About Lisa Aldrich

Lisa Aldrich is a Certified Public Accountant with over 20 years experience assisting privately-held firms, publicly-traded corporations and not-for-profit organizations with accounting operations, tax preparation and financial issues. Her impressive financial career includes Boston, Providence and Hartford area executive leadership positions as Director of Finance & Administration; Director of Operations; Senior Manager Financial Analyst and Corporate Controller.

Educationally, Lisa earned her Certificate of Accountancy with Highest Honors from Bentley University and her bachelor’s degree in Economics and International Affairs from Lafayette College in Easton, Pennsylvania. Lisa’s SouthCoast practice specializes in helping small business owners and individual clients. Besides certified skills, knowledge and credentials, Lisa’s small business financial savvy is also accompanied by commendable character, unwavering ethics and complete trustworthiness her clients feel safe with and rave about.

Lisa is particularly proud of the quick turnaround service and availability she affords clients. Accordingly, her CPA practice is principled on providing exceptional personalized service to a select rather than an unlimited number of clients. In turn, Lisa’s clients really appreciate her “Client-Centric” approach to servicing their needs… and so will you.

Affiliations

American Institute of Certified Public Accountants (AICPA)

Massachusetts Society of Certified Public Accountants

SouthCoast Chamber, Member since 2011

Treasurer of Legal Center for Non-Profits

Leadership SouthCoast, Class of 2012 graduate and former Board member