Hire the Best Tax Preparers in Tennessee

I enjoy solving the accounting and tax puzzles that other people give up on. Behind on your bookkeeping? Need tax-ready financial statements? Is your QuickBooks creating more problems than it solves? That's where I can help. I'm a CPA licensed in Tennessee and Utah, a New York Registered Tax Preparer, and a Certified QuickBooks ProAdvisor with 29 years of accounting, bookkeeping, and tax experience. I previously served as a Senior Expert Bookkeeper on Intuit's QuickBooks Live Bookkeeping Cleanup Team, where I specialized in fixing complex bookkeeping problems and restoring clients' books to accurate, tax-ready condition. I currently prepare small business tax returns for a national tax software company. Most of my clients have one thing in common: a bookkeeping problem has turned into a tax problem. Their QuickBooks file may be months or years behind. Accounts don't reconcile. Payroll doesn't match. Reports don't make sense. They need accurate books before they can file tax returns, apply for financing, or make good business decisions. I Don't Just Clean Up QuickBooks—I Make It Work Better Good bookkeeping should save you time, reduce stress, and help you make better business decisions—not just satisfy the IRS and your state government. Small changes in how transactions are entered can save hours every month, reduce future errors, and make tax time much easier. You'll also get cleaner reports that help you understand what is really happening in your business. I've worked with businesses in many different industries, so I can quickly recognize what looks normal, spot problems sooner, and recommend bookkeeping workflows that fit your business. To speed up larger cleanup projects, I use Microsoft Copilot, Excel, summary journal entries, statements from your bank, and carefully selected QuickBooks apps. Every AI-assisted result is personally reviewed and verified by me before it becomes part of your accounting records. Services: • QuickBooks Online setup, cleanup, catch-up, and rebuilds • QuickBooks cleanup and tax-ready financials for businesses behind on bookkeeping • Cash flow improvement advisement • Xero cleanup and migration • Assistance with other regulatory reports such as prevailing wage payroll or pesticide applications • IRS and state tax transcript retrieval • Account reconciliations & bookkeeping corrections • Payroll troubleshooting & third-party app integrations • Construction job costing & specialty industry bookkeeping • Internal controls to reduce future bookkeeping mistakes * Compile buildings & equip. maint. history + calendar How I Work: Every cleanup project is different, so I work in milestones. We begin with a one-hour screen-sharing session to identify your biggest problems and priorities. Next, I'll complete an agreed-upon block of work, usually about five hours. Then we'll review the progress together and decide on any next steps. This approach keeps costs predictable while making sure your books are corrected the right way. If you're looking for someone to simply "make the numbers work," I'm probably not the right fit. I believe in honest, accurate bookkeeping that gives you confidence in your financial records. If that's what you're looking for, I'd love to discuss your project. Professional Standards: As a CPA, I provide objective bookkeeping, tax, payroll, compliance reporting, and cash flow improvement consulting services. I prepare reports such as prevailing wage payroll reports, certified payroll reports, pesticide application reports, and other documentation based on the records you provide. I assist clients and their legal counsel by organizing, researching, and preparing financial documentation and supporting evidence for tax controversies, fraud investigations, regulatory matters, and litigation. I also serve as an expert witness when retained to provide independent professional opinions based on my education, experience, and analysis. I perform extensive statutory, regulatory, and case law research when necessary to ensure my work is accurate, well-supported, and consistent with applicable legal and professional standards. I do NOT practice law or provide legal representation. I do NOT perform audits, reviews, compilations, or other attest services, nor do I issue opinions on financial statements. Beyond the Numbers: One of the accomplishments I'm most proud of was helping my husband grow his specialty pressure washing business that cleaned commercial restaurant exhaust systems. By improving bookkeeping, business systems, scheduling, equipment use, and workplace safety, we were able to flourish on less than half the working cash our competitors needed. That experience taught me that bookkeeping is only one part of a successful business. Better systems and better planning create better cash flow, fewer mistakes, and better decisions. I enjoy sharing practical ideas that help business owners build stronger businesses—not just cleaner books.

HIGHLY MOTIVATED, HARD-WORKING AND TECHNICALLY SKILLED BOOKKEEPER, CERTIFIED QUICKBOOKS & CERTIFIED XERO ADVISOR known for accuracy, attention to detail and timeliness in managing disbursement functions for a diversity of vendors. A/P career spans 3+ years of experience in mining exploration, the seafood industry, and non-profit organizations. Bookkeeper career spans 15+ years for individuals and small to mid-size businesses, as well as both individual and corporate taxes. Backed by AAS in computerized accounting and BBA in accounting & finance with proficiencies in generally accepted accounting principles (GAAP) as well as MS Office Suite, Great Plains to Peachtree accounting software, a certified QuickBooks ProAdisor, Xero Certified Advisor and a Registered Tax Return Preparer; MSC has the skills to help you achieve your business’ goals.

