Lisa D. Lubag

Financial Oversight Manager

San Francisco
415.869.5553

Overview

Lisa D. Lubag, has over 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 and procedures, training 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 statements, sales tax returns, Form 1099 filings, and business property tax returns). Lisa is proficient in QuickBooks Enterprise/Premier, Sage 100 Standard, NetSuite, Microsoft Dynamics GP (Great Plains), and Xero.

Lisa earned her B.S. in Business Administration and Management from the University of Santo Tomas, Manila, Philippines. She is a QuickBooks ProAdvisor member.

Specializations:

  • Financial Oversight

Industry Expertise:

Professional Affiliations:

  • QuickBooks ProAdvisor member

Education:

  • University of Santo Tomas, Manila, Philippines
    B.S. in Business Administration and Management

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