Client Accounting Services
Lisa serves as a Partner in the Client Accounting Services Department. She manages a team of experts who specialize in bookkeeping, payroll services, QuickBooks, internet-based technology and back office solutions.
Lisa earned a degree in finance from Indiana University and was inspired to go back to school to obtain her accounting degree after a neighbor approached her about a part time job as a bookkeeper. With over 23 years of experience in finance and accounting, she offers several areas of expertise, including accounting, tax planning and compliance, QuickBooks consulting, and payroll services. Lisa partners directly with business owners from their early start-up phase through to their succession planning phase. She is also a QuickBooks Certified Pro Advisor where she provides advisory services for QuickBooks users, including implementation, training, and consulting for the day to day operational processes.
A dedicated professional, Lisa is known for her attention to client service. She is a member of the American Institute of Certified Public Accountants and the Indiana CPA Society. Lisa is also the Treasurer of the Foundation Against Companion Euthanasia (FACE). When she’s not at work, you can find her participating in Orangetheory Fitness workouts.
- Indiana University, B.S. Accounting and Finance
- Member, American Institute of Certified Public Accountants
- Member, Indiana CPA Society
- QuickBooks Certified ProAdvisor®
- Board of Directors, Foundation Against Companion Euthanasia, Indianapolis, Indiana (2014 to present)