Partner

Lisa, a Certified Public Accountant licensed in Massachusetts, joined the firm in September, 1991.  She possesses a wide range of experience in accounting and tax engagements and specializes in service to medical and dental practices. Lisa has worked closely with our physician and dental clients regarding practice valuations, mergers and pre-merger assessments, practice start-ups, compensation analysis, staffing revenue enhancement, procedural costing and comparative fee analysis, physician billing systems, and accounts receivable and insurance reimbursements.

In addition to managing many of our health care accounting and tax engagements Lisa also services clients in the manufacturing, real estate, retail, construction and personal service industries.  Her experience includes the performance of various compilation, review and audit engagements as well as the preparation and review of various federal and state tax filing requirements. 

Lisa is a graduate of Western New England College and is a member of the Massachusetts Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the American Women's Society of CPA's, the Medical Group Management Association and the National CPA Health Care Advisors Association.