We are Bookkeeping Specialists. Our goal is to help small businesses succeed by getting a firm handle on their books, clarifying their bottom line and maximizing their confidence in their finances. We've helped a wide range of clients - from those just starting out in business to established businesses with up to $50 Million in revenue - gain a better
Assistance with audits of various tax returns, financial statements, and various insurance policies. Assistance and oversight of the creation of wills and trusts and related assistance in estate administration and filings with appropriate courts and regulatory authorities (legal services provided by 3rd party). Lisa has been with the Weiss Advisory