Hello, my name is Lisa, CEO of Pinnacle Financial Services. The breadth of my experience in accounting and my dedication and commitment to excel in my chosen field of expertise has led me to gain practical experience which includes over 30 years of accounting experience as an Auditor in the Office of the Inspector General and an accountant in the private industry. My experience has made me uniquely equipped with the expertise and flexibility to competently and holistically handle your needs. We provide a range of accounting, tax preparation, CFO, and tax planning services to individuals and businesses remotely in all 50 states.
Being a licensed CPA is a professional designation that shows that I have met the profession’s highest standards of competence and achievement.
As an Enrolled Agent (EA), I am a federally-authorized tax practitioner who has technical expertise in the field of taxation and is the highest tax professional credential recognized by the IRS.
As a Main Street Certified Tax Advisor (MSCTA), I specialize in strategically identifying tax reduction strategies, advising clients with the implementation of tax plans, and ultimately measuring tax savings.
As an experienced government auditor, I received numerous awards for successfully uncovering millions of dollars to be returned to the federal government.
As a Certified QuickBooks ProAdvisor, I can assist you with your bookkeeping needs as well.
I am a member of the American Institute of Certified Public Accountants (AICPA), Illinois CPA Society, and American Institute of Certified Tax Planners.
Additionally, my accounting experience includes multiple industries, such as property management, mortgage servicing, leasing, healthcare, and manufacturing, to name a few, resulting in the tax specialization of real estate investors.
I state this not to brag or boast, but to show the breadth of my expertise and experience that has made me uniquely equipped with the expertise and flexibility to competently and holistically handle my clients’ needs.
I am passionate about taxes and how to strategize with my clients to save them money on taxes and assist them in reaching their financial goals! Because of my numerous licenses, awards, and vast experience in my profession, I have been able to uncover tax savings strategies that have resulted in thousands of dollars in tax savings for business owners.
Now what are you waiting for? If this sounds of interest to you and you’re seeking a strategic partner, let me assist you in your journey to financial wealth!
To schedule a free 30-minute strategy call with me – bit.ly/Lisa-30min-strategy
To self-onboard for services – bit.ly/Lisa-CPAPortal
To join me on LinkedIn – https://bit.ly/Lisa-LinkedIn
To join me on Instagram – https://www.instagram.com/pinfin.cpa/