Lisa K Storey Accounting & Tax Consulting

Take control of your finances

With over 25 years of public firm accounting, tax, and corporate finance experience, I have helped hundreds of individual and business clients achieve their goals. My industry areas of practice have been in physician practice management, manufacturing, real estate, auto repair and dealerships, specialty contractors, retail businesses, consultant groups, and exempt organizations.

Lisa Storey

Holistic Accounting

As a holistic accountant, my approach to accounting and tax is to proactively plan year-round while helping you to manage and grow your business.  By considering all of the operations of a business in real time, this creates a better business strategy than simply tax planning at year end. Holistic accountants delve beyond spreadsheets, familiarizing themselves with your business, its leadership, and aspirations, ensuring continuous alignment and growth. This deeper understanding enables them to build stronger client relationships, functioning not just as back-office support but as strategic partners who provide personalized advice tailored to each client's unique requirements.

Services

  • Financial reporting statements (M/Q/A) in accordance with GAAP

    Implementation of accounting software, processes, and internal controls

    Business management, budgeting, forecasting, strategic planning

    Bookkeeping, general ledger review and accounting assistance

    Bill pay services, payroll and sales taxes

    Business start-up, employee benefits and general consulting

    Fixed asset management

    Document preparation for M&A

  • Tax compliance & planning

    Tax return preparation

    Financial planning

  • Sales and payroll tax return preparation

    Corporate and partnership tax return planning and preparation

    Consulting on legal entity selection, accounting methods and financial reporting

    401k and pension consulting

    IRS notice resolution and tax matters consultation

  • Tier 1 - Cloud accounting setup

    Tier 2 - Full service outsourced accounting 

    Tier 3 - Outsourced CFO and advisory 

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