Lisa Laday, Cpa Email & Phone Number

Greater Atlanta Area

At SMB Accounting, we specialize in providing tailored financial programs to support businesses at every stage of their journey. Our services are designed to help businesses achieve financial stability, loan readiness, and tax compliance. We work closely with our clients to offer customized solutions that drive strategic growth and financial success.Financial Programs:• Develop and implement tailored financial programs for businesses with revenues under $100,000, ensuring financial, loan, and tax readiness.Provide comprehensive financial overviews and strategic guidance to optimize business structures for growth.Monthly Bookkeeping & Financial Strategy:• Manage monthly bookkeeping and reconciliation for growing businesses with revenues of $100,000+.Offer strategic financial guidance through monthly reporting and meetings, enhancing loan readiness and tax efficiency.Controller Services & Financial Coaching:• Deliver financial management services for enterprises with revenues over $200,000.• Conduct monthly financial coaching sessions and streamline accounting processes through staff reviews.• Implement proactive tax planning and develop growth-oriented financial strategies.Achievements:• Successfully managed and improved the financial health of numerous small businesses, nonprofits, and startups.• Enhanced client loan readiness through meticulous business plan reviews and strategic financial planning.• Established SMB Accounting as a trusted partner for small business financial management and growth.For more information about our services, visit smbtba.com.

United States

• Managed group of closely held professional services firms, consulting firms, Accounting HR and Strategic Planning• Financially manage operations accounting team and insurance brokers for Professional service firms and niche independent insurance Agency, tax returns during tax season• Provide benefits and insurance services for public institutions, government entities, social service agencies, major corporations, and small businesses• Coordinate and Conduct client risk analysis and surveys• Coordinate and Conduct loss control management assessments and make recommendations• Risk Management plans for non-traditional options such as owner-controlled Controlled Insurance Programs, All lines Aggregate and Self-Insured Solutions

Bachelor Of Science (B.S.), Accounting

Education record