Southwest Bookkeeping LLC
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- Jessica M.
Having Lisa prepare my taxes has been the best experience I’ve ever had. She always gets them done in a timely and organized manner. I’ve heard horror stories from many of my coworkers as to how other accountants have ripped them off or haven’t done their job well. You can bet that I will be recommending them to Southwest Bookkeeping in the future!Jul 18, 2018
- Estela S.
Lisa is very knowledgeable, has exceptional customer service skills and meets all deadlines. I have all confidence in her work ethic.Jul 18, 2018
- Richard P.
I contacted Lisa for help with our business taxes due to my past cpa hand moved. She was great knew exactly what I need provide kept me informed all the way through. The process was quick, Professional and at a reasonable price. I am so grateful to have such a professional to handle all of our tax needs. I highly recommend Her and her tax service. Great job I will recommend her to all of our friends.Jul 18, 2018
- Raquel C.
Lisa is great. I thank her for helping with IRS issues from 2014. I was finally able to get my refund!Jul 17, 2018
- What should the customer know about your pricing (e.g., discounts, fees)?Pricing is variable and depends greatly on the exact tax or business situation you need help with. It is important to specify whether you looking for a consultation only or full service tax prep or accounting work.
- What is your typical process for working with a new customer?Typically once we have established an objective, I like to review previous tax or accounting work, have a conversation verifying what I see and offer best solutions for moving forward.
- What education and/or training do you have that relates to your work?I am have my undergraduate degree in accounting and currently pursuing my masters degree and preparing for the CPA exam. The variety of experience I've had in so many different fields is paramount to my success and the value I can offer to my clients.