Lisa Capps Email and Phone Number
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As the Founder and CEO of SumItUp Consulting, my mission is to be an extension of your business, not just a contracted service provider, by providing quality accounting services and treating your business as if it were our own.With a background steeped in financial leadership, including roles as a dynamic CFO for small to mid-sized enterprises and startups, I bring a wealth of hands-on expertise to every client. My experience spans the range of accounting management, meticulous bookkeeping, strategic financial analysis, payroll administration, and the implementation of effective, standardized policies and procedures customized to suit your unique business needs.At SumItUp, we understand the importance of fostering personal connections within teams — that's why our approach emphasizes not just providing services, but becoming an integral part of your organization, delivering the support and guidance you need to thrive.Whether you require ongoing bookkeeping and accounting support, the seasoned oversight of a Controller, strategic counsel from a fractional CFO, assistance with budgeting and forecasting, or assistance with specific projects, SumItUp has you covered.Let's connect and discuss how we can collaborate to elevate your business to new heights. I look forward to the opportunity to learn more about your goals and explore how we can achieve them together.
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Founder/CeoSumitup Consulting Services Jan 2022 - PresentDriftwood, Texas, United StatesSumItUp provides ongoing bookkeeping and accounting services, Controller-level leadership and oversight, fractional CFO consulting, budgeting, and forecasting, the undertaking of one-off projects, or anything in between; we have a solution for you. We specialize in small to mid-sized companies, whether you are a startup, growing, or an established business; we have clients across many states and industries and are well-versed in providing virtual services.Let us take care of… Show more SumItUp provides ongoing bookkeeping and accounting services, Controller-level leadership and oversight, fractional CFO consulting, budgeting, and forecasting, the undertaking of one-off projects, or anything in between; we have a solution for you. We specialize in small to mid-sized companies, whether you are a startup, growing, or an established business; we have clients across many states and industries and are well-versed in providing virtual services.Let us take care of your bookkeeping and accounting needs so that you can focus on what you do best – running your business. Show less
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Treasurer And Chief Financial OfficerCoretel Communications Sep 2019 - Apr 2024Austin, Texas AreaAt CoreTel, I oversaw comprehensive financial accounting, treasury management and reporting across the organization. My responsibilities encompassed meticulous management of income and expenses, precise allocation and reconciliation, diligent cash flow management, and transparent reporting of the company's financial health to management and regulatory bodies. I ensured compliance with all pertinent financial laws and regulations, including timely filing of tax returns and Bankruptcy Court… Show more At CoreTel, I oversaw comprehensive financial accounting, treasury management and reporting across the organization. My responsibilities encompassed meticulous management of income and expenses, precise allocation and reconciliation, diligent cash flow management, and transparent reporting of the company's financial health to management and regulatory bodies. I ensured compliance with all pertinent financial laws and regulations, including timely filing of tax returns and Bankruptcy Court reporting. Additionally, I provided invaluable, candid advice to the manager and fellow team members in my area of expertise. Show less -
Consulting CfoVine Financial Partners Dec 2018 - Sep 2019Austin, Texas AreaAs Consulting CFO, my duties included managing client portfolios. I provided varying degrees of business analytics and strategy planning based on client needs. I set up new QuickBooks accounts and provided clean-up services for existing clients. Additionally, I had the pleasure of teaching QuickBooks classes and mentoring small business owners. -
ControllerDropoff Aug 2015 - Dec 2018Austin, TexasAt Dropoff, I was a Member of the Senior Leadership Team. I managed and mentored the Accounts Receivable & Accounts Payable teams. I was responsible for all bank accounts and treasury management, as well as for payroll for 200+ employees, 300+ independent contractors and monthly sales commissions. Included in my responsibilities were month-end close and reporting for internal teams and the Board of Directors, as well as annual GAAP audits. -
ControllerShango Llc Feb 2009 - Jul 2015Austin, Texas AreaI began working at Shango on the company’s first day of operations – I accounted for four separate companies individually, as well as together. I established all necessary accounts to conduct business. I implemented separate QuickBooks companies, along with two separate custom telecom billing systems and relevant procedures for each. Other duties included in-house multi-state payroll processing, commission calculations, W2’s and 1099’s for 50+ employees, along with all HR and employee benefits… Show more I began working at Shango on the company’s first day of operations – I accounted for four separate companies individually, as well as together. I established all necessary accounts to conduct business. I implemented separate QuickBooks companies, along with two separate custom telecom billing systems and relevant procedures for each. Other duties included in-house multi-state payroll processing, commission calculations, W2’s and 1099’s for 50+ employees, along with all HR and employee benefits management. I was also responsible for managing all aspects of accounting department and front office staff; including month-end closing, financial analysis, GL entries, budget reports, treasury management, customer relations and collections Show less -
Accounting ManagerRichmond Communications Group Feb 2000 - Feb 2009Dallas, TexasAs the Accounting Manager, I performed all aspects of A/R, A/P, Payroll, HR, and Employee Benefits for 25 employees. Other duties included electronic New Hire Reporting, Sales Tax Reporting, Quarterly and Annual Employee Reports, Heavy Job Cost Reporting and Analysis, AIA Documentation. QuickBooks Pro 2000, 2001, 2003 and 2006. -
Accounting And Office ManagerWinstead Plumbing Company Inc Mar 1990 - Feb 2000Dallas/Fort Worth AreaAt Winstead Plumbing, I set up the office and a new accounting system, migrating to Peachtree Accounting after five years. I also implemented a custom Service Dispatching System (Bottom Line Service System) for network computers to manage Service Calls and to interface with Peachtree Accounting. I performed all aspects of A/R, A/P, Payroll, HR, and Employee Benefits for 15 employees, payroll and Sales Tax Reporting.
Lisa Capps Skills
Frequently Asked Questions about Lisa Capps
What company does Lisa Capps work for?
Lisa Capps works for Sumitup Consulting Services
What is Lisa Capps's role at the current company?
Lisa Capps's current role is CEO & Founder of SumItUp Consulting Services.
What is Lisa Capps's email address?
Lisa Capps's email address is li****@****ngo.com
What is Lisa Capps's direct phone number?
Lisa Capps's direct phone number is +121468*****
What are some of Lisa Capps's interests?
Lisa Capps has interest in Animal Welfare, Children.
What skills is Lisa Capps known for?
Lisa Capps has skills like Voip, Telecommunications, Cloud Computing, Sip, Unified Communications, Ip, Managed Services, Saas, Vendor Management, Telephony, Start Ups, Enterprise Software.
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Lisa Capps
Strategic People Leader | Business Analytics | Retail Operations | Results-Driven Multi-Unit Leader | Business Operations | Employee Relations | Talent ManagementElkridge, Md2vans.com, mrhs.org1 (352) 3XXXXXXX
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