Lisa graduated from Temple University with a Bachelors of Science in Business Administration with an emphasis in Accounting and Real Estate. Lisa worked in the mortgage banking industry for 13 years in corporate accounting and as manager of tax and insurance department, before deciding to stay at home with her 3 daughters. Lisa was active in the home and school associations as president for eight years. She joined our firm in 2012 and is our office manager.
Lisa loves the beach, particularly Ocean City, NJ where her family has been vacationing for over 25 years! When she is not working, she enjoys traveling, spending time with her family and friends. Summers are her favorite, as she enjoys entertaining friends and family by her pool!
We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.
The holidays can be overwhelming. You only have so many hours in a day, your gift list is long, and your budget may be tight. A bit of up-front planning and prioritizing can help save you time and money. Here are a few ideas to help you minimize the hustle and bustle, stay on budget, and find more peace this holiday season.
Instilling a thankful frame of mind among your staff makes for a gratifying work place. Consider a few suggestions for developing an atmosphere of thankfulness to get into the spirit of the holiday season.