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About Balanced by Lisa

Hi! I’m Lisa — a CPA with over 15 years of experience leading finance and accounting teams across a range of industries. I’ve held roles from Controller to Senior Vice President of Finance, where I oversaw accounting functions from AP/AR to financial reporting. Throughout my career, I’ve built accounting departments from the ground up, led system implementations, streamlined processes, and worked side-by-side with leadership teams to support smart, strategic growth. I’ve managed everything from month-end closes and audits to payroll, commission structures, and team development — all while keeping a close eye on the details that matter most. Now, I partner with businesses to bring that same level of insight and structure to their financials. Whether you need help cleaning up your books, setting up reports you can actually understand, or building accounting processes that grow with you, I’m here to help you feel confident in your numbers.

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