This episode is with Lisa Bloomfield coowner of Wasatch CPA Services Wasatch CPA specializes in offering accounting and tax services to businesses, with a specialty in construction and real estate businesses. A significant focus is on accounting CFO services for project and
segment profitability, job costing, bondable financial statement profitability, and communication to
management and owners about long-term decisions necessary for the growth of the business.
Lisa shared tips and tools for you business owners from her almost 2 decades of accounting experience working with private practice CPA\’s and being a self-employed accountant. 10 years of that was as an employee then partner in a firm specializing in accounting services to small municipalities.
Lisa finished her Master\’s Degree in Accounting in 2010, Bachelors in Accounting
from the University of North Texas in 2008. She held her IRS Enrolled Agent certification from 2004-2008.
Lisa has a ton of experience including all bookkeeping duties, fund and for-profit business accounting, corporate, business and individual tax return preparation, state tax filings (CA, TX) including franchise tax, sales tax, and payroll tax; payroll tax return filing. Lisa\’s duties have included CPA compilation and write-up services, amended tax returns, offer in compromise filings, QuickBooks maintenance, and training. 20 Years of both desktop and online QuickBooks experience, QB ProAdvisor for most of my career.
During our interview, I could tell Lisa is result-oriented, needing minimal direction, and willing to hunt down any answers, information, or training necessary for completing my work.