Lisa may describe herself as a certified public accountant, but experience shows that she’s an entrepreneur helping entrepreneurs.
In 2009, Lisa merged her accounting practice with LSL CPAs after more than 25 years in the industry. She found her path in high school while taking an accounting elective. Her interest in strategizing tax solutions is the perfect fit for small business clients and individuals.
Drawn to service, Lisa is gratified by the opportunity to sit down with clients, talk through their challenges and tax situation and help them plan for the future. When she can find a solution that minimizes their business or personal tax obligations, it’s as exciting for her as it is for them.
Lisa’s experience as a former business owner helps to support many aspects of client service. She enjoys overseeing team members and processes for the firm in the commercial area as well as communication between departments.
Great Clients for Lisa… enjoy discussing issues until that light-bulb moment of clarity.
LSL candidate tip: Talk about your last trip or recommend a travel destination.
Personal: Lisa teaches Sunday school and participates in Bible studies at her church. She and her husband are embracing their almost-empty-nester life, such as their trips to Big Sur and Chicago.
Professional and Civic Involvement:
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
B.A. degree in Business Administration with Accounting emphasis, California State University, Fullerton.