05/19/2026
What would be possible… if we actually worked together?
Not surface level. Not checking a box. But truly working together toward something that matters.
On May 28, I'm joining Reed Smith's Virtual Mental Health Summit to talk about exactly that. Because progress is not an individual journey. It never has been.
Mental wellness in the workplace isn't just a conversation for one day or one meeting. It's the work we choose to do every single day, for ourselves and for each other.
So if someone has ever taken the time to see you. To speak into you. To believe in you… come be part of giving that back.
Join me. May 28. Virtual. Free.
🔗 Register here: https://reedsmith.law/4uMWH16
05/16/2026
I just passed my QuickBooks ProAdvisor recertification exam. This year is all about AI features found in most QBO versions.
There is a common theme in the AI certification courses I have taken from both the Project Management Institute (PMI.org) and Intuit: Governance is required and is the responsibility of the professional.
AI does not remove human oversight; it simply automates routine tasks so that you can focus on the ambiguous and interpersonal aspects of managing your business.
04/25/2026
AI does not replace knowledge and skill in a particular field. AI should be used as a fuel to propel your abilities in a field or business to a higher level. Let me explain. AI will not make you an Accountant if you have no concrete knowledge of accounting fundamentals and best practices. However, when used properly, AI will advance the accountant's business by automating tasks and streamlining processes, freeing up time for the Accountant to grow the value of their business.
04/02/2026
https://www.credly.com/badges/0f36d0c9-fc90-4b83-822f-cdbe0eb4a4fb/public_url
My newest credential. Intuit Enterprise helps multi-entity organizations streamline reporting. The project mananagement features are enhanced as well, offering more tools and AI capabilities. Features include KPIs, Budgeting, Forcasting, and Goals.
Intuit Enterprise Suite Certification was issued by Intuit to Lori Ratto.
This badge is awarded to individuals who have passed the Intuit Enterprise Suite Certification exam. Completing the Intuit Enterprise Suite certification program and earning a badge demonstrates your proficiency in the Intuit Enterprise Suite application.
04/01/2026
Today marks two years since forming
Success Factor Consultancy, LLC
03/26/2026
Two great reasons to partner with us for your business Operations Management.
1. Ensure consistent ex*****on and accountability.
2. Free up time to focus on growth, clients, and revenue-generating work.
Success Factor Consultancy
Find expert business management consultants at Success Factor Consultancy, LLC. Specializing in process improvement, project management, technical writing, and strategic planning.
03/20/2026
🌐 Success Factor Consultancy! Discover tailor-made solutions that drive growth and innovation. Visit our website at www.successfactorconsultancy.com to learn how we empower businesses to thrive! Then click the link to send an email. 📊 Let's achieve success together.