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. While my career has moved on to wealth management, I can still assist SCORE clients with understanding their retirement and life insurance options, as well as, general exit planning.

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Marketing, Public Relations & Sales
  • Non-Profit
  • Tax Planning

Industry Experience

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

Amelia J Lockhart, MBA, JD

Communication Methods

  • Email
  • Phone
  • Video