Lisa Baalman fosters the financial business health of multistate construction and manufacturing companies, and is specialized in tax compliance and consulting, financial reporting, risk mitigation, and business life cycle planning. As an experienced Certified Public Accountant (CPA), she finds and captures opportunities for businesses to save money and minimize financial risk. Lisa provides helpful guidance to business owners who desire to leave a legacy for their family members.
She is a proactive partner to businesses who seek to sell, acquire, or merge with other businesses, and her comprehensive knowledge of the financial and tax implications of making capital investments and changing entity structures provides tremendous value to her clients. By modeling proposed debt and projecting the personal tax effect on owners, she assesses the full circle of financial consequences to minimize tax liabilities, reduce unnecessary risk, and achieve overall economic benefits to the company and key players.
Lisa Baalman is well versed in the qualifications for numerous tax credits, which helps enable construction and manufacturing businesses to hang on to more cash for working capital and reinvest in the business rather than overpaying on income taxes.
Working in a veterinary office while in college gave Lisa an appreciation for the accounting and bookkeeping needs of a small business. She finds true career satisfaction from making personal connections with business owners and their families and establishing accounting and tax strategies that help them reach their goals.