Lisa Bell | CPA

04/02/2023 1h 19min Temporada 1 Episodio 2

Listen "Lisa Bell | CPA"

Episode Synopsis

Lisa Bell is a CPA and bookkeeping coach on a mission to make small business accounting simple, approachable, easy, and maybe even a little fun.  Lisa started her own business providing monthly bookkeeping and tax services in March of 2022 after spending 10 long years in the public accounting grind.
"My last year in public accounting really taught me that I'm driven by human connection. I couldn't handle the once a year tax preparation anymore so I created a business where I could work with my clients more often. This allows us to be more proactive in terms of their cash and taxes."
She works with small business owners in different industries ranging from Fortnite streamers to attorneys and is currently launching a bookkeeping coaching program. "I know the businesses with the smallest margins and profits are the ones who need the most assistance, but can't afford it."In both lines of services, her goal is to teach business owners how to assess the financial health of their business and equip them to become their own financial experts.When she's not working her CPA magic she's likely traveling, hanging out with family, and spending time outside when the weather is nice.You can find Lisa at www.copilotcpa.com or on Instagram @accountingbylisaWe interviewed Lisa in mid January 2023 about her experience in humanizing the nature of accounting.