

Simultaneously, as I pursued my CPA license, a business owner invited me to join an educational organization, tapping into my accounting knowledge to support and establish their accounting system. Additionally, I found myself assisting small businesses, individual owners, and friends in navigating the complexities of business formation and international tax matters, offering consultancy on tax and accounting support.

This journey serves as a testament to the versatility of accounting expertise, transitioning seamlessly from corporate management to non-profit endeavors and eventually to entrepreneurship. As I navigate the dynamic landscape of financial consulting, each experience enriches my understanding and fuels my passion for delivering impactful financial solutions.

With my commitment to excellence in accounting unwavering, I eagerly anticipate the continued growth and evolution of my firm. I look forward to leveraging my extensive background to support diverse organizations and businesses on their unique financial journeys.

By Joyce Li

On Dec 1, 2023