I was honored to have worked with Lisa for several years at Entegra Bank where she served as our Sr. Vice President / Controller. Lisa guided the accounting operations of the Bank through multiple mergers and ultimately the sale of the Bank. Lisa is highly motivated, conscientious, intelligent and ethical and has a unique talent for using technology to simplify processes. There was never any doubt that the financials would be accurate and on-time.

I feel very blessed for the time we were able to work together.

David Bright
Chief Financial Officer, Mountain Commerce Bank

It was a challenge to find an accountant who could both navigate the tax code and also communicate clearly and easily with their clients, someone who is responsive and professional. Not fully understanding the tax code, I am intimidated by the IRS, nervous that if I were to tackle payroll/withholdings/filings on my own, I would be filing either delinquently or errantly. I need an accountant I can hand over my financials to and have peace of mind that they will handle the rest, doing what they are good at. Lisa is easy to get a hold of and communicate with, is very thorough and precise in her work, and handles the tasks with poise and professionalism. 

I would recommend Lisa for any of your financial needs.  

Daniel Marinelli
Principal, OK Goods

Our church wanted to offer an online giving option, and Lisa took charge of this project and researched potential companies we could partner with. Lisa found a company that was easy to work with, had reasonable costs, and also helped develop procedures to follow to make a smooth transition.

Lisa is trustworthy, dependable, and very detailed.

Rhett Gieck
Elder, Emmanuel Bible Church