About Lauren Corey Consulting, LLC
<p>Founded in 2015, this CPA practice centers on financial reporting and consulting work for businesses.</p> <p>Based in Portland, Maine, in the Greater Portland area of southern Maine, Lauren Corey Consulting, LLC works with clients that need help with accounting projects and reporting requirements without a large in-house finance team.</p> <p>The firm was started by Lauren J. Corey, a CPA with experience in both business and public accounting. In addition to consulting and reporting work, the practice also handles tax preparation.</p> <p>What sets the firm apart is its specialty-focused approach, with clients working directly with the founder on engagements from start to finish.</p> <ul> <li>Financial reporting support</li> <li>Accounting consulting for businesses</li> <li>Tax preparation services</li> <li>Founder-led CPA practice (Lauren J. Corey)</li> </ul>
Website: https://www.laurencorey.com/
Founded: 2015
Office Locations
- Portland, ME (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 4
- Total AUM Audited: $115.9M
- 401(k): 4 plans, $115.9M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | JOHNSON & JORDAN, INC., ME | $63M | 302 |
| ABM MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | ABM MECHANICAL, INC., ME | $48M | 166 |
| COLLEGE OF THE ATLANTIC DC RETIREMENT PLAN | COLLEGE OF THE ATLANTIC, ME | $36M | 108 |
| SHAW BROTHERS CONSTRUCTION PROFIT SHARING PLAN | SHAW BROTHERS CONSTRUCTION, INC., ME | $27M | 196 |
| MOUNT DESERT ISLAND BIOLOGICAL LABORATORY 403(B) DEFINED CONTRIBUTION PLAN | THE MOUNT DESERT ISLAND BIOLOGICAL LABORATORY, ME | $16M | 86 |
| 401(k) Retirement Plan | Healthcare Sponsor, ME | $16M | 167 |
| 401(k) Retirement Plan | Manufacturing Sponsor, ME | $10M | 887 |
| 401(k) Retirement Plan | Professional Services Sponsor, ME | $5M | 132 |
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