At my core, I believe in empowering business owners like you. We are letting you decide what accounting and tax prep services you need, so you can focus on running your business how you want to.

I tailor my services to meet your unique needs, ensuring you receive the support you deserve. With us, you will gain peace of mind knowing your finances are in expert hands, allowing you to thrive and succeed.

My bio includes 27 years in accounting & tax preparation, all working in small business accounting & tax firms. I’ve held the QBO Advanced Certification twice (Intuit resets regularly) since going QBO focused in 2017. Thousands of tax returns and I estimate I’m closing in to almost 10,000 months of bank reconciliations across probably 5,000 bank accounts.

27

Years of Expert Experience in QuickBooks. 8 Year QBO specifically.

4

Accounting & Tax Firms Formed by Lisa

1000+

Business Tax Returns prepared.

4+

Services Tailored to You

Choosing our blog means gaining access to valuable insights and practical tips tailored for busy business owners. We break down complex topics, making them easy to understand and apply.

Content & Blog