I’m not just your accountant, I’m the person you bring in when your business is growing, getting more complex, and you need real financial clarity. With 30+ years of experience and a 100% Job Success Score on Upwork, I work with business owners who are ready to move beyond basic bookkeeping and start making informed, strategic decisions with their numbers. I specialize in service-based businesses, SaaS companies, and multi-entity structures where accuracy, compliance, and forward-thinking strategy actually matter. What sets me apart: I don’t just “do the books.” I clean them up, structure them properly, and turn them into something you can actually use to run your business. Core Services: Full-Service Accounting Clean, accurate, audit-ready books—whether you need a full cleanup or ongoing monthly management. Financial Reporting That Makes Sense Clear financials that give you visibility into profitability, trends, and performance. Tax Strategy & Compliance Proactive planning, not last-minute filing. I help minimize tax liability while keeping everything fully compliant. Virtual CFO Support Cash flow, forecasting, pricing decisions, growth planning—I help you understand what’s working, what’s not, and what to do next. Startup & Scaling Infrastructure From initial setup to multi-entity expansion, I build systems that support growth without breaking. Operational & Process Improvement I streamline your financial systems so you spend less time chasing numbers and more time running your business. What clients say: "Lisa is a great accounting professional especially for growing businesses that need help w/ managing increasing complexity... You better work with her now, because at some point I think she'll be full on clients she's willing to take on." "Lisa has been my accountant for over two years, and she is by far one of the best I’ve worked with… incredibly detail-oriented, knowledgeable, and proactive. I trust her completely with my financials." If your books are messy, your numbers don’t make sense, or you’re making decisions without clear financial insight, that’s where I come in. If you’re ready for clean financials, smart tax strategy, and real direction behind your numbers, let’s talk.

Need more than a bookkeeper? I provide complete financial leadership for growing businesses. I’m a Fractional CFO, Business & Tax Strategy Specialist, and founder of Financial Bookworm. My team and I deliver end-to-end financial management, including bookkeeping, tax preparation, and CFO-level strategy—so you don’t need multiple vendors. We help business owners improve cash flow, increase profitability, and scale with confidence. ⸻ 🚀 Services We Provide 📊 Fractional CFO & Financial Strategy • Financial forecasting & budgeting • Cash flow management & projections • Profitability & pricing analysis • KPI dashboards & executive reports • Business planning & growth strategy • Investor- and lender-ready financials 🧾 Bookkeeping & Accounting • Monthly bookkeeping & reconciliation • QuickBooks Online setup, cleanup & optimization • Catch-up & cleanup bookkeeping • Payroll processing & expense tracking • Accounts payable & receivable (AP/AR) 💡 Tax & Compliance • Business & personal tax preparation • S-Corp election & entity structuring • Payroll tax compliance • Multi-state compliance • IRS/state notices & correspondence ⸻ 🎯 Industries Served • Agencies & consultants • E-commerce & Amazon sellers • Real estate investors • Professional services • Online businesses & startups ⸻ ⭐ Why Clients Hire Me ✔ One-stop finance team (CFO + bookkeeping + tax) ✔ Proactive year-round tax planning ✔ Clean, audit-ready books ✔ Data-driven decision support ✔ Clear, plain-English communication ✔ Long-term strategic partnership ⸻ 📌 Credentials & Experience • IRS AFSP Participant • Advanced Accounting & Tax Strategy • Founder of Financial Bookworm • Trusted by growing U.S. businesses ⸻ If you’re looking for a Fractional CFO who can also manage your bookkeeping and taxes, let’s talk. Click “Message” and tell me about your business goals.

With over 30 years of proven experience in accounting, tax, and financial strategy, I help business owners cut through financial confusion and gain the clarity they need to grow. Whether you're looking for a strategic CFO, a reliable tax professional, or a long-term financial partner—I'm here to provide professional, timely, and tech-powered solutions you can trust.

I am a professional bookkeeper with a bachelors degree in accounting, a love for tech, eCommerce, numbers, and organization. I am QuickBooks Online ProAdvisor certified, have plenty of experience in both maintaining and cleaning up QuickBooks, and have spent years in both QuickBooks desktop and QuickBooks online. The bulk of my clients have had a range of needs, from simple on-going month to month reconciliations, to a multi-year clean-up. I also have experience in Shopify and eCommerce businesses, which greatly improves my efficiency and guidance for my clients. I am open and honest, and love bookkeeping and organizing. I choose to incorporate as many time-saving and automation techniques as possible so that the client pays less, and I work less. Please reach out to let me know your needs! • I am honest, hard working, and abide by timelines and due dates. • I communicate quickly and directly. • I am very skilled in research, and will find the answer if I do not immediately know.