Meet Our Team

Lisa holds a B.S. in Accounting from the University of South Florida and has been a certified CPA since 2002, maintaining her proficiency through ongoing continuing education. 

With over two decades of experience in accounting, taxation, and financial leadership, as a Certified Public Accountant, Lisa’s career has encompassed everything from tax compliance and strategic financial and tax  planning to corporate audits and leadership in multi-state and federal tax matters. She has successfully handled complex tax issues, including research and development credits, depreciation strategies, and multi-state tax audits.

Lisa specializes in Fractional CFO services and is committed to helping businesses and individuals navigate complex financial landscapes by assisting them in making informed financial decisions to drive growth and stability.

She provides strategic financial guidance to businesses across various industries. Her expertise includes tax planning for both individuals (and businesses) as well as tax compliance for individual, corporations and partnerships.

Her ongoing professional mission is to provide tailored financial solutions that empower businesses and individuals to grow while ensuring compliance and optimizing tax strategies. 

Whether you're a business owner in need of CFO services or an individual seeking tax planning expertise, she is here to guide you toward financial success.