General Accounting

  • Payroll and Related Tax Filings
  • Federal, State and Local Income Tax Filings
  • Financial Accounting and Analysis
  • Excel-Based Software Systems, Quickbooks and Tax Preparation Software.

KEY SKILLS

  • Federal, State and Local Taxes
  • Financial Analysis
  • Budgeting
  • Financial Statement Preparation
  • Audit & Reporting
  • Advanced Excel Skills

My Mission

My goal is to assist small business owners in the South Bend and Michiana area with their tax and accounting needs. To allow owners to focus on running their business, knowing that their accounting and tax needs are completely taken care of.

My Education & Certifications

Master of Science, Accounting, Indiana University, South Bend, IN

Bachelor of Science, Accounting, Management, and Administration, Indiana University, South Bend, IN

IRS-Certified Tax Return Preparer

Lisa’s Background

I’m a lifetime resident of the Michiana area, living in South Bend with my husband and our two energetic cats. I’ve worked as an accountant all of my professional life.

My career began while in college, completing payroll and income tax returns for a small business. Afterwards I worked with both large and small companies and held positions of:

  • Financial Analyst
  • Tax Reporting Specialist
  • Finance Accountant
  • Accounts Receivable Specialist
  • Accountant for Small Business Owners

REQUEST A FREE CONSULTATION

REACH OUT TO ME

Contact me with any questions.

payroll_service_south_bend

Payroll Service for Small Business

Get your payroll done right the first time around. Keep your business thriving with payroll services.

Accountant for Small Business

Assisting in organizing financial records and setup, everything you need to meet record requirements.

Tax Preparation Service

Navigating tax laws with ease, getting you the deductions and credits you deserve.