Education

  • Associates degree in accounting from Fox Valley Technical College 
  • Member of NSCHBC

 

 

Overview

Lisa has more than 20 years of accounting and tax experience. Prior to joining the firm, her roles included bookkeeper, accountant, interim business manager, and controller. As a result, she is adept at helping health care providers interpret their data and use that information to make good decisions. She also helps businesses enhance profitability and efficiency, streamline data entry, simplify accounting processes, benchmark their data against other practices, and solve a variety of day to day issues.

In addition, Lisa advises clients on the selection of accounting software, including assisting with system installation and setup. She provides ongoing training, advice, and troubleshooting, and works with clients to integrate other software or applications with their accounting system for maximum efficiency. Lisa is a QuickBooks ProAdvisor and also supports other accounting products including Thomson Reuters Accounting CS, Sage 50 (formerly Peachtree), Microsoft Dynamics (formerly Great Plains) and ACS Client Access.

 

Upcoming speaking engagements

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Resources and event materials

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