Lisa brings over two decades of financial leadership experience, empowering businesses to gain clarity, confidence, and control over their numbers.
Her expertise spans tax strategy, risk management, finance operations, and business process improvement. She specializes in tax strategy, financial visibility, optimizing internal processes, and strengthening operational resilience.
She began her career in audit at Arthur Andersen, where she developed a strong foundation in financial integrity and regulatory compliance. Since then, she has advised a diverse portfolio of clients—from early-stage startups to mature enterprises—delivering high-impact support in accounting, budgeting, audit preparation, and financial due diligence.
She is a licensed CPA in Colorado, Florida, and Georgia.
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