Making Your Future a Success
Giving YOU the FREEDOM to BUILD your BUSINESS.
Leave the paperwork to the professionals.
Making Your Future a Success
Giving YOU the FREEDOM to BUILD your BUSINESS.
Leave the paperwork to the professionals.
Giving YOU the FREEDOM to BUILD your BUSINESS.
Leave the paperwork to the professionals.
Giving YOU the FREEDOM to BUILD your BUSINESS.
Leave the paperwork to the professionals.
Let's Talk..
Specializing in Quickbooks Desktop, Quickbooks Online and Hubdocs
My goal is to create an efficient process to keep your bookkeeping up to date
Daily Operations to Year End preparation
Accountant Referral below
Lisa graduated from Yukon College in 1990 with an Accounting Clerk certificate. Since then she has worked in various accounting positions with small business to large corporate platforms.
She has gained valuable experience in foreign currency, inter-company transactions, integration and training of new software, fraud investigations, implementing new processes and procedures and analytical summaries.
She also has 10 years experience with a local accounting firm as Accounts Manager.
Lisa spends her free time as a stain glass artist specializing in concrete stepping stone Pet Portraits.
A few of our clients had this to say...
"As a solo business owner and operator, I like to keep my mind and energy on actually running my business. Having Lisa around to take care of all the 'behind the scenes' ebb and flow magic that is beyond my understanding is the biggest relief I can have. She's made my life 1000% less stressful." - Ryan Emo - Fresh Cafe / Naked Dressings
"Lisa is exceptional. Reliable, accurate, professional and personable. A definite asset to any business. We have had the pleasure since 2012." - Kathryn C. Rud RN, COHN
President/CEO - Healthserv
Jennifer joined the LIA Bookkeeping team in 2022. She is working towards her CPB designation with the Canadian Professional Bookkeepers of Canada and is a current member at the Technician level.
She is also a certified Payroll Compliance Practitioner with the National Payroll Institute and has a University Certificate in Accounting from Athabasca University.
With over 30 years of accounting experience, Jennifer brings with her a depth of knowledge and strength in building client relationships. She has extensive knowledge in cash management, banking, integration of new software and internal cash flow processes, as well as budgeting and project reporting.
For relaxation, Jennifer likes to get out in nature for some hiking and camping with her family and two Bernese Mountain Dogs.
Lucas joined LIA Bookkeeping Summer 2023.
He brings with him 15 years of accounting experience and a strong attention to detail.
He has experience with businesses of varying sizes and structures, multi-currency transactions, multi-national businesses,
inter-company transactions, and online banking, merchant, and payment providers.
Lucas spends his free time camping and enjoying the outdoors, volunteering as a local youth lacrosse coach, and raising his young son.
Sandra is the newest member of the
LIA Bookkeeping team, joining end of 2024.
She brings with her 20 years of payroll expertise and holds CPA designation with the Canadian Payroll Association. She has a Certificate in Accounting from Red River College.
Having recently moved from Manitoba, she has experience with Agricultural businesses, Unions and all aspects of bookkeeping.
Sandra spends her free time gardening, farm maintenance and spending time with her beloved Terrier dog 'Buster'.
Tracy is the newest member of the
LIA Bookkeeping team, joining end of 2024.
Tracy is a British Columbian transplant, having been born and raised in Ontario. She brings with her a strong legal and bookkeeping background. Many of the skills she acquired during her many years as a Personal Injury Case Manager in a law firm (exceptional organizational skills, great attention to detail, ability to meet strict deadlines and ability to help clients during difficult times) assisted Tracy in her bookkeeping career.
Tracy graduated from college with an Honours Diploma in Accounting & Computer Applications and has 15 years’ experience in full cycle bookkeeping.
Tracy loves nature and enjoys long hikes into the mountains, especially with her beloved (rescued) German Short Haired Pointer. She also enjoys gardening, reading and cooking, sitting down to a meal and great conversation with family and friends.
Lisa has been my Bookkeeping Account Manager for 11 years.
My firm got to the size where there was just not enough time in the day to handle both bookkeeping and tax accounting in the same office. As a CPA, I also had to be responsible for all of the bookkeeping, even though Lisa ran the show. So as a result of my firm’s growth, I encouraged Lisa to go forth on her own with all her vast and varied experience.
Lisa has huge depth in bookkeeping knowledge and is professional, reliable and accurate. Lisa has been a huge part of the success of my accounting firm and I am excited for her as she starts her journey into her own practice. I always recommend Lisa for bookkeeping work and small business administration. She is excellent at creating processes for all types of small businesses and getting us the year-end information we need as accountants to make the clients successful.
Lisa and I will still share the financial responsibility of many of my existing clients going forward and we will always have a strategic referral partnership around our clients.
We wish Lisa all the best in her success as we make this exciting transition!
David Levinson
DA Levinson, CPA, CGA
DA Levinson & Associates
Let's discuss how we can get your financial statements complete!
Box 220 - 7020 Cowichan Lake Rd, Lake Cowichan, British Columbia V0R 2G0, Canada
Monday - Friday 8:00am - 4:00pm