Phone: (812) 945-5236
Fax: (812) 949-4095
301 E. Elm Street
New Albany, IN 47150
Lisa is a principal in the New Albany, Indiana and Louisville, Kentucky offices. A graduate of Indiana University Southeast; she is a Certified Public Accountant with over fifteen years of public accounting experience and specializes in audits of not-for-profit organizations, employee benefit plans, Housing and Urban Development (HUD) projects, governmental entities, and small businesses. She currently oversees approximately 50 engagements.
Lisa regularly contributes to the quality of the accounting profession as a registered AICPA Peer Reviewer. As part of the Peer Review program she is required to be a member of the AICPA, currently active in public practice at a supervisory level in the accounting or auditing function, associated with a firm that has received a report with a peer review rating of pass, possess current knowledge of professional standards and have at least 5 years of recent public accounting experience in the accounting or auditing function. She has performed numerous peer reviews, helping firms to achieve their goals and enhance the quality of their accounting and auditing practices.
Lisa is a member of the Kentucky Society of the Certified Public Accountants (KYCPA), the Indiana CPA Society (INCPAS), the American Institute of Certified Public Accountants (AICPA), and the AICPA Peer Review Program and is currently active with Junior Achievement. Lisa is registered and licensed to practice as a certified public accountant in Kentucky and Indiana.
• Kentucky Society of Certified Public Accountants
• Indiana CPA Society
• American Institute of Certified Public Accountants
• AICPA Peer Review Program
• B.S., Accounting, Indiana University