Meet Lozelle Mathai

MBA, CFEI

Founder of The Body of Accounting
& Closing Your Books LLC

Lozelle’s mission is to pick up where the health and wellness education may have left out in the subject of financial management. She loves it when clients experience the “Ah-Ah moment”, as they begin to understand all the elements of their accounting and bookkeeping cycle and reality of controlling their business finances.

Her passion for the industry lends its self beyond Accounting, Bookkeeping, and Financial Management - she wants to build a lasting relationship with you and your business.

Bookkeeping and Payroll for health wellness practice

When Lozelle is not working, you can find her belly dancing, going to Crossfit, enjoying a massage, watching The Golden Girls and Doc McStuffins, and spending time with her 3 superheroes.

Lozelle’s mission is to pick up where the health and wellness education may have left out in the subject of financial management. She loves it when clients experience the “Ah-Ah moment”, as they begin to understand all the elements of their accounting and bookkeeping cycle and reality of controlling their business finances. Her passion for the industry lends its self beyond Accounting, Bookkeeping, and Financial Management - she wants to build a lasting relationship with both you and your business.

Bookkeeping and Payroll for health wellness practice

When Lozelle is not working, you can find her belly dancing, going to Crossfit, enjoying a massage, watching The Golden Girls and Doc McStuffins, and spending time with her 3 superheroes.

Mission

Beyond providing personalized accounting, bookkeeping, and financial management services to businesses within the health and wellness industry, Lozelle’s mission is to educate providers on how to manage, maintain and control their organization’s finances and pick the best financial technology tools. She believes that “the learning is in the doing”, and when business owners gain financial knowledge, they become involved. They ask questions. They go into their accounting software and review the details. They read and understand their weekly, monthly, quarterly and annual financial statements. They make informed and powerful financial decisions.

These financial decisions not only affect their livelihood, but it also affects the livelihood of their staff and the economy. Lozelle aims to gain client’s trust and develop meaningful relationships that emerge into lasting partnerships. The foundation of The Body of Accounting is built on trust and transparency. We treat our clients with the same respect as we want to be treated.

Prior to Opening

Prior to opening Closing Your Books LLC and Body of Accounting, Lozelle worked in Finance and Accounting in various capacities for over 18 years. This included dealing with month and year end closing procedures, payroll processing, as well as budget and forecast planning and financial analysis. During her tenure, she worked for a number of Fortune 500 public companies. Companies such as Estee Lauder, Coach, PVH Corp and LVMH Moet Hennessy LouisVuitton SE. She also worked as a billing manager, responsible for 15 providers within 3 locations and a billing and coding staff of 10.

Her goal is to the take what she learned from these successful organizations and apply them to the health and wellness industry. She always says, “Why could the big boys have all the fun?”

Experience

Adjunct Business Professor at Portland State University, Oregon

Worked in Finance and Accounting in various capacities for over 18 years for a number of Fortune 500 companies

Specializes in financial management/reporting, managerial accounting, organizing and interpreting of financial data, monitoring cash flow, profit/loss and budget generation and analysis, and predicting future trends.

Education & Certification

Designation: Currently studying for the CPA exam

MBA
DEGREE

International Business
Long Island University

Bachelor of Science Degree

Accounting
Hunter College

Associate
Degree

Accounting & Business Mngmt
Berkley College

Certified in Human Resource Management

Black Advisory Business Council Co-Founder

Certified Financial Educator Instructor

Quickbooks
Online Advisor

Zoho
Books Advisor

Massage Magazine Contributor/Writer