Lisa has
been a certified public accountant since 1985. She began her own accounting practice in
1999. After working for many years
in Portland, Oregon, she returned to her roots in the beautiful Rogue
Valley.
The Firm’s
main business objectives are to provide clients with a service of value to them
and to provide employees a rewarding place to work of which they can be
proud. One of the Firm’s
motto’s: “Our job is to work with
numbers, not treat people like one”.
Her business assists both business owners and
individuals with a variety of tax and financial matters including the
following:
·
Income tax planning and preparation
·
Financial presentation reporting services
·
Business tax services
·
Business consulting services
·
Choosing a business entity
·
Eldercare issues
·
Accounting services (bookkeeping, payroll
preparation, etc.)
·
Specialized consulting including accounting
systems and design, loan application and presentation, QuickBooksÒ software usage and setup.
She received
her Bachelor of Science degree in Business Administration from Oregon State University with emphasis in
financial management, and financial planning and control. She followed up with post-baccalaureate
work in accounting and law at Portland State
University.
Before
beginning her own accounting practice, Lisa was a senior tax manager with
both Yergen and Meyer LLP, which became, Moss Adams LLP, both regional certified
public accounting firms and business consultants.
She is a member of the Quail Point Rotary,
Medford/Jackson County Chamber of Commerce,
American Institute of Certified
Public Accountants and Oregon Society
of Certified Public Accountants.
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