Business Advisory Services, Client Manager, Tauranga
Lisa began her journey with Baker Tilly Staples Rodway Tauranga in 2018, bringing to the firm her vast knowledge and 30+ years’ experience. Combining her experience as an accountant and having had her own business, Lisa has learnt a lot about issues around staff, cashflow struggles and asset management, which leaves her well placed to assist clients in business.
Lisa is proactive, understands how important business structures, deadlines and growth are and she takes pride in supporting clients to ensure these are achieved.
Preparation of annual financial statements & tax returns
Management reporting including cashflow forecasts, budgets & KPI reporting