Lisa Case Email & Phone Number

Delano, Mn, Us

Eagan, Minnesota, Us

5-time winner of the Best Places to Work by the Minneapolis/St. Paul Business Journal, All In One Accounting is a full-service accounting company focused on advising entrepreneurs on profitable growth and helping nonprofit leaders amplify their impact.Our clients choose to use us because we:- Manage all aspects of their accounting operations- Give them complete flexibility in how they use our services- Become a partner in helping them achieve their biggest goalsWe bring expertise, clarity, and consistency so that our clients’ accounting operations no longer require their constant attention. This way, they can stay focused on growth and success – what they do best!

• Manage all accounting functions including, General Ledger, Payroll, Accounts Payable and Accounts Receivable• Prepare accurate and timely monthly financial statements and analyze the financial results• Prepare & submit filings as required by state & federal agencies• Oversee and coordinate budgeting process• Coordinate annual year-end audit or review with the independent CPA firm• Establish & maintain financial policies and procedures• Coordinate relationships and covenants with financial institutions, suppliers and government agencies• Hire, train, supervise and develop accounting and administrative staff• HR Management including payroll, insurance/benefits and employee on-boarding• Establish & maintain HR and company policy documentation• Manage business insurance policies• Manage member website• Identify solutions and opportunities for process improvement, efficiency and savings• Participate in a wide variety of special projects

• Responsible for all Accounts Receivable, Accounts Payable, Payroll and General Ledger transactions• Supervise staff of 15 including motel front desk/clerks, housekeeping and maintenance• Responsible for hiring and scheduling based on staffing needs• Monitor inventory & purchase product for convenience store• Coordinate reservations for special events and long-term lodging

Dania Beach, Fl, Us

• Supervise Accounting staff of 14 including AR, AP, GL, Cash Management, Collections, Payroll & Human Resources• Responsible for hiring, staff development and performance evaluation• Oversee accounting functions & financial statement preparation for 200+ clients• Annual review of budgets for 200+ clients including implementation of dues increases for condo/townhome owners• Review & approve monthly financial statements for 2 corporate entities• Prepare annual budget for 2 corporate entities• Oversee and coordinate year end audit and tax preparation for 200+ clients and 2 corporate entities• Coordinate the transition & set up process for all incoming clients• Serve as liaison in banking relationships• Coordinate with bank to secure loans for clients as needed• Organized and implemented computer conversion of accounting system• Responsible for administration & maintenance of Jenark accounting software• Ongoing review of procedures for process improvements and strong internal controls• Serve as a member of the Sr. Management Team in making company decisions

Minneapolis, Minnesota, Us

• Supervised Cash Management and Accounts payable staff of 6 to 8 people• Responsible for orientation and training of new accounting staff • Reviewed and prepared monthly and year end financial statements for multiple locations and entities• Served as a “floater” to cover employee absence and transitions throughout the Accounting Department• Responsible for administration of Timberline accounting software

• Served as interim controller/bookkeeper for clients• Performed monthly and year-end accounting services for clients• Provided on-site accounting software installation, training and technical support to clients• Assisted in audit field work• Completed quarterly and year-end payroll reports including 941, 940, State Unemployment, W2, W3• Compiled year end information returns including 1099 & 1096

La Crosse, Wisconsin, Us

• Performed accounting systems needs analysis and recommendation for clients• Provided on-site software installation, training and technical support to clients and office staff• Conducted software training classes• Coordinated local software users group• Performed monthly and year-end accounting services for clients• Completed quarterly and year-end payroll reports and year end information returns

High School Diploma

Associate'S Degree, Accounting