About Our Team
I think I've always been a “numbers” person. From an early age, I recall my doodling consisting of numbers – so it makes sense that I would one day become an accountant.
The path has curved many times to where I am today.
My first professional experience was a stint in the United States Air Force where I was fortunate to travel the world. While traveling, I realized, maybe college was for me after all – so soon after I completed my military service, I went on to graduate with an Accounting Degree from Auburn University in Montgomery, Alabama. After graduating, I worked as an accountant in many capacities and even started and sold a few small businesses of my own.
Throughout the years of working in public accounting my professional focus evolved from compliance work to helping business owners develop and strategize their financials in order to allow them to grow.
I recognized the gap in the market as it related to tax and business planning. Business owners were trying to tackle their accounting and business without a clear plan and proactive strategy.
This was a motivation for me to open my own accounting firm and look closer at how to help business owners reach their full potential. The answer was tax and accounting combined with business mindset work.
Hi! I’m Lisa.
My 20+ years of experience in the tax and accounting world combined with my experience as a Certified Coach has allowed me to build a practice that addresses not only how to prepare for tax efficiency, but also how to strategically grow your business through mindset and real business strategy.
Whether you’re in need of tax services or desire planning your financial potential with Business Coaching, my team is prepared to help you reach your goals.
Our Team
Meet Miranda
Individual Tax Manager
Miranda is an Enrolled Agent and the team’s Individual Tax Manager. She plays a key role in ensuring that the office runs efficiently. She also handles all the firm’s individual tax clients and is the first point of contact for all individuals.
Meet Kendall
Accounting Assistant
Kendall is the team’s Accounting Assistant. She assists in bookkeeping, preparing reports, and handling administrative duties.
Learn About Business & Money Coaching
Whether you’re Sole Proprietor, LLC or have no idea the difference between the two, we look at your future goals and your business to ensure you are set up in the most efficient entity structure for you. We’ll review your bookkeeping to make sure you’re properly capturing and categorizing your income and expenses before optimizing your tax return to make sure you never overpay your taxes.
My team guarantees NO SURPRISES during tax season. ✨