Meet Our Team
Advanced Staff Accountant
Lisa handles all payroll needs for our clients. She began her accounting career at the San Diego Athletic Club, in the A/R department, then moved on to the Payroll Department for Chart House Enterprises.
She got her start in multi-state payroll processing with Chart House Restaurants, Luther’s BBQ, Islands Restaurants, and Paradise Bakery when they were headquartered in Solana Beach, CA. After moving to Texas, she was able to experience the joys of business ownership, assisting her husband with accounting and payroll needs for a franchise with multiple locations.
She also handles all aspects of franchise taxes, including filing returns, processing tax payments, and reinstating and terminating entities with the Texas State Comptroller.
Originally from St. Joseph, MO, she and her family moved to San Diego when her mom, a Registered Nurse, joined the US Navy as a Lieutenant. Lisa finished high school there, and then attended San Diego Mesa College. She is currently pursuing Certification as a Payroll Professional.
When possible, Lisa likes to get out on the tennis court or golf course with her family.
Helping individuals and small to mid-sized businesses with accounting and tax services for decades. Specializing in unique, personalized customer service, we emphasize providing cost-effective, time-efficient solutions to our clients.
9555 Lebanon Rd, Suite 302
Frisco, TX 75035