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A highly respected CPA with over 25 years of accounting experience, Lisa brings a unique perspective shaped by her background in both public and private sectors. She began her career as an auditor with KPMG before transitioning to roles as a senior analyst, controller, and instructor of accountancy at Miami University. Her diverse expertise allows her to quickly understand client needs and provide practical, effective solutions. Since joining the team in 2017, Lisa has played a key role in building client relationships and overseeing successful project implementations. With a deep understanding of accounting processes, she excels in assessing internal controls, identifying process improvements, and guiding clients through financial statement audits.

CREDENTIALS
  • Certified Public Accountant (CPA)
EDUCATION
  • Miami University – Master of Accountancy
  • Miami University – Bachelor of Science in Accountancy
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