Lisa has provided clients with accounting, audit, and tax services for over 14 years, since she joined Charles K. Poor, CPA, PC in 2005. Her specialty focus on not-for-profit audits and 990’s includes over 10 years of experience with a concentration in small, non-profit organizations. Her passion for this work includes preparing financials, assessing risk, and preparing audit work programs for audit field visits. She’s also experienced in the tax preparation of form 990 for organizations exempt from income tax, form 990-T for unrelated business income tax, as well as solicitation license preparation.
Lisa possesses a Bachelor of Science in both Accounting and Psychology from Michigan State University, and actively participates in continuing education of non-profit laws and updates.
Outside of the office Lisa enjoys getting active at local CrossFit classes and hanging with her dog, Jax.