Lisa W.

I’m not just your accountant, I’m the person you bring in when your business is growing, getting more complex, and you need real financial clarity. With 30+ years of experience and a 100% Job Success Score on Upwork, I work with business owners who are ready to move beyond basic bookkeeping and start making informed, strategic decisions with their numbers. I specialize in service-based businesses, SaaS companies, and multi-entity structures where accuracy, compliance, and forward-thinking strategy actually matter. What sets me apart: I don’t just “do the books.” I clean them up, structure them properly, and turn them into something you can actually use to run your business. Core Services: Full-Service Accounting Clean, accurate, audit-ready books—whether you need a full cleanup or ongoing monthly management. Financial Reporting That Makes Sense Clear financials that give you visibility into profitability, trends, and performance. Tax Strategy & Compliance Proactive planning, not last-minute filing. I help minimize tax liability while keeping everything fully compliant. Virtual CFO Support Cash flow, forecasting, pricing decisions, growth planning—I help you understand what’s working, what’s not, and what to do next. Startup & Scaling Infrastructure From initial setup to multi-entity expansion, I build systems that support growth without breaking. Operational & Process Improvement I streamline your financial systems so you spend less time chasing numbers and more time running your business. What clients say: "Lisa is a great accounting professional especially for growing businesses that need help w/ managing increasing complexity... You better work with her now, because at some point I think she'll be full on clients she's willing to take on." "Lisa has been my accountant for over two years, and she is by far one of the best I’ve worked with… incredibly detail-oriented, knowledgeable, and proactive. I trust her completely with my financials." If your books are messy, your numbers don’t make sense, or you’re making decisions without clear financial insight, that’s where I come in. If you’re ready for clean financials, smart tax strategy, and real direction behind your numbers, let’s talk.