About
Lisa Aldrich, CPA provides accounting, tax, and consulting services for small businesses, entrepreneurial start-ups, and individual clients. Her SouthCoast practice focuses on helping business owners with tax preparation, financial reporting, and broader accounting needs.
She has over 20 years of experience working with privately held firms, publicly traded corporations, and not-for-profit organizations. The practice emphasizes personalized service and can meet clients in their office, home, or at a quiet cafe. Lisa also works with bookkeeping, QuickBooks support, and tax planning matters.
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Services
New business formation
Bookkeeping services
QuickBooks/Xero setup
Payroll services
Business tax preparation
Individual tax preparation
IRS notice and audit help
Sales tax
Tax planning
Tax services
Languages
English
Service areas
Credentials
CPACertified Public Accountant (CPA)
Client types
Client types
Small businessesNonprofitsFamily businessesEntrepreneursIndividualsindividual clientssmall business ownersnot-for-profit organizations
Industries
HealthcarePrivately-held firmsPublicly-traded corporationsNot-for-profit organizations
Tax focus
Tax preparationTax planningSmall business taxesFinancial reportingTax planning (implied)Small business finance services (implied)
Software tools
QuickBooks