Lisa has nearly thirty years of experience in a wide variety of industries providing financial oversight and consulting services, including overseeing day-to-day accounting operations, periodic closings, and the production of internally-generated and compiled financial statements.
Lisa has expertise in setting up accounting systems, procedures, train client personnel and identifying ways to improve control and efficiency. She prepares and represents clients with various Employee and Local tax returns (i.e. Payroll Taxes, SF Gross Receipts and Payroll Tax, Sales Taxes, Form 1099 filings and Business Property Tax Returns). Lisa is proficient in Quickbooks Enterprise/Premier, Mas90, Netsuite, Great Plains, Xero, Excel and Word.
Lisa earned her B.S. in Business Administration and Management from the University of Santo Tomas, Manila, Philippines. She is a QuickBooks ProAdvisor member.