Bookkeeping Reviews

"Lisa is fantastic to work with and has a clear and kind communication manner at all times. Her insight has saved me time and money." -- Heather R (not for profit, multi-company)

"When I started working with Lisa, I had just started my own fitness business (personal training) and she truly helped me avoid some big mistakes and get me on the right track when setting up my business tax structure. When we started working together it was like we had known each other for years - she's friendly, straightforward, and gives practical common-sense advice. She took the time to train me on QuickBooks, Patriot Payroll, and general bookkeeping practivices. I can count on my books being neat, tidy and reconciled every month, and payroll is taken care of! Thank you Lisa!!" -- Brian I (for profit, services)

"Lisa helped me transition from an old accounting system to Quickbooks, she was very responsive to any concerns I had throughout the entire process. She helped troubleshoot the areas that gave me problems and checked up regularly to ensure that the conversion went smoothly. Her extensive QB knowledge made me feel more confident every step of the conversion process." -- Carrie C (multi-company, services)

I hired Lisa when I started my e-commerce business nearly 4 years ago. I came from a marketing background, so I was a little intimidated by the bookkeeping side of things. She has been so patient and kind over the years, always willing to answer any quesions I might have. She's also highly proactive and conscientious. I am so grateful for all she does to keep me on track and organized. I feel so lucky to have found her!" -- Lisa F (for profit, e-commerce)

"Lisa works for a handful of my clients, and she is very proactive and on-top of my clients accounting records. We always receive complete and accurate accounting records from Lisa to prepare tax returns. I work with many outside/independent bookkeepers and Lisa is by far the best and most competent of all the outside bookkeepers that serve my clients." -- Ron J (CPA, mulitiple clients)

"Having an accountant that can work with us remotely has been the best experience and decision as our plates are full and she takes the time to understand how we operate as a church! Lisa is attentive, attends finance meetings remotely, suggests improvements to processes and does all of this with care and kindness and never pushy." --Monica L (not-for-profit)

" I run a nonprofit legal aid organization, with a budget of about $2 million and Lisa is an absolutely essential person in managing our orgs financials. She is responsive, reliable, very detail oriented, a problem solver, a great communicator, and a really pleasant person to work with. I can't imagine navigating our financials without Lisa." --Erin L (not-for-profit)

" I worked with Lisa for a number of years - her timeliness, completeness, and professionalism was evident in all her work. She was always prompt and pleasant to work with, and she handled deadlines with grace. Lisa was a true asset to the firm. " --Steve L (for profit, real estate)