Comprehensive Business Solutions (CBS) is a family owned business founded in 1996. We specialize in being cost effective and tailoring a unique plan to meet all of the accounting and bookkeeping needs of our clients. While we take pride in simplifying financial business practices, we aim to always keep our clients informed, making sure they are pleased with their plan. We work hand in hand, either with our client’s existing CPA or one of our associate CPAs, to make tax time easier.

CBS was founded with small businesses in mind. We realize that people can be skilled in their specialized work field but at the same time may struggle in business due to a lack of resources or knowledge when it comes to the financial aspects of running a business. Based on this need CBS offers support for small business bookkeeping and accounting needs. Over the years CBS has grown into a prosperous business, offering comprehensive solutions to meet the diverse needs of a small business.

Lori Squires, Founder and President

Certified Quickbooks ProAdvisor
Lori started her career as a credit investigator with a local bank. Based on her strong leadership and organizational skills, she quickly moved into management positions. To maintain her working knowledge of all things financial, Lori obtained her certificate in accounting in 1997 from Manchester Community College. She simultaneously began taking on clients in 1996 for her own business, “Lori’s Bookkeeping Services.”

In 2008, “Lori’s Bookkeeping Services” became Comprehensive Business Solutions. Over the years she has assisted a number of businesses throughout Connecticut. Her honest, thorough approach and detailed organization have given CBS a strong reputation within the local community of CPAs and various financial firms. In return, they consistently recommend her services, especially when ongoing clean-up and maintenance of books are needed.

Through her experience, Lori has learned that while small business owners can be extremely skilled and successful in their professional field, they are often not as adept at managing the financial, bookkeeping aspects of a business. Her personal goal is to “maintain your books while you maintain your business.

Sarah Squires, Administrative Assistant
Sarah joined CBS in May of 2009. She holds an Associate’s degree from Manchester Community College as well as a Bachelor’s degree from the University of Hartford in Communications.

Sarah assists in all aspects of the business and plays a key role in day to day operations. She oversees office tasks, manages daily procedures while providing excellent service to our clientele.  Additionally, Sarah is proficient in QuickBooks and Microsoft Office.

Tim Dugan, Marketing Specialist
Tim joined CBS in August of 2011.  He earned his Bachelor’s degree in Communications from Eastern Connecticut State University.  He assists in implementing and coordinating all marketing tasks for the company including print advertising, direct mail, internet promotion and specializing in SEO tactics.

Prior to CBS Tim had worked as a marketing manager for a local Real Estate company where he implemented and supervised all marketing campaigns, several of which involved major television networks.

A firm believer in team work and follow through, Tim dedicates himself to see each and every promotion through to the very end.  He is proficient in MS Office, Windows XP/Vista/7 and is also skilled in computer hardware, troubleshooting and repair.

Nick Valente, Accounting Project Manager

Certified Quickbooks ProAdvisor & Quickbooks Point of Sale Certified

In April of 2011, Nick joined Comprehensive Business Solutions where he currently implements Accounting projects consisting of system switchovers and general bookkeeping. He has vast experience utilizing Quickbooks and Sage products and adapts quickly to old accounting software for switchovers. Additionally, he has the entrepreneurial spirit needed to help identify and capitalize on revenue and expense opportunities.

Nick has his Bachelor's degree in Marketing and Economics from the Gabelli School of Business at Roger Williams University in Bristol, Rhode Island and his Post-Baccalaureate Certificate in Accounting at Naugatuck Valley Community College in Waterbury, Connecticut.

Prior to working with CBS, Nick started his Project Management career in Pharmaceuticals where he acquired project management skills for a wide variety of national educational initiatives. Serving as a Senior Project Manager and Group Manager, Nick was responsible for all aspects of these activities including managing the multi-million dollar grant funding. After serving 10 years in the Pharmaceutical industry, Nick decided to take his passion for working with numbers back to school where he obtained his Post-Baccalaureate Certificate in Accounting and eventually joining our team at CBS.

Roanda Alves, Accounting Associate

Quickbooks ProAdvisor
Roanada started working for CBS in June of 2011.  With over 15 years of bookkeeping experience she has served an array of clients over the years with  payroll, business tax return, financial statement, and tax preparation services to name a few. 

Self taught and a fast learner, Roanda has developed a keen sense of client’s needs and is able to provide each and every client of CBS with superior service.  Roanda is proficient in MS Office, Windows and QuickBooks.

Karen Cunningham, Accounting Associate

Karen became part of the CBS team in November of 2011. Having worked for several major insurance companies she has an extensive customer service background.  She has also worked in the banking and teaching industry. 

She is a graduate of CCSU where she studied Business Management.  Karen's attention to detail and accuracy in meeting the requests of clients is always her top priority. 

Karen is proficient in QuickBooks and both MS Word and MS Excel.

Nancy Dickau, Accounting Associate

Nancy joined CBS in January of 2012.  With over 20 years of bookkeeping experience in various industries including insurance, construction, and law.  She has experience with payroll, state and federal payroll tax returns, and sales tax returns.

She is a graduate of UCONN where she studied Business. Nancy is proficient in QuickBooks, MS Word & Excel. Prior to her work in bookkeeping she had a career in IT in the insurance industry.

Debbie Locke, Office Manager

Debbie joined CBS in November of 2011.  Having had over 20 years experience in the customer service and banking industry she takes pride in her acquired organizational and customer service skills.

Prior to working at CBS Debbie worked as an office manager for a landscaping company where she addressed all bookkeeping duties including payroll/billing and day to day office tasks. 

She is proficient in QuickBooks through the help of CBS' software training program.  Additionally, Debbie is proficient in MS Excel and MS Word.

Dana Nollez, Human Resources Specialist

Dana was hired in November of 2011 as our HR Specialist.  Dana assists all of our clients with their HR needs including employee management and screening.

Dana has a diverse professional background and nearly 10 years of experience in the customer service industry.  Over the years, she has acquired an excellent set of customer service and social skills.  Dana is a highly organized and detail oriented individual with the ability to adapt to new tasks quickly.

She is a native of Germany and is also a teacher at the German School of Connecticut.  Dana is skilled in both MS Excel and MS Word.