Our story, our values
Experienced Accountants With a Mission-First Mindset
A Local Firm With Statewide Reach
S&P Accounting is a veteran-friendly, relationship-driven accounting and advisory firm based in The Cascades, a historic landmark in Ocala, Florida. While Ocala is home, our reach extends across Kentucky, the East Coast, and well beyond. We support nonprofits, growing small businesses, and individuals with complex financial needs using a blend of real-world experience, modern technology, and practical guidance that adapts as your organization evolves.
Powered by a veteran mindset
Though not a veteran-owned firm, S&P Accounting is shaped by a veteran mindset—discipline, reliability, and service-first professionalism. Chris Porter’s military background influences our processes, our responsiveness, and our commitment to helping active-duty families navigate multi-state tax challenges, residency questions, and the unique financial considerations that come with military life.
An Approach Rooted in Trust and Relationships
We believe accounting should be approachable and solutions-focused. That means no jargon, no confusing processes, and no one-size-fits-all templates. Instead, we focus on building real relationships with our clients—helping them understand their finances, prepare for challenges, and plan for long-term success. Whether it’s
small business accounting services,
military tax guidance
or
nonprofit advisory work, our approach is always grounded in clarity, honesty, and personal attention.
Modern Tools with a Personal Touch
At S&P Accounting, we believe that modern technology should make accounting simpler, not more complicated. Our firm is fully paperless, using secure, cloud-based systems to manage bookkeeping, payroll, and tax documentation with efficiency and precision. This approach helps us stay current, protect client data, and provide real-time access to financial information whenever you need it.
Meet our managing partner
Lori Porter, MSA, CEO & Lead Accountant
Lori brings over 30 years of accounting experience and holds dual master’s degrees in Accounting and Executive Leadership. Her undergraduate degree focused on nonprofit and governmental accounting, giving her a unique depth of expertise in the nonprofit sector. Lori has worked extensively with charities supporting aged-out foster youth, survivors of human trafficking, veterans’ organizations, and equestrian-based nonprofits in Marion County. Known for her strong analytical skills and natural ability to “see the story behind the numbers,” Lori also provides forensic accounting support to uncover discrepancies and ensure financial accuracy. She is passionate about helping organizations and business owners gain financial confidence so they can focus on their mission.
