CFO Coach

Lisa is a strategic advisor who has spent her career redefining what accounting leadership looks like. She brings a rare combination of technical expertise and business strategy to every client relationship — helping business owners cut through financial complexity and uncover real opportunity.

Lisa founded her own advisory firm in 2015 with nothing but vision and drive, scaling it into a thriving practice before a successful acquisition in 2022. That experience of building from the ground up is exactly what she brings to the business owners she serves today.

Her passion lies in helping businesses scale — moving beyond tax compliance into true financial strategy, building wealth, saving six figures through smart planning, and creating the kind of clarity that fuels confident decisions. She is also a committed champion for women in business and developing the next generation of financial leaders.