Lisa Capps Email & Phone Number

Driftwood, Texas, United States

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… 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

Austin, Texas Area

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… 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

Austin, Texas Area

As 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.

Austin, Texas

At 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.

Austin, Texas Area

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… 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

Dallas, Texas

As 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.

Dallas/Fort Worth Area

At 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